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 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
4.13KNew |
$435K - $439K
|
4.13K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
323New |
$34K - $34.3K
|
323
$34.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-24- 0.38% |
$2.53K - $2.55K
|
6.22K
$661K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-450- 7.8% |
$47.4K - $47.8K
|
5.32K
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-909- 8.28% |
$95.7K - $96.6K
|
10.1K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6K- 43.54% |
$631K - $637K
|
7.77K
$825K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.16KNew |
$122K - $123K
|
1.16K
$123K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-512- 1.18% |
$53.9K - $54.4K
|
42.9K
$4.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-6.95K- 51.25% |
$732K - $739K
|
6.62K
$702K
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
2.68K+ 14.76% |
$283K - $285K
|
20.9K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.4KNew |
$674K - $680K
|
6.4K
$679K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-674- 10.01% |
$71K - $71.6K
|
6.06K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.22K- 3.67% |
$129K - $130K
|
32.1K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
978+ 41.96% |
$103K - $104K
|
3.31K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
275New |
$29K - $29.2K
|
275
$29.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.21K+ 2.04% |
$128K - $129K
|
60.6K
$6.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-800- 53.58% |
$84.2K - $85K
|
693
$73.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-840- 10.69% |
$88.5K - $89.2K
|
7.02K
$745K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-4- 0.14% |
$421 - $425
|
2.8K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.97K+ 17.97% |
$523K - $528K
|
32.6K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.38K+ 77.29% |
$251K - $253K
|
5.46K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.13K- 8.37% |
$329K - $332K
|
34.3K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.05K- 2.8% |
$110K - $111K
|
36.4K
$3.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.66KNew |
$280K - $283K
|
2.66K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.07K+ 13.97% |
$218K - $220K
|
16.9K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-576- 0.93% |
$60.7K - $61.2K
|
61.7K
$6.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19+ 0.38% |
$2K - $2.02K
|
5K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.65K+ 25.23% |
$174K - $175K
|
8.18K
$869K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 4.85% |
$142K - $143K
|
26.4K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.16K- 17.72% |
$754K - $761K
|
33.3K
$3.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
12+ 0.41% |
$1.26K - $1.27K
|
2.92K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
289New |
$30.4K - $30.7K
|
289
$30.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
142+ 1.74% |
$15K - $15.1K
|
8.32K
$884K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.66K+ 7.83% |
$491K - $495K
|
64.2K
$6.81M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-27- 0.07% |
$2.84K - $2.87K
|
38.7K
$4.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.95K- 11.52% |
$416K - $419K
|
30.3K
$3.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
584+ 7.87% |
$61.5K - $62K
|
8.01K
$850K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-726- 0.16% |
$76.4K - $77.1K
|
466K
$49.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.43K+ 52.16% |
$466K - $471K
|
12.9K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
22.8K+ 4.08% |
$2.4M - $2.43M
|
582K
$61.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
13.5KNew |
$1.42M - $1.43M
|
13.5K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
236+ 1.01% |
$24.9K - $25.1K
|
23.6K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
87New |
$9.16K - $9.24K
|
87
$9.24K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$244K - $246K
|
2.32K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2.09K- 16.15% |
$220K - $222K
|
10.8K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-790- 36.41% |
$83.2K - $83.9K
|
1.38K
$147K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-87- 2.62% |
$9.16K - $9.24K
|
3.24K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-112- 5.77% |
$11.8K - $11.9K
|
1.83K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-3.09K- 54.12% |
$326K - $329K
|
2.62K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.85K+ 15.18% |
$300K - $303K
|
21.6K
$2.3M
|