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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.05KNew |
$215K - $218K
|
2.05K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2K+ 42.11% |
$210K - $212K
|
6.75K
$715K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2K+ 18.69% |
$210K - $212K
|
12.7K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.97KNew |
$207K - $209K
|
1.97K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.94KNew |
$204K - $206K
|
1.94K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.93KNew |
$202K - $205K
|
1.93K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.89KNew |
$198K - $201K
|
1.89K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.88K+ 67.14% |
$197K - $199K
|
4.68K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.87K+ 8.7% |
$196K - $198K
|
23.3K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.84K+ 0.64% |
$193K - $195K
|
289K
$30.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.83K+ 8.41% |
$192K - $194K
|
23.5K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.78K+ 15.46% |
$187K - $189K
|
13.3K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 11.64% |
$187K - $189K
|
17.1K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 2.47% |
$185K - $187K
|
73.1K
$7.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.73K+ 14.34% |
$181K - $184K
|
13.8K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 29.04% |
$175K - $177K
|
7.42K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.56K+ 0.89% |
$163K - $165K
|
176K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.48K+ 10.16% |
$155K - $157K
|
16.1K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.43K+ 21.08% |
$150K - $152K
|
8.21K
$870K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.39K+ 1.31% |
$146K - $147K
|
107K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.35K+ 19.19% |
$142K - $143K
|
8.38K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.28K+ 5.99% |
$134K - $135K
|
22.5K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.28K+ 53.87% |
$134K - $135K
|
3.64K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 4.94% |
$132K - $134K
|
26.7K
$2.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.23K+ 40.22% |
$129K - $130K
|
4.27K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 43.16% |
$126K - $127K
|
3.98K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.15K+ 37.87% |
$120K - $122K
|
4.18K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.14K+ 37.37% |
$120K - $121K
|
4.2K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1K+ 43.94% |
$116K - $117K
|
3.61K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.02K+ 47.98% |
$107K - $108K
|
3.15K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
977+ 5.27% |
$103K - $104K
|
19.5K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
958+ 7.29% |
$101K - $102K
|
14.1K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
950+ 3.56% |
$99.7K - $101K
|
27.6K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
950+ 4.6% |
$99.7K - $101K
|
21.6K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
887+ 16.28% |
$93.1K - $94.2K
|
6.34K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
872+ 12.12% |
$91.5K - $92.6K
|
8.07K
$855K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
870+ 9.49% |
$91.3K - $92.4K
|
10K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
849+ 6.93% |
$89.1K - $90.2K
|
13.1K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
848+ 21.26% |
$89K - $90.1K
|
4.84K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
800New |
$84K - $85K
|
800
$84.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
749+ 4.15% |
$78.6K - $79.5K
|
18.8K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
738+ 3.43% |
$77.4K - $78.4K
|
22.2K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
726+ 8.11% |
$76.2K - $77.1K
|
9.68K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
711+ 7.5% |
$74.6K - $75.5K
|
10.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
709+ 5.88% |
$74.4K - $75.3K
|
12.8K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
707+ 25.06% |
$74.2K - $75.1K
|
3.53K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
705+ 1.41% |
$74K - $74.9K
|
50.6K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
682+ 1.93% |
$71.6K - $72.4K
|
36K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
659New |
$69.2K - $70K
|
659
$69.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
651+ 2.67% |
$68.3K - $69.1K
|
25.1K
$2.65M
|