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 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.6K+ 36.35% |
$1.01M - $1.02M
|
36K
$3.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-295- 2.89% |
$31.1K - $31.3K
|
9.9K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.09K- 22.56% |
$325K - $328K
|
10.6K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.52K- 18.54% |
$160K - $162K
|
6.69K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-290- 7.57% |
$30.5K - $30.8K
|
3.54K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11+ 0.3% |
$1.16K - $1.17K
|
3.68K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-592- 17.91% |
$62.3K - $62.9K
|
2.71K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-449- 3.03% |
$47.3K - $47.7K
|
14.4K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
75+ 1.77% |
$7.9K - $7.97K
|
4.31K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.77K- 3.81% |
$502K - $506K
|
120K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.75K+ 5.54% |
$184K - $186K
|
33.4K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.04K- 12.92% |
$110K - $111K
|
7.03K
$746K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
157+ 22.59% |
$16.5K - $16.7K
|
852
$90.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-16- 0.26% |
$1.68K - $1.7K
|
6.24K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
798+ 2.22% |
$84K - $84.8K
|
36.8K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.9K+ 233.48% |
$1.25M - $1.26M
|
17K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
310+ 5.79% |
$32.6K - $32.9K
|
5.67K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-722- 2.81% |
$76K - $76.7K
|
25K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-4.46K- 31.13% |
$470K - $474K
|
9.87K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
555+ 14.88% |
$58.4K - $59K
|
4.29K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
480+ 4.6% |
$50.5K - $51K
|
10.9K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.5K+ 44.52% |
$368K - $372K
|
11.4K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
34.6K+ 32.54% |
$3.64M - $3.67M
|
141K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.63K- 8.53% |
$277K - $279K
|
28.2K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-854- 1.27% |
$89.9K - $90.7K
|
66.5K
$7.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
48+ 0.84% |
$5.05K - $5.1K
|
5.73K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-166- 2.66% |
$17.5K - $17.6K
|
6.07K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-584- 15.48% |
$61.5K - $62K
|
3.19K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2+ 0.04% |
$211 - $212
|
5.57K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.15KNew |
$226K - $228K
|
2.15K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-384- 3.87% |
$40.4K - $40.8K
|
9.55K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.99K+ 39.5% |
$420K - $424K
|
14.1K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-267- 5.9% |
$28.1K - $28.4K
|
4.26K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
15KNew |
$1.58M - $1.59M
|
15K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.37KNew |
$776K - $783K
|
7.37K
$782K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.15K- 19.26% |
$121K - $122K
|
4.82K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$316 - $319
|
799
$84.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
328New |
$34.5K - $34.8K
|
328
$34.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.59K- 4.55% |
$272K - $275K
|
54.2K
$5.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.08% |
$421 - $425
|
4.79K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 35.18% |
$147K - $149K
|
5.38K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-473- 19.04% |
$49.8K - $50.3K
|
2.01K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
115+ 5.13% |
$12.1K - $12.2K
|
2.36K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.62K+ 5.21% |
$276K - $279K
|
53K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-711- 1.47% |
$74.9K - $75.5K
|
47.7K
$5.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
32+ 0.38% |
$3.37K - $3.4K
|
8.42K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
394+ 1.21% |
$41.5K - $41.9K
|
32.9K
$3.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.23K+ 3.28% |
$130K - $131K
|
38.8K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.71K- 23.55% |
$180K - $181K
|
5.54K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-380- 1.53% |
$40K - $40.4K
|
24.4K
$2.59M
|