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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-51Closed |
$5.49K - $5.51K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.01KClosed |
$216K - $217K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-281- 41.26% |
$30.3K - $30.4K
|
400
$42.2K
|
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-2.25KClosed |
$242K - $243K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-475Closed |
$51.1K - $51.3K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-257Closed |
$27.7K - $27.8K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.35KClosed |
$145K - $146K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-3.71KClosed |
$399K - $400K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-130Closed |
$14K - $14K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.5KNew |
$1.78M - $1.78M
|
16.5K
$1.74M
|
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$224K - $225K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500Closed |
$53.8K - $54.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-901Closed |
$96.9K - $97.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-370Closed |
$39.8K - $40K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.85KClosed |
$307K - $309K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27KClosed |
$2.9M - $2.92M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.24KNew |
$134K - $135K
|
1.24K
$131K
|
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-333Closed |
$35.8K - $36K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.9KClosed |
$205K - $206K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3KClosed |
$323K - $325K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-113Closed |
$12.2K - $12.2K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.88KClosed |
$202K - $203K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.15KClosed |
$124K - $124K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
23.9KNew |
$2.57M - $2.58M
|
23.9K
$2.52M
|
|
|
Feb 16, 2021
Q4 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.48KClosed |
$375K - $377K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.93KClosed |
$208K - $209K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
85+ 3.18% |
$9.15K - $9.19K
|
2.76K
$291K
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-97.5KClosed |
$10.5M - $10.5M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-39.4KClosed |
$4.24M - $4.26M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.08KClosed |
$331K - $333K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Everett Harris & CO
|
BUY
|
- |
1K+ 50.0% |
$108K - $108K
|
3K
$317K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$53.8K - $54.1K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.7KNew |
$183K - $184K
|
1.7K
$180K
|
|
|
Jan 22, 2021
Q4 2020
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-9.52KClosed |
$1.02M - $1.03M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-451Closed |
$48.5K - $48.8K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10Closed |
$1.08K - $1.08K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
14.2KNew |
$1.53M - $1.54M
|
14.2K
$1.5M
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
394+ 20.01% |
$42.4K - $42.8K
|
2.36K
$250K
|
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
832+ 7.57% |
$89.6K - $90.3K
|
11.8K
$1.25M
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.62KClosed |
$282K - $284K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-300Closed |
$32.3K - $32.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.13KClosed |
$121K - $122K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-558Closed |
$60.1K - $60.6K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.15KClosed |
$124K - $125K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.12KNew |
$552K - $556K
|
5.12K
$541K
|
|
|
Oct 19, 2020
Q3 2020
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-4.85KClosed |
$522K - $526K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
225+ 3.68% |
$23.7K - $24.3K
|
6.33K
$668K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.23KClosed |
$235K - $241K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.95KClosed |
$205K - $211K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$526K - $540K
|
0
$0
|
|