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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$718 - $731
|
7
$746
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.7KNew |
$1.92M - $1.96M
|
18.7K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
929+ 91.44% |
$95.2K - $97.1K
|
1.95K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-29.8K- 20.04% |
$3.06M - $3.12M
|
119K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12- 6.42% |
$1.23K - $1.25K
|
175
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.4KNew |
$1.07M - $1.09M
|
10.4K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.26KNew |
$129K - $131K
|
1.26K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
23.9KNew |
$2.45M - $2.5M
|
23.9K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.99K+ 164.53% |
$408K - $416K
|
6.41K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-5.75K- 71.43% |
$589K - $601K
|
2.3K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
151+ 99.34% |
$15.5K - $15.8K
|
303
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-250- 15.63% |
$25.6K - $26.1K
|
1.35K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $104
|
1
$107
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-369- 4.5% |
$37.8K - $38.6K
|
7.84K
$835K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.62K- 29.84% |
$166K - $170K
|
3.82K
$407K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.5KNew |
$154K - $157K
|
1.5K
$160K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02K+ 49.02% |
$105K - $107K
|
3.11K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.53KNew |
$157K - $160K
|
1.53K
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
54New |
$5.54K - $5.64K
|
54
$5.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
153KNew |
$15.7M - $16M
|
153K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
36.3KNew |
$3.72M - $3.8M
|
36.3K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.27KNew |
$232K - $237K
|
2.27K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
33.4K+ 1103.2% |
$3.43M - $3.49M
|
36.4K
$3.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500+ 495.05% |
$51.3K - $52.2K
|
601
$64K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$103 - $104
|
1
$107
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16.7KNew |
$1.71M - $1.75M
|
16.7K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.3KNew |
$441K - $449K
|
4.3K
$458K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
9.93KNew |
$1.02M - $1.04M
|
9.93K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
9.73KNew |
$997K - $1.02M
|
9.73K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.93KNew |
$198K - $202K
|
1.93K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
760New |
$77.9K - $79.4K
|
760
$80.9K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
BUY
|
- |
5.03K+ 102.26% |
$515K - $525K
|
9.94K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.83KNew |
$598K - $610K
|
5.83K
$621K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.21KNew |
$227K - $231K
|
2.21K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
196New |
$20.1K - $20.5K
|
196
$20.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2.68KNew |
$275K - $280K
|
2.68K
$286K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-9.97K- 73.74% |
$1.02M - $1.04M
|
3.55K
$378K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-66- 1.09% |
$6.77K - $6.9K
|
5.97K
$635K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
156KNew |
$16M - $16.3M
|
156K
$16.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$693K - $707K
|
6.76K
$720K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6K- 46.23% |
$615K - $627K
|
6.98K
$743K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
7.55KNew |
$773K - $788K
|
7.55K
$804K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.21K- 52.65% |
$226K - $231K
|
1.99K
$212K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.55K- 15.98% |
$159K - $162K
|
8.15K
$868K
|
|
|
Jan 20, 2023
Q4 2022
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-7.91K- 75.55% |
$811K - $826K
|
2.56K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.84K - $5.96K
|
57
$6.07K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-13.8K- 85.05% |
$1.42M - $1.44M
|
2.43K
$259K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
40.7KNew |
$4.17M - $4.25M
|
40.7K
$4.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.46K- 76.44% |
$765K - $780K
|
2.3K
$245K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.75KNew |
$281K - $287K
|
2.75K
$292K
|
|