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 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 5.45% |
$52K - $52.4K
|
8.68K
$921K
|
|
|
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
$425
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6.5K- 15.29% |
$676K - $681K
|
36K
$3.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
246New |
$25.6K - $25.8K
|
246
$26.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2K- 5.23% |
$208K - $210K
|
36.3K
$3.85M
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92K+ 128.43% |
$410K - $413K
|
6.97K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.97KNew |
$206K - $207K
|
1.97K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
39+ 24.22% |
$4.08K - $4.11K
|
200
$21.2K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.01% |
$105 - $105
|
12.7K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69New |
$7.23K - $7.27K
|
69
$7.33K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.46KNew |
$781K - $787K
|
7.46K
$792K
|
|
|
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
$262K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.35K- 66.56% |
$456K - $459K
|
2.19K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 24.49% |
$969K - $975K
|
28.5K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-290- 12.95% |
$30.4K - $30.6K
|
1.95K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 8.55% |
$1.06M - $1.07M
|
129K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.62K+ 28.21% |
$693K - $698K
|
30.1K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3- 0.02% |
$314 - $316
|
14.9K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
142+ 31.56% |
$14.9K - $15K
|
592
$62.9K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$200K - $202K
|
1.91K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5New |
$524 - $527
|
5
$531
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13.6KNew |
$1.43M - $1.44M
|
13.6K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
800+ 16.17% |
$83.8K - $84.3K
|
5.75K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$1.36K - $1.37K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.5K- 72.84% |
$367K - $369K
|
1.31K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.05KNew |
$214K - $216K
|
2.05K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53- 2.15% |
$5.55K - $5.59K
|
2.41K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
129New |
$13.5K - $13.6K
|
129
$13.7K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.34K- 8.04% |
$141K - $142K
|
15.4K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.23KNew |
$233K - $235K
|
2.23K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.38KNew |
$249K - $251K
|
2.38K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$209K - $211K
|
2K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-15.5K- 64.88% |
$1.62M - $1.63M
|
8.38K
$889K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
168KNew |
$17.6M - $17.7M
|
168K
$17.8M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$105 - $105
|
1
$106
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
34.9KNew |
$3.66M - $3.68M
|
34.9K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-332- 80.78% |
$34.8K - $35K
|
79
$8.39K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-452- 18.15% |
$47.3K - $47.6K
|
2.04K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
200+ 6.2% |
$20.9K - $21.1K
|
3.43K
$364K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
31+ 1.34% |
$3.25K - $3.27K
|
2.34K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-382- 15.19% |
$40K - $40.3K
|
2.13K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 33.33% |
$262K - $264K
|
5K
$531K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.75K- 5.01% |
$183K - $184K
|
33.2K
$3.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.03KNew |
$108K - $109K
|
1.03K
$109K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-14- 0.37% |
$1.47K - $1.48K
|
3.76K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 50.0% |
$264K - $266K
|
2.52K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
16+ 0.33% |
$1.68K - $1.69K
|
4.91K
$521K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$230K - $232K
|
2.2K
$234K
|
|