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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.68K- 34.08% |
$387K - $391K
|
7.12K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-78.6K- 22.88% |
$8.27M - $8.35M
|
265K
$28.1M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
280New |
$29.5K - $29.7K
|
280
$29.7K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.19K+ 60.17% |
$125K - $126K
|
3.16K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 22.48% |
$432K - $436K
|
14.1K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-349- 6.83% |
$36.7K - $37.1K
|
4.76K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
406New |
$42.8K - $43.1K
|
406
$43.1K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
341+ 3.35% |
$35.9K - $36.2K
|
10.5K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$316 - $319
|
3
$319
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
31New |
$3.26K - $3.29K
|
31
$3.29K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-885- 8.02% |
$93.2K - $94K
|
10.2K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
893+ 2.47% |
$94K - $94.9K
|
37.1K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.06K+ 9.28% |
$112K - $113K
|
12.5K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
142+ 3.73% |
$15K - $15.1K
|
3.95K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
516+ 31.83% |
$54.3K - $54.8K
|
2.14K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.74K+ 19.43% |
$288K - $291K
|
16.8K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.54K+ 3.47% |
$373K - $377K
|
106K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-485- 12.58% |
$51.1K - $51.5K
|
3.37K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-44- 1.11% |
$4.63K - $4.67K
|
3.94K
$418K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.21KNew |
$233K - $235K
|
2.21K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-167K- 98.44% |
$17.6M - $17.7M
|
2.64K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
420+ 12.61% |
$44.2K - $44.6K
|
3.75K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.2% |
$1.16K - $1.17K
|
5.51K
$585K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.17K- 81.75% |
$124K - $125K
|
262
$27.8K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.13K+ 1.55% |
$330K - $333K
|
205K
$21.8M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-265- 5.76% |
$27.9K - $28.2K
|
4.33K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-362- 7.92% |
$38.1K - $38.5K
|
4.21K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
60+ 2.16% |
$6.32K - $6.37K
|
2.84K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.5KNew |
$1.42M - $1.43M
|
13.5K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
432+ 11.79% |
$45.5K - $45.9K
|
4.1K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.96K+ 4.53% |
$311K - $314K
|
68.2K
$7.24M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18+ 0.53% |
$1.9K - $1.91K
|
3.39K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.42K- 2.55% |
$149K - $150K
|
54K
$5.73M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.97K- 27.23% |
$208K - $210K
|
5.27K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 4.97% |
$355K - $358K
|
71.2K
$7.56M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
261+ 4.46% |
$27.5K - $27.7K
|
6.12K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-4.03K- 8.3% |
$424K - $428K
|
44.5K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
62+ 1.32% |
$6.53K - $6.59K
|
4.75K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
37.5KNew |
$3.95M - $3.98M
|
37.5K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.52K- 1.54% |
$897K - $905K
|
543K
$57.7M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
475+ 170.86% |
$50K - $50.5K
|
753
$79.9K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.39M+ 80.1% |
$147M - $148M
|
3.13M
$332M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
811+ 15.92% |
$85.4K - $86.2K
|
5.91K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.49K+ 1.73% |
$263K - $265K
|
146K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.22K+ 12.87% |
$339K - $342K
|
28.3K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
43K+ 37.14% |
$4.53M - $4.57M
|
159K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
932+ 10.3% |
$98.1K - $99K
|
9.98K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 38.55% |
$186K - $188K
|
2.82K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
22+ 0.19% |
$2.32K - $2.34K
|
11.8K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-420- 11.39% |
$44.2K - $44.6K
|
3.27K
$347K
|