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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
807New |
$84K - $84.6K
|
807
$85.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
955New |
$99.4K - $100K
|
955
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.52KNew |
$471K - $474K
|
4.52K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-311- 8.31% |
$32.4K - $32.6K
|
3.43K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
289New |
$30.1K - $30.3K
|
289
$30.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
459+ 23.92% |
$47.8K - $48.1K
|
2.38K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$7.8K - $7.86K
|
28.4K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
179New |
$18.6K - $18.8K
|
179
$19K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-12.4K- 86.0% |
$1.29M - $1.3M
|
2.02K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-282K- 82.54% |
$29.3M - $29.5M
|
59.6K
$6.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-19.1K- 8.85% |
$1.99M - $2.01M
|
197K
$20.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.27K- 41.28% |
$236K - $238K
|
3.23K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.4KNew |
$770K - $776K
|
7.4K
$786K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49- 59.04% |
$5.1K - $5.14K
|
34
$3.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
395+ 11.08% |
$41.1K - $41.4K
|
3.96K
$420K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.2K - $5.24K
|
50
$5.31K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-144- 4.88% |
$15K - $15.1K
|
2.81K
$298K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
55+ 2.79% |
$5.72K - $5.76K
|
2.03K
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.36K- 37.46% |
$141K - $142K
|
2.26K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-308- 86.03% |
$32K - $32.3K
|
50
$5.31K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
26+ 0.54% |
$2.71K - $2.72K
|
4.82K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
271New |
$28.2K - $28.4K
|
271
$28.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
802New |
$83.4K - $84K
|
802
$85.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-31- 0.77% |
$3.23K - $3.25K
|
4K
$425K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.38K+ 3.62% |
$248K - $249K
|
68.1K
$7.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.92KNew |
$303K - $306K
|
2.92K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.4K+ 65.92% |
$1.29M - $1.3M
|
31.1K
$3.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.88KNew |
$508K - $511K
|
4.88K
$518K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.28KNew |
$133K - $134K
|
1.28K
$136K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.55K- 19.21% |
$265K - $267K
|
10.7K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-138- 5.5% |
$14.4K - $14.5K
|
2.37K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-119- 0.32% |
$12.4K - $12.5K
|
36.9K
$3.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 3.54% |
$1.46K - $1.47K
|
409
$43.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 32.56% |
$194K - $195K
|
3.86K
$410K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
149KNew |
$15.5M - $15.6M
|
149K
$15.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
362+ 1.39% |
$37.7K - $37.9K
|
26.3K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.22K- 24.82% |
$127K - $128K
|
3.7K
$392K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.23K+ 46.52% |
$231K - $233K
|
7.01K
$744K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$10.4K - $10.5K
|
100
$10.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
96+ 3.34% |
$9.99K - $10.1K
|
2.97K
$315K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.9K+ 16.48% |
$197K - $199K
|
13.4K
$1.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 0.16% |
$1.25K - $1.26K
|
7.32K
$777K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-186- 6.2% |
$19.4K - $19.5K
|
2.81K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65New |
$6.76K - $6.81K
|
65
$6.9K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.06K- 27.81% |
$111K - $111K
|
2.76K
$293K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
6.72K+ 46.45% |
$700K - $705K
|
21.2K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
304+ 23.01% |
$31.6K - $31.9K
|
1.63K
$173K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-216- 15.7% |
$22.5K - $22.6K
|
1.16K
$123K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-962- 10.83% |
$100K - $101K
|
7.92K
$841K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.67% |
$104 - $105
|
150
$15.9K
|