Latest Institutional Purchases of Ishares Short Term National Mu (SUB)
This list provides information on the latest institutional transactions involving Ishares Short Term National Mu (SUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.9K+ 5.69% |
$1.87M - $1.9M
|
332K
$35.3M
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
17.5KNew |
$1.83M - $1.86M
|
17.5K
$1.86M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15.7K+ 6.55% |
$1.64M - $1.67M
|
255K
$27.1M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11.7K+ 30.95% |
$1.22M - $1.24M
|
49.5K
$5.25M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.22K+ 16.52% |
$966K - $981K
|
65K
$6.91M
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.89KNew |
$722K - $733K
|
6.89K
$732K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.89KNew |
$722K - $732K
|
6.89K
$731K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.9K+ 77.6% |
$618K - $627K
|
13.5K
$1.43M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.63K+ 90.11% |
$590K - $599K
|
11.9K
$1.26M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.12KNew |
$536K - $544K
|
5.12K
$543K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 24.7% |
$509K - $517K
|
24.5K
$2.61M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.68K+ 41.06% |
$490K - $497K
|
16.1K
$1.71M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.35K+ 35.1% |
$456K - $462K
|
16.7K
$1.78M
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
3.96K+ 40.08% |
$415K - $421K
|
13.8K
$1.47M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.82K+ 60.44% |
$400K - $406K
|
10.1K
$1.08M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.26KNew |
$237K - $241K
|
2.26K
$240K
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.21KNew |
$232K - $235K
|
2.21K
$235K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 54.29% |
$215K - $218K
|
5.83K
$619K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.02K+ 29.92% |
$211K - $214K
|
8.75K
$929K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.92KNew |
$201K - $204K
|
1.92K
$204K
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.78K+ 20.57% |
$186K - $189K
|
10.4K
$1.11M
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.28K+ 43.97% |
$134K - $136K
|
4.18K
$443K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.1K+ 7.01% |
$115K - $116K
|
16.7K
$1.77M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 15.71% |
$114K - $116K
|
8.01K
$850K
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
805+ 7.19% |
$84.3K - $85.6K
|
12K
$1.27M
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
804+ 9.45% |
$84.2K - $85.5K
|
9.31K
$989K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
633+ 26.86% |
$66.3K - $67.3K
|
2.99K
$317K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
517+ 1.64% |
$54.2K - $55K
|
32K
$3.4M
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
483+ 10.22% |
$50.6K - $51.4K
|
5.21K
$553K
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
448+ 12.07% |
$46.9K - $47.6K
|
4.16K
$442K
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
336+ 6.28% |
$35.2K - $35.7K
|
5.69K
$604K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
245+ 6.02% |
$25.7K - $26.1K
|
4.31K
$458K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
166+ 2.41% |
$17.4K - $17.7K
|
7.05K
$748K
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
60+ 0.76% |
$6.29K - $6.38K
|
7.92K
$841K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
43+ 0.26% |
$4.51K - $4.57K
|
16.6K
$1.76M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 8.08% |
$1.68K - $1.7K
|
214
$22.7K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.27% |
$1.15K - $1.17K
|
4.05K
$430K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6+ 0.2% |
$629 - $638
|
2.94K
$312K
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4+ 0.06% |
$419 - $425
|
6.38K
$678K
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3+ 0.08% |
$314 - $319
|
4K
$425K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.88% |
$105 - $106
|
115
$12.2K
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.39M+ 80.1% |
$147M - $148M
|
3.13M
$332M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
389K+ 146.5% |
$41M - $41.4M
|
655K
$69.6M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
320K+ 5.12% |
$33.7M - $34M
|
6.57M
$698M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193K+ 23.84% |
$20.3M - $20.5M
|
1M
$107M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
186K+ 1914.47% |
$19.6M - $19.8M
|
196K
$20.8M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
180KNew |
$19M - $19.2M
|
180K
$19.2M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
170K+ 695.55% |
$17.9M - $18M
|
194K
$20.6M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
117K+ 172.87% |
$12.4M - $12.5M
|
185K
$19.7M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
105K+ 61.69% |
$11.1M - $11.2M
|
275K
$29.2M
|