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 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19+ 0.4% |
$1.98K - $2.02K
|
4.74K
$502K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$1.98K - $2.02K
|
19
$2.01K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18+ 0.31% |
$1.88K - $1.91K
|
5.89K
$624K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 6.91% |
$1.56K - $1.59K
|
232
$24.6K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14+ 0.5% |
$1.46K - $1.49K
|
2.83K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.51% |
$1.25K - $1.28K
|
2.39K
$253K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
12+ 0.37% |
$1.25K - $1.28K
|
3.23K
$342K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12+ 0.35% |
$1.25K - $1.28K
|
3.46K
$366K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10+ 0.04% |
$1.04K - $1.06K
|
26.6K
$2.82M
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.34% |
$1.04K - $1.06K
|
2.99K
$317K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 12.82% |
$1.04K - $1.06K
|
88
$9.32K
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6+ 0.09% |
$626 - $638
|
6.57K
$696K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.07% |
$104 - $106
|
1.49K
$158K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$106
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$106
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
149KNew |
$15.5M - $15.6M
|
149K
$15.8M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.4K+ 23.1% |
$2.65M - $2.66M
|
136K
$14.4M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.7KNew |
$1.42M - $1.43M
|
13.7K
$1.45M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.4K+ 65.92% |
$1.29M - $1.3M
|
31.1K
$3.3M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.4KNew |
$770K - $776K
|
7.4K
$784K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
6.72K+ 46.45% |
$700K - $705K
|
21.2K
$2.25M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.88KNew |
$508K - $511K
|
4.88K
$517K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.52KNew |
$471K - $474K
|
4.52K
$479K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.4KNew |
$354K - $357K
|
3.4K
$360K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.24KNew |
$337K - $340K
|
3.24K
$343K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.92KNew |
$303K - $306K
|
2.92K
$309K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.64KNew |
$275K - $277K
|
2.64K
$280K
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$269K - $271K
|
2.59K
$274K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.5KNew |
$260K - $262K
|
2.5K
$265K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.38K+ 3.62% |
$248K - $249K
|
68.1K
$7.22M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.33K+ 84.87% |
$243K - $245K
|
5.08K
$539K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.23K+ 46.52% |
$231K - $233K
|
7.01K
$742K
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.9K+ 16.48% |
$197K - $199K
|
13.4K
$1.42M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$169K - $170K
|
1.63K
$172K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.54K+ 72.64% |
$160K - $161K
|
3.66K
$388K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.28KNew |
$133K - $134K
|
1.28K
$136K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 125.7% |
$112K - $113K
|
1.94K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
955New |
$99.4K - $100K
|
955
$101K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
807New |
$84K - $84.6K
|
807
$85.5K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
802New |
$83.4K - $84K
|
802
$85K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
512+ 24.51% |
$53.3K - $53.7K
|
2.6K
$276K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
459+ 23.92% |
$47.8K - $48.1K
|
2.38K
$252K
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
449+ 1.58% |
$46.7K - $47.1K
|
28.9K
$3.06M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
399+ 3.69% |
$41.5K - $41.8K
|
11.2K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
395+ 11.08% |
$41.1K - $41.4K
|
3.96K
$419K
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
362+ 1.39% |
$37.7K - $37.9K
|
26.3K
$2.79M
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
330+ 2.73% |
$34.3K - $34.6K
|
12.4K
$1.32M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
304+ 23.01% |
$31.6K - $31.9K
|
1.63K
$172K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
289New |
$30.1K - $30.3K
|
289
$30.6K
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
277+ 3.5% |
$28.8K - $29K
|
8.18K
$867K
|