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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$228K - $230K
|
2.17K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$400K - $405K
|
3.82K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.13KNew |
$434K - $439K
|
4.13K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30+ 0.2% |
$3.15K - $3.19K
|
14.8K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.38K+ 3.33% |
$565K - $572K
|
167K
$17.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-116- 0.65% |
$12.2K - $12.3K
|
17.8K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198+ 48.18% |
$20.8K - $21K
|
609
$64.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
403+ 2.37% |
$42.3K - $42.8K
|
17.4K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
29+ 0.14% |
$3.04K - $3.08K
|
21.4K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
10+ 0.52% |
$1.05K - $1.06K
|
1.95K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-301- 0.92% |
$31.6K - $32K
|
32.5K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.9K+ 135.47% |
$515K - $521K
|
8.52K
$900K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 0.24% |
$525 - $531
|
2.12K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.39K+ 1.31% |
$146K - $147K
|
107K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
8.3KNew |
$870K - $881K
|
8.3K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
616+ 14.13% |
$64.6K - $65.4K
|
4.98K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-600- 11.7% |
$63K - $63.7K
|
4.53K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 17.03% |
$181K - $184K
|
8.42K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.56K+ 5.52% |
$373K - $378K
|
67.9K
$7.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
521+ 3.35% |
$54.7K - $55.3K
|
16.1K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-179- 4.4% |
$18.8K - $19K
|
3.89K
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.2K+ 818.72% |
$2.64M - $2.68M
|
28.3K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300- 4.33% |
$31.5K - $31.9K
|
6.63K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
10.4K+ 18.82% |
$1.1M - $1.11M
|
65.9K
$6.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
726+ 8.11% |
$76.2K - $77.1K
|
9.68K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
145+ 273.58% |
$15.2K - $15.4K
|
198
$20.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
16+ 0.7% |
$1.68K - $1.7K
|
2.29K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.58K- 24.73% |
$271K - $274K
|
7.86K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
450+ 10.0% |
$47.2K - $47.8K
|
4.95K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.41K+ 7.88% |
$252K - $256K
|
32.9K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.15KNew |
$225K - $228K
|
2.15K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.49K+ 17.54% |
$786K - $795K
|
50.2K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.47K+ 9.06% |
$259K - $262K
|
29.7K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 4.58% |
$124K - $125K
|
24.6K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.05K+ 78.42% |
$635K - $642K
|
13.8K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.31K+ 179.12% |
$557K - $564K
|
8.28K
$874K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 6.08% |
$327K - $331K
|
48.1K
$5.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.63K+ 26.38% |
$590K - $597K
|
27K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.64K- 24.1% |
$277K - $280K
|
8.31K
$878K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-987- 18.39% |
$104K - $105K
|
4.38K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 2.47% |
$185K - $187K
|
73.1K
$7.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.02K+ 47.98% |
$107K - $108K
|
3.15K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 73.33% |
$269K - $272K
|
6.06K
$640K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.4K- 18.19% |
$986K - $998K
|
42.3K
$4.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
114+ 0.74% |
$12K - $12.1K
|
15.5K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
229New |
$24K - $24.3K
|
229
$24.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
83+ 4.35% |
$8.71K - $8.81K
|
1.99K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.47K- 3.45% |
$154K - $156K
|
41.2K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
870+ 9.49% |
$91.3K - $92.4K
|
10K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-191- 0.94% |
$20K - $20.3K
|
20.1K
$2.12M
|