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 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
13.8K+ 20.94% |
$1.45M - $1.47M
|
79.7K
$8.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 31.03% |
$192K - $193K
|
4.04K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.59K- 5.62% |
$273K - $275K
|
43.5K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
84+ 2.39% |
$8.85K - $8.92K
|
3.61K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3+ 0.01% |
$316 - $319
|
29.5K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.84K- 3.94% |
$299K - $302K
|
69.3K
$7.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.9K- 9.42% |
$1.15M - $1.16M
|
105K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
22.7K+ 14.7% |
$2.39M - $2.41M
|
177K
$18.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
960New |
$101K - $102K
|
960
$102K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
384+ 9.97% |
$40.4K - $40.8K
|
4.24K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
86New |
$9.06K - $9.14K
|
86
$9.13K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
100+ 1.44% |
$10.5K - $10.6K
|
7.03K
$747K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
500+ 19.46% |
$52.7K - $53.1K
|
3.07K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-120- 1.61% |
$12.6K - $12.7K
|
7.35K
$780K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.16K+ 5.68% |
$122K - $124K
|
21.6K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.01K- 23.11% |
$107K - $108K
|
3.37K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 2.29% |
$1.43M - $1.44M
|
579K
$61.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-824- 1.74% |
$86.8K - $87.5K
|
46.4K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.7K+ 3.67% |
$1.55M - $1.57M
|
416K
$44.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-144- 3.25% |
$15.2K - $15.3K
|
4.29K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-829- 22.07% |
$87.3K - $88.1K
|
2.93K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-167- 0.68% |
$17.6K - $17.7K
|
24.4K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
20.4K+ 27.9% |
$2.15M - $2.17M
|
93.6K
$9.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
904+ 3.35% |
$95.2K - $96K
|
27.9K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-3.26K- 10.26% |
$343K - $347K
|
28.5K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-4.48K- 44.27% |
$472K - $476K
|
5.64K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.9K- 40.73% |
$200K - $202K
|
2.77K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.2K+ 12521.89% |
$3.92M - $3.95M
|
37.5K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 17.41% |
$1.14M - $1.15M
|
73.1K
$7.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-15- 0.22% |
$1.58K - $1.59K
|
6.73K
$715K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.4K- 42.0% |
$3.09M - $3.12M
|
40.6K
$4.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-239- 8.25% |
$25.2K - $25.4K
|
2.66K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
832+ 12.34% |
$87.6K - $88.4K
|
7.57K
$804K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.05K+ 20.44% |
$111K - $112K
|
6.19K
$657K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.93K- 2.74% |
$203K - $205K
|
68.5K
$7.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-146- 5.36% |
$15.4K - $15.5K
|
2.58K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2.46KNew |
$259K - $261K
|
2.46K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
606New |
$63.8K - $64.4K
|
606
$64.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
59+ 2.66% |
$6.21K - $6.27K
|
2.27K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-846- 20.42% |
$89.1K - $89.9K
|
3.3K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.36% |
$737 - $744
|
1.93K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-975K- 15.6% |
$103M - $104M
|
5.27M
$560M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-13.8K- 42.12% |
$1.46M - $1.47M
|
19K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
69+ 2.06% |
$7.27K - $7.33K
|
3.42K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34New |
$3.58K - $3.61K
|
34
$3.61K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
94+ 2.66% |
$9.9K - $9.99K
|
3.63K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.6K+ 35.15% |
$1.86M - $1.87M
|
67.8K
$7.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
13.3K+ 60.45% |
$1.41M - $1.42M
|
35.4K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.76K- 14.66% |
$395K - $399K
|
21.9K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.38% |
$1.26K - $1.27K
|
3.14K
$333K
|