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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
41+ 5.16% |
$4.21K - $4.32K
|
836
$88.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
17.3KNew |
$1.78M - $1.83M
|
17.3K
$1.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$1.03K - $1.05K
|
2.24K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
28.5KNew |
$2.92M - $3.01M
|
28.5K
$3.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$383K - $393K
|
3.73K
$394K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
496+ 22.02% |
$50.9K - $52.3K
|
2.75K
$291K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.35K+ 23.48% |
$856K - $880K
|
43.9K
$4.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-137- 2.1% |
$14.1K - $14.4K
|
6.39K
$676K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-8.06K- 84.82% |
$827K - $850K
|
1.44K
$153K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
12.1KNew |
$1.24M - $1.28M
|
12.1K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$1.86M - $1.92M
|
18.2K
$1.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.79K- 12.25% |
$183K - $188K
|
12.8K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2.95KNew |
$303K - $311K
|
2.95K
$312K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$12.1K - $12.3K
|
118
$12.5K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.2K- 69.16% |
$329K - $334K
|
1.43K
$151K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
594New |
$61.1K - $61.9K
|
594
$62.8K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.9K- 42.19% |
$1.43M - $1.45M
|
19.1K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-921- 19.37% |
$94.7K - $96K
|
3.84K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
98+ 0.19% |
$10.1K - $10.2K
|
50.7K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
9.14K+ 54.06% |
$940K - $953K
|
26.1K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-943- 31.67% |
$97K - $98.3K
|
2.04K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-9.9K- 11.87% |
$1.02M - $1.03M
|
73.5K
$7.77M
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-23K- 82.64% |
$2.36M - $2.39M
|
4.82K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.3KNew |
$1.17M - $1.18M
|
11.3K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-20.2K- 23.76% |
$2.08M - $2.11M
|
64.9K
$6.87M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.1K- 14.11% |
$216K - $219K
|
12.8K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-480- 22.77% |
$49.4K - $50K
|
1.63K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
72New |
$7.4K - $7.51K
|
72
$7.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-12K- 69.12% |
$1.24M - $1.25M
|
5.37K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4K- 9.64% |
$411K - $417K
|
37.5K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-111- 47.03% |
$11.4K - $11.6K
|
125
$13.2K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-374- 12.87% |
$38.5K - $39K
|
2.53K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.09K- 24.26% |
$112K - $114K
|
3.4K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
221+ 10.5% |
$22.7K - $23K
|
2.33K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
19+ 0.54% |
$1.95K - $1.98K
|
3.51K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.2KNew |
$1.05M - $1.06M
|
10.2K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$275K - $279K
|
2.67K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.14% |
$514 - $521
|
3.52K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3KNew |
$308K - $313K
|
3K
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 5.43% |
$127K - $129K
|
24K
$2.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
387+ 151.76% |
$39.8K - $40.3K
|
642
$67.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.4K- 60.47% |
$350K - $355K
|
2.23K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-435- 14.29% |
$44.7K - $45.4K
|
2.61K
$276K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.6% |
$1.23K - $1.25K
|
2.02K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-23.1K- 59.18% |
$2.37M - $2.41M
|
15.9K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.7K- 26.89% |
$175K - $178K
|
4.63K
$490K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-135K- 56.66% |
$13.9M - $14.1M
|
103K
$10.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.62K- 44.94% |
$167K - $169K
|
1.99K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-155- 6.58% |
$15.9K - $16.2K
|
2.2K
$233K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-70- 3.37% |
$7.2K - $7.3K
|
2.01K
$212K
|
|