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, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-156- 7.17% |
$16.1K - $16.4K
|
2.02K
$215K
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.53KClosed |
$364K - $370K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7KNew |
$1.83M - $1.86M
|
17.7K
$1.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-475Closed |
$49.1K - $49.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-11KClosed |
$1.14M - $1.15M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
140K+ 5760.35% |
$14.5M - $14.7M
|
142K
$15.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-42.6K- 92.15% |
$4.4M - $4.46M
|
3.63K
$386K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.53K- 27.35% |
$158K - $160K
|
4.05K
$431K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
52.7KNew |
$5.45M - $5.53M
|
52.7K
$5.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.18% |
$517 - $524
|
2.72K
$289K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-280- 73.68% |
$28.9K - $29.4K
|
100
$10.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$62K - $62.9K
|
600
$63.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 12.76% |
$31K - $31.5K
|
2.05K
$218K
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.24KClosed |
$335K - $340K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.39KNew |
$350K - $355K
|
3.39K
$361K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.59KClosed |
$474K - $481K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 57.22% |
$294K - $298K
|
2.13K
$227K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-25.3KClosed |
$2.61M - $2.65M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.55KNew |
$263K - $267K
|
2.55K
$271K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.72KNew |
$694K - $704K
|
6.72K
$715K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-125Closed |
$12.9K - $13.1K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$521K - $529K
|
5.05K
$538K
|
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$1.25M - $1.27M
|
12.1K
$1.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-6Closed |
$620 - $629
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.94KClosed |
$200K - $203K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
927New |
$95.8K - $97.2K
|
927
$98.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.85KClosed |
$295K - $299K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
501New |
$51.8K - $52.5K
|
501
$53.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-468Closed |
$48.3K - $49.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3KClosed |
$310K - $315K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-136- 4.0% |
$14.1K - $14.3K
|
3.27K
$348K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
170New |
$17.6K - $17.8K
|
170
$18.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
69.6KNew |
$7.19M - $7.3M
|
69.6K
$7.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-10.1KClosed |
$1.04M - $1.06M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.92KClosed |
$199K - $202K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
61.4K+ 322.55% |
$6.35M - $6.44M
|
80.5K
$8.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
3.92KNew |
$405K - $411K
|
3.92K
$418K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
200New |
$20.7K - $21K
|
200
$21.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-200- 6.99% |
$20.7K - $21K
|
2.66K
$283K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9Closed |
$930 - $944
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-708- 16.58% |
$73.1K - $74.2K
|
3.56K
$379K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
450New |
$46.5K - $47.2K
|
450
$47.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$288K - $293K
|
2.79K
$297K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$17.7K - $17.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-637Closed |
$65.8K - $66.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$615K - $624K
|
5.95K
$634K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.2KNew |
$2.19M - $2.22M
|
21.2K
$2.26M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.15K- 71.69% |
$636K - $645K
|
2.43K
$259K
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2KClosed |
$209K - $215K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-372- 9.62% |
$38.9K - $39.9K
|
3.5K
$372K
|
|