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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.01% |
$525 - $531
|
37.9K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.54K+ 4.97% |
$896K - $907K
|
181K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.57K+ 8.21% |
$479K - $485K
|
60.2K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.55KNew |
$268K - $271K
|
2.55K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.8K+ 96.4% |
$4.18M - $4.23M
|
81.2K
$8.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.95K+ 13.07% |
$205K - $207K
|
16.9K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-462- 6.63% |
$48.5K - $49.1K
|
6.5K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
42.8KNew |
$4.49M - $4.54M
|
42.8K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 1.18% |
$260K - $263K
|
212K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6K+ 14.3% |
$630K - $637K
|
48K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.09K+ 31.61% |
$429K - $434K
|
17K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
30.1K+ 593.52% |
$3.16M - $3.2M
|
35.2K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.68K+ 13.96% |
$491K - $497K
|
38.2K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.27KNew |
$238K - $241K
|
2.27K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2K+ 8.9% |
$1.59M - $1.61M
|
186K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$105 - $106
|
1
$105
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
63+ 0.61% |
$6.61K - $6.69K
|
10.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
66.7K+ 9.06% |
$6.99M - $7.08M
|
803K
$84.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18K- 5.58% |
$1.89M - $1.91M
|
304K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
21.1KNew |
$2.21M - $2.24M
|
21.1K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
81+ 2.28% |
$8.5K - $8.6K
|
3.64K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
577+ 16.7% |
$60.6K - $61.3K
|
4.03K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.8K+ 18.76% |
$294K - $298K
|
17.8K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
530+ 6.98% |
$55.6K - $56.3K
|
8.12K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-46- 1.06% |
$4.83K - $4.89K
|
4.31K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$6.51K - $6.58K
|
62
$6.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
56New |
$5.88K - $5.95K
|
56
$5.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18KNew |
$1.89M - $1.91M
|
18K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-15.9K- 36.69% |
$1.67M - $1.69M
|
27.4K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.69K+ 6.16% |
$387K - $392K
|
63.6K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 6.57% |
$1.82M - $1.85M
|
282K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.2K+ 1.94% |
$231K - $234K
|
116K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-52- 57.14% |
$5.46K - $5.52K
|
39
$4.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100K+ 92.14% |
$10.5M - $10.6M
|
209K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
250+ 12.4% |
$26.2K - $26.6K
|
2.27K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.9K+ 10.36% |
$6.6M - $6.68M
|
671K
$70.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.85K- 15.64% |
$719K - $728K
|
37K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
18.2KNew |
$1.91M - $1.93M
|
18.2K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25K+ 10.12% |
$2.62M - $2.65M
|
272K
$28.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200New |
$21K - $21.2K
|
200
$21.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.31K+ 16.8% |
$137K - $139K
|
9.11K
$961K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13New |
$1.36K - $1.38K
|
13
$1.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.37KNew |
$774K - $783K
|
7.37K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57KNew |
$270K - $273K
|
2.57K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
5.06KNew |
$531K - $537K
|
5.06K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
951+ 1.0% |
$99.8K - $101K
|
96.5K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-49.6K- 99.75% |
$5.2M - $5.27M
|
124
$13.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.54KNew |
$266K - $269K
|
2.54K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
193K+ 21.42% |
$20.3M - $20.5M
|
1.1M
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.7K- 69.59% |
$1.33M - $1.35M
|
5.55K
$586K
|