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 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-48- 1.75% |
$5.03K - $5.1K
|
2.69K
$286K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4+ 0.06% |
$419 - $425
|
6.38K
$678K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.68K+ 41.06% |
$490K - $497K
|
16.1K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.02K+ 29.92% |
$211K - $214K
|
8.75K
$929K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
60+ 0.76% |
$6.29K - $6.38K
|
7.92K
$841K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$105 - $106
|
2.46K
$261K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
43+ 0.26% |
$4.51K - $4.57K
|
16.6K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-294- 7.54% |
$30.8K - $31.3K
|
3.61K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.89KNew |
$722K - $733K
|
6.89K
$732K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.35K- 33.57% |
$141K - $144K
|
2.67K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.88% |
$105 - $106
|
115
$12.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-816- 36.03% |
$85.5K - $86.8K
|
1.45K
$154K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
805+ 7.19% |
$84.3K - $85.6K
|
12K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.9K+ 77.6% |
$618K - $627K
|
13.5K
$1.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3+ 0.08% |
$314 - $319
|
4K
$425K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12.3K- 31.68% |
$1.29M - $1.31M
|
26.6K
$2.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.92KNew |
$201K - $204K
|
1.92K
$204K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.89KNew |
$722K - $732K
|
6.89K
$731K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 8.08% |
$1.68K - $1.7K
|
214
$22.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 15.71% |
$114K - $116K
|
8.01K
$850K
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
62.8KNew |
$6.62M - $6.68M
|
62.8K
$6.67M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-7.94KClosed |
$836K - $843K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-146- 0.84% |
$15.4K - $15.5K
|
17.3K
$1.83M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-386- 5.52% |
$40.6K - $41K
|
6.61K
$701K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 54.83% |
$1.37M - $1.38M
|
36.6K
$3.89M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.02K+ 21.29% |
$107K - $108K
|
5.78K
$614K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.42KNew |
$360K - $364K
|
3.42K
$363K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.34K- 32.71% |
$773K - $780K
|
15.1K
$1.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.12K- 25.59% |
$539K - $544K
|
14.9K
$1.58M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 1.64% |
$152K - $154K
|
86.5K
$9.18M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.07K- 26.34% |
$534K - $539K
|
14.2K
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22.4K+ 72.16% |
$2.36M - $2.38M
|
53.4K
$5.67M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.29KNew |
$241K - $243K
|
2.29K
$243K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.56KNew |
$375K - $378K
|
3.56K
$378K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.56KNew |
$375K - $378K
|
3.56K
$378K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.65K+ 1.73% |
$173K - $175K
|
96.6K
$10.3M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 3.38% |
$289K - $292K
|
78.4K
$8.33M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.39K+ 72.19% |
$673K - $679K
|
15.2K
$1.62M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
43+ 1.65% |
$4.53K - $4.57K
|
2.64K
$281K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
850+ 7.68% |
$89.5K - $90.3K
|
11.9K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-106- 45.69% |
$11.2K - $11.3K
|
126
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.21K+ 7.32% |
$443K - $447K
|
61.8K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.91K- 27.14% |
$727K - $734K
|
18.5K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4.86K- 51.07% |
$512K - $516K
|
4.65K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
225+ 1.64% |
$23.7K - $23.9K
|
13.9K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 700.0% |
$737 - $744
|
8
$849
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 14.32% |
$130K - $131K
|
9.82K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
332+ 6.94% |
$35K - $35.3K
|
5.11K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-130- 51.59% |
$13.7K - $13.8K
|
122
$13K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.1K+ 6.72% |
$1.8M - $1.82M
|
272K
$28.9M
|
|