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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.14% |
$514 - $521
|
3.52K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3KNew |
$308K - $313K
|
3K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 5.43% |
$127K - $129K
|
24K
$2.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
387+ 151.76% |
$39.8K - $40.3K
|
642
$67.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.4K- 60.47% |
$350K - $355K
|
2.23K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-435- 14.29% |
$44.7K - $45.4K
|
2.61K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.6% |
$1.23K - $1.25K
|
2.02K
$213K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-23.1K- 59.18% |
$2.37M - $2.41M
|
15.9K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.7K- 26.89% |
$175K - $178K
|
4.63K
$489K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-135K- 56.66% |
$13.9M - $14.1M
|
103K
$10.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.62K- 44.94% |
$167K - $169K
|
1.99K
$209K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-155- 6.58% |
$15.9K - $16.2K
|
2.2K
$232K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-70- 3.37% |
$7.2K - $7.3K
|
2.01K
$212K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-292- 2.44% |
$30K - $30.4K
|
11.7K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.23K- 15.5% |
$229K - $233K
|
12.2K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.53K- 10.46% |
$260K - $264K
|
21.7K
$2.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.71K- 62.57% |
$689K - $699K
|
4.01K
$423K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
78New |
$8.02K - $8.13K
|
78
$8.23K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-384- 1.75% |
$39.5K - $40K
|
21.6K
$2.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
45.6KNew |
$4.69M - $4.76M
|
45.6K
$4.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.15KNew |
$221K - $224K
|
2.15K
$227K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 7.23% |
$39.6K - $40.1K
|
4.94K
$521K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-195- 7.08% |
$20K - $20.3K
|
2.56K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.82K+ 1.88% |
$187K - $189K
|
98.2K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
294New |
$30.2K - $30.7K
|
294
$31K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 13.19% |
$5.14K - $5.21K
|
329
$34.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.9K- 3.03% |
$298K - $302K
|
92.7K
$9.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
434+ 3.31% |
$44.6K - $45.2K
|
13.6K
$1.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-472- 16.73% |
$48.5K - $49.2K
|
2.35K
$248K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.64K- 43.87% |
$168K - $171K
|
2.1K
$221K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-235- 8.11% |
$24.2K - $24.5K
|
2.66K
$281K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4.01K- 16.82% |
$412K - $418K
|
19.8K
$2.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.54K- 50.42% |
$261K - $265K
|
2.5K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
324+ 16.56% |
$33.3K - $33.8K
|
2.28K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
19.1KNew |
$1.96M - $1.99M
|
19.1K
$2.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.9K- 43.36% |
$401K - $407K
|
5.1K
$537K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.29KNew |
$236K - $239K
|
2.29K
$242K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-5.04K- 1.7% |
$518K - $525K
|
291K
$30.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.48K- 10.92% |
$769K - $780K
|
61K
$6.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
4New |
$411 - $417
|
4
$422
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-106- 7.48% |
$10.9K - $11.1K
|
1.31K
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
2.73K+ 48.79% |
$281K - $285K
|
8.33K
$879K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.49% |
$1.13K - $1.15K
|
2.24K
$236K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-244K- 94.47% |
$25.2M - $25.6M
|
14.3K
$1.51M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.39KNew |
$246K - $250K
|
2.39K
$252K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-276- 9.9% |
$28.5K - $29K
|
2.51K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-150- 1.15% |
$15.5K - $15.8K
|
12.8K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 88.7% |
$1.62M - $1.65M
|
2K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.52KNew |
$570K - $579K
|
5.52K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-28.6KClosed |
$2.95M - $3M
|
0
$0
|
|