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 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.86K+ 19.07% |
$304K - $307K
|
17.9K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.21K+ 5.0% |
$235K - $237K
|
46.4K
$4.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.64K- 9.04% |
$493K - $498K
|
46.7K
$4.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
391+ 15.44% |
$41.5K - $42K
|
2.92K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
550New |
$58.4K - $59K
|
550
$58.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
300+ 6.06% |
$31.9K - $32.2K
|
5.25K
$559K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
697+ 26.81% |
$74K - $74.8K
|
3.3K
$351K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
978+ 20.95% |
$104K - $105K
|
5.65K
$601K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-512- 16.26% |
$54.4K - $54.9K
|
2.64K
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-429- 36.98% |
$45.5K - $46K
|
731
$77.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
224+ 1.46% |
$23.8K - $24K
|
15.5K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-350- 16.28% |
$37.2K - $37.6K
|
1.8K
$192K
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2.54K- 27.98% |
$270K - $273K
|
6.54K
$696K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.19K- 36.71% |
$232K - $235K
|
3.77K
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.29K+ 12.62% |
$244K - $246K
|
20.5K
$2.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.29K+ 0.53% |
$136K - $138K
|
245K
$26.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-1K- 13.99% |
$106K - $107K
|
6.15K
$655K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.39K+ 18.98% |
$148K - $149K
|
8.73K
$929K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-613- 0.91% |
$65.1K - $65.8K
|
66.8K
$7.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
56.1K+ 35.53% |
$5.95M - $6.02M
|
214K
$22.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
659+ 5.19% |
$70K - $70.7K
|
13.4K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.68KNew |
$497K - $502K
|
4.68K
$498K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.72K+ 1.38% |
$713K - $721K
|
493K
$52.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.01% |
$212 - $215
|
37.6K
$4.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.58K- 17.13% |
$167K - $169K
|
7.62K
$812K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-830- 22.37% |
$88.1K - $89.1K
|
2.88K
$307K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.97KNew |
$209K - $212K
|
1.97K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.3K- 25.6% |
$137K - $139K
|
3.76K
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.53K- 30.98% |
$162K - $164K
|
3.41K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.88K- 38.36% |
$306K - $309K
|
4.63K
$493K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.43K- 38.62% |
$152K - $153K
|
2.27K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.97K- 3.23% |
$210K - $212K
|
59.2K
$6.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-747- 5.76% |
$79.3K - $80.2K
|
12.2K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.51K- 2.45% |
$373K - $377K
|
140K
$14.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
187+ 2.31% |
$19.9K - $20.1K
|
8.27K
$881K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
111+ 0.34% |
$11.8K - $11.9K
|
33K
$3.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-63.5K- 34.16% |
$6.74M - $6.81M
|
122K
$13M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
598+ 2.76% |
$63.5K - $64.2K
|
22.3K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.97K+ 33.06% |
$209K - $211K
|
7.93K
$844K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
685+ 5.84% |
$72.7K - $73.5K
|
12.4K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
132K+ 338.56% |
$14M - $14.2M
|
171K
$18.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.41% |
$1.27K - $1.29K
|
2.95K
$314K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.88K+ 6.75% |
$200K - $202K
|
29.7K
$3.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
323+ 5.73% |
$34.3K - $34.7K
|
5.96K
$635K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
39+ 0.76% |
$4.14K - $4.18K
|
5.15K
$548K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-49- 1.28% |
$5.2K - $5.26K
|
3.78K
$402K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.6K- 57.62% |
$1.33M - $1.35M
|
9.25K
$985K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
157+ 5.9% |
$16.7K - $16.8K
|
2.82K
$300K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
14.1KNew |
$1.5M - $1.51M
|
14.1K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-350- 1.18% |
$37.2K - $37.6K
|
29.2K
$3.11M
|
|