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 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
170K+ 695.55% |
$17.9M - $18M
|
194K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-375- 1.95% |
$39.5K - $39.8K
|
18.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
971+ 2.25% |
$102K - $103K
|
44.1K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 14.62% |
$228K - $230K
|
12.7K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-60.9K- 10.3% |
$6.42M - $6.47M
|
531K
$56.3M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.5K- 17.38% |
$1.1M - $1.11M
|
49.8K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61K+ 6.68% |
$6.43M - $6.49M
|
975K
$103M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.32K- 9.41% |
$350K - $353K
|
32K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.98K- 11.46% |
$208K - $210K
|
15.3K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.16K- 2.21% |
$227K - $229K
|
95.4K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.34K+ 9.74% |
$141K - $142K
|
15.1K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.08K+ 16.17% |
$746K - $752K
|
50.9K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-2.48K- 29.64% |
$262K - $264K
|
5.9K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17.9K+ 20.16% |
$1.89M - $1.9M
|
107K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61.8K+ 34.24% |
$6.51M - $6.57M
|
242K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
170+ 0.51% |
$17.9K - $18.1K
|
33.7K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193K+ 23.84% |
$20.3M - $20.5M
|
1M
$107M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.8KNew |
$4.51M - $4.55M
|
42.8K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-13.7K- 59.72% |
$1.44M - $1.45M
|
9.23K
$980K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.67K+ 66.58% |
$386K - $390K
|
9.18K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
9.26K+ 10.09% |
$975K - $984K
|
101K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-339- 1.72% |
$35.7K - $36K
|
19.4K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.94K- 12.17% |
$415K - $419K
|
28.4K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.92K- 1.19% |
$202K - $204K
|
159K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.75K+ 1.32% |
$290K - $292K
|
212K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 32.35% |
$125K - $126K
|
4.84K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
776+ 4.56% |
$81.7K - $82.4K
|
17.8K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7K+ 0.52% |
$179K - $181K
|
330K
$35M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-210- 9.26% |
$22.1K - $22.3K
|
2.06K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
189+ 4.13% |
$19.9K - $20.1K
|
4.76K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62.4K- 33.57% |
$6.57M - $6.63M
|
123K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.02K- 9.81% |
$107K - $108K
|
9.33K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 7.26% |
$948 - $956
|
115
$12.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.6KNew |
$9.33M - $9.42M
|
88.6K
$9.41M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-244- 3.29% |
$25.7K - $25.9K
|
7.16K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
242+ 1.36% |
$25.5K - $25.7K
|
18K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
172+ 1.32% |
$18.1K - $18.3K
|
13.2K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.76KNew |
$396K - $399K
|
3.76K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.8KClosed |
$1.03M - $1.04M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
792+ 12.11% |
$83.4K - $84.1K
|
7.33K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
571New |
$60.1K - $60.7K
|
571
$60.6K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.49K+ 5.1% |
$157K - $158K
|
30.7K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.15K+ 28.21% |
$227K - $229K
|
9.79K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
20+ 0.1% |
$2.11K - $2.12K
|
19.9K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.1K+ 2.65% |
$3.59M - $3.62M
|
1.32M
$140M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
114New |
$12K - $12.1K
|
114
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-5.05K- 18.4% |
$531K - $536K
|
22.4K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.48K+ 17.95% |
$472K - $476K
|
29.5K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.09K+ 1.77% |
$431K - $435K
|
236K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-368- 15.02% |
$38.8K - $39.1K
|
2.08K
$221K
|