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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
70New |
$7.18K - $7.38K
|
70
$7.42K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
41+ 5.16% |
$4.21K - $4.32K
|
836
$88.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
35+ 0.73% |
$3.59K - $3.69K
|
4.81K
$510K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$2.87K - $2.95K
|
28
$2.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
25+ 0.92% |
$2.57K - $2.64K
|
2.73K
$289K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$1.03K - $1.05K
|
2.24K
$237K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$821 - $844
|
8
$848
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.31% |
$616 - $633
|
1.94K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.63% |
$308 - $316
|
482
$51.1K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
45.6KNew |
$4.69M - $4.76M
|
45.6K
$4.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
19.1KNew |
$1.96M - $1.99M
|
19.1K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.3KNew |
$1.17M - $1.18M
|
11.3K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.2KNew |
$1.05M - $1.06M
|
10.2K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
9.14K+ 54.06% |
$940K - $953K
|
26.1K
$2.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3KNew |
$308K - $313K
|
3K
$318K
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
2.73K+ 48.79% |
$281K - $285K
|
8.33K
$883K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$275K - $279K
|
2.67K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.15KNew |
$221K - $224K
|
2.15K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.82K+ 1.88% |
$187K - $189K
|
98.2K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 5.43% |
$127K - $129K
|
24K
$2.55M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
594New |
$61.1K - $61.9K
|
594
$62.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
434+ 3.31% |
$44.6K - $45.2K
|
13.6K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
387+ 151.76% |
$39.8K - $40.3K
|
642
$68K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
324+ 16.56% |
$33.3K - $33.8K
|
2.28K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
294New |
$30.2K - $30.7K
|
294
$31.1K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
221+ 10.5% |
$22.7K - $23K
|
2.33K
$246K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$12.1K - $12.3K
|
118
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
98+ 0.19% |
$10.1K - $10.2K
|
50.7K
$5.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
78New |
$8.02K - $8.13K
|
78
$8.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
72New |
$7.4K - $7.51K
|
72
$7.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
19+ 0.54% |
$1.95K - $1.98K
|
3.51K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.6% |
$1.23K - $1.25K
|
2.02K
$214K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.49% |
$1.13K - $1.15K
|
2.24K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.14% |
$514 - $521
|
3.52K
$373K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.3KNew |
$5.4M - $5.49M
|
52.3K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.52KNew |
$570K - $579K
|
5.52K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$406K - $413K
|
3.94K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.74KNew |
$386K - $392K
|
3.74K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.46KNew |
$254K - $258K
|
2.46K
$261K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.39KNew |
$246K - $250K
|
2.39K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01KNew |
$208K - $211K
|
2.01K
$213K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2KNew |
$206K - $210K
|
2K
$212K
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
1.4KNew |
$145K - $147K
|
1.4K
$148K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.28K+ 5.13% |
$132K - $135K
|
26.3K
$2.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 132.99% |
$132K - $135K
|
2.25K
$238K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.28K+ 74.9% |
$132K - $134K
|
2.98K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
637New |
$65.8K - $66.9K
|
637
$67.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
478+ 9.85% |
$49.3K - $50.2K
|
5.33K
$565K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
458New |
$47.3K - $48.1K
|
458
$48.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
352+ 4.99% |
$36.3K - $37K
|
7.4K
$784K
|
|