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, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
378+ 9.18% |
$40.1K - $40.6K
|
4.49K
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.78K+ 43.89% |
$189K - $191K
|
5.85K
$623K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.41KNew |
$574K - $580K
|
5.41K
$576K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.18K+ 3.43% |
$231K - $234K
|
65.7K
$7M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.57K- 67.86% |
$591K - $597K
|
2.64K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
801+ 13.49% |
$85K - $85.9K
|
6.74K
$718K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.6K- 22.27% |
$170K - $172K
|
5.6K
$596K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19- 0.08% |
$2.02K - $2.04K
|
23.6K
$2.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-162- 0.52% |
$17.2K - $17.4K
|
30.8K
$3.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.63K- 6.5% |
$173K - $175K
|
23.5K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
516+ 0.82% |
$54.8K - $55.4K
|
63.7K
$6.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.62% |
$1.27K - $1.29K
|
1.94K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
573+ 1.8% |
$60.8K - $61.5K
|
32.3K
$3.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-453- 4.27% |
$48.1K - $48.6K
|
10.1K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 16.15% |
$311K - $314K
|
15.2K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
725+ 7.76% |
$77K - $77.8K
|
10.1K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.18K+ 13.02% |
$337K - $341K
|
27.6K
$2.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-496- 9.56% |
$52.7K - $53.2K
|
4.69K
$500K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
800+ 1.13% |
$84.9K - $85.8K
|
71.7K
$7.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.39K- 2.93% |
$147K - $149K
|
46K
$4.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.33K+ 12.39% |
$990K - $1M
|
84.6K
$9.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-819- 0.7% |
$87K - $87.9K
|
116K
$12.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 0.19% |
$1.06K - $1.07K
|
5.38K
$573K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.28K+ 38.33% |
$879K - $889K
|
29.9K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.73K+ 36.58% |
$502K - $507K
|
17.7K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-761- 1.69% |
$80.8K - $81.7K
|
44.3K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-12- 0.02% |
$1.27K - $1.29K
|
65.8K
$7M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-124- 1.82% |
$13.2K - $13.3K
|
6.71K
$714K
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
178+ 2.99% |
$18.9K - $19.1K
|
6.13K
$653K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.07K+ 1.0% |
$114K - $115K
|
109K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.58K- 1.02% |
$592K - $599K
|
539K
$57.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
149+ 5.88% |
$15.8K - $16K
|
2.68K
$286K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-433- 1.77% |
$46K - $46.5K
|
24.1K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
88+ 6.24% |
$9.34K - $9.44K
|
1.5K
$160K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.35K- 3.56% |
$356K - $360K
|
90.9K
$9.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
40.7K+ 10.67% |
$4.32M - $4.36M
|
422K
$44.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-145- 2.83% |
$15.4K - $15.6K
|
4.97K
$530K
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
4.14K+ 20.65% |
$439K - $444K
|
24.2K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
SELL
|
- |
-5.11K- 9.97% |
$543K - $549K
|
46.2K
$4.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-910- 1.94% |
$96.6K - $97.6K
|
46K
$4.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
267+ 4.81% |
$28.3K - $28.6K
|
5.82K
$620K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
4.69KNew |
$497K - $503K
|
4.69K
$499K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-139K- 17.93% |
$14.7M - $14.9M
|
635K
$67.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.4KNew |
$255K - $258K
|
2.4K
$256K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.64K+ 101.62% |
$281K - $283K
|
5.24K
$558K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.7K+ 21.91% |
$1.67M - $1.69M
|
87.6K
$9.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.06% |
$2.87K - $2.9K
|
43.1K
$4.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.66K+ 8.41% |
$495K - $500K
|
60K
$6.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
$1.08M - $1.09M
|
10.1K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
164+ 2.45% |
$17.4K - $17.6K
|
6.85K
$730K
|
|