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 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-202- 6.58% |
$21.2K - $21.5K
|
2.87K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
161+ 0.95% |
$16.9K - $17.1K
|
17K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.18K- 58.94% |
$754K - $763K
|
5.01K
$528K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
102K+ 966.29% |
$10.7M - $10.8M
|
112K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
950+ 4.6% |
$99.7K - $101K
|
21.6K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
848+ 21.26% |
$89K - $90.1K
|
4.84K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 35.11% |
$1.14M - $1.15M
|
20K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
279+ 5.5% |
$29.3K - $29.6K
|
5.35K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.9KNew |
$1.78M - $1.8M
|
16.9K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.24K+ 8.55% |
$969K - $981K
|
117K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
66.2K+ 31536.19% |
$6.95M - $7.03M
|
66.4K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
52.6KNew |
$5.52M - $5.59M
|
52.6K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-426- 1.17% |
$44.7K - $45.2K
|
35.8K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.7K+ 8.19% |
$2.17M - $2.19M
|
273K
$28.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-497- 2.93% |
$52.2K - $52.8K
|
16.5K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2K+ 18.69% |
$210K - $212K
|
12.7K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
156+ 0.73% |
$16.4K - $16.6K
|
21.5K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
87+ 1.25% |
$9.13K - $9.24K
|
7.03K
$742K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-27- 1.16% |
$2.83K - $2.87K
|
2.3K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-70- 0.25% |
$7.35K - $7.43K
|
27.8K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
156+ 5.72% |
$16.4K - $16.6K
|
2.89K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.56K+ 1.6% |
$373K - $378K
|
225K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.73K+ 14.34% |
$181K - $184K
|
13.8K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
143+ 5.04% |
$15K - $15.2K
|
2.98K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-376- 0.6% |
$39.5K - $39.9K
|
62.3K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.19% |
$2.41K - $2.44K
|
12.2K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
604+ 7.8% |
$63.4K - $64.1K
|
8.35K
$881K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.65K+ 6.54% |
$383K - $388K
|
59.4K
$6.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.7K+ 277.13% |
$2.7M - $2.73M
|
35K
$3.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.53K- 5.26% |
$160K - $162K
|
27.5K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-148- 1.96% |
$15.5K - $15.7K
|
7.41K
$782K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.03% |
$105 - $106
|
3.33K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.7K+ 2.96% |
$1.65M - $1.67M
|
546K
$57.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17.8K- 87.87% |
$1.87M - $1.89M
|
2.45K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.6K- 3.0% |
$168K - $170K
|
51.7K
$5.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.29KNew |
$241K - $243K
|
2.29K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
62+ 1.52% |
$6.51K - $6.58K
|
4.14K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
415New |
$43.6K - $44.1K
|
415
$43.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
428+ 3.3% |
$44.9K - $45.5K
|
13.4K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.79K- 16.87% |
$292K - $296K
|
13.7K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
174+ 5.24% |
$18.3K - $18.5K
|
3.5K
$369K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-136- 1.37% |
$14.3K - $14.4K
|
9.8K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
156K+ 59.83% |
$16.4M - $16.6M
|
418K
$44.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.27K+ 41.89% |
$238K - $241K
|
7.67K
$810K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 99.14% |
$277K - $281K
|
23
$2.43K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 0.58% |
$57.4K - $58.1K
|
94.8K
$10M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
631+ 11.83% |
$66.2K - $67K
|
5.96K
$630K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
20.4K+ 9.58% |
$2.15M - $2.17M
|
234K
$24.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
82+ 0.5% |
$8.61K - $8.71K
|
16.5K
$1.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.51K+ 132.85% |
$369K - $373K
|
6.16K
$650K
|