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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
791+ 37.33% |
$82.5K - $84.1K
|
2.91K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
751+ 16.74% |
$78.3K - $79.8K
|
5.24K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
720+ 5.9% |
$75.1K - $76.5K
|
12.9K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
638+ 0.52% |
$66.5K - $67.8K
|
122K
$12.9M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
621+ 12.56% |
$64.8K - $66K
|
5.56K
$588K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
601+ 17.93% |
$62.7K - $63.9K
|
3.95K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
596+ 1.76% |
$62.2K - $63.4K
|
34.4K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
593+ 21.37% |
$61.8K - $63K
|
3.37K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
584+ 8.33% |
$60.9K - $62.1K
|
7.59K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
571+ 4.67% |
$59.6K - $60.7K
|
12.8K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
564+ 2.63% |
$58.8K - $60K
|
22K
$2.32M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
548+ 2.7% |
$57.2K - $58.3K
|
20.9K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
540+ 5.06% |
$56.3K - $57.4K
|
11.2K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
525+ 7.43% |
$54.8K - $55.8K
|
7.59K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
521+ 4.28% |
$54.3K - $55.4K
|
12.7K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
493+ 1.1% |
$51.4K - $52.4K
|
45.3K
$4.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
466+ 14.85% |
$48.6K - $49.5K
|
3.61K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
438+ 4.19% |
$45.7K - $46.6K
|
10.9K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
426+ 5.91% |
$44.4K - $45.3K
|
7.63K
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
426+ 7.05% |
$44.4K - $45.3K
|
6.47K
$683K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
416+ 1.79% |
$43.4K - $44.2K
|
23.7K
$2.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
384+ 6.48% |
$40.1K - $40.8K
|
6.31K
$666K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
375New |
$39.1K - $39.9K
|
375
$39.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
350+ 39.41% |
$36.5K - $37.2K
|
1.24K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$31.3K - $31.9K
|
300
$31.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
291+ 8.3% |
$30.4K - $30.9K
|
3.8K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
276+ 7.21% |
$28.8K - $29.3K
|
4.11K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
267+ 6.42% |
$27.8K - $28.4K
|
4.43K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
263+ 3.66% |
$27.4K - $28K
|
7.45K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243+ 0.47% |
$25.3K - $25.8K
|
51.9K
$5.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
241+ 0.3% |
$25.1K - $25.6K
|
81.6K
$8.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
235+ 3.6% |
$24.5K - $25K
|
6.77K
$714K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
228+ 7.03% |
$23.8K - $24.2K
|
3.47K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
215+ 2.06% |
$22.4K - $22.9K
|
10.7K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
205+ 1.39% |
$21.4K - $21.8K
|
14.9K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
199+ 2.91% |
$20.8K - $21.2K
|
7.03K
$742K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
197+ 0.93% |
$20.5K - $20.9K
|
21.5K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
186+ 1.43% |
$19.4K - $19.8K
|
13.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
177+ 0.42% |
$18.5K - $18.8K
|
42K
$4.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
160+ 3.62% |
$16.7K - $17K
|
4.58K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
151+ 4.61% |
$15.7K - $16.1K
|
3.43K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
148+ 0.36% |
$15.4K - $15.7K
|
41.4K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
145+ 0.94% |
$15.1K - $15.4K
|
15.6K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
144+ 5.12% |
$15K - $15.3K
|
2.96K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
117+ 3.29% |
$12.2K - $12.4K
|
3.67K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
107+ 3.04% |
$11.2K - $11.4K
|
3.63K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
102+ 17.44% |
$10.6K - $10.8K
|
687
$72.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
96+ 2.13% |
$10K - $10.2K
|
4.6K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 0.29% |
$10K - $10.2K
|
33.5K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
92+ 3.4% |
$9.6K - $9.78K
|
2.8K
$295K
|