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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $105
|
2.25K
$240K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
140K+ 5760.35% |
$14.5M - $14.7M
|
142K
$15.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
69.6KNew |
$7.19M - $7.3M
|
69.6K
$7.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
63.6KNew |
$6.58M - $6.67M
|
63.6K
$6.78M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
61.4K+ 322.55% |
$6.35M - $6.44M
|
80.5K
$8.57M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
52.7KNew |
$5.45M - $5.53M
|
52.7K
$5.61M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.2KNew |
$2.19M - $2.22M
|
21.2K
$2.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7KNew |
$1.83M - $1.86M
|
17.7K
$1.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$1.25M - $1.27M
|
12.1K
$1.29M
|
|
|
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$935K - $949K
|
9.05K
$964K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.72KNew |
$694K - $704K
|
6.72K
$715K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.35K+ 37.54% |
$656K - $666K
|
23.3K
$2.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$615K - $624K
|
5.95K
$634K
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$521K - $529K
|
5.05K
$538K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
3.92KNew |
$405K - $411K
|
3.92K
$418K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.39KNew |
$350K - $355K
|
3.39K
$361K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$288K - $293K
|
2.79K
$297K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.55KNew |
$263K - $267K
|
2.55K
$271K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.41KNew |
$249K - $253K
|
2.41K
$257K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
927New |
$95.8K - $97.2K
|
927
$98.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$62K - $62.9K
|
600
$63.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
501New |
$51.8K - $52.5K
|
501
$53.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
450New |
$46.5K - $47.2K
|
450
$47.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
319+ 11.44% |
$33K - $33.5K
|
3.11K
$331K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
200New |
$20.7K - $21K
|
200
$21.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
170New |
$17.6K - $17.8K
|
170
$18.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.18% |
$517 - $524
|
2.72K
$289K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
20.9KNew |
$2.19M - $2.25M
|
20.9K
$2.23M
|
|
|
May 02, 2022
Q1 2022
|
Investment Management Associates Inc
|
BUY
|
- |
15.1KNew |
$1.58M - $1.62M
|
15.1K
$1.61M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$330K - $339K
|
3.16K
$336K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.89K+ 100.21% |
$198K - $203K
|
3.78K
$403K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.34KNew |
$140K - $144K
|
1.34K
$143K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
696New |
$72.7K - $74.7K
|
696
$74.1K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
37.2KNew |
$3.99M - $4.01M
|
37.2K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.71KNew |
$290K - $291K
|
2.71K
$288K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.1KNew |
$225K - $225K
|
2.1K
$223K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
378New |
$40.5K - $40.7K
|
378
$40.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50New |
$5.36K - $5.38K
|
50
$5.33K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.69KNew |
$827K - $830K
|
7.69K
$819K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.63KNew |
$283K - $284K
|
2.63K
$280K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.5KNew |
$1.78M - $1.78M
|
16.5K
$1.76M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.1KNew |
$657K - $659K
|
6.1K
$650K
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
928+ 49.23% |
$99.9K - $100K
|
2.81K
$300K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
35New |
$3.77K - $3.78K
|
35
$3.73K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.24KNew |
$134K - $135K
|
1.24K
$132K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
23.9KNew |
$2.57M - $2.58M
|
23.9K
$2.54M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
14.2KNew |
$1.53M - $1.54M
|
14.2K
$1.51M
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.7KNew |
$183K - $184K
|
1.7K
$181K
|
|
|
Feb 04, 2021
Q4 2020
|
Everett Harris & CO
|
BUY
|
- |
1K+ 50.0% |
$108K - $108K
|
3K
$320K
|
|
|
Feb 16, 2021
Q4 2020
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
85+ 3.18% |
$9.15K - $9.19K
|
2.76K
$294K
|
|