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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-846- 20.42% |
$89.1K - $89.9K
|
3.3K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
69+ 2.06% |
$7.27K - $7.33K
|
3.42K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34New |
$3.58K - $3.61K
|
34
$3.62K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
94+ 2.66% |
$9.9K - $9.99K
|
3.63K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
4.13KNew |
$435K - $439K
|
4.13K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
323New |
$34K - $34.3K
|
323
$34.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.4KNew |
$674K - $680K
|
6.4K
$682K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
275New |
$29K - $29.2K
|
275
$29.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-4- 0.14% |
$421 - $425
|
2.8K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.66KNew |
$280K - $283K
|
2.66K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
13.5KNew |
$1.42M - $1.43M
|
13.5K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
87New |
$9.16K - $9.24K
|
87
$9.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$244K - $246K
|
2.32K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2.09K- 16.15% |
$220K - $222K
|
10.8K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-592- 17.91% |
$62.3K - $62.9K
|
2.71K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
75+ 1.77% |
$7.9K - $7.97K
|
4.31K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-584- 15.48% |
$61.5K - $62K
|
3.19K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.15KNew |
$226K - $228K
|
2.15K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.37KNew |
$776K - $783K
|
7.37K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
328New |
$34.5K - $34.8K
|
328
$34.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-473- 19.04% |
$49.8K - $50.3K
|
2.01K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-28.2K- 90.61% |
$2.97M - $3M
|
2.93K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-880- 19.91% |
$92.7K - $93.5K
|
3.54K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
60+ 0.39% |
$6.32K - $6.37K
|
15.6K
$1.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 50.43% |
$1.06M - $1.07M
|
9.92K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-945- 10.8% |
$99.5K - $100K
|
7.8K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-117- 5.71% |
$12.3K - $12.4K
|
1.93K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$105 - $106
|
1
$107
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.42KNew |
$255K - $257K
|
2.42K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.2KNew |
$232K - $234K
|
2.2K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
217+ 4.29% |
$22.9K - $23.1K
|
5.28K
$562K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.9K- 55.66% |
$1.67M - $1.69M
|
12.6K
$1.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 7.41% |
$5.27K - $5.31K
|
625
$66.6K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2.37KNew |
$249K - $252K
|
2.37K
$252K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
118New |
$12.4K - $12.5K
|
118
$12.6K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
47New |
$4.93K - $4.99K
|
47
$5.01K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.39KClosed |
$670K - $678K
|
0
$0
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.94KNew |
$203K - $205K
|
1.94K
$206K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
48+ 0.91% |
$5.04K - $5.1K
|
5.33K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.12K- 31.37% |
$118K - $119K
|
2.45K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17- 0.33% |
$1.78K - $1.81K
|
5.08K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-499- 20.18% |
$52.4K - $53K
|
1.97K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.37KNew |
$249K - $252K
|
2.37K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-616- 22.81% |
$64.6K - $65.4K
|
2.08K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.95KNew |
$205K - $207K
|
1.95K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
3.8KNew |
$398K - $403K
|
3.8K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.83K- 0.97% |
$192K - $195K
|
187K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-59- 1.1% |
$6.19K - $6.27K
|
5.29K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$6.51K - $6.58K
|
62
$6.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
56New |
$5.88K - $5.95K
|
56
$5.96K
|
|