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 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
8.26KNew |
$861K - $878K
|
8.26K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-370- 9.71% |
$38.6K - $39.3K
|
3.44K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 38.38% |
$122K - $124K
|
4.22K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.14K+ 34.73% |
$224K - $228K
|
8.31K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.51% |
$1.25K - $1.28K
|
2.39K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-660- 2.34% |
$68.8K - $70.2K
|
27.6K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-21- 1.07% |
$2.19K - $2.23K
|
1.95K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 2.63% |
$10.4K - $10.6K
|
3.7K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-287- 1.52% |
$29.9K - $30.5K
|
18.6K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 5.44% |
$1.05M - $1.07M
|
176K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-14.8K- 98.89% |
$1.55M - $1.58M
|
166
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.88KNew |
$405K - $413K
|
3.88K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47.4KNew |
$4.95M - $5.04M
|
47.4K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.72KNew |
$596K - $608K
|
5.72K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-19.7K- 34.15% |
$2.05M - $2.09M
|
37.9K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-151K- 18.9% |
$15.8M - $16.1M
|
649K
$68.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.15K+ 26.36% |
$224K - $228K
|
10.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 11.03% |
$26.1K - $26.6K
|
2.02K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.38K+ 11.29% |
$144K - $146K
|
13.6K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.74K+ 27.91% |
$807K - $823K
|
35.5K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
40K+ 72.73% |
$4.17M - $4.25M
|
95K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72.2K+ 6.33% |
$7.53M - $7.68M
|
1.21M
$128M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-261- 3.69% |
$27.2K - $27.7K
|
6.81K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.36K- 39.77% |
$351K - $358K
|
5.1K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.23K- 9.28% |
$441K - $449K
|
41.3K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31.4KNew |
$3.28M - $3.34M
|
31.4K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16K+ 5.57% |
$330K - $336K
|
59.9K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-532- 2.23% |
$55.5K - $56.6K
|
23.3K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-716K- 96.19% |
$74.7M - $76.2M
|
28.4K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-43.5K- 99.79% |
$4.54M - $4.63M
|
91
$9.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
276+ 7.21% |
$28.8K - $29.3K
|
4.11K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
19.3K+ 3.38% |
$2.01M - $2.05M
|
590K
$62.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 31.28% |
$1.6M - $1.63M
|
33.7K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-113- 2.86% |
$11.8K - $12K
|
3.84K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-575- 20.48% |
$60K - $61.1K
|
2.23K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.23K- 16.54% |
$545K - $556K
|
26.4K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-159- 3.52% |
$16.6K - $16.9K
|
4.36K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-829- 35.76% |
$86.5K - $88.1K
|
1.49K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
228+ 7.03% |
$23.8K - $24.2K
|
3.47K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-160K- 19.84% |
$16.7M - $17M
|
647K
$68.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-65.5K- 50.24% |
$6.83M - $6.96M
|
64.9K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61New |
$6.36K - $6.48K
|
61
$6.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
370K+ 20.27% |
$38.6M - $39.3M
|
2.19M
$231M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-30- 4.55% |
$3.13K - $3.19K
|
630
$66.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.98K- 6.27% |
$311K - $317K
|
44.6K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.6K+ 598.71% |
$3.71M - $3.79M
|
41.6K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
25+ 0.34% |
$2.61K - $2.66K
|
7.37K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.51K- 11.78% |
$157K - $160K
|
11.3K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
500KNew |
$52.2M - $53.2M
|
500K
$52.7M
|