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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 100.57% |
$241K - $244K
|
4.59K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.56K+ 0.89% |
$163K - $165K
|
176K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$630 - $637
|
796
$84K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-863- 3.28% |
$90.6K - $91.7K
|
25.5K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.27K+ 28.48% |
$448K - $453K
|
19.3K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.28K- 29.08% |
$239K - $242K
|
5.55K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
475+ 8.03% |
$49.8K - $50.4K
|
6.39K
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.03K+ 52.35% |
$423K - $428K
|
11.7K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8- 0.42% |
$840 - $850
|
1.91K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.07% |
$3.36K - $3.4K
|
45.9K
$4.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1K+ 43.94% |
$116K - $117K
|
3.61K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.66KNew |
$279K - $283K
|
2.66K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.33K+ 39.91% |
$769K - $778K
|
25.7K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-338- 7.73% |
$35.5K - $35.9K
|
4.04K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.48K+ 10.16% |
$155K - $157K
|
16.1K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
85+ 2.52% |
$8.92K - $9.03K
|
3.46K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-103- 0.38% |
$10.8K - $10.9K
|
26.9K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.43K+ 21.08% |
$150K - $152K
|
8.21K
$867K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
6.54KNew |
$687K - $695K
|
6.54K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
141+ 0.58% |
$14.8K - $15K
|
24.3K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.14K+ 37.37% |
$120K - $121K
|
4.2K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
45+ 0.64% |
$4.72K - $4.78K
|
7.09K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.04K- 28.25% |
$529K - $535K
|
12.8K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26.6K- 40.94% |
$2.8M - $2.83M
|
38.4K
$4.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-6.43K- 2.2% |
$675K - $683K
|
286K
$30.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.05KNew |
$215K - $218K
|
2.05K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.48% |
$318K - $322K
|
2.15K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-407- 7.25% |
$42.7K - $43.2K
|
5.2K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
887+ 16.28% |
$93.1K - $94.2K
|
6.34K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 43.16% |
$126K - $127K
|
3.98K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.3K- 17.69% |
$241K - $244K
|
10.7K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
40.5K+ 248.81% |
$4.25M - $4.31M
|
56.8K
$6M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.13K- 7.08% |
$119K - $120K
|
14.9K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
872+ 12.12% |
$91.5K - $92.6K
|
8.07K
$852K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.28K+ 53.87% |
$134K - $135K
|
3.64K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
450+ 1.14% |
$47.2K - $47.8K
|
39.9K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-120K- 72.53% |
$12.6M - $12.8M
|
45.5K
$4.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.97KNew |
$207K - $209K
|
1.97K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.29K+ 8.4% |
$451K - $456K
|
55.4K
$5.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.77K- 2.16% |
$290K - $294K
|
125K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
849+ 6.93% |
$89.1K - $90.2K
|
13.1K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.36K- 37.78% |
$143K - $145K
|
2.24K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 10.81% |
$1.58M - $1.6M
|
155K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.38K+ 9.77% |
$984K - $996K
|
105K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.23% |
$13.2K - $13.4K
|
3.77K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.94KNew |
$204K - $206K
|
1.94K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07K+ 18.11% |
$217K - $220K
|
13.5K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12.5K+ 50.3% |
$1.31M - $1.33M
|
37.4K
$3.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.33K- 23.05% |
$140K - $141K
|
4.44K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 4.51% |
$368K - $373K
|
74.3K
$7.84M
|