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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
96+ 3.34% |
$9.99K - $10.1K
|
2.97K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
243+ 4.28% |
$25.3K - $25.5K
|
5.92K
$625K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.9K+ 16.48% |
$197K - $199K
|
13.4K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
23+ 1.07% |
$2.39K - $2.41K
|
2.17K
$229K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 0.16% |
$1.25K - $1.26K
|
7.32K
$772K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
512+ 24.51% |
$53.3K - $53.7K
|
2.6K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-186- 6.2% |
$19.4K - $19.5K
|
2.81K
$297K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.37KNew |
$455K - $458K
|
4.37K
$461K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65New |
$6.76K - $6.81K
|
65
$6.86K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10.5KNew |
$1.09M - $1.1M
|
10.5K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.65K- 3.74% |
$380K - $383K
|
93.9K
$9.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-6.18K- 44.15% |
$643K - $648K
|
7.82K
$825K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.06K- 27.81% |
$111K - $111K
|
2.76K
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
277+ 3.5% |
$28.8K - $29K
|
8.18K
$863K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
270+ 4.68% |
$28.1K - $28.3K
|
6.04K
$637K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
6.72K+ 46.45% |
$700K - $705K
|
21.2K
$2.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.84K+ 29.37% |
$504K - $507K
|
21.3K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
304+ 23.01% |
$31.6K - $31.9K
|
1.63K
$171K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.3K+ 46.87% |
$135K - $136K
|
4.08K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-255- 5.22% |
$26.5K - $26.7K
|
4.63K
$488K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-216- 15.7% |
$22.5K - $22.6K
|
1.16K
$122K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-962- 10.83% |
$100K - $101K
|
7.92K
$835K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.67% |
$104 - $105
|
150
$15.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 5.45% |
$52K - $52.4K
|
8.68K
$915K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-115- 3.63% |
$12K - $12.1K
|
3.06K
$322K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 125.7% |
$112K - $113K
|
1.94K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-231- 19.46% |
$24K - $24.2K
|
956
$101K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4New |
$416 - $419
|
4
$422
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
71+ 3.19% |
$7.39K - $7.44K
|
2.3K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
330+ 2.73% |
$34.3K - $34.6K
|
12.4K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.54K+ 72.64% |
$160K - $161K
|
3.66K
$386K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
399+ 3.69% |
$41.5K - $41.8K
|
11.2K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6.5K- 15.29% |
$676K - $681K
|
36K
$3.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
246New |
$25.6K - $25.8K
|
246
$26K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2K- 5.23% |
$208K - $210K
|
36.3K
$3.82M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.22KNew |
$231K - $233K
|
2.22K
$235K
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92K+ 128.43% |
$410K - $413K
|
6.97K
$735K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.87K+ 16.96% |
$405K - $407K
|
26.7K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.97KNew |
$206K - $207K
|
1.97K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.11K- 35.77% |
$744K - $749K
|
12.8K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
39+ 24.22% |
$4.08K - $4.11K
|
200
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.01% |
$105 - $105
|
12.7K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69New |
$7.23K - $7.27K
|
69
$7.28K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.46KNew |
$781K - $787K
|
7.46K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-484Closed |
$50.7K - $51K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-5.38K- 68.53% |
$563K - $567K
|
2.47K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.35K- 66.56% |
$456K - $459K
|
2.19K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 24.49% |
$969K - $975K
|
28.5K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-290- 12.95% |
$30.4K - $30.6K
|
1.95K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 8.55% |
$1.06M - $1.07M
|
129K
$13.6M
|
|