Latest Institutional Purchases of Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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
Jul 20, 2023 Q2 2023
Lockerman Financial Group, Inc.

BUY
 -
107
+ 3.58%
$11K - $11.2K
3.1K $328K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
88
New
$9.09K - $9.24K
88 $9.32K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
78
New
$8.05K - $8.19K
78 $8.26K
Aug 04, 2023 Q2 2023
West Branch Capital LLC

BUY
 -
1
+ 0.95%
$103 - $105
106 $11.2K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
9.88M
New
$1.02B - $1.04B
9.88M $1.05B
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
185K
New
$19.1M - $19.4M
185K $19.6M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
55.1K
New
$5.69M - $5.79M
55.1K $5.83M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
12.7K
New
$1.32M - $1.34M
12.7K $1.35M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
11.5K
+ 5.57%
$1.19M - $1.21M
218K $23.1M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
10.4K
New
$1.08M - $1.1M
10.4K $1.11M
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
4.48K
New
$463K - $471K
4.48K $475K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.56K
New
$264K - $269K
2.56K $271K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
2.47K
New
$255K - $259K
2.47K $261K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2.32K
New
$240K - $244K
2.32K $246K
May 15, 2023 Q1 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
2.31K
New
$239K - $243K
2.31K $245K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.16K
New
$223K - $227K
2.16K $229K
May 15, 2023 Q1 2023
Meeder Asset Management Inc

BUY
 -
1.51K
+ 9.19%
$156K - $158K
17.9K $1.9M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
827
+ 82.7%
$85.4K - $87K
1.83K $194K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
500
+ 25.0%
$51.7K - $52.6K
2.5K $265K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
494
New
$51K - $51.9K
494 $52.3K
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
345
+ 17.25%
$35.6K - $36.3K
2.35K $248K
Apr 25, 2023 Q1 2023
Hendershot Investments Inc.

BUY
 -
231
+ 140.0%
$23.9K - $24.3K
396 $42K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
100
+ 3.45%
$10.3K - $10.5K
3K $318K
Apr 27, 2023 Q1 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
86
+ 2.77%
$8.88K - $9.04K
3.19K $338K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
84
New
$8.68K - $8.83K
84 $8.9K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
35
New
$3.62K - $3.68K
35 $3.71K
Apr 04, 2023 Q1 2023
Boston Standard Wealth Management, LLC

BUY
 -
6
+ 0.28%
$620 - $631
2.17K $229K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
5
+ 0.24%
$517 - $526
2.12K $225K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2
New
$207 - $210
2 $212
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.41%
$103 - $105
245 $26K
Q4 2022
Jan 26, 2023 Q4 2022
Financial Council Asset Management Inc

BUY
 -
156K
New
$16M - $16.3M
156K $16.6M
Feb 08, 2023 Q4 2022
Estate Counselors, LLC

BUY
 -
153K
New
$15.7M - $16M
153K $16.2M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
40.7K
New
$4.17M - $4.25M
40.7K $4.31M
Feb 08, 2023 Q4 2022
Trust Investment Advisors

BUY
 -
36.3K
New
$3.72M - $3.8M
36.3K $3.85M
Feb 07, 2023 Q4 2022
Sanford Advisory Services, LLC

BUY
 -
33.4K
+ 1103.2%
$3.43M - $3.49M
36.4K $3.86M
Feb 14, 2023 Q4 2022
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
23.9K
New
$2.45M - $2.5M
23.9K $2.53M
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
20.8K
New
$2.13M - $2.17M
20.8K $2.2M
Feb 15, 2023 Q4 2022
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
18.7K
New
$1.92M - $1.96M
18.7K $1.98M
Feb 06, 2023 Q4 2022
Gyl Financial Synergies, LLC

BUY
 -
16.7K
New
$1.71M - $1.75M
16.7K $1.77M
Feb 14, 2023 Q4 2022
Moore Capital Management, LP

New York, NY
BUY
 -
10.4K
New
$1.07M - $1.09M
10.4K $1.1M
Feb 03, 2023 Q4 2022
Allen Capital Group, LLC

BUY
 -
9.93K
New
$1.02M - $1.04M
9.93K $1.05M
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
9.73K
New
$997K - $1.02M
9.73K $1.03M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
7.8K
New
$799K - $815K
7.8K $826K
Jan 23, 2023 Q4 2022
Defined Wealth Management, LLC

BUY
 -
7.55K
New
$773K - $788K
7.55K $799K
Jan 24, 2023 Q4 2022
Caliber Wealth Management, LLC

BUY
 -
6.76K
New
$693K - $707K
6.76K $716K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
6.14K
+ 8.61%
$630K - $642K
77.5K $8.21M
Feb 01, 2023 Q4 2022
Ironwood Investment Counsel, LLC

BUY
 -
5.83K
New
$598K - $610K
5.83K $618K
Feb 01, 2023 Q4 2022
First Bancorp, Inc

BUY
 -
5.03K
+ 102.26%
$515K - $525K
9.94K $1.05M
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.3K
New
$441K - $449K
4.3K $456K

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