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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-550- 0.87% |
$56.8K - $57.8K
|
62.6K
$6.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 36.84% |
$5.78K - $5.89K
|
96
$10.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.47KNew |
$255K - $259K
|
2.47K
$262K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 44.69% |
$168K - $171K
|
2.01K
$214K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$620 - $631
|
2.17K
$230K
|
|
| Q4 2022 | |||||||
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
46K+ 180.76% |
$4.71M - $4.8M
|
71.4K
$7.58M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
106+ 3.65% |
$10.9K - $11.1K
|
3.01K
$320K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.8KNew |
$2.13M - $2.17M
|
20.8K
$2.21M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.28KNew |
$336K - $342K
|
3.28K
$348K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$718 - $731
|
7
$743
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.7KNew |
$1.92M - $1.96M
|
18.7K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
929+ 91.44% |
$95.2K - $97.1K
|
1.95K
$207K
|
|
|
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
$18.6K
|
|
|
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
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
23.9KNew |
$2.45M - $2.5M
|
23.9K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.99K+ 164.53% |
$408K - $416K
|
6.41K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-5.75K- 71.43% |
$589K - $601K
|
2.3K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
151+ 99.34% |
$15.5K - $15.8K
|
303
$32.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-250- 15.63% |
$25.6K - $26.1K
|
1.35K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $104
|
1
$106
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-369- 4.5% |
$37.8K - $38.6K
|
7.84K
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.92KNew |
$300K - $306K
|
2.92K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.02KNew |
$309K - $315K
|
3.02K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.62K- 29.84% |
$166K - $170K
|
3.82K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.5KNew |
$154K - $157K
|
1.5K
$159K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02K+ 49.02% |
$105K - $107K
|
3.11K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.53KNew |
$157K - $160K
|
1.53K
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
54New |
$5.54K - $5.64K
|
54
$5.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
153KNew |
$15.7M - $16M
|
153K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
36.3KNew |
$3.72M - $3.8M
|
36.3K
$3.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.27KNew |
$232K - $237K
|
2.27K
$240K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.18KNew |
$223K - $228K
|
2.18K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
33.4K+ 1103.2% |
$3.43M - $3.49M
|
36.4K
$3.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500+ 495.05% |
$51.3K - $52.2K
|
601
$63.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$103 - $104
|
1
$106
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16.7KNew |
$1.71M - $1.75M
|
16.7K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.14K+ 8.61% |
$630K - $642K
|
77.5K
$8.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
500New |
$51.3K - $52.2K
|
500
$53.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.3KNew |
$441K - $449K
|
4.3K
$457K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
9.93KNew |
$1.02M - $1.04M
|
9.93K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
9.73KNew |
$997K - $1.02M
|
9.73K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.93KNew |
$198K - $202K
|
1.93K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
760New |
$77.9K - $79.4K
|
760
$80.7K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
BUY
|
- |
5.03K+ 102.26% |
$515K - $525K
|
9.94K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.83KNew |
$598K - $610K
|
5.83K
$619K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.21KNew |
$227K - $231K
|
2.21K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
196New |
$20.1K - $20.5K
|
196
$20.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2.68KNew |
$275K - $280K
|
2.68K
$285K
|
|