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 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.63K+ 76.17% |
$277K - $279K
|
6.08K
$645K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
47New |
$4.93K - $4.99K
|
47
$4.99K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.3K- 55.82% |
$1.81M - $1.84M
|
13.7K
$1.45M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15K- 6.03% |
$1.57M - $1.59M
|
233K
$24.7M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-86- 1.59% |
$9.02K - $9.13K
|
5.33K
$566K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.39KClosed |
$670K - $678K
|
0
$0
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.94KNew |
$203K - $205K
|
1.94K
$205K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 2.16% |
$10.5K - $10.6K
|
4.74K
$503K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
48+ 0.91% |
$5.04K - $5.1K
|
5.33K
$565K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.5KNew |
$1.2M - $1.22M
|
11.5K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.12K- 31.37% |
$118K - $119K
|
2.45K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
715+ 18.63% |
$75K - $75.9K
|
4.55K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
550+ 12.0% |
$57.7K - $58.4K
|
5.13K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-205- 3.97% |
$21.5K - $21.8K
|
4.95K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-143- 1.12% |
$15K - $15.2K
|
12.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-226- 7.7% |
$23.7K - $24K
|
2.71K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
43.1K+ 13.85% |
$4.52M - $4.58M
|
354K
$37.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
724+ 7.33% |
$76K - $76.9K
|
10.6K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17- 0.33% |
$1.78K - $1.81K
|
5.08K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-499- 20.18% |
$52.4K - $53K
|
1.97K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.37KNew |
$249K - $252K
|
2.37K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.32KNew |
$768K - $778K
|
7.32K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-797- 2.89% |
$83.6K - $84.6K
|
26.8K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-616- 22.81% |
$64.6K - $65.4K
|
2.08K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.95KNew |
$205K - $207K
|
1.95K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
577+ 4.25% |
$60.6K - $61.3K
|
14.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
3.8KNew |
$398K - $403K
|
3.8K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.14K+ 18.47% |
$120K - $121K
|
7.32K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.25K+ 105.32% |
$551K - $558K
|
10.2K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.83K- 0.97% |
$192K - $195K
|
187K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-21.8K- 33.6% |
$2.29M - $2.32M
|
43.1K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-59- 1.1% |
$6.19K - $6.27K
|
5.29K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$6.51K - $6.58K
|
62
$6.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
56New |
$5.88K - $5.95K
|
56
$5.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18KNew |
$1.89M - $1.91M
|
18K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-52- 57.14% |
$5.46K - $5.52K
|
39
$4.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200New |
$21K - $21.2K
|
200
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57KNew |
$270K - $273K
|
2.57K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.54KNew |
$266K - $269K
|
2.54K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-658- 5.93% |
$69.1K - $69.9K
|
10.4K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
54+ 2.5% |
$5.67K - $5.73K
|
2.22K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.6K- 17.96% |
$378K - $382K
|
16.5K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
2.37KNew |
$248K - $251K
|
2.37K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.7KNew |
$284K - $287K
|
2.7K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
8.4KNew |
$881K - $892K
|
8.4K
$892K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-598- 17.57% |
$62.8K - $63.5K
|
2.81K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.29KNew |
$765K - $774K
|
7.29K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
1.42K+ 19.09% |
$149K - $151K
|
8.85K
$940K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1+ 0.02% |
$105 - $106
|
4.88K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
73.1KNew |
$7.68M - $7.77M
|
73.1K
$7.77M
|
|