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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.9K- 7.8% |
$7.57M - $7.64M
|
850K
$90.2M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-1.88K- 36.17% |
$198K - $199K
|
3.31K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.53K- 14.22% |
$267K - $269K
|
15.3K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-804- 27.25% |
$84.7K - $85.4K
|
2.15K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.09K- 6.06% |
$325K - $328K
|
47.9K
$5.09M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-162- 5.79% |
$17.1K - $17.2K
|
2.63K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.87K- 14.4% |
$197K - $199K
|
11.1K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-341- 13.37% |
$35.9K - $36.2K
|
2.21K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.5K+ 14.23% |
$158K - $159K
|
12K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.56K- 12.08% |
$270K - $272K
|
18.6K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.3K- 33.02% |
$137K - $138K
|
2.64K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-60- 1.86% |
$6.32K - $6.37K
|
3.17K
$336K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-150- 5.65% |
$15.8K - $15.9K
|
2.51K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
280+ 7.66% |
$29.5K - $29.7K
|
3.93K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.18% |
$632 - $637
|
3.42K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
180KNew |
$19M - $19.2M
|
180K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$316 - $319
|
23.3K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.36K- 10.84% |
$143K - $144K
|
11.2K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.95K- 9.68% |
$206K - $207K
|
18.2K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.12K- 17.06% |
$328K - $331K
|
15.1K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.2K- 11.42% |
$3.39M - $3.42M
|
250K
$26.5M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-420- 5.3% |
$44.2K - $44.6K
|
7.51K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-458- 2.68% |
$48.2K - $48.7K
|
16.6K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-10- 0.16% |
$1.05K - $1.06K
|
6.37K
$676K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.7K- 54.64% |
$811K - $818K
|
6.39K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 18.83% |
$249K - $251K
|
10.2K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 18.54% |
$381K - $384K
|
23.1K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-221- 6.24% |
$23.3K - $23.5K
|
3.32K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.94K+ 19.04% |
$204K - $206K
|
12.1K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.96KNew |
$733K - $739K
|
6.96K
$739K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.11K+ 5.17% |
$116K - $118K
|
22.5K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.47K+ 9.15% |
$155K - $156K
|
17.5K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1K- 6.88% |
$106K - $106K
|
13.6K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.43K- 36.86% |
$151K - $152K
|
2.45K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.14K- 5.64% |
$542K - $546K
|
86K
$9.13M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 25.74% |
$113K - $114K
|
5.25K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
950+ 2.79% |
$100K - $101K
|
35K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.26K- 30.58% |
$237K - $240K
|
5.12K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
23+ 0.39% |
$2.42K - $2.44K
|
5.91K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-421- 0.35% |
$44.3K - $44.7K
|
120K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-86- 4.29% |
$9.06K - $9.14K
|
1.92K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.9K+ 49.5% |
$1.67M - $1.68M
|
47.9K
$5.08M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.24KNew |
$236K - $238K
|
2.24K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.8K- 37.62% |
$190K - $191K
|
2.99K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 0.46% |
$3.79K - $3.82K
|
7.81K
$830K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.42K+ 16.67% |
$466K - $470K
|
30.9K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.35K- 15.78% |
$247K - $250K
|
12.5K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.53K- 30.73% |
$161K - $162K
|
3.44K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.2K+ 3479.35% |
$337K - $340K
|
3.29K
$350K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-6.03K- 28.62% |
$635K - $641K
|
15K
$1.6M
|