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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
121K+ 193.98% |
$12.6M - $12.8M
|
183K
$19.3M
|
|
|
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
$389K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-319- 9.18% |
$33.3K - $33.9K
|
3.16K
$333K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 32.37% |
$178K - $181K
|
6.96K
$734K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195K- 97.77% |
$20.3M - $20.7M
|
4.44K
$468K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
621+ 12.56% |
$64.8K - $66K
|
5.56K
$587K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.1K+ 10.83% |
$2.52M - $2.57M
|
247K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 24.79% |
$167K - $170K
|
4.85K
$512K
|
|
|
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
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-446- 1.84% |
$46.5K - $47.4K
|
23.8K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.22K+ 51.66% |
$127K - $129K
|
3.57K
$377K
|
|
|
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
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.94K- 0.56% |
$829K - $844K
|
1.41M
$149M
|
|
|
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
$3.24M
|
|
|
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
$3.68M
|
|
|
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
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.55K- 7.26% |
$683K - $696K
|
83.7K
$8.82M
|
|
|
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
$36.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.85K+ 1.36% |
$193K - $196K
|
137K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
177+ 0.42% |
$18.5K - $18.8K
|
42K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.93K+ 11.49% |
$305K - $311K
|
28.4K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1K- 2.33% |
$104K - $106K
|
41.9K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.79K- 47.65% |
$187K - $191K
|
1.97K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-550- 2.92% |
$57.4K - $58.5K
|
18.3K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 10.67% |
$170K - $174K
|
13.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
14.1K+ 33.96% |
$1.47M - $1.5M
|
55.7K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 1.73% |
$1.56M - $1.59M
|
880K
$92.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.3K+ 10.76% |
$3.26M - $3.33M
|
322K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21+ 0.59% |
$2.19K - $2.23K
|
3.56K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-17K- 12.98% |
$1.77M - $1.8M
|
114K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 6.91% |
$1.56K - $1.59K
|
232
$24.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.47KNew |
$362K - $369K
|
3.47K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 1.59% |
$11.6M - $11.8M
|
7.1M
$749M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.9K+ 1.0% |
$3.74M - $3.81M
|
3.63M
$383M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.06K- 15.27% |
$110K - $112K
|
5.86K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
8.26KNew |
$861K - $878K
|
8.26K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-370- 9.71% |
$38.6K - $39.3K
|
3.44K
$363K
|