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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11.7K+ 30.95% |
$1.22M - $1.24M
|
49.5K
$5.25M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 54.29% |
$215K - $218K
|
5.83K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-67- 0.31% |
$7.02K - $7.12K
|
21.2K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.73K- 6.12% |
$181K - $184K
|
26.5K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-597- 16.6% |
$62.5K - $63.5K
|
3K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 24.7% |
$509K - $517K
|
24.5K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
517+ 1.64% |
$54.2K - $55K
|
32K
$3.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
804+ 9.45% |
$84.2K - $85.5K
|
9.31K
$989K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-154- 2.15% |
$16.1K - $16.4K
|
7.01K
$744K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
17.5KNew |
$1.83M - $1.86M
|
17.5K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-59- 0.37% |
$6.18K - $6.27K
|
16.1K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.27% |
$1.15K - $1.17K
|
4.05K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-59.2K- 20.36% |
$6.2M - $6.3M
|
232K
$24.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
448+ 12.07% |
$46.9K - $47.6K
|
4.16K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.28K+ 43.97% |
$134K - $136K
|
4.18K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
166+ 2.41% |
$17.4K - $17.7K
|
7.05K
$748K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.63K+ 90.11% |
$590K - $599K
|
11.9K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.82K+ 60.44% |
$400K - $406K
|
10.1K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.21KNew |
$232K - $235K
|
2.21K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-106- 0.86% |
$11.1K - $11.3K
|
12.2K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6+ 0.2% |
$629 - $638
|
2.94K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-18.8K- 27.04% |
$1.97M - $2M
|
50.8K
$5.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
336+ 6.28% |
$35.2K - $35.7K
|
5.69K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-38- 45.24% |
$3.98K - $4.04K
|
46
$4.88K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.56K- 5.08% |
$268K - $272K
|
47.7K
$5.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.01K- 1.84% |
$211K - $214K
|
108K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-665- 1.67% |
$69.7K - $70.7K
|
39.2K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-9- 0.22% |
$943 - $957
|
4.07K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-250- 2.66% |
$26.2K - $26.6K
|
9.13K
$970K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
3.96K+ 40.08% |
$415K - $421K
|
13.8K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.78K+ 20.57% |
$186K - $189K
|
10.4K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-10.1K- 10.2% |
$1.05M - $1.07M
|
88.6K
$9.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.86K- 7.91% |
$300K - $305K
|
33.4K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-397- 0.25% |
$41.6K - $42.2K
|
160K
$17M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.22K+ 16.52% |
$966K - $981K
|
65K
$6.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
245+ 6.02% |
$25.7K - $26.1K
|
4.31K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
483+ 10.22% |
$50.6K - $51.4K
|
5.21K
$553K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-911- 6.27% |
$95.4K - $96.9K
|
13.6K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.26KNew |
$237K - $241K
|
2.26K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.1K+ 7.01% |
$115K - $116K
|
16.7K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-665- 5.83% |
$69.7K - $70.7K
|
10.7K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.35K+ 35.1% |
$456K - $462K
|
16.7K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.12KNew |
$536K - $544K
|
5.12K
$543K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.01K- 1.02% |
$106K - $108K
|
97.9K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
633+ 26.86% |
$66.3K - $67.3K
|
2.99K
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.9K+ 5.69% |
$1.87M - $1.9M
|
332K
$35.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15.7K+ 6.55% |
$1.64M - $1.67M
|
255K
$27.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.89K- 13.77% |
$198K - $201K
|
11.8K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-54- 22.41% |
$5.66K - $5.74K
|
187
$19.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-28- 0.18% |
$2.93K - $2.98K
|
15.7K
$1.67M
|