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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
33+ 0.65% |
$3.47K - $3.51K
|
5.1K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-633- 6.31% |
$66.7K - $67.2K
|
9.4K
$992K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.62K+ 12.88% |
$486K - $490K
|
40.4K
$4.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.3K+ 15.14% |
$4.35M - $4.39M
|
314K
$33.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-411- 14.33% |
$43.3K - $43.7K
|
2.46K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
14.4KNew |
$1.51M - $1.52M
|
14.4K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.36K+ 117750.0% |
$248K - $250K
|
2.36K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
97+ 0.72% |
$10.2K - $10.3K
|
13.5K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
117K+ 172.87% |
$12.4M - $12.5M
|
185K
$19.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.59K- 11.59% |
$693K - $700K
|
50.2K
$5.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.47K- 22.48% |
$260K - $262K
|
8.52K
$898K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
68.2K+ 1125.57% |
$7.18M - $7.24M
|
74.2K
$7.83M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.31% |
$2.53K - $2.55K
|
7.7K
$812K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.27K- 4.62% |
$134K - $135K
|
26.2K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-403- 1.66% |
$42.4K - $42.8K
|
23.9K
$2.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
697+ 6.52% |
$73.4K - $74K
|
11.4K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-23- 0.78% |
$2.42K - $2.44K
|
2.91K
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3+ 0.1% |
$316 - $319
|
2.93K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.66K- 34.49% |
$490K - $495K
|
8.85K
$933K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-115- 50.22% |
$12.1K - $12.2K
|
114
$12K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.9K- 55.66% |
$1.67M - $1.69M
|
12.6K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.23K- 10.43% |
$130K - $131K
|
10.6K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-35- 1.52% |
$3.69K - $3.72K
|
2.27K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 7.41% |
$5.27K - $5.31K
|
625
$65.9K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-62.4K- 93.95% |
$6.57M - $6.63M
|
4.02K
$424K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
871+ 12.46% |
$91.7K - $92.5K
|
7.86K
$829K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.78K+ 11.53% |
$187K - $189K
|
17.2K
$1.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 16.14% |
$7.06K - $7.12K
|
482
$50.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.9M+ 13361.11% |
$1.15B - $1.16B
|
11M
$1.16B
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $106
|
7.6K
$802K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.23K+ 21.89% |
$234K - $236K
|
12.4K
$1.31M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 3.39% |
$10.5K - $10.6K
|
3.05K
$322K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-657- 5.54% |
$69.2K - $69.8K
|
11.2K
$1.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.89K+ 4.34% |
$410K - $414K
|
93.6K
$9.87M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
275+ 4.14% |
$29K - $29.2K
|
6.92K
$730K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-113- 2.75% |
$11.9K - $12K
|
4K
$422K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 1.51% |
$10.5K - $10.6K
|
6.73K
$710K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.63K+ 76.17% |
$277K - $279K
|
6.08K
$641K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 4.55% |
$420 - $425
|
84
$8.86K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.32KNew |
$348K - $352K
|
3.32K
$350K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
13.5KNew |
$1.42M - $1.43M
|
13.5K
$1.42M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
225+ 4.62% |
$23.6K - $23.9K
|
5.1K
$537K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-83- 1.99% |
$8.71K - $8.81K
|
4.08K
$430K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.3K- 18.26% |
$8M - $8.1M
|
341K
$36M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
3.08KNew |
$323K - $327K
|
3.08K
$325K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.9K+ 135.47% |
$515K - $521K
|
8.52K
$899K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 2.16% |
$10.5K - $10.6K
|
4.74K
$500K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.72KNew |
$391K - $395K
|
3.72K
$393K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.84K- 5.51% |
$508K - $514K
|
83K
$8.76M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$202K - $204K
|
1.92K
$203K
|
|