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 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
324+ 16.56% |
$33.3K - $33.8K
|
2.28K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
19.1KNew |
$1.96M - $1.99M
|
19.1K
$2.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.9K- 43.36% |
$401K - $407K
|
5.1K
$537K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-5.04K- 1.7% |
$518K - $525K
|
291K
$30.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.48K- 10.92% |
$769K - $780K
|
61K
$6.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-106- 7.48% |
$10.9K - $11.1K
|
1.31K
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
2.73K+ 48.79% |
$281K - $285K
|
8.33K
$879K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.49% |
$1.13K - $1.15K
|
2.24K
$236K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-244K- 94.47% |
$25.2M - $25.6M
|
14.3K
$1.51M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.39KNew |
$246K - $250K
|
2.39K
$252K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-276- 9.9% |
$28.5K - $29K
|
2.51K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-150- 1.15% |
$15.5K - $15.8K
|
12.8K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 88.7% |
$1.62M - $1.65M
|
2K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.52KNew |
$570K - $579K
|
5.52K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-28.6KClosed |
$2.95M - $3M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.3KNew |
$5.4M - $5.49M
|
52.3K
$5.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.91K- 36.02% |
$197K - $201K
|
3.4K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01KNew |
$208K - $211K
|
2.01K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
352+ 4.99% |
$36.3K - $37K
|
7.4K
$781K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-31.7K- 49.1% |
$3.27M - $3.33M
|
32.8K
$3.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-192- 3.26% |
$19.8K - $20.2K
|
5.7K
$601K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$406K - $413K
|
3.94K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-85- 2.48% |
$8.78K - $8.93K
|
3.34K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.9K- 35.83% |
$196K - $199K
|
3.4K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.33K- 30.35% |
$963K - $979K
|
21.4K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-275- 9.63% |
$28.4K - $28.9K
|
2.58K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.74KNew |
$386K - $392K
|
3.74K
$394K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.46KNew |
$254K - $258K
|
2.46K
$260K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2KNew |
$206K - $210K
|
2K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
637New |
$65.8K - $66.9K
|
637
$67.2K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.95% |
$103 - $105
|
106
$11.2K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.17K- 57.27% |
$328K - $333K
|
2.37K
$250K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 132.99% |
$132K - $135K
|
2.25K
$237K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-123K- 11.68% |
$12.7M - $12.9M
|
931K
$98.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 35.63% |
$111K - $113K
|
1.95K
$206K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-185- 9.47% |
$19.1K - $19.4K
|
1.77K
$187K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-57.2K- 48.63% |
$5.91M - $6.01M
|
60.5K
$6.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-145- 15.34% |
$15K - $15.2K
|
800
$84.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.28K+ 5.13% |
$132K - $135K
|
26.3K
$2.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.03K- 62.38% |
$416K - $423K
|
2.43K
$256K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
78New |
$8.05K - $8.19K
|
78
$8.23K
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
1.4KNew |
$145K - $147K
|
1.4K
$148K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-402- 16.99% |
$41.5K - $42.2K
|
1.96K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.28K+ 74.9% |
$132K - $134K
|
2.98K
$315K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.92K- 24.69% |
$198K - $202K
|
5.86K
$618K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.4K- 77.42% |
$248K - $252K
|
700
$73.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
478+ 9.85% |
$49.3K - $50.2K
|
5.33K
$562K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
107+ 3.58% |
$11K - $11.2K
|
3.1K
$327K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9K- 8.59% |
$1.22M - $1.25M
|
126K
$13.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
458New |
$47.3K - $48.1K
|
458
$48.3K
|
|