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 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.03K- 21.04% |
$635K - $641K
|
22.6K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
66.6KNew |
$7.02M - $7.08M
|
66.6K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
637+ 4900.0% |
$67.1K - $67.7K
|
650
$69K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44.6K- 6.28% |
$4.69M - $4.73M
|
665K
$70.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.26K+ 9.6% |
$975K - $984K
|
106K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.1K- 1.27% |
$1.7M - $1.72M
|
1.26M
$133M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.05K+ 7.98% |
$111K - $112K
|
14.2K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 9.15% |
$196K - $198K
|
18.5K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
105K+ 61.69% |
$11.1M - $11.2M
|
275K
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-30- 1.55% |
$3.16K - $3.19K
|
1.91K
$203K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.48K- 26.56% |
$155K - $157K
|
4.08K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.11K- 6.29% |
$538K - $543K
|
76.1K
$8.08M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17.6K- 0.66% |
$1.86M - $1.87M
|
2.66M
$282M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.35K+ 45.15% |
$142K - $143K
|
4.34K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.08KNew |
$219K - $221K
|
2.08K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
505+ 3.74% |
$53.2K - $53.7K
|
14K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.2K- 19.44% |
$10.2M - $10.3M
|
403K
$42.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.37K+ 16.28% |
$881K - $889K
|
59.8K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-868- 4.95% |
$91.4K - $92.2K
|
16.7K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12+ 0.44% |
$1.26K - $1.27K
|
2.72K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.15K- 20.72% |
$121K - $122K
|
4.4K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.09K+ 16.99% |
$115K - $116K
|
7.52K
$798K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-114- 3.06% |
$12K - $12.1K
|
3.62K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
15+ 0.14% |
$1.58K - $1.59K
|
10.7K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
157+ 27.07% |
$16.5K - $16.7K
|
737
$78.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
286+ 1.26% |
$30.1K - $30.4K
|
22.9K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.05K- 5.66% |
$110K - $111K
|
17.4K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.01K+ 3.41% |
$106K - $107K
|
30.6K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.99K- 18.32% |
$736K - $743K
|
31.2K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 120.41% |
$1.48M - $1.5M
|
25.8K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42.6K+ 10.1% |
$4.48M - $4.52M
|
464K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-2.58K- 21.85% |
$272K - $274K
|
9.22K
$979K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
435New |
$45.8K - $46.2K
|
435
$46.2K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 46.77% |
$1.22M - $1.24M
|
13.2K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-136K- 9.67% |
$14.3M - $14.4M
|
1.27M
$135M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.26K+ 4.17% |
$659K - $665K
|
156K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-97- 2.94% |
$10.2K - $10.3K
|
3.2K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
55.8KNew |
$5.88M - $5.93M
|
55.8K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
252New |
$26.5K - $26.8K
|
252
$26.8K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.99K+ 57.02% |
$1.05M - $1.06M
|
27.5K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-219- 4.18% |
$23.1K - $23.3K
|
5.02K
$533K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.28K+ 4.74% |
$661K - $667K
|
139K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 4.16% |
$1.33M - $1.34M
|
317K
$33.6M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 1.44% |
$7.27K - $7.33K
|
4.85K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.81K- 34.63% |
$296K - $299K
|
5.31K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.61KNew |
$486K - $490K
|
4.61K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
194New |
$20.4K - $20.6K
|
194
$20.6K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-43.5K- 3.97% |
$4.58M - $4.62M
|
1.05M
$112M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-7.27K- 31.31% |
$766K - $772K
|
16K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
41K+ 33.15% |
$4.32M - $4.36M
|
165K
$17.5M
|