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 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
84KNew |
$8.85M - $8.93M
|
84K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.34K+ 194.66% |
$668K - $674K
|
9.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.48KNew |
$155K - $157K
|
1.48K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.5K+ 6.79% |
$1.95M - $1.96M
|
290K
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 11.77% |
$177K - $179K
|
12.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
516+ 4.04% |
$54.3K - $54.8K
|
13.3K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-40.3K- 69.96% |
$4.25M - $4.29M
|
17.3K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
255+ 2.12% |
$26.9K - $27.1K
|
12.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-50.2K- 57.34% |
$5.29M - $5.33M
|
37.3K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.32K+ 5.42% |
$244K - $246K
|
45K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.19K+ 17.08% |
$863K - $870K
|
56.2K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 3.47% |
$196K - $197K
|
51.7K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11+ 0.3% |
$1.16K - $1.17K
|
3.65K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.49K+ 275.84% |
$789K - $796K
|
10.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-3.93K- 60.05% |
$414K - $417K
|
2.61K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-757K- 9.72% |
$79.7M - $80.4M
|
7.03M
$746M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 5.7% |
$21M - $21.2M
|
3.3M
$351M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.83K- 44.8% |
$192K - $194K
|
2.25K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.99K- 16.96% |
$525K - $530K
|
24.4K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.09K+ 32.89% |
$220K - $222K
|
8.45K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.55K- 7.45% |
$163K - $165K
|
19.2K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
184+ 2.41% |
$19.4K - $19.5K
|
7.81K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87.1K- 14.92% |
$9.17M - $9.25M
|
496K
$52.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 3.38% |
$2.86M - $2.89M
|
830K
$88.1M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.13% |
$4K - $4.04K
|
29.2K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.29K- 26.64% |
$241K - $244K
|
6.31K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15KNew |
$1.58M - $1.59M
|
15K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.83K+ 46.15% |
$404K - $407K
|
12.1K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
35+ 0.27% |
$3.69K - $3.72K
|
13.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.08% |
$211 - $212
|
2.57K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.94K- 4.84% |
$625K - $631K
|
117K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22+ 1.13% |
$2.32K - $2.34K
|
1.97K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.08K+ 14.27% |
$956K - $964K
|
72.7K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.68K+ 15.65% |
$493K - $497K
|
34.6K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
320K+ 5.12% |
$33.7M - $34M
|
6.57M
$698M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.8K+ 30.57% |
$1.13M - $1.14M
|
45.9K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.59K- 8.35% |
$484K - $488K
|
50.4K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4New |
$421 - $425
|
4
$425
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.71KNew |
$601K - $607K
|
5.71K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 0.41% |
$1.1M - $1.11M
|
2.57M
$272M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.45K- 50.0% |
$258K - $260K
|
2.45K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
186K+ 1914.47% |
$19.6M - $19.8M
|
196K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-26- 1.15% |
$2.74K - $2.76K
|
2.24K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-591- 12.28% |
$62.2K - $62.8K
|
4.22K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.54K+ 16.87% |
$162K - $163K
|
10.6K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
606+ 14.45% |
$63.8K - $64.4K
|
4.8K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
75+ 4.46% |
$7.9K - $7.97K
|
1.76K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.12K+ 281.39% |
$328K - $331K
|
4.22K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-79- 1.31% |
$8.32K - $8.39K
|
5.95K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.3KNew |
$2.56M - $2.58M
|
24.3K
$2.58M
|