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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
37.2KNew |
$3.99M - $4.01M
|
37.2K
$3.95M
|
|
|
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
$287K
|
|
|
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
$5.31K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.2KClosed |
$236K - $237K
|
0
$0
|
|
|
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
$223K
|
|
|
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
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.31KClosed |
$248K - $249K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
SELL
|
- |
-10.7KClosed |
$1.15M - $1.15M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.69KNew |
$827K - $830K
|
7.69K
$816K
|
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-441Closed |
$47.4K - $47.7K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-249Closed |
$26.8K - $26.9K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.65K- 37.44% |
$393K - $394K
|
6.1K
$648K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.5KClosed |
$161K - $162K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.73KClosed |
$508K - $511K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-464- 61.05% |
$49.9K - $50.1K
|
296
$31.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-250- 16.13% |
$26.9K - $27K
|
1.3K
$138K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.5KClosed |
$269K - $270K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.9KClosed |
$1.5M - $1.51M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.13KClosed |
$229K - $230K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.72KClosed |
$292K - $293K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-770- 27.8% |
$82.8K - $83.2K
|
2K
$212K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2KClosed |
$215K - $216K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.63KNew |
$283K - $284K
|
2.63K
$279K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.26KClosed |
$244K - $245K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-357Closed |
$38.4K - $38.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Oct 18, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.97KNew |
$750K - $752K
|
6.97K
$740K
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-282Closed |
$30.4K - $30.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-14KClosed |
$1.51M - $1.51M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.47KClosed |
$481K - $483K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.1KNew |
$657K - $659K
|
6.1K
$648K
|
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$224K - $225K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
928+ 49.23% |
$99.9K - $100K
|
2.81K
$299K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-582Closed |
$62.7K - $62.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
35New |
$3.77K - $3.78K
|
35
$3.72K
|
|
|
Aug 13, 2021
Q2 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.59KClosed |
$387K - $388K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-51Closed |
$5.49K - $5.51K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.01KClosed |
$216K - $217K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-281- 41.26% |
$30.3K - $30.4K
|
400
$42.5K
|
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-2.25KClosed |
$242K - $243K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-475Closed |
$51.1K - $51.3K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-257Closed |
$27.7K - $27.8K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.35KClosed |
$145K - $146K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-3.71KClosed |
$399K - $400K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-130Closed |
$14K - $14K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.5KNew |
$1.78M - $1.78M
|
16.5K
$1.75M
|
|