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 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
16.3K+ 6.38% |
$1.73M - $1.75M
|
271K
$28.9M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.5K- 42.2% |
$371K - $375K
|
4.79K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.96K- 18.52% |
$739K - $747K
|
30.6K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
319+ 9.97% |
$33.9K - $34.2K
|
3.52K
$375K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12+ 0.2% |
$1.27K - $1.29K
|
5.95K
$634K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
83+ 1.21% |
$8.81K - $8.91K
|
6.93K
$738K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.22K+ 5.39% |
$767K - $775K
|
141K
$15M
|
|
|
Nov 05, 2025
Q3 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.78K+ 8.83% |
$401K - $406K
|
46.6K
$4.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-65- 25.79% |
$6.9K - $6.97K
|
187
$19.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.13K+ 10.9% |
$226K - $228K
|
21.6K
$2.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
79+ 0.57% |
$8.39K - $8.48K
|
14K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-31- 0.92% |
$3.29K - $3.33K
|
3.34K
$356K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
3.11K+ 34.22% |
$331K - $334K
|
12.2K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
444+ 20.09% |
$47.1K - $47.6K
|
2.65K
$283K
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
44+ 0.36% |
$4.67K - $4.72K
|
12.2K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.63K+ 18.15% |
$598K - $604K
|
36.6K
$3.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.31K- 30.94% |
$352K - $355K
|
7.39K
$787K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-6- 0.26% |
$637 - $644
|
2.34K
$249K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.39K- 23.24% |
$148K - $149K
|
4.6K
$490K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.04K- 57.43% |
$111K - $112K
|
773
$82.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$216K - $218K
|
2.04K
$217K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.28K+ 19.95% |
$242K - $244K
|
13.7K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7+ 0.24% |
$743 - $751
|
2.95K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
290+ 1.24% |
$30.8K - $31.1K
|
23.8K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
286+ 11.22% |
$30.4K - $30.7K
|
2.84K
$302K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.99KNew |
$317K - $321K
|
2.99K
$318K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-498- 6.06% |
$52.9K - $53.4K
|
7.71K
$822K
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-173- 0.26% |
$18.4K - $18.6K
|
67.4K
$7.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-190K- 93.33% |
$20.1M - $20.3M
|
13.6K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
261+ 2.08% |
$27.7K - $28K
|
12.8K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
107+ 0.4% |
$11.4K - $11.5K
|
26.6K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.12K+ 23.43% |
$437K - $442K
|
21.7K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.37K+ 9.38% |
$145K - $147K
|
16K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23KNew |
$2.44M - $2.47M
|
23K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
49+ 1.51% |
$5.2K - $5.26K
|
3.29K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
40.4K+ 48.63% |
$4.29M - $4.33M
|
123K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
34+ 0.61% |
$3.61K - $3.65K
|
5.58K
$594K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.35KNew |
$249K - $252K
|
2.35K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
9.01K+ 7.15% |
$957K - $967K
|
135K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.13% |
$1.27K - $1.29K
|
9.12K
$972K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
166+ 307.41% |
$17.6K - $17.8K
|
220
$23.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.17KNew |
$231K - $233K
|
2.17K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-6.31K- 34.19% |
$670K - $677K
|
12.1K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
837+ 13.83% |
$88.9K - $89.8K
|
6.89K
$734K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$531 - $537
|
23.3K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
61.9K+ 2140.05% |
$6.58M - $6.65M
|
64.8K
$6.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26New |
$2.76K - $2.79K
|
26
$2.77K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
454+ 14.14% |
$48.2K - $48.7K
|
3.67K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.83M- 87.84% |
$513M - $519M
|
669K
$71.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.56KNew |
$377K - $381K
|
3.56K
$379K
|
|