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 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.33K- 20.87% |
$140K - $142K
|
5.06K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-403- 9.95% |
$42.4K - $42.8K
|
3.65K
$387K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
845+ 3.8% |
$89K - $89.8K
|
23.1K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
17.7KNew |
$1.86M - $1.88M
|
17.7K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.37% |
$948 - $956
|
2.42K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
391+ 11.78% |
$41.2K - $41.5K
|
3.71K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21.7K+ 14.39% |
$2.29M - $2.31M
|
173K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.4K+ 26.16% |
$569K - $574K
|
26.1K
$2.77M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.15K- 6.23% |
$332K - $335K
|
47.5K
$5.04M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.29KNew |
$557K - $562K
|
5.29K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 1.82% |
$159K - $161K
|
84.8K
$9M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-259- 0.81% |
$27.3K - $27.5K
|
31.9K
$3.38M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.98K- 23.16% |
$419K - $422K
|
13.2K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 3.58% |
$173K - $174K
|
44.3K
$4.7M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
2K+ 33.56% |
$211K - $213K
|
7.96K
$846K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
105+ 1.41% |
$11.1K - $11.2K
|
7.58K
$804K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-23.7K- 54.31% |
$2.5M - $2.52M
|
20K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-5.66K- 2.94% |
$596K - $601K
|
187K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.28K+ 26.21% |
$134K - $135K
|
6.14K
$652K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
16.9K+ 62.38% |
$1.78M - $1.8M
|
44K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-20.9K- 85.3% |
$2.21M - $2.23M
|
3.61K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
187+ 5.41% |
$19.7K - $19.9K
|
3.64K
$387K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-500- 25.0% |
$52.7K - $53.1K
|
1.5K
$159K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.04K- 4.6% |
$109K - $110K
|
21.5K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-905- 7.36% |
$95.3K - $96.1K
|
11.4K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-417- 1.5% |
$43.9K - $44.3K
|
27.4K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-287- 1.57% |
$30.2K - $30.5K
|
17.9K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.38K+ 2.53% |
$566K - $571K
|
218K
$23.1M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.05% |
$527 - $531
|
10.1K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
13.8K+ 195.78% |
$1.45M - $1.46M
|
20.8K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.81K+ 29.18% |
$928K - $936K
|
39K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
447New |
$47.1K - $47.5K
|
447
$47.5K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5New |
$527 - $531
|
5
$531
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
795New |
$83.7K - $84.5K
|
795
$84.4K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.13K- 2.59% |
$119K - $120K
|
42.5K
$4.51M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.88% |
$2K - $2.02K
|
2.17K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-5.36K- 3.04% |
$565K - $570K
|
171K
$18.2M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.1K+ 13.38% |
$1.48M - $1.5M
|
119K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
645+ 2.08% |
$67.9K - $68.5K
|
31.7K
$3.36M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.71K+ 15.51% |
$180K - $181K
|
12.7K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.88K- 21.6% |
$303K - $306K
|
10.4K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.81K+ 10.53% |
$296K - $299K
|
29.5K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
13.8K+ 20.94% |
$1.45M - $1.47M
|
79.7K
$8.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 31.03% |
$192K - $193K
|
4.04K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.59K- 5.62% |
$273K - $275K
|
43.5K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
84+ 2.39% |
$8.85K - $8.92K
|
3.61K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3+ 0.01% |
$316 - $319
|
29.5K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.84K- 3.94% |
$299K - $302K
|
69.3K
$7.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.9K- 9.42% |
$1.15M - $1.16M
|
105K
$11.1M
|