Latest Institutional Transactions on Ishares Short Term National Mu (SUB)
This table provides information on the latest institutional transactions involving Ishares Short Term National Mu (SUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.25K+ 0.87% |
$547K - $558K
|
608K
$64M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
12.9K+ 4.61% |
$1.34M - $1.37M
|
292K
$30.8M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
548+ 2.7% |
$57.2K - $58.3K
|
20.9K
$2.2M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.29K+ 31.37% |
$656K - $669K
|
26.3K
$2.77M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.17K+ 11.16% |
$435K - $443K
|
41.5K
$4.37M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.6KNew |
$3.82M - $3.89M
|
36.6K
$3.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
384+ 6.48% |
$40.1K - $40.8K
|
6.31K
$664K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.59K+ 68.19% |
$792K - $807K
|
18.7K
$1.97M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-500- 10.8% |
$52.2K - $53.2K
|
4.13K
$435K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.75K+ 49.7% |
$183K - $186K
|
5.28K
$556K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85+ 4.49% |
$8.87K - $9.04K
|
1.98K
$208K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 1.21% |
$19.1K - $19.5K
|
15K
$1.58M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.46K+ 8.32% |
$256K - $261K
|
32K
$3.37M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-30- 0.17% |
$3.13K - $3.19K
|
18.1K
$1.9M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
121K+ 193.98% |
$12.6M - $12.8M
|
183K
$19.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 8.93% |
$1.46M - $1.49M
|
171K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.08K- 52.54% |
$425K - $433K
|
3.68K
$388K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-319- 9.18% |
$33.3K - $33.9K
|
3.16K
$332K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 32.37% |
$178K - $181K
|
6.96K
$733K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195K- 97.77% |
$20.3M - $20.7M
|
4.44K
$467K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
621+ 12.56% |
$64.8K - $66K
|
5.56K
$586K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.1K+ 10.83% |
$2.52M - $2.57M
|
247K
$26M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$106K - $108K
|
1.01K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$111K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.6K+ 56.76% |
$1.94M - $1.98M
|
51.4K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 24.79% |
$167K - $170K
|
4.85K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.66K+ 0.96% |
$173K - $176K
|
175K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 3.01% |
$130K - $133K
|
42.7K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-446- 1.84% |
$46.5K - $47.4K
|
23.8K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.22K+ 51.66% |
$127K - $129K
|
3.57K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.7KNew |
$1.53M - $1.56M
|
14.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
571+ 4.67% |
$59.6K - $60.7K
|
12.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243+ 0.47% |
$25.3K - $25.8K
|
51.9K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
744+ 4.57% |
$77.6K - $79.1K
|
17K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.94K- 0.56% |
$829K - $844K
|
1.41M
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-399- 6.94% |
$41.6K - $42.4K
|
5.35K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.5K+ 9.91% |
$1.62M - $1.65M
|
172K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
50+ 0.16% |
$5.22K - $5.32K
|
30.7K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.39K- 5.91% |
$145K - $148K
|
22.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.1K- 12.7% |
$3.66M - $3.73M
|
241K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-29.5K- 45.83% |
$3.08M - $3.14M
|
34.9K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14K+ 365.28% |
$1.46M - $1.49M
|
17.8K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.4K- 54.58% |
$1.5M - $1.53M
|
12K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-795- 3.13% |
$82.9K - $84.5K
|
24.6K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19+ 0.4% |
$1.98K - $2.02K
|
4.74K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.55K- 7.26% |
$683K - $696K
|
83.7K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.96K- 2.06% |
$308K - $314K
|
140K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 5.35% |
$1.82M - $1.86M
|
344K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
177+ 0.42% |
$18.5K - $18.8K
|
42K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.93K+ 11.49% |
$305K - $311K
|
28.4K
$2.99M
|