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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
5.92M+ 11040.72% |
$621M - $629M
|
5.97M
$633M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
378K+ 2204.24% |
$39.7M - $40.2M
|
395K
$41.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
156K+ 59.83% |
$16.4M - $16.6M
|
418K
$44.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
116KNew |
$12.2M - $12.3M
|
116K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
102K+ 966.29% |
$10.7M - $10.8M
|
112K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
101K+ 20.67% |
$10.6M - $10.8M
|
592K
$62.8M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
66.2K+ 31536.19% |
$6.95M - $7.03M
|
66.4K
$7.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
63.8KNew |
$6.69M - $6.77M
|
63.8K
$6.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
52.6KNew |
$5.52M - $5.59M
|
52.6K
$5.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
40.5K+ 248.81% |
$4.25M - $4.31M
|
56.8K
$6.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
36.3K+ 107.83% |
$3.81M - $3.85M
|
69.9K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
28.5KNew |
$2.99M - $3.03M
|
28.5K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.6K+ 81.32% |
$2.79M - $2.83M
|
59.3K
$6.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.7K+ 277.13% |
$2.7M - $2.73M
|
35K
$3.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.2K+ 818.72% |
$2.64M - $2.68M
|
28.3K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.7K+ 8.19% |
$2.17M - $2.19M
|
273K
$28.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
20.4K+ 9.58% |
$2.15M - $2.17M
|
234K
$24.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 26.17% |
$1.98M - $2.01M
|
91.1K
$9.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
18.7K+ 18.21% |
$1.96M - $1.99M
|
122K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
17.5K+ 40.25% |
$1.83M - $1.85M
|
60.8K
$6.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.9KNew |
$1.78M - $1.8M
|
16.9K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15.9K+ 163.73% |
$1.67M - $1.69M
|
25.6K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.7K+ 2.96% |
$1.65M - $1.67M
|
546K
$57.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 10.81% |
$1.58M - $1.6M
|
155K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13.6KNew |
$1.42M - $1.44M
|
13.6K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12.5K+ 50.3% |
$1.31M - $1.33M
|
37.4K
$3.97M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 17.02% |
$1.24M - $1.26M
|
81.5K
$8.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
10.4K+ 18.82% |
$1.1M - $1.11M
|
65.9K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
10.3KNew |
$1.08M - $1.09M
|
10.3K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.2K+ 1.86% |
$1.07M - $1.09M
|
560K
$59.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.73K+ 211.83% |
$1.02M - $1.03M
|
14.3K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.38K+ 9.77% |
$984K - $996K
|
105K
$11.2M
|
|
|
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
$905K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
8.5K+ 130.27% |
$892K - $903K
|
15K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.39KNew |
$880K - $891K
|
8.39K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
8.3KNew |
$870K - $881K
|
8.3K
$879K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.51KNew |
$788K - $797K
|
7.51K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.49K+ 17.54% |
$786K - $795K
|
50.2K
$5.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.34K+ 31.0% |
$770K - $779K
|
31K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.33K+ 39.91% |
$769K - $778K
|
25.7K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.91K+ 17.64% |
$726K - $734K
|
46.1K
$4.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.79K+ 86.79% |
$712K - $721K
|
14.6K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
6.56KNew |
$688K - $697K
|
6.56K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
6.54KNew |
$687K - $695K
|
6.54K
$693K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
6.53K+ 7.65% |
$685K - $693K
|
91.8K
$9.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.24KNew |
$655K - $662K
|
6.24K
$661K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.05K+ 78.42% |
$635K - $642K
|
13.8K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.68K+ 128.57% |
$596K - $604K
|
10.1K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.66K+ 23.07% |
$594K - $601K
|
30.2K
$3.2M
|