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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.5K+ 6.53% |
$577K - $584K
|
89.7K
$9.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.38K+ 3.33% |
$565K - $572K
|
167K
$17.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
5.36KNew |
$562K - $569K
|
5.36K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.31K+ 179.12% |
$557K - $564K
|
8.28K
$877K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.27K+ 7.75% |
$553K - $559K
|
73.2K
$7.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.98KNew |
$522K - $529K
|
4.98K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.9K+ 135.47% |
$515K - $521K
|
8.52K
$903K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.89KNew |
$513K - $520K
|
4.89K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.81K+ 7.03% |
$505K - $511K
|
73.3K
$7.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.77K+ 1.03% |
$501K - $507K
|
467K
$49.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.4K+ 19.99% |
$462K - $467K
|
26.4K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.34K+ 149.66% |
$455K - $461K
|
7.24K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.29K+ 8.4% |
$451K - $456K
|
55.4K
$5.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.27K+ 28.48% |
$448K - $453K
|
19.3K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.24K+ 3.03% |
$445K - $450K
|
144K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.17KNew |
$438K - $443K
|
4.17K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.13KNew |
$434K - $439K
|
4.13K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.03K+ 52.35% |
$423K - $428K
|
11.7K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$400K - $405K
|
3.82K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.8KNew |
$398K - $403K
|
3.8K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.73KNew |
$391K - $396K
|
3.73K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.65K+ 6.54% |
$383K - $388K
|
59.4K
$6.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.6KNew |
$377K - $382K
|
3.6K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.59K+ 17.99% |
$376K - $381K
|
23.5K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.56K+ 1.6% |
$373K - $378K
|
225K
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.56K+ 5.52% |
$373K - $378K
|
67.9K
$7.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.51K+ 132.85% |
$369K - $373K
|
6.16K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.45KNew |
$362K - $366K
|
3.45K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.42K+ 145.4% |
$359K - $363K
|
5.77K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.31KNew |
$347K - $351K
|
3.31K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.04K+ 62.95% |
$319K - $322K
|
7.86K
$833K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.01K+ 5.34% |
$316K - $320K
|
59.4K
$6.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$310K - $313K
|
2.95K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.88K+ 7.86% |
$302K - $306K
|
39.5K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.67K+ 5.83% |
$280K - $283K
|
48.4K
$5.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.66KNew |
$279K - $283K
|
2.66K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 73.33% |
$269K - $272K
|
6.06K
$642K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.54KNew |
$267K - $270K
|
2.54K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.47K+ 9.06% |
$259K - $262K
|
29.7K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.41K+ 7.88% |
$252K - $256K
|
32.9K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
2.31KNew |
$243K - $245K
|
2.31K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 100.57% |
$241K - $244K
|
4.59K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.29KNew |
$241K - $243K
|
2.29K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.27K+ 41.89% |
$238K - $241K
|
7.67K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.23K+ 13.94% |
$234K - $237K
|
18.2K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$228K - $230K
|
2.17K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.16K+ 6.92% |
$226K - $229K
|
33.3K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.15KNew |
$225K - $228K
|
2.15K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07K+ 18.11% |
$217K - $220K
|
13.5K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.07KNew |
$217K - $220K
|
2.07K
$219K
|