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 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.51K+ 0.33% |
$157K - $160K
|
462K
$48.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 7.49% |
$185K - $189K
|
25.5K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
22.4K+ 48.49% |
$2.33M - $2.38M
|
68.5K
$7.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 3.43% |
$22.1M - $22.5M
|
5.98M
$630M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
7.74K+ 27.91% |
$807K - $823K
|
35.5K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
30+ 0.23% |
$3.13K - $3.19K
|
13.3K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.33KNew |
$347K - $354K
|
3.33K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 1.72% |
$168K - $172K
|
95.5K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.48K+ 10.97% |
$154K - $157K
|
14.9K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.14K- 32.07% |
$119K - $121K
|
2.42K
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.76K- 8.85% |
$184K - $187K
|
18.1K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-92.6K- 33.44% |
$9.66M - $9.85M
|
184K
$19.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.4K- 87.67% |
$2.85M - $2.91M
|
3.85K
$406K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.14K- 41.84% |
$745K - $759K
|
9.93K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.38K+ 62.6% |
$248K - $253K
|
6.18K
$652K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-222- 0.48% |
$23.2K - $23.6K
|
46K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
466+ 14.85% |
$48.6K - $49.5K
|
3.61K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6+ 0.09% |
$626 - $638
|
6.57K
$693K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.3K+ 27.27% |
$1.59M - $1.62M
|
71.3K
$7.53M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 12.82% |
$1.04K - $1.06K
|
88
$9.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.29K- 3.22% |
$134K - $137K
|
38.7K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
205+ 1.39% |
$21.4K - $21.8K
|
14.9K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.34K- 9.37% |
$139K - $142K
|
12.9K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.55K- 7.76% |
$162K - $165K
|
18.4K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-3.37K- 36.22% |
$351K - $358K
|
5.93K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
215+ 2.06% |
$22.4K - $22.9K
|
10.7K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.64K- 14.05% |
$171K - $174K
|
10K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
64+ 1.0% |
$6.68K - $6.8K
|
6.45K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-178- 3.13% |
$18.6K - $18.9K
|
5.51K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.77K- 71.32% |
$497K - $507K
|
1.92K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
426+ 7.05% |
$44.4K - $45.3K
|
6.47K
$682K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.91K- 52.83% |
$512K - $522K
|
4.39K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
291+ 8.3% |
$30.4K - $30.9K
|
3.8K
$400K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.13KNew |
$118K - $120K
|
1.13K
$120K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.61K- 27.39% |
$690K - $703K
|
17.5K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.58K- 34.17% |
$165K - $168K
|
3.05K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
7.11K+ 361.98% |
$742K - $756K
|
9.08K
$958K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
102+ 17.44% |
$10.6K - $10.8K
|
687
$72.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.08K+ 3.14% |
$322K - $328K
|
101K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-626- 14.8% |
$65.3K - $66.5K
|
3.61K
$380K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31+ 0.44% |
$3.23K - $3.3K
|
7.04K
$743K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.52K- 7.83% |
$159K - $162K
|
17.9K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.3K- 4.69% |
$657K - $669K
|
128K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.23KClosed |
$232K - $237K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 17.15% |
$287K - $292K
|
18.8K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
923+ 23.38% |
$96.3K - $98.1K
|
4.87K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-178- 2.7% |
$18.6K - $18.9K
|
6.42K
$677K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-150- 1.13% |
$15.6K - $15.9K
|
13.1K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
160+ 3.62% |
$16.7K - $17K
|
4.58K
$484K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
416+ 1.79% |
$43.4K - $44.2K
|
23.7K
$2.5M
|