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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-166- 7.25% |
$17K - $17.5K
|
2.12K
$225K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.65K- 38.51% |
$272K - $279K
|
4.23K
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
14.3K+ 24.42% |
$1.46M - $1.5M
|
72.7K
$7.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
3.53KNew |
$362K - $372K
|
3.53K
$375K
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-47- 1.17% |
$4.82K - $4.95K
|
3.97K
$422K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.71KNew |
$278K - $285K
|
2.71K
$287K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.29K- 12.14% |
$645K - $663K
|
45.5K
$4.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2KNew |
$205K - $211K
|
2K
$212K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.08K- 68.7% |
$829K - $852K
|
3.68K
$391K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-5.99K- 44.4% |
$614K - $631K
|
7.5K
$796K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-390- 10.25% |
$40K - $41.1K
|
3.42K
$363K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-288- 10.09% |
$29.5K - $30.4K
|
2.57K
$273K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.67KNew |
$274K - $281K
|
2.67K
$283K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$495K - $509K
|
4.83K
$512K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
12.9K+ 172.33% |
$1.33M - $1.36M
|
20.4K
$2.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.54K - $1.58K
|
15
$1.59K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.74K- 32.89% |
$178K - $183K
|
3.54K
$376K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$103 - $105
|
472
$50.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-38.7K- 56.33% |
$3.97M - $4.08M
|
30K
$3.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.07KNew |
$520K - $535K
|
5.07K
$538K
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
52.1KNew |
$5.35M - $5.49M
|
52.1K
$5.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
66+ 2.54% |
$6.77K - $6.96K
|
2.67K
$283K
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.3K- 16.15% |
$236K - $242K
|
11.9K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2.2KNew |
$226K - $232K
|
2.2K
$234K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-11.7K- 58.03% |
$1.2M - $1.24M
|
8.49K
$902K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-28.5K- 59.84% |
$2.93M - $3.01M
|
19.1K
$2.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
550New |
$56.4K - $58K
|
550
$58.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-367- 7.79% |
$37.7K - $38.7K
|
4.35K
$462K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200- 7.52% |
$20.5K - $21.1K
|
2.46K
$261K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-27.7KClosed |
$2.84M - $2.92M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8KNew |
$1.42M - $1.46M
|
13.8K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
334+ 4.66% |
$34.3K - $35.2K
|
7.5K
$797K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $105
|
2.25K
$239K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
3.84K+ 19.81% |
$393K - $404K
|
23.2K
$2.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29K- 67.96% |
$2.97M - $3.05M
|
13.6K
$1.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$10.3K - $10.5K
|
100
$10.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.16K- 29.33% |
$119K - $122K
|
2.8K
$297K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
216New |
$22.2K - $22.8K
|
216
$22.9K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$20.5K - $21.1K
|
200
$21.2K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11+ 0.43% |
$1.13K - $1.16K
|
2.55K
$271K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-7.81K- 56.48% |
$801K - $823K
|
6.02K
$639K
|
|
| Q2 2022 | |||||||
|
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$935K - $949K
|
9.05K
$961K
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8KClosed |
$827K - $839K
|
0
$0
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-437Closed |
$45.1K - $45.8K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-8- 0.22% |
$826 - $839
|
3.59K
$382K
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-297- 4.44% |
$30.7K - $31.1K
|
6.39K
$678K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-37.3KClosed |
$3.85M - $3.91M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-741Closed |
$76.6K - $77.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25Closed |
$2.58K - $2.62K
|
0
$0
|
|