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 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
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.3K+ 8.04% |
$558K - $563K
|
71.2K
$7.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.42KNew |
$255K - $257K
|
2.42K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$737 - $744
|
13.1K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 20.93% |
$47.4K - $47.8K
|
2.6K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
60+ 0.72% |
$6.32K - $6.37K
|
8.37K
$889K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.9K- 30.71% |
$411K - $414K
|
8.8K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-22- 0.58% |
$2.32K - $2.34K
|
3.77K
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.21K+ 21.71% |
$127K - $128K
|
6.76K
$717K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.4K+ 2.46% |
$1.41M - $1.43M
|
559K
$59.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-271- 7.51% |
$28.5K - $28.8K
|
3.34K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
622+ 17.08% |
$65.5K - $66.1K
|
4.26K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
9.91K+ 3.42% |
$1.04M - $1.05M
|
299K
$31.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$1.26K - $1.27K
|
12.2K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-8.67K- 13.59% |
$913K - $921K
|
55.1K
$5.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-872- 5.29% |
$91.8K - $92.6K
|
15.6K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-279- 5.21% |
$29.4K - $29.6K
|
5.07K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.46K- 4.76% |
$259K - $261K
|
49.2K
$5.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.84K- 12.1% |
$931K - $939K
|
64.3K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.2KNew |
$232K - $234K
|
2.2K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
217+ 4.29% |
$22.9K - $23.1K
|
5.28K
$560K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 24.1% |
$549K - $554K
|
26.8K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
761+ 1.65% |
$80.1K - $80.8K
|
46.8K
$4.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
406+ 0.84% |
$42.8K - $43.1K
|
48.5K
$5.15M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
375+ 4.73% |
$39.5K - $39.8K
|
8.3K
$881K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
440+ 45.04% |
$46.3K - $46.7K
|
1.42K
$150K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-22- 0.2% |
$2.32K - $2.34K
|
11.2K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-211- 9.21% |
$22.2K - $22.4K
|
2.08K
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
33+ 0.65% |
$3.47K - $3.51K
|
5.1K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-633- 6.31% |
$66.7K - $67.2K
|
9.4K
$998K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.62K+ 12.88% |
$486K - $490K
|
40.4K
$4.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.58K+ 10.95% |
$271K - $274K
|
26.1K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
10.6K+ 32.15% |
$1.12M - $1.13M
|
43.5K
$4.62M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
14.4KNew |
$1.51M - $1.52M
|
14.4K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
97+ 0.72% |
$10.2K - $10.3K
|
13.5K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
117K+ 172.87% |
$12.4M - $12.5M
|
185K
$19.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
68.2K+ 1125.57% |
$7.18M - $7.24M
|
74.2K
$7.88M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.31% |
$2.53K - $2.55K
|
7.7K
$817K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.27K- 4.62% |
$134K - $135K
|
26.2K
$2.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-403- 1.66% |
$42.4K - $42.8K
|
23.9K
$2.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-23- 0.78% |
$2.42K - $2.44K
|
2.91K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.9K- 55.66% |
$1.67M - $1.69M
|
12.6K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.23K- 10.43% |
$130K - $131K
|
10.6K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 7.41% |
$5.27K - $5.31K
|
625
$66.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.78K+ 11.53% |
$187K - $189K
|
17.2K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 16.14% |
$7.06K - $7.12K
|
482
$51.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 3.39% |
$10.5K - $10.6K
|
3.05K
$324K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.89K+ 4.34% |
$410K - $414K
|
93.6K
$9.93M
|