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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.31M
|
12.3K
$1.29M
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.59KNew |
$792K - $807K
|
7.59K
$798K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.14KNew |
$640K - $652K
|
6.14K
$645K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
5.89KNew |
$615K - $626K
|
5.89K
$619K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.68K+ 3173.74% |
$593K - $604K
|
5.86K
$616K
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.82KNew |
$502K - $512K
|
4.82K
$506K
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.06K+ 56.31% |
$424K - $432K
|
11.3K
$1.19M
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.88KNew |
$405K - $413K
|
3.88K
$408K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.81KNew |
$397K - $405K
|
3.81K
$401K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3K+ 31.58% |
$313K - $319K
|
12.5K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.72KNew |
$283K - $289K
|
2.72K
$286K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.64KNew |
$275K - $281K
|
2.64K
$278K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.53K+ 8.12% |
$264K - $269K
|
33.7K
$3.54M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$208K - $212K
|
2K
$210K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.97KNew |
$205K - $209K
|
1.97K
$207K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.19K+ 6.28% |
$124K - $127K
|
20.2K
$2.12M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$123K - $125K
|
1.18K
$124K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.13KNew |
$118K - $120K
|
1.13K
$119K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$111K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$111K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$106K - $108K
|
1.01K
$107K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
593+ 21.37% |
$61.8K - $63K
|
3.37K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
525+ 7.43% |
$54.8K - $55.8K
|
7.59K
$798K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
426+ 5.91% |
$44.4K - $45.3K
|
7.63K
$802K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
375New |
$39.1K - $39.9K
|
375
$39.4K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$31.3K - $31.9K
|
300
$31.5K
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
235+ 3.6% |
$24.5K - $25K
|
6.77K
$711K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
228+ 7.03% |
$23.8K - $24.2K
|
3.47K
$365K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
186+ 1.43% |
$19.4K - $19.8K
|
13.2K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
145+ 0.94% |
$15.1K - $15.4K
|
15.6K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61New |
$6.36K - $6.48K
|
61
$6.41K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
28New |
$2.92K - $2.98K
|
28
$2.94K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20New |
$2.09K - $2.13K
|
20
$2.1K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$1.98K - $2.02K
|
19
$2K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 6.91% |
$1.56K - $1.59K
|
232
$24.4K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
12+ 0.37% |
$1.25K - $1.28K
|
3.23K
$339K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 12.82% |
$1.04K - $1.06K
|
88
$9.25K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$105
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$105
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
149KNew |
$15.5M - $15.6M
|
149K
$15.7M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.7KNew |
$1.42M - $1.43M
|
13.7K
$1.44M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.4K+ 65.92% |
$1.29M - $1.3M
|
31.1K
$3.27M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.4KNew |
$770K - $776K
|
7.4K
$778K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
6.72K+ 46.45% |
$700K - $705K
|
21.2K
$2.23M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.88KNew |
$508K - $511K
|
4.88K
$513K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.52KNew |
$471K - $474K
|
4.52K
$476K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.4KNew |
$354K - $357K
|
3.4K
$358K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.92KNew |
$303K - $306K
|
2.92K
$307K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.64KNew |
$275K - $277K
|
2.64K
$278K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.5KNew |
$260K - $262K
|
2.5K
$263K
|