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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-150- 1.13% |
$15.6K - $15.9K
|
13.1K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.59KNew |
$792K - $807K
|
7.59K
$801K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.5K- 15.96% |
$261K - $266K
|
13.2K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-173- 6.2% |
$18K - $18.4K
|
2.62K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 26.0% |
$9.49K - $9.67K
|
259
$27.3K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3K+ 31.58% |
$313K - $319K
|
12.5K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-805- 4.28% |
$84K - $85.6K
|
18K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-368- 86.79% |
$38.4K - $39.1K
|
56
$5.91K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$208K - $212K
|
2K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.01K- 5.96% |
$210K - $214K
|
31.8K
$3.35M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$105
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
12+ 0.37% |
$1.25K - $1.28K
|
3.23K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.06K+ 56.31% |
$424K - $432K
|
11.3K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
375New |
$39.1K - $39.9K
|
375
$39.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-670- 8.76% |
$69.9K - $71.2K
|
6.98K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.54K- 38.59% |
$161K - $164K
|
2.45K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.97KNew |
$205K - $209K
|
1.97K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1- 0.05% |
$104 - $106
|
2.03K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.82KNew |
$502K - $512K
|
4.82K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
133KNew |
$13.8M - $14.1M
|
133K
$14M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.8K- 6.77% |
$188K - $192K
|
24.9K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 6.9% |
$1.85M - $1.89M
|
240K
$25.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-843- 1.33% |
$87.9K - $89.6K
|
62.3K
$6.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20New |
$2.09K - $2.13K
|
20
$2.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$123K - $125K
|
1.18K
$124K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$105
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-241- 0.36% |
$25.1K - $25.6K
|
67.6K
$7.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
28New |
$2.92K - $2.98K
|
28
$2.95K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-240- 5.36% |
$25K - $25.5K
|
4.24K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.19K+ 6.28% |
$124K - $127K
|
20.2K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-796- 6.58% |
$83K - $84.6K
|
11.3K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-502- 80.97% |
$52.4K - $53.4K
|
118
$12.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.64KNew |
$275K - $281K
|
2.64K
$278K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.68K+ 3173.74% |
$593K - $604K
|
5.86K
$618K
|
|
|
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 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.12K- 46.88% |
$221K - $225K
|
2.4K
$253K
|
|
|
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 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$104 - $106
|
8.82K
$930K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.58K- 44.97% |
$165K - $168K
|
1.94K
$204K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.25K- 72.74% |
$442K - $445K
|
1.59K
$168K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.63KClosed |
$274K - $276K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 73.74% |
$1.36M - $1.37M
|
4.67K
$492K
|
|
|
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
$8.82M
|
|
|
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
$54.1K
|
|