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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-361- 5.17% |
$38K - $38.4K
|
6.62K
$703K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-28.2K- 90.61% |
$2.97M - $3M
|
2.93K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.09% |
$211 - $212
|
2.12K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.42K+ 35.26% |
$150K - $151K
|
5.46K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.94K+ 7.62% |
$204K - $206K
|
27.4K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5K+ 995.05% |
$1.1M - $1.11M
|
11.5K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
760+ 17.79% |
$80K - $80.7K
|
5.03K
$534K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-880- 19.91% |
$92.7K - $93.5K
|
3.54K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.8K- 62.24% |
$4.82M - $4.87M
|
27.8K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
21+ 0.1% |
$2.21K - $2.23K
|
20.1K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.29% |
$4.63K - $4.67K
|
1.97K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.33K+ 16.08% |
$140K - $142K
|
9.63K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 3.33% |
$105 - $106
|
29
$3.08K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-460- 4.69% |
$48.4K - $48.9K
|
9.34K
$991K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
700+ 5.63% |
$73.7K - $74.4K
|
13.1K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
60+ 0.39% |
$6.32K - $6.37K
|
15.6K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.42K+ 1.99% |
$255K - $257K
|
124K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12K+ 169.79% |
$1.27M - $1.28M
|
19.1K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-450- 12.09% |
$47.4K - $47.8K
|
3.27K
$347K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 50.43% |
$1.06M - $1.07M
|
9.92K
$1.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12+ 0.29% |
$1.26K - $1.27K
|
4.18K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.54KNew |
$267K - $270K
|
2.54K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-945- 10.8% |
$99.5K - $100K
|
7.8K
$828K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-811- 1.43% |
$85.4K - $86.2K
|
55.8K
$5.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-203- 2.38% |
$21.4K - $21.6K
|
8.32K
$883K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-117- 5.71% |
$12.3K - $12.4K
|
1.93K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-10- 0.52% |
$1.05K - $1.06K
|
1.9K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.5K- 18.22% |
$1.42M - $1.44M
|
60.7K
$6.45M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.07K- 52.37% |
$639K - $644K
|
5.52K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-23.4K- 54.65% |
$2.46M - $2.48M
|
19.4K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4K+ 75.23% |
$421K - $425K
|
9.32K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-215- 4.13% |
$22.6K - $22.8K
|
4.99K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$105 - $106
|
1
$106
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.14K+ 27.04% |
$120K - $121K
|
5.33K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.19K+ 51.75% |
$336K - $339K
|
9.35K
$992K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-327- 3.28% |
$34.4K - $34.7K
|
9.65K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-593- 18.83% |
$62.4K - $63K
|
2.56K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.61K+ 6.86% |
$380K - $384K
|
56.2K
$5.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67.6KNew |
$7.12M - $7.19M
|
67.6K
$7.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.43K+ 3.25% |
$572K - $577K
|
172K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
3.82K+ 25.43% |
$402K - $406K
|
18.8K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
23.8K+ 10.56% |
$2.51M - $2.53M
|
249K
$26.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
255+ 3.77% |
$26.9K - $27.1K
|
7.02K
$745K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18.3K- 22.08% |
$1.93M - $1.95M
|
64.7K
$6.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-72- 3.81% |
$7.58K - $7.65K
|
1.82K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-11.4K- 27.68% |
$1.2M - $1.21M
|
29.8K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.79KNew |
$925K - $934K
|
8.79K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-9- 0.16% |
$948 - $956
|
5.68K
$603K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.92K+ 99.64% |
$202K - $204K
|
3.85K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.31K- 57.99% |
$980K - $989K
|
6.74K
$716K
|