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 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.44K+ 15.03% |
$359K - $366K
|
26.3K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-446- 7.95% |
$46.5K - $47.4K
|
5.17K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-71- 1.75% |
$7.41K - $7.55K
|
3.99K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
405+ 0.25% |
$42.2K - $43.1K
|
166K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
350+ 39.41% |
$36.5K - $37.2K
|
1.24K
$131K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.19K+ 6.28% |
$124K - $127K
|
20.2K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.45K+ 10.26% |
$151K - $154K
|
15.6K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 12.1% |
$207K - $211K
|
18.4K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-796- 6.58% |
$83K - $84.6K
|
11.3K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$1.37M - $1.4M
|
13.1K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 9.68% |
$222K - $226K
|
24.1K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.13% |
$2.61K - $2.66K
|
19.2K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-502- 80.97% |
$52.4K - $53.4K
|
118
$12.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.84KNew |
$400K - $408K
|
3.84K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
317+ 1.59% |
$33.1K - $33.7K
|
20.3K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
78+ 0.49% |
$8.14K - $8.29K
|
16K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
894+ 61.11% |
$93.2K - $95K
|
2.36K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 5.04% |
$195K - $199K
|
35.3K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.38K- 5.28% |
$248K - $253K
|
42.7K
$4.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-6.91K- 3.21% |
$720K - $734K
|
208K
$22M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-432- 0.77% |
$45.1K - $45.9K
|
55.5K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-458- 5.98% |
$47.8K - $48.7K
|
7.2K
$759K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-627- 10.03% |
$65.4K - $66.7K
|
5.62K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.68K- 12.05% |
$175K - $178K
|
12.3K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
399+ 13.64% |
$41.6K - $42.4K
|
3.32K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-40- 1.48% |
$4.17K - $4.25K
|
2.66K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.49K- 22.61% |
$155K - $158K
|
5.09K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
915+ 3.57% |
$95.4K - $97.3K
|
26.6K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.46K- 9.08% |
$152K - $155K
|
14.6K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.64KNew |
$275K - $281K
|
2.64K
$278K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
184New |
$19.2K - $19.6K
|
184
$19.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.68K+ 3173.74% |
$593K - $604K
|
5.86K
$618K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.17K- 5.2% |
$122K - $124K
|
21.3K
$2.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47.5K+ 1.95% |
$4.95M - $5.05M
|
2.49M
$262M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1- 1.01% |
$104 - $106
|
98
$10.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.23K- 7.05% |
$441K - $450K
|
55.8K
$5.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 1.56% |
$169K - $173K
|
106K
$11.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.14K- 23.99% |
$327K - $333K
|
9.93K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.53K+ 8.12% |
$264K - $269K
|
33.7K
$3.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.67KNew |
$278K - $283K
|
2.67K
$281K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
730+ 38.12% |
$76.1K - $77.6K
|
2.65K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.78K+ 1.27% |
$290K - $296K
|
222K
$23.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
5.89KNew |
$615K - $626K
|
5.89K
$622K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.01K+ 9.34% |
$418K - $426K
|
47K
$4.96M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
323+ 4.08% |
$33.7K - $34.3K
|
8.24K
$869K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
818+ 32.67% |
$85.3K - $87K
|
3.32K
$350K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$522 - $532
|
8.96K
$945K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-319- 3.31% |
$33.3K - $33.9K
|
9.32K
$983K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7.22K- 18.04% |
$753K - $768K
|
32.8K
$3.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
430+ 3.91% |
$44.8K - $45.7K
|
11.4K
$1.2M
|