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 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$288K - $293K
|
2.79K
$295K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$17.7K - $17.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-637Closed |
$65.8K - $66.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$615K - $624K
|
5.95K
$628K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.2KNew |
$2.19M - $2.22M
|
21.2K
$2.24M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.15K- 71.69% |
$636K - $645K
|
2.43K
$256K
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2KClosed |
$209K - $215K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-372- 9.62% |
$38.9K - $39.9K
|
3.5K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-300KClosed |
$31.3M - $32.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.34KNew |
$140K - $144K
|
1.34K
$142K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2KClosed |
$209K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-5.62KClosed |
$587K - $603K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.19KClosed |
$437K - $450K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-350Closed |
$36.6K - $37.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-380Closed |
$39.7K - $40.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.12KClosed |
$325K - $334K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
20.9KNew |
$2.19M - $2.25M
|
20.9K
$2.21M
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-7.37KClosed |
$770K - $791K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.49KClosed |
$155K - $160K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.17KClosed |
$227K - $233K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-729Closed |
$76.2K - $78.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-9.44KClosed |
$986K - $1.01M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.06KClosed |
$215K - $221K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.89K+ 100.21% |
$198K - $203K
|
3.78K
$399K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-21Closed |
$2.19K - $2.25K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
696New |
$72.7K - $74.7K
|
696
$73.4K
|
|
|
May 02, 2022
Q1 2022
|
Investment Management Associates Inc
|
BUY
|
- |
15.1KNew |
$1.58M - $1.62M
|
15.1K
$1.59M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-21Closed |
$2.19K - $2.25K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-185- 55.22% |
$19.3K - $19.9K
|
150
$15.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$330K - $339K
|
3.16K
$333K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.26KClosed |
$236K - $242K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$31.3K - $32.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-5.52KClosed |
$576K - $592K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.12KClosed |
$222K - $228K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-50Closed |
$5.22K - $5.37K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.18KClosed |
$228K - $234K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-18.7KClosed |
$1.95M - $2.01M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
378New |
$40.5K - $40.7K
|
378
$39.9K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
37.2KNew |
$3.99M - $4.01M
|
37.2K
$3.93M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-790Closed |
$84.7K - $85K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-1.86KClosed |
$200K - $200K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.71KNew |
$290K - $291K
|
2.71K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-9.32KClosed |
$999K - $1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50New |
$5.36K - $5.38K
|
50
$5.27K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.2KClosed |
$236K - $237K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
15.5KNew |
$1.66M - $1.67M
|
15.5K
$1.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.6KClosed |
$279K - $280K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.1KNew |
$225K - $225K
|
2.1K
$221K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-7.98KClosed |
$856K - $858K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.35KClosed |
$359K - $360K
|
0
$0
|
|