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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.69K- 3.58% |
$174K - $177K
|
45.5K
$4.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-454- 31.99% |
$46.9K - $47.7K
|
965
$102K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
88New |
$9.09K - $9.24K
|
88
$9.28K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.04K- 77.5% |
$313K - $319K
|
881
$92.9K
|
|
| Q1 2023 | |||||||
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.93KClosed |
$200K - $203K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
827+ 82.7% |
$85.4K - $87K
|
1.83K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$3.62K - $3.68K
|
35
$3.69K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.51K+ 9.19% |
$156K - $158K
|
17.9K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
185KNew |
$19.1M - $19.4M
|
185K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.31KNew |
$239K - $243K
|
2.31K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.5K+ 5.57% |
$1.19M - $1.21M
|
218K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.41% |
$103 - $105
|
245
$25.8K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
12.7KNew |
$1.32M - $1.34M
|
12.7K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
500+ 25.0% |
$51.7K - $52.6K
|
2.5K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.56KNew |
$264K - $269K
|
2.56K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.32KNew |
$240K - $244K
|
2.32K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.24% |
$517 - $526
|
2.12K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
55.1KNew |
$5.69M - $5.79M
|
55.1K
$5.81M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$207 - $210
|
2
$211
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.88MNew |
$1.02B - $1.04B
|
9.88M
$1.04B
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.02K- 47.55% |
$208K - $212K
|
2.22K
$235K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-500- 18.42% |
$51.7K - $52.6K
|
2.21K
$234K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
84New |
$8.68K - $8.83K
|
84
$8.86K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-345- 4.27% |
$35.6K - $36.3K
|
7.74K
$816K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-579- 15.07% |
$59.8K - $60.9K
|
3.26K
$344K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
494New |
$51K - $51.9K
|
494
$52.1K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-440- 15.88% |
$45.5K - $46.3K
|
2.33K
$246K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.16KNew |
$223K - $227K
|
2.16K
$228K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
345+ 17.25% |
$35.6K - $36.3K
|
2.35K
$247K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.49K- 6.91% |
$154K - $156K
|
20K
$2.11M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
86+ 2.77% |
$8.88K - $9.04K
|
3.19K
$337K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-5.26K- 60.43% |
$543K - $553K
|
3.45K
$363K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$103 - $105
|
2.94K
$310K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
231+ 140.0% |
$23.9K - $24.3K
|
396
$41.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$1.08M - $1.1M
|
10.4K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-195K- 99.83% |
$20.1M - $20.5M
|
338
$35.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.48KNew |
$463K - $471K
|
4.48K
$472K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8.21K+ 2851.74% |
$848K - $864K
|
8.5K
$897K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-550- 0.87% |
$56.8K - $57.8K
|
62.6K
$6.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 36.84% |
$5.78K - $5.89K
|
96
$10.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
100+ 3.45% |
$10.3K - $10.5K
|
3K
$316K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.47KNew |
$255K - $259K
|
2.47K
$260K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 44.69% |
$168K - $171K
|
2.01K
$212K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$620 - $631
|
2.17K
$228K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
106+ 3.65% |
$10.9K - $11.1K
|
3.01K
$318K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.8KNew |
$2.13M - $2.17M
|
20.8K
$2.19M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.28KNew |
$336K - $342K
|
3.28K
$346K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$718 - $731
|
7
$738
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.7KNew |
$1.92M - $1.96M
|
18.7K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
929+ 91.44% |
$95.2K - $97.1K
|
1.95K
$205K
|
|