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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-145- 0.27% |
$15.1K - $15.4K
|
53.7K
$5.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$208K - $212K
|
2K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
32+ 0.57% |
$3.34K - $3.4K
|
5.63K
$593K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.47K+ 5.84% |
$362K - $369K
|
62.8K
$6.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
636+ 12.43% |
$66.3K - $67.6K
|
5.75K
$607K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-706- 8.79% |
$73.6K - $75K
|
7.33K
$773K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.68K+ 4.1% |
$175K - $178K
|
42.6K
$4.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-22- 0.13% |
$2.29K - $2.34K
|
16.5K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-72.6K- 10.87% |
$7.57M - $7.71M
|
595K
$62.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.64K+ 15.73% |
$171K - $174K
|
12.1K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.01K- 5.96% |
$210K - $214K
|
31.8K
$3.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-552- 7.83% |
$57.6K - $58.7K
|
6.5K
$686K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-353- 1.87% |
$36.8K - $37.5K
|
18.5K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.41% |
$1.46K - $1.49K
|
3.4K
$358K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-52- 1.05% |
$5.42K - $5.53K
|
4.88K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10K- 38.56% |
$1.05M - $1.07M
|
16K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 72.97% |
$1.99M - $2.03M
|
45.2K
$4.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-34.1K- 62.76% |
$3.56M - $3.62M
|
20.2K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$105
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
777+ 11.26% |
$81K - $82.6K
|
7.68K
$810K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.88K- 20.79% |
$404K - $412K
|
14.8K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.49KNew |
$155K - $158K
|
1.49K
$157K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-78- 2.69% |
$8.14K - $8.29K
|
2.82K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
20+ 0.41% |
$2.09K - $2.13K
|
4.96K
$523K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
148+ 0.36% |
$15.4K - $15.7K
|
41.4K
$4.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-98- 4.36% |
$10.2K - $10.4K
|
2.15K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.91KNew |
$408K - $416K
|
3.91K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-2.38K- 10.58% |
$248K - $252K
|
20.1K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
12+ 0.37% |
$1.25K - $1.28K
|
3.23K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.06K+ 56.31% |
$424K - $432K
|
11.3K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
9.41K+ 12.4% |
$981K - $1M
|
85.3K
$9M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.75K- 13.26% |
$182K - $186K
|
11.4K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
375New |
$39.1K - $39.9K
|
375
$39.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
67+ 3.2% |
$6.99K - $7.12K
|
2.16K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-1.55K- 5.68% |
$162K - $165K
|
25.8K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5K- 7.79% |
$522K - $532K
|
59.2K
$6.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.15K- 4.08% |
$120K - $122K
|
27K
$2.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
880+ 7.87% |
$91.8K - $93.5K
|
12.1K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
833+ 7.78% |
$86.9K - $88.5K
|
11.5K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 35.62% |
$110K - $112K
|
1.91K
$201K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
89+ 1.71% |
$9.28K - $9.46K
|
5.31K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-238- 2.32% |
$24.8K - $25.3K
|
10K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-670- 8.76% |
$69.9K - $71.2K
|
6.98K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.35K- 14.27% |
$245K - $249K
|
14.1K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
21+ 0.74% |
$2.19K - $2.23K
|
2.87K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-550- 2.47% |
$57.4K - $58.5K
|
21.7K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.21K+ 3.75% |
$752K - $767K
|
200K
$21.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-28.5K- 82.63% |
$2.97M - $3.03M
|
5.98K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-567- 0.5% |
$59.1K - $60.3K
|
112K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-388- 9.23% |
$40.5K - $41.2K
|
3.82K
$403K
|