Latest Institutional Transactions on Ishares Short Term National Mu (SUB)
This table provides information on the latest institutional transactions involving Ishares Short Term National Mu (SUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.68K+ 3173.74% |
$593K - $604K
|
5.86K
$619K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47.5K+ 1.95% |
$4.95M - $5.05M
|
2.49M
$263M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.53K+ 8.12% |
$264K - $269K
|
33.7K
$3.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
5.89KNew |
$615K - $626K
|
5.89K
$622K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-319- 3.31% |
$33.3K - $33.9K
|
9.32K
$984K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.12K- 46.88% |
$221K - $225K
|
2.4K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.88KNew |
$405K - $413K
|
3.88K
$410K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-572- 14.61% |
$59.7K - $60.8K
|
3.34K
$353K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.47K- 63.61% |
$571K - $582K
|
3.13K
$330K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 4.44% |
$626 - $638
|
129
$13.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
6.25K+ 18.75% |
$652K - $664K
|
39.6K
$4.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-612- 1.71% |
$63.8K - $65.1K
|
35.1K
$3.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
57+ 0.13% |
$5.95K - $6.06K
|
43.3K
$4.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 9.01% |
$211K - $215K
|
24.5K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08K+ 89.83% |
$216K - $221K
|
4.39K
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.04K- 9.53% |
$108K - $111K
|
9.88K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.17% |
$4.07K - $4.15K
|
23.2K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-248- 6.16% |
$25.9K - $26.4K
|
3.78K
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-632- 17.74% |
$65.9K - $67.2K
|
2.93K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.77K- 21.39% |
$288K - $294K
|
10.2K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 3.57% |
$2.61K - $2.66K
|
675
$71.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$104 - $106
|
8.82K
$931K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.58K- 44.97% |
$165K - $168K
|
1.94K
$204K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
6.19K+ 7.94% |
$646K - $658K
|
84.2K
$8.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.54KNew |
$265K - $270K
|
2.54K
$268K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.4K+ 23.1% |
$2.65M - $2.66M
|
136K
$14.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 10.0% |
$832 - $838
|
88
$9.29K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 73.74% |
$1.36M - $1.37M
|
4.67K
$493K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 32.35% |
$1.14K - $1.15K
|
23
$2.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.42% |
$125K - $126K
|
83.6K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-679- 36.8% |
$70.6K - $71.2K
|
1.17K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-63- 10.94% |
$6.55K - $6.6K
|
513
$54.2K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.64KNew |
$275K - $277K
|
2.64K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.7KNew |
$1.42M - $1.43M
|
13.7K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.4KNew |
$354K - $357K
|
3.4K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
215+ 11.03% |
$22.4K - $22.5K
|
2.17K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.54KClosed |
$576K - $580K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
449+ 1.58% |
$46.7K - $47.1K
|
28.9K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
807New |
$84K - $84.6K
|
807
$85.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
955New |
$99.4K - $100K
|
955
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-470- 4.89% |
$48.9K - $49.3K
|
9.14K
$965K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.52KNew |
$471K - $474K
|
4.52K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
30+ 1.35% |
$3.12K - $3.14K
|
2.25K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-246- 2.65% |
$25.6K - $25.8K
|
9.05K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-311- 8.31% |
$32.4K - $32.6K
|
3.43K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.33K+ 84.87% |
$243K - $245K
|
5.08K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.19K- 38.6% |
$332K - $334K
|
5.07K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
289New |
$30.1K - $30.3K
|
289
$30.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-937- 1.43% |
$97.5K - $98.2K
|
64.5K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
459+ 23.92% |
$47.8K - $48.1K
|
2.38K
$251K
|
|