Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.8KClosed |
$2.04M - $2.07M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.9KClosed |
$1.43M - $1.46M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.9KClosed |
$1.43M - $1.46M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-11KClosed |
$1.14M - $1.15M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-10.1KClosed |
$1.04M - $1.06M
|
0
$0
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8KClosed |
$827K - $839K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.15K- 71.69% |
$636K - $645K
|
2.43K
$257K
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-6.11KClosed |
$631K - $640K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.59KClosed |
$474K - $481K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-4.25KClosed |
$439K - $446K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.53KClosed |
$364K - $370K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.41KClosed |
$352K - $358K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.28K- 46.91% |
$338K - $343K
|
3.71K
$391K
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.24KClosed |
$335K - $340K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.2KClosed |
$331K - $336K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.1KClosed |
$320K - $325K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3KClosed |
$310K - $315K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.85KClosed |
$295K - $299K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 57.22% |
$294K - $298K
|
2.13K
$225K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.4K- 90.23% |
$248K - $252K
|
260
$27.5K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.94KClosed |
$200K - $203K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.92KClosed |
$199K - $202K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.53K- 27.35% |
$158K - $160K
|
4.05K
$428K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.46K- 14.19% |
$151K - $153K
|
8.83K
$932K
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-874- 23.99% |
$90.3K - $91.7K
|
2.77K
$292K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-741Closed |
$76.6K - $77.7K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-708- 16.58% |
$73.1K - $74.2K
|
3.56K
$376K
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-695Closed |
$71.8K - $72.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-637Closed |
$65.8K - $66.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-475Closed |
$49.1K - $49.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-468Closed |
$48.3K - $49.1K
|
0
$0
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-437Closed |
$45.1K - $45.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-332- 14.15% |
$34.3K - $34.8K
|
2.01K
$213K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 12.76% |
$31K - $31.5K
|
2.05K
$217K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-297- 4.44% |
$30.7K - $31.1K
|
6.39K
$675K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-280- 73.68% |
$28.9K - $29.4K
|
100
$10.6K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-200- 6.99% |
$20.7K - $21K
|
2.66K
$281K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$17.7K - $17.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-156- 7.17% |
$16.1K - $16.4K
|
2.02K
$213K
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-136- 4.0% |
$14.1K - $14.3K
|
3.27K
$345K
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-125Closed |
$12.9K - $13.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.3K - $10.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-27- 24.32% |
$2.79K - $2.83K
|
84
$8.87K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25Closed |
$2.58K - $2.62K
|
0
$0
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23- 1.16% |
$2.38K - $2.41K
|
1.95K
$206K
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9Closed |
$930 - $944
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-8- 0.22% |
$826 - $839
|
3.59K
$379K
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-6Closed |
$620 - $629
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-300KClosed |
$31.3M - $32.2M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-18.7KClosed |
$1.95M - $2.01M
|
0
$0
|