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 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-455- 29.51% |
$47.3K - $47.7K
|
1.09K
$115K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-394- 8.92% |
$41K - $41.3K
|
4.02K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-311- 8.31% |
$32.4K - $32.6K
|
3.43K
$362K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-308- 86.03% |
$32K - $32.3K
|
50
$5.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-246- 2.65% |
$25.6K - $25.8K
|
9.05K
$955K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-231- 19.46% |
$24K - $24.2K
|
956
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-225- 2.29% |
$23.4K - $23.6K
|
9.61K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-216- 15.7% |
$22.5K - $22.6K
|
1.16K
$122K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-186- 6.2% |
$19.4K - $19.5K
|
2.81K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-144- 4.88% |
$15K - $15.1K
|
2.81K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-138- 5.5% |
$14.4K - $14.5K
|
2.37K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-119- 0.32% |
$12.4K - $12.5K
|
36.9K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$7.8K - $7.86K
|
28.4K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-63- 10.94% |
$6.55K - $6.6K
|
513
$54.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49- 59.04% |
$5.1K - $5.14K
|
34
$3.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-31- 0.77% |
$3.23K - $3.25K
|
4K
$422K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 32.35% |
$1.14K - $1.15K
|
23
$2.43K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-15.5K- 64.88% |
$1.62M - $1.63M
|
8.38K
$885K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.38K- 67.22% |
$982K - $988K
|
4.57K
$483K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 24.49% |
$969K - $975K
|
28.5K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.11K- 35.77% |
$744K - $749K
|
12.8K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-5.38K- 68.53% |
$563K - $567K
|
2.47K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.35K- 66.56% |
$456K - $459K
|
2.19K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.5K- 72.84% |
$367K - $369K
|
1.31K
$138K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 50.0% |
$264K - $266K
|
2.52K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 33.33% |
$262K - $264K
|
5K
$528K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.01KClosed |
$211K - $212K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.75K- 5.01% |
$183K - $184K
|
33.2K
$3.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.71K- 15.0% |
$180K - $181K
|
9.71K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.34K- 8.04% |
$141K - $142K
|
15.4K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-912- 12.63% |
$95.5K - $96.1K
|
6.31K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-762- 19.51% |
$79.8K - $80.3K
|
3.14K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-654- 18.16% |
$68.5K - $68.9K
|
2.95K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-484Closed |
$50.7K - $51K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-452- 18.15% |
$47.3K - $47.6K
|
2.04K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-382- 15.19% |
$40K - $40.3K
|
2.13K
$225K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-332- 80.78% |
$34.8K - $35K
|
79
$8.34K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-290- 12.95% |
$30.4K - $30.6K
|
1.95K
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-289- 8.28% |
$30.3K - $30.5K
|
3.2K
$338K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-210- 7.06% |
$22K - $22.1K
|
2.77K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53- 2.15% |
$5.55K - $5.59K
|
2.41K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-15- 0.71% |
$1.57K - $1.58K
|
2.09K
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-14- 0.37% |
$1.47K - $1.48K
|
3.76K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$1.36K - $1.37K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3- 0.02% |
$314 - $316
|
14.9K
$1.58M
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.7K- 81.0% |
$2.03M - $2.08M
|
4.63K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-11.5K- 61.0% |
$1.18M - $1.21M
|
7.32K
$773K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.2K- 60.34% |
$1.05M - $1.08M
|
6.71K
$709K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-8.06K- 84.82% |
$827K - $850K
|
1.44K
$152K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.44K- 64.1% |
$661K - $679K
|
3.61K
$381K
|
|