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 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$2.87K - $2.95K
|
28
$2.98K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$1.03K - $1.05K
|
2.24K
$238K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$821 - $844
|
8
$852
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.31% |
$616 - $633
|
1.94K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.63% |
$308 - $316
|
482
$51.3K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
45.6KNew |
$4.69M - $4.76M
|
45.6K
$4.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
19.1KNew |
$1.96M - $1.99M
|
19.1K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.3KNew |
$1.17M - $1.18M
|
11.3K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.2KNew |
$1.05M - $1.06M
|
10.2K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
9.14K+ 54.06% |
$940K - $953K
|
26.1K
$2.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3KNew |
$308K - $313K
|
3K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
2.73K+ 48.79% |
$281K - $285K
|
8.33K
$887K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$275K - $279K
|
2.67K
$285K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.15KNew |
$221K - $224K
|
2.15K
$229K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.82K+ 1.88% |
$187K - $189K
|
98.2K
$10.5M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
594New |
$61.1K - $61.9K
|
594
$63.3K
|
|
|
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
$68.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
294New |
$30.2K - $30.7K
|
294
$31.3K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$12.1K - $12.3K
|
118
$12.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
98+ 0.19% |
$10.1K - $10.2K
|
50.7K
$5.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
78New |
$8.02K - $8.13K
|
78
$8.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
72New |
$7.4K - $7.51K
|
72
$7.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
19+ 0.54% |
$1.95K - $1.98K
|
3.51K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.6% |
$1.23K - $1.25K
|
2.02K
$215K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.49% |
$1.13K - $1.15K
|
2.24K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.14% |
$514 - $521
|
3.52K
$375K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.3KNew |
$5.4M - $5.49M
|
52.3K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.52KNew |
$570K - $579K
|
5.52K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$406K - $413K
|
3.94K
$419K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.74KNew |
$386K - $392K
|
3.74K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01KNew |
$208K - $211K
|
2.01K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2KNew |
$206K - $210K
|
2K
$213K
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
1.4KNew |
$145K - $147K
|
1.4K
$149K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.28K+ 5.13% |
$132K - $135K
|
26.3K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 132.99% |
$132K - $135K
|
2.25K
$239K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.28K+ 74.9% |
$132K - $134K
|
2.98K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
637New |
$65.8K - $66.9K
|
637
$67.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
478+ 9.85% |
$49.3K - $50.2K
|
5.33K
$568K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
458New |
$47.3K - $48.1K
|
458
$48.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
88New |
$9.09K - $9.24K
|
88
$9.37K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
78New |
$8.05K - $8.19K
|
78
$8.31K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.95% |
$103 - $105
|
106
$11.3K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.88MNew |
$1.02B - $1.04B
|
9.88M
$1.05B
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
185KNew |
$19.1M - $19.4M
|
185K
$19.7M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
55.1KNew |
$5.69M - $5.79M
|
55.1K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
12.7KNew |
$1.32M - $1.34M
|
12.7K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.5K+ 5.57% |
$1.19M - $1.21M
|
218K
$23.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$1.08M - $1.1M
|
10.4K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.48KNew |
$463K - $471K
|
4.48K
$477K
|
|