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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-9.97K- 73.74% |
$1.02M - $1.04M
|
3.55K
$377K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-66- 1.09% |
$6.77K - $6.9K
|
5.97K
$633K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
156KNew |
$16M - $16.3M
|
156K
$16.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$693K - $707K
|
6.76K
$718K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6K- 46.23% |
$615K - $627K
|
6.98K
$741K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
7.55KNew |
$773K - $788K
|
7.55K
$801K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.21K- 52.65% |
$226K - $231K
|
1.99K
$211K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.55K- 15.98% |
$159K - $162K
|
8.15K
$865K
|
|
|
Jan 20, 2023
Q4 2022
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-7.91K- 75.55% |
$811K - $826K
|
2.56K
$272K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.84K - $5.96K
|
57
$6.05K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-13.8K- 85.05% |
$1.42M - $1.44M
|
2.43K
$258K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
40.7KNew |
$4.17M - $4.25M
|
40.7K
$4.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.46K- 76.44% |
$765K - $780K
|
2.3K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.75KNew |
$281K - $287K
|
2.75K
$291K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.96KNew |
$201K - $205K
|
1.96K
$208K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 53.63% |
$250K - $255K
|
2.11K
$224K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-950- 14.76% |
$97.4K - $99.3K
|
5.49K
$582K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-843- 4.31% |
$86.4K - $88.1K
|
18.7K
$1.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
2.23KNew |
$228K - $233K
|
2.23K
$236K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.22KNew |
$228K - $232K
|
2.22K
$236K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
87New |
$8.92K - $9.09K
|
87
$9.24K
|
|
| Q3 2022 | |||||||
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
753+ 15.32% |
$77.3K - $79.4K
|
5.67K
$602K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-259- 9.25% |
$26.6K - $27.3K
|
2.54K
$270K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.55K+ 42.61% |
$570K - $585K
|
18.6K
$1.97M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.29K- 49.74% |
$440K - $452K
|
4.33K
$460K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.24KNew |
$538K - $552K
|
5.24K
$556K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
347New |
$35.6K - $36.6K
|
347
$36.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.21K+ 88.76% |
$227K - $233K
|
4.7K
$499K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$103K - $105K
|
1K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.11K+ 46.93% |
$524K - $538K
|
16K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
375+ 11.63% |
$38.5K - $39.5K
|
3.6K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-395- 68.46% |
$40.5K - $41.6K
|
182
$19.3K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
72New |
$7.39K - $7.59K
|
72
$7.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-20.2KClosed |
$2.07M - $2.13M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.22K- 92.61% |
$228K - $234K
|
177
$18.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-100- 2.56% |
$10.3K - $10.5K
|
3.81K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7- 9.72% |
$718 - $738
|
65
$6.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-10.7K- 22.18% |
$1.1M - $1.13M
|
37.7K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
13.9K+ 516.92% |
$1.42M - $1.46M
|
16.6K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-290- 85.55% |
$29.8K - $30.6K
|
49
$5.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-900- 30.37% |
$92.3K - $94.9K
|
2.06K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-4.39K- 27.59% |
$450K - $463K
|
11.5K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4K+ 27.03% |
$410K - $422K
|
18.8K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-550- 2.17% |
$56.4K - $58K
|
24.8K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1K+ 7.49% |
$103K - $106K
|
14.4K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.51KNew |
$976K - $1M
|
9.51K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
30KNew |
$3.08M - $3.16M
|
30K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.78KNew |
$285K - $293K
|
2.78K
$295K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 42.29% |
$1.4M - $1.44M
|
18.7K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
175KNew |
$17.9M - $18.4M
|
175K
$18.5M
|
|