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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-323- 5.58% |
$33.7K - $34.3K
|
5.47K
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.35K- 57.54% |
$558K - $568K
|
3.95K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.52% |
$1.67K - $1.7K
|
3.11K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
411+ 4.53% |
$42.9K - $43.7K
|
9.48K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.51% |
$417 - $425
|
790
$83.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-42.1K- 42.76% |
$4.39M - $4.48M
|
56.4K
$5.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.2K+ 13.71% |
$3.15M - $3.21M
|
251K
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-357- 9.97% |
$37.2K - $37.9K
|
3.22K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.14K+ 65.25% |
$223K - $227K
|
5.41K
$570K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-13K- 6.93% |
$1.36M - $1.38M
|
175K
$18.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 6.9% |
$1.85M - $1.89M
|
240K
$25.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-843- 1.33% |
$87.9K - $89.6K
|
62.3K
$6.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20New |
$2.09K - $2.13K
|
20
$2.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$123K - $125K
|
1.18K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.16K+ 10.6% |
$434K - $442K
|
43.4K
$4.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.68K- 21.56% |
$176K - $179K
|
6.13K
$646K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.84K+ 16.61% |
$296K - $302K
|
19.9K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.03K- 23.87% |
$212K - $216K
|
6.48K
$684K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
199+ 2.91% |
$20.8K - $21.2K
|
7.03K
$742K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
54.1K+ 23.18% |
$5.64M - $5.75M
|
287K
$30.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-873- 14.55% |
$91.1K - $92.8K
|
5.13K
$541K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.93KNew |
$201K - $205K
|
1.93K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-50- 0.63% |
$5.22K - $5.32K
|
7.83K
$826K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
50+ 0.77% |
$5.22K - $5.32K
|
6.52K
$688K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.01K+ 35.28% |
$209K - $213K
|
7.7K
$812K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-860- 2.13% |
$89.7K - $91.4K
|
39.4K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-8.2K- 18.49% |
$855K - $872K
|
36.2K
$3.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-71.1K- 25.32% |
$7.42M - $7.56M
|
210K
$22.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-624- 6.37% |
$65.1K - $66.3K
|
9.17K
$967K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$105
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
103KNew |
$10.7M - $10.9M
|
103K
$10.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-652- 9.38% |
$68K - $69.3K
|
6.3K
$665K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.15K+ 71.0% |
$224K - $229K
|
5.18K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.08K- 37.29% |
$217K - $221K
|
3.5K
$369K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-134- 1.09% |
$14K - $14.2K
|
12.2K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 86.67% |
$1.36K - $1.38K
|
28
$2.95K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.16KNew |
$851K - $867K
|
8.16K
$860K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47K+ 94.85% |
$258K - $262K
|
5.07K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.24K+ 11.27% |
$129K - $131K
|
12.2K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.84% |
$11.8K - $12K
|
13.3K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.27K- 5.48% |
$237K - $242K
|
39.2K
$4.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10+ 0.26% |
$1.04K - $1.06K
|
3.84K
$405K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-58- 0.52% |
$6.05K - $6.17K
|
11.2K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.67% |
$6.68K - $6.8K
|
3.9K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-241- 0.36% |
$25.1K - $25.6K
|
67.6K
$7.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.14K- 11.02% |
$118K - $121K
|
9.17K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
28New |
$2.92K - $2.98K
|
28
$2.95K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-240- 5.36% |
$25K - $25.5K
|
4.24K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.23KNew |
$128K - $131K
|
1.23K
$130K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-788- 20.42% |
$82.2K - $83.8K
|
3.07K
$324K
|