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 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
80+ 0.52% |
$8.34K - $8.5K
|
15.4K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.48K- 16.04% |
$259K - $264K
|
13K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-212- 0.98% |
$22.1K - $22.5K
|
21.3K
$2.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.12K- 46.88% |
$221K - $225K
|
2.4K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.6K- 7.76% |
$271K - $276K
|
30.8K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.88KNew |
$405K - $413K
|
3.88K
$410K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
545+ 5.68% |
$56.8K - $57.9K
|
10.1K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.2K+ 76.12% |
$1.38M - $1.4M
|
30.5K
$3.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.08K+ 5.02% |
$321K - $327K
|
64.4K
$6.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-572- 14.61% |
$59.7K - $60.8K
|
3.34K
$353K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.47K- 63.61% |
$571K - $582K
|
3.13K
$330K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
229+ 8.04% |
$23.9K - $24.3K
|
3.08K
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 4.44% |
$626 - $638
|
129
$13.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.92K+ 33.04% |
$200K - $204K
|
7.71K
$813K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-165- 2.78% |
$17.2K - $17.5K
|
5.77K
$609K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
6.25K+ 18.75% |
$652K - $664K
|
39.6K
$4.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.42K+ 22.52% |
$148K - $151K
|
7.74K
$817K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-612- 1.71% |
$63.8K - $65.1K
|
35.1K
$3.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.86K+ 6.56% |
$402K - $410K
|
62.6K
$6.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
57+ 0.13% |
$5.95K - $6.06K
|
43.3K
$4.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 9.01% |
$211K - $215K
|
24.5K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
750+ 3.77% |
$78.2K - $79.7K
|
20.7K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08K+ 89.83% |
$216K - $221K
|
4.39K
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.47K- 12.64% |
$780K - $794K
|
51.7K
$5.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.04K- 9.53% |
$108K - $111K
|
9.88K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.17% |
$4.07K - $4.15K
|
23.2K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.04K - $1.06K
|
2.73K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-875- 10.38% |
$91.3K - $93K
|
7.56K
$797K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-248- 6.16% |
$25.9K - $26.4K
|
3.78K
$398K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
271+ 1.63% |
$28.3K - $28.8K
|
16.9K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.8K+ 10.37% |
$5.19M - $5.29M
|
530K
$55.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.87K- 10.28% |
$612K - $624K
|
51.2K
$5.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-632- 17.74% |
$65.9K - $67.2K
|
2.93K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.95K+ 23.99% |
$308K - $314K
|
15.3K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.5K+ 130.38% |
$261K - $266K
|
4.42K
$466K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.77K- 21.39% |
$288K - $294K
|
10.2K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.09K- 6.25% |
$113K - $115K
|
16.3K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.4K+ 42.27% |
$772K - $787K
|
24.9K
$2.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.6K+ 9.2% |
$375K - $383K
|
42.7K
$4.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
997+ 3.71% |
$104K - $106K
|
27.9K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.91K- 4.29% |
$304K - $310K
|
65.1K
$6.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.55K+ 27.68% |
$371K - $378K
|
16.4K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 3.57% |
$2.61K - $2.66K
|
675
$71.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.17K+ 3.48% |
$331K - $337K
|
94.3K
$9.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$104 - $106
|
8.82K
$930K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.92K- 9.68% |
$304K - $310K
|
27.2K
$2.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
678+ 2.39% |
$70.7K - $72.1K
|
29K
$3.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
5+ 0.15% |
$522 - $532
|
3.37K
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.52K- 15.18% |
$158K - $161K
|
8.48K
$894K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.58K- 44.97% |
$165K - $168K
|
1.94K
$204K
|