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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-5K- 43.07% |
$516K - $525K
|
6.61K
$697K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.56KNew |
$264K - $269K
|
2.56K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.32KNew |
$240K - $244K
|
2.32K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.24% |
$517 - $526
|
2.12K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
55.1KNew |
$5.69M - $5.79M
|
55.1K
$5.81M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$207 - $210
|
2
$211
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.88MNew |
$1.02B - $1.04B
|
9.88M
$1.04B
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.02K- 47.55% |
$208K - $212K
|
2.22K
$235K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-500- 18.42% |
$51.7K - $52.6K
|
2.21K
$234K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
84New |
$8.68K - $8.83K
|
84
$8.86K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-345- 4.27% |
$35.6K - $36.3K
|
7.74K
$816K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-579- 15.07% |
$59.8K - $60.9K
|
3.26K
$344K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
494New |
$51K - $51.9K
|
494
$52.1K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-440- 15.88% |
$45.5K - $46.3K
|
2.33K
$246K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.16KNew |
$223K - $227K
|
2.16K
$228K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
345+ 17.25% |
$35.6K - $36.3K
|
2.35K
$247K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.49K- 6.91% |
$154K - $156K
|
20K
$2.11M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
86+ 2.77% |
$8.88K - $9.04K
|
3.19K
$337K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-5.26K- 60.43% |
$543K - $553K
|
3.45K
$363K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$103 - $105
|
2.94K
$310K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
231+ 140.0% |
$23.9K - $24.3K
|
396
$41.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$1.08M - $1.1M
|
10.4K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-195K- 99.83% |
$20.1M - $20.5M
|
338
$35.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.48KNew |
$463K - $471K
|
4.48K
$472K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8.21K+ 2851.74% |
$848K - $864K
|
8.5K
$897K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-550- 0.87% |
$56.8K - $57.8K
|
62.6K
$6.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 36.84% |
$5.78K - $5.89K
|
96
$10.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
100+ 3.45% |
$10.3K - $10.5K
|
3K
$316K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.47KNew |
$255K - $259K
|
2.47K
$260K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 44.69% |
$168K - $171K
|
2.01K
$212K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$620 - $631
|
2.17K
$228K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
106+ 3.65% |
$10.9K - $11.1K
|
3.01K
$318K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.8KNew |
$2.13M - $2.17M
|
20.8K
$2.19M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.28KNew |
$336K - $342K
|
3.28K
$346K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$718 - $731
|
7
$738
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.7KNew |
$1.92M - $1.96M
|
18.7K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
929+ 91.44% |
$95.2K - $97.1K
|
1.95K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-29.8K- 20.04% |
$3.06M - $3.12M
|
119K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12- 6.42% |
$1.23K - $1.25K
|
175
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.4KNew |
$1.07M - $1.09M
|
10.4K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.26KNew |
$129K - $131K
|
1.26K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
68New |
$6.97K - $7.11K
|
68
$7.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
23.9KNew |
$2.45M - $2.5M
|
23.9K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.99K+ 164.53% |
$408K - $416K
|
6.41K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-5.75K- 71.43% |
$589K - $601K
|
2.3K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
151+ 99.34% |
$15.5K - $15.8K
|
303
$32K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-250- 15.63% |
$25.6K - $26.1K
|
1.35K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $104
|
1
$105
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-369- 4.5% |
$37.8K - $38.6K
|
7.84K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.92KNew |
$300K - $306K
|
2.92K
$308K
|
|