Latest Institutional Purchases of Ishares Short Term National Mu (SUB)
This list provides information on the latest institutional transactions involving Ishares Short Term National Mu (SUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
156K+ 59.83% |
$16.4M - $16.6M
|
418K
$44.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
116KNew |
$12.2M - $12.3M
|
116K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
102K+ 966.29% |
$10.7M - $10.8M
|
112K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
66.2K+ 31536.19% |
$6.95M - $7.03M
|
66.4K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
52.6KNew |
$5.52M - $5.59M
|
52.6K
$5.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
40.5K+ 248.81% |
$4.25M - $4.31M
|
56.8K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
28.5KNew |
$2.99M - $3.03M
|
28.5K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.7K+ 277.13% |
$2.7M - $2.73M
|
35K
$3.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.2K+ 818.72% |
$2.64M - $2.68M
|
28.3K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.7K+ 8.19% |
$2.17M - $2.19M
|
273K
$28.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
20.4K+ 9.58% |
$2.15M - $2.17M
|
234K
$24.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
18.7K+ 18.21% |
$1.96M - $1.99M
|
122K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.9KNew |
$1.78M - $1.8M
|
16.9K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.7K+ 2.96% |
$1.65M - $1.67M
|
546K
$57.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 10.81% |
$1.58M - $1.6M
|
155K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12.5K+ 50.3% |
$1.31M - $1.33M
|
37.4K
$3.95M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 17.02% |
$1.24M - $1.26M
|
81.5K
$8.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
10.4K+ 18.82% |
$1.1M - $1.11M
|
65.9K
$6.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.73K+ 211.83% |
$1.02M - $1.03M
|
14.3K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.38K+ 9.77% |
$984K - $996K
|
105K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.24K+ 8.55% |
$969K - $981K
|
117K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8.54KNew |
$896K - $907K
|
8.54K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
8.3KNew |
$870K - $881K
|
8.3K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.49K+ 17.54% |
$786K - $795K
|
50.2K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.33K+ 39.91% |
$769K - $778K
|
25.7K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
6.54KNew |
$687K - $695K
|
6.54K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
6.53K+ 7.65% |
$685K - $693K
|
91.8K
$9.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.05K+ 78.42% |
$635K - $642K
|
13.8K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.68K+ 128.57% |
$596K - $604K
|
10.1K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.63K+ 26.38% |
$590K - $597K
|
27K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.38K+ 3.33% |
$565K - $572K
|
167K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.31K+ 179.12% |
$557K - $564K
|
8.28K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.9K+ 135.47% |
$515K - $521K
|
8.52K
$900K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.89KNew |
$513K - $520K
|
4.89K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.81K+ 7.03% |
$505K - $511K
|
73.3K
$7.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.29K+ 8.4% |
$451K - $456K
|
55.4K
$5.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.27K+ 28.48% |
$448K - $453K
|
19.3K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.13KNew |
$434K - $439K
|
4.13K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.03K+ 52.35% |
$423K - $428K
|
11.7K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$400K - $405K
|
3.82K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.65K+ 6.54% |
$383K - $388K
|
59.4K
$6.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.6KNew |
$377K - $382K
|
3.6K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.59K+ 17.99% |
$376K - $381K
|
23.5K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.56K+ 1.6% |
$373K - $378K
|
225K
$23.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.56K+ 5.52% |
$373K - $378K
|
67.9K
$7.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.51K+ 132.85% |
$369K - $373K
|
6.16K
$650K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.01K+ 5.34% |
$316K - $320K
|
59.4K
$6.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.66KNew |
$279K - $283K
|
2.66K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 73.33% |
$269K - $272K
|
6.06K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.47K+ 9.06% |
$259K - $262K
|
29.7K
$3.14M
|