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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2.46KNew |
$259K - $261K
|
2.46K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.42KNew |
$255K - $257K
|
2.42K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$244K - $246K
|
2.32K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.2KNew |
$232K - $234K
|
2.2K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.15KNew |
$226K - $228K
|
2.15K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.08KNew |
$219K - $221K
|
2.08K
$222K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.65K+ 1.73% |
$173K - $175K
|
96.6K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
960New |
$101K - $102K
|
960
$102K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
932+ 10.3% |
$98.1K - $99K
|
9.98K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
606New |
$63.8K - $64.4K
|
606
$64.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
571New |
$60.1K - $60.7K
|
571
$60.8K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
447New |
$47.1K - $47.5K
|
447
$47.6K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
435New |
$45.8K - $46.2K
|
435
$46.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
328New |
$34.5K - $34.8K
|
328
$34.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
323New |
$34K - $34.3K
|
323
$34.4K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
280New |
$29.5K - $29.7K
|
280
$29.8K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
280+ 7.66% |
$29.5K - $29.7K
|
3.93K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
275New |
$29K - $29.2K
|
275
$29.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
217+ 4.29% |
$22.9K - $23.1K
|
5.28K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
142+ 3.73% |
$15K - $15.1K
|
3.95K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
114New |
$12K - $12.1K
|
114
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
94+ 2.66% |
$9.9K - $9.99K
|
3.63K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
75+ 1.77% |
$7.9K - $7.97K
|
4.31K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
69+ 2.06% |
$7.27K - $7.33K
|
3.42K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
60+ 0.39% |
$6.32K - $6.37K
|
15.6K
$1.66M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
43+ 1.65% |
$4.53K - $4.57K
|
2.64K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34New |
$3.58K - $3.61K
|
34
$3.62K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.05% |
$527 - $531
|
10.1K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5New |
$527 - $531
|
5
$533
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4+ 0.16% |
$421 - $425
|
2.53K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4New |
$421 - $425
|
4
$426
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$316 - $319
|
3
$320
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$105 - $106
|
1
$107
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
73.1KNew |
$7.68M - $7.77M
|
73.1K
$7.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.7K+ 277.13% |
$2.7M - $2.73M
|
35K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5KNew |
$1.63M - $1.65M
|
15.5K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
10KNew |
$1.05M - $1.06M
|
10K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
8.8KNew |
$923K - $934K
|
8.8K
$937K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8.54KNew |
$896K - $907K
|
8.54K
$910K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
8.4KNew |
$881K - $892K
|
8.4K
$895K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.13KNew |
$434K - $439K
|
4.13K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$400K - $405K
|
3.82K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
3.8KNew |
$398K - $403K
|
3.8K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.42K+ 145.4% |
$359K - $363K
|
5.77K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.7KNew |
$284K - $287K
|
2.7K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57KNew |
$270K - $273K
|
2.57K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.54KNew |
$266K - $269K
|
2.54K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.37KNew |
$249K - $252K
|
2.37K
$253K
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2.37KNew |
$249K - $252K
|
2.37K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.29KNew |
$241K - $243K
|
2.29K
$244K
|
|