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 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.3K- 20.21% |
$1.8M - $1.84M
|
68.2K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
865+ 38.67% |
$90.2K - $91.9K
|
3.1K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.32KNew |
$138K - $140K
|
1.32K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 23.73% |
$1.1M - $1.12M
|
55K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
272K+ 4.5% |
$28.3M - $28.9M
|
6.31M
$667M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
525+ 7.43% |
$54.8K - $55.8K
|
7.59K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.21K- 17.0% |
$751K - $766K
|
35.2K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
145+ 0.94% |
$15.1K - $15.4K
|
15.6K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.87K+ 20.95% |
$195K - $199K
|
10.8K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
931+ 8.37% |
$97.1K - $99K
|
12.1K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
48.8KNew |
$5.09M - $5.19M
|
48.8K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
438+ 4.19% |
$45.7K - $46.6K
|
10.9K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-38.4K- 4.09% |
$4.01M - $4.09M
|
902K
$95.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.8K+ 22.45% |
$1.23M - $1.25M
|
64.3K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.8K- 26.54% |
$1.65M - $1.68M
|
43.8K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.72KNew |
$283K - $289K
|
2.72K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.3KNew |
$1.28M - $1.31M
|
12.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-179- 1.37% |
$18.7K - $19K
|
12.9K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
125K+ 4.97% |
$13.1M - $13.3M
|
2.64M
$279M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
540+ 5.06% |
$56.3K - $57.4K
|
11.2K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.94K+ 0.66% |
$829K - $844K
|
1.21M
$128M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-60- 2.48% |
$6.26K - $6.38K
|
2.36K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
28.7K+ 17.91% |
$2.99M - $3.05M
|
189K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.8K+ 8.48% |
$5.92M - $6.03M
|
726K
$76.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.44K- 5.89% |
$151K - $153K
|
23.1K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
493+ 1.1% |
$51.4K - $52.4K
|
45.3K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14+ 0.5% |
$1.46K - $1.49K
|
2.83K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.17K- 17.64% |
$748K - $763K
|
33.5K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
263+ 3.66% |
$27.4K - $28K
|
7.45K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
593+ 21.37% |
$61.8K - $63K
|
3.37K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.31M
|
12.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-579- 9.55% |
$60.4K - $61.5K
|
5.48K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.61KNew |
$481K - $490K
|
4.61K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-313- 0.48% |
$32.6K - $33.3K
|
65.2K
$6.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10+ 0.04% |
$1.04K - $1.06K
|
26.6K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-550- 5.78% |
$57.4K - $58.5K
|
8.97K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-650- 1.57% |
$67.8K - $69.1K
|
40.8K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
151+ 4.61% |
$15.7K - $16.1K
|
3.43K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-188- 1.96% |
$19.6K - $20K
|
9.39K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
584+ 8.33% |
$60.9K - $62.1K
|
7.59K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.51KNew |
$366K - $373K
|
3.51K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.36K+ 1.01% |
$142K - $144K
|
136K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 5.61% |
$369K - $376K
|
66.6K
$7.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
186+ 1.43% |
$19.4K - $19.8K
|
13.2K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-763- 12.88% |
$79.6K - $81.1K
|
5.16K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.5K+ 17.33% |
$5.16M - $5.26M
|
335K
$35.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-248- 51.13% |
$25.9K - $26.4K
|
237
$25K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.52K+ 1.02% |
$159K - $162K
|
151K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
87+ 1.76% |
$9.07K - $9.25K
|
5.04K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.15K- 8.71% |
$119K - $122K
|
12K
$1.27M
|