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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
500+ 25.0% |
$51.7K - $52.6K
|
2.5K
$266K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
494New |
$51K - $51.9K
|
494
$52.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
345+ 17.25% |
$35.6K - $36.3K
|
2.35K
$250K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
231+ 140.0% |
$23.9K - $24.3K
|
396
$42.2K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
86+ 2.77% |
$8.88K - $9.04K
|
3.19K
$340K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
84New |
$8.68K - $8.83K
|
84
$8.95K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$3.62K - $3.68K
|
35
$3.73K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$620 - $631
|
2.17K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.24% |
$517 - $526
|
2.12K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$207 - $210
|
2
$213
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.41% |
$103 - $105
|
245
$26.1K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
156KNew |
$16M - $16.3M
|
156K
$16.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
153KNew |
$15.7M - $16M
|
153K
$16.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
40.7KNew |
$4.17M - $4.25M
|
40.7K
$4.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
36.3KNew |
$3.72M - $3.8M
|
36.3K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
33.4K+ 1103.2% |
$3.43M - $3.49M
|
36.4K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
23.9KNew |
$2.45M - $2.5M
|
23.9K
$2.55M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.8KNew |
$2.13M - $2.17M
|
20.8K
$2.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.7KNew |
$1.92M - $1.96M
|
18.7K
$2M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16.7KNew |
$1.71M - $1.75M
|
16.7K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.4KNew |
$1.07M - $1.09M
|
10.4K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
9.93KNew |
$1.02M - $1.04M
|
9.93K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
9.73KNew |
$997K - $1.02M
|
9.73K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
7.55KNew |
$773K - $788K
|
7.55K
$804K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$693K - $707K
|
6.76K
$720K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.83KNew |
$598K - $610K
|
5.83K
$621K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
BUY
|
- |
5.03K+ 102.26% |
$515K - $525K
|
9.94K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.3KNew |
$441K - $449K
|
4.3K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.99K+ 164.53% |
$408K - $416K
|
6.41K
$682K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.28KNew |
$336K - $342K
|
3.28K
$349K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.75KNew |
$281K - $287K
|
2.75K
$292K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2.68KNew |
$275K - $280K
|
2.68K
$286K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.27KNew |
$232K - $237K
|
2.27K
$241K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
2.23KNew |
$228K - $233K
|
2.23K
$237K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.22KNew |
$228K - $232K
|
2.22K
$237K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.21KNew |
$227K - $231K
|
2.21K
$235K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.96KNew |
$201K - $205K
|
1.96K
$209K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.93KNew |
$198K - $202K
|
1.93K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.53KNew |
$157K - $160K
|
1.53K
$163K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.5KNew |
$154K - $157K
|
1.5K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.26KNew |
$129K - $131K
|
1.26K
$134K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02K+ 49.02% |
$105K - $107K
|
3.11K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
929+ 91.44% |
$95.2K - $97.1K
|
1.95K
$207K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
760New |
$77.9K - $79.4K
|
760
$80.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500+ 495.05% |
$51.3K - $52.2K
|
601
$64K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
196New |
$20.1K - $20.5K
|
196
$20.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
151+ 99.34% |
$15.5K - $15.8K
|
303
$32.3K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
106+ 3.65% |
$10.9K - $11.1K
|
3.01K
$321K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
87New |
$8.92K - $9.09K
|
87
$9.27K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.84K - $5.96K
|
57
$6.07K
|
|