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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
605+ 16.14% |
$64.2K - $64.9K
|
4.35K
$464K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
64.3K+ 16.16% |
$6.82M - $6.9M
|
462K
$49.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.1K+ 1.5% |
$117K - $118K
|
74.8K
$7.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.34K+ 136.84% |
$673K - $680K
|
11K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7+ 1.33% |
$743 - $751
|
532
$56.7K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-2.71K- 12.12% |
$287K - $290K
|
19.6K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.69K- 25.03% |
$285K - $288K
|
8.05K
$857K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-920- 15.09% |
$97.7K - $98.7K
|
5.18K
$551K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.88K+ 8.62% |
$305K - $308K
|
36.2K
$3.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4+ 0.11% |
$425 - $429
|
3.56K
$379K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.34KNew |
$567K - $573K
|
5.34K
$569K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 1.98% |
$108K - $109K
|
52.1K
$5.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.11K+ 3.18% |
$118K - $120K
|
36.2K
$3.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.87K+ 2.48% |
$198K - $201K
|
77.3K
$8.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
296+ 0.82% |
$31.4K - $31.8K
|
36.5K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.6K+ 3.53% |
$169K - $171K
|
46.8K
$4.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.85K+ 35.28% |
$302K - $305K
|
10.9K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-6- 0.48% |
$637 - $644
|
1.25K
$133K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-900- 10.17% |
$95.6K - $96.6K
|
7.95K
$847K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-496- 4.3% |
$52.7K - $53.2K
|
11K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-122K- 53.0% |
$12.9M - $13.1M
|
108K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-250- 7.31% |
$26.5K - $26.8K
|
3.17K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2K+ 71.93% |
$1.83M - $1.85M
|
41.1K
$4.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 18.89% |
$123K - $124K
|
4.98K
$531K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-156- 4.04% |
$16.6K - $16.7K
|
3.71K
$395K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.53K+ 2.71% |
$799K - $808K
|
286K
$30.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
31+ 0.62% |
$3.29K - $3.33K
|
5.06K
$539K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14+ 0.08% |
$1.49K - $1.5K
|
18.1K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
49.9K+ 204.65% |
$5.3M - $5.35M
|
74.3K
$7.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.2K+ 4.36% |
$233K - $236K
|
52.5K
$5.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.5K+ 8.67% |
$265K - $268K
|
31.3K
$3.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$1.06K - $1.07K
|
10
$1.07K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-952- 89.31% |
$101K - $102K
|
114
$12.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-230- 1.91% |
$24.4K - $24.7K
|
11.8K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-508- 6.0% |
$53.9K - $54.5K
|
7.96K
$848K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1K- 5.55% |
$106K - $107K
|
17K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.61K- 16.18% |
$170K - $172K
|
8.32K
$886K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
864+ 11.6% |
$91.7K - $92.7K
|
8.31K
$885K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
SELL
|
- |
-5.38K- 21.99% |
$571K - $577K
|
19.1K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.02K- 7.42% |
$108K - $109K
|
12.7K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1.22K+ 17.86% |
$129K - $130K
|
8.02K
$854K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49.1K- 9.33% |
$5.21M - $5.27M
|
477K
$50.8M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-963- 71.92% |
$102K - $103K
|
376
$40K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
600+ 7.87% |
$63.7K - $64.4K
|
8.23K
$876K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$217K - $219K
|
2.05K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.62% |
$1.59K - $1.61K
|
2.44K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
16.3K+ 6.38% |
$1.73M - $1.75M
|
271K
$28.9M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.5K- 42.2% |
$371K - $375K
|
4.79K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.96K- 18.52% |
$739K - $747K
|
30.6K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
319+ 9.97% |
$33.9K - $34.2K
|
3.52K
$375K
|
|