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 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
751+ 16.74% |
$78.3K - $79.8K
|
5.24K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
96+ 2.13% |
$10K - $10.2K
|
4.6K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.88KNew |
$300K - $306K
|
2.88K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.13K+ 81.44% |
$431K - $439K
|
9.21K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-142- 3.9% |
$14.8K - $15.1K
|
3.5K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.05K+ 29.81% |
$526K - $536K
|
22K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.81KNew |
$397K - $405K
|
3.81K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.17K- 16.38% |
$227K - $231K
|
11.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.68K+ 31.23% |
$175K - $178K
|
7.04K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
11.4K+ 3.3% |
$1.19M - $1.21M
|
357K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.59K+ 12.65% |
$479K - $488K
|
40.9K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
85+ 0.49% |
$8.87K - $9.04K
|
17.5K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-900- 23.68% |
$93.9K - $95.7K
|
2.9K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.5K+ 29.43% |
$2.55M - $2.6M
|
108K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6K+ 3.09% |
$626K - $638K
|
200K
$21.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.33K- 2.34% |
$138K - $141K
|
55.4K
$5.85M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-4- 0.83% |
$417 - $425
|
477
$50.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.53% |
$3.23K - $3.3K
|
5.86K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
638+ 0.52% |
$66.5K - $67.8K
|
122K
$12.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$1.98K - $2.02K
|
19
$2.01K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
117+ 3.29% |
$12.2K - $12.4K
|
3.67K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
14K+ 132.63% |
$1.46M - $1.48M
|
24.5K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.07K+ 1.62% |
$111K - $114K
|
67.1K
$7.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.07KNew |
$528K - $539K
|
5.07K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.18K- 3.62% |
$436K - $444K
|
111K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 6.48% |
$208K - $212K
|
32.7K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-9.89K- 10.71% |
$1.03M - $1.05M
|
82.5K
$8.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$31.3K - $31.9K
|
300
$31.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.84K+ 11.48% |
$192K - $196K
|
17.9K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-95- 1.17% |
$9.91K - $10.1K
|
8.01K
$845K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 3.12% |
$2.35M - $2.39M
|
744K
$78.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
1.42K+ 10.19% |
$148K - $150K
|
15.3K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.99KNew |
$520K - $530K
|
4.99K
$526K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.56K+ 19.71% |
$476K - $485K
|
27.7K
$2.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.92K- 1.23% |
$305K - $311K
|
235K
$24.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.25% |
$3.65K - $3.72K
|
13.8K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-894- 15.64% |
$93.2K - $95K
|
4.82K
$509K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.1KNew |
$2.09M - $2.13M
|
20.1K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
130K+ 130.27% |
$13.6M - $13.8M
|
230K
$24.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.91K+ 2.88% |
$408K - $416K
|
140K
$14.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.2K+ 381.85% |
$3.99M - $4.06M
|
48.2K
$5.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.06K- 28.62% |
$320K - $326K
|
7.64K
$807K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 0.78% |
$3.13K - $3.19K
|
3.88K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.69K- 5.59% |
$280K - $286K
|
45.4K
$4.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.69K- 18.58% |
$802K - $818K
|
33.7K
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.84K- 41.22% |
$192K - $196K
|
2.63K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-119- 4.01% |
$12.4K - $12.6K
|
2.85K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.34% |
$1.04K - $1.06K
|
2.99K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18+ 0.31% |
$1.88K - $1.91K
|
5.89K
$622K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.06K+ 43.42% |
$632K - $645K
|
20K
$2.11M
|