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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
689K+ 9.7% |
$72.3M - $73.1M
|
7.79M
$826M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
422KNew |
$44.2M - $44.8M
|
422K
$44.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
271K+ 4.54% |
$28.5M - $28.8M
|
6.25M
$663M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
193K+ 21.42% |
$20.3M - $20.5M
|
1.1M
$116M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 23.89% |
$18.7M - $18.9M
|
922K
$97.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
167K+ 6400.0% |
$17.5M - $17.7M
|
170K
$18M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
156K+ 59.83% |
$16.4M - $16.6M
|
418K
$44.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
116KNew |
$12.2M - $12.3M
|
116K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
108K+ 46.17% |
$11.4M - $11.5M
|
343K
$36.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
102K+ 966.29% |
$10.7M - $10.8M
|
112K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
101K+ 20.67% |
$10.6M - $10.8M
|
592K
$62.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100K+ 92.14% |
$10.5M - $10.6M
|
209K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.2K+ 11.59% |
$8.83M - $8.94M
|
810K
$86M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
83.3KNew |
$8.74M - $8.85M
|
83.3K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73.3K+ 6.04% |
$7.69M - $7.78M
|
1.29M
$136M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
73.1KNew |
$7.68M - $7.77M
|
73.1K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
68.8K+ 2.77% |
$7.22M - $7.31M
|
2.56M
$271M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
66.7K+ 9.06% |
$6.99M - $7.08M
|
803K
$85.2M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
66.2K+ 31536.19% |
$6.95M - $7.03M
|
66.4K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66K+ 19.68% |
$6.92M - $7.01M
|
401K
$42.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
64.4K+ 5.33% |
$6.75M - $6.84M
|
1.27M
$135M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
63.8KNew |
$6.69M - $6.77M
|
63.8K
$6.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.9K+ 10.36% |
$6.6M - $6.68M
|
671K
$71.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
61.8K+ 9.55% |
$6.49M - $6.56M
|
709K
$75.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.1K+ 25.36% |
$6.41M - $6.49M
|
302K
$32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 32.99% |
$5.64M - $5.7M
|
217K
$23M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
52.6KNew |
$5.52M - $5.59M
|
52.6K
$5.58M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
46.5KNew |
$4.88M - $4.94M
|
46.5K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
43.7KNew |
$4.59M - $4.64M
|
43.7K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43.3K+ 40.29% |
$4.55M - $4.6M
|
151K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
43.1K+ 13.85% |
$4.52M - $4.58M
|
354K
$37.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
42.8KNew |
$4.49M - $4.54M
|
42.8K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
40.5K+ 248.81% |
$4.25M - $4.31M
|
56.8K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.8K+ 96.4% |
$4.18M - $4.23M
|
81.2K
$8.61M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
38.7KNew |
$4.06M - $4.11M
|
38.7K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
36.8K+ 624.79% |
$3.86M - $3.91M
|
42.7K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
36.3K+ 107.83% |
$3.81M - $3.85M
|
69.9K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.1K+ 3.87% |
$3.58M - $3.62M
|
914K
$97M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33.1K+ 1.25% |
$3.48M - $3.52M
|
2.68M
$284M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
30.3K+ 517.57% |
$3.18M - $3.22M
|
36.2K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
30.1K+ 593.52% |
$3.16M - $3.2M
|
35.2K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
29.4KNew |
$3.09M - $3.13M
|
29.4K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
29.4KNew |
$3.09M - $3.12M
|
29.4K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
28.9K+ 8.1% |
$3.03M - $3.07M
|
385K
$40.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
28.5KNew |
$2.99M - $3.03M
|
28.5K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27.8K+ 65.08% |
$2.91M - $2.95M
|
70.4K
$7.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
27.7KNew |
$2.9M - $2.94M
|
27.7K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.6K+ 81.32% |
$2.79M - $2.83M
|
59.3K
$6.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.7K+ 277.13% |
$2.7M - $2.73M
|
35K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.2K+ 818.72% |
$2.64M - $2.68M
|
28.3K
$3M
|