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 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.25KClosed |
$132K - $135K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.04KClosed |
$320K - $328K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Bouchey Financial Group LTD
|
SELL
|
- |
-46.4KClosed |
$4.88M - $5.01M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-25.4KClosed |
$2.68M - $2.75M
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-13.9KClosed |
$1.47M - $1.5M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-2.53KClosed |
$246K - $272K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-26KClosed |
$2.53M - $2.79M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$233K - $258K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.3K+ 52.87% |
$224K - $248K
|
6.65K
$702K
|
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-14KClosed |
$1.36M - $1.51M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-347Closed |
$33.8K - $37.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2.69KClosed |
$262K - $290K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.41KClosed |
$625K - $690K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.96KClosed |
$288K - $318K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Sym Financial Corp
|
SELL
|
- |
-156Closed |
$15.2K - $16.8K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-2.05KClosed |
$200K - $221K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.5KClosed |
$244K - $269K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Manning & Napier Group, LLC
|
SELL
|
- |
-35.1KClosed |
$3.42M - $3.78M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-5.99KClosed |
$584K - $645K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-81.2KClosed |
$8.65M - $8.68M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
702New |
$74.7K - $75K
|
702
$74.1K
|
|
|
Feb 04, 2020
Q4 2019
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
500New |
$53.2K - $53.4K
|
500
$52.8K
|
|
|
Jan 29, 2020
Q4 2019
|
S.A. Mason LLC
|
BUY
|
- |
1.8KNew |
$192K - $192K
|
1.8K
$190K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-819Closed |
$87K - $87.8K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2KClosed |
$212K - $214K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.62KClosed |
$384K - $388K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.84KClosed |
$195K - $197K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
107KNew |
$11.4M - $11.4M
|
107K
$11.3M
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
$21.2K - $21.3K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.27KClosed |
$240K - $242K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.25KClosed |
$238K - $240K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-592Closed |
$62.6K - $63.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.82KNew |
$507K - $511K
|
4.82K
$509K
|
|
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.5KClosed |
$158K - $159K
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-14Closed |
$1.47K - $1.48K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-252Closed |
$26.5K - $26.7K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.65KClosed |
$700K - $705K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
1.5KNew |
$158K - $159K
|
1.5K
$158K
|
|
|
May 01, 2019
Q1 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.95KClosed |
$205K - $207K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.29KClosed |
$552K - $558K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.62KClosed |
$586K - $593K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.48KClosed |
$676K - $683K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 16, 2018
Q3 2018
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.89KClosed |
$302K - $304K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
1.98KNew |
$207K - $208K
|
1.98K
$209K
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.46KClosed |
$153K - $154K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-819Closed |
$85.6K - $86.2K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.23KClosed |
$233K - $235K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Transform Wealth, LLC
|
SELL
|
- |
-4.97KClosed |
$519K - $523K
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
New Square Capital LLC
|
SELL
|
- |
-80Closed |
$8.37K - $8.42K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
9.97KNew |
$1.04M - $1.05M
|
9.97K
$1.05M
|
|