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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20New |
$2.09K - $2.13K
|
20
$2.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$1.98K - $2.02K
|
19
$2.02K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
12+ 0.37% |
$1.25K - $1.28K
|
3.23K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 12.82% |
$1.04K - $1.06K
|
88
$9.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1New |
$104 - $106
|
1
$106
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
149KNew |
$15.5M - $15.6M
|
149K
$15.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.4K+ 65.92% |
$1.29M - $1.3M
|
31.1K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.4KNew |
$770K - $776K
|
7.4K
$786K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
6.72K+ 46.45% |
$700K - $705K
|
21.2K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.88KNew |
$508K - $511K
|
4.88K
$518K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.52KNew |
$471K - $474K
|
4.52K
$480K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.92KNew |
$303K - $306K
|
2.92K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.64KNew |
$275K - $277K
|
2.64K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.38K+ 3.62% |
$248K - $249K
|
68.1K
$7.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.23K+ 46.52% |
$231K - $233K
|
7.01K
$744K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.9K+ 16.48% |
$197K - $199K
|
13.4K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.28KNew |
$133K - $134K
|
1.28K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
955New |
$99.4K - $100K
|
955
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
807New |
$84K - $84.6K
|
807
$85.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
802New |
$83.4K - $84K
|
802
$85.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
459+ 23.92% |
$47.8K - $48.1K
|
2.38K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
449+ 1.58% |
$46.7K - $47.1K
|
28.9K
$3.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
395+ 11.08% |
$41.1K - $41.4K
|
3.96K
$420K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
362+ 1.39% |
$37.7K - $37.9K
|
26.3K
$2.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
304+ 23.01% |
$31.6K - $31.9K
|
1.63K
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
289New |
$30.1K - $30.3K
|
289
$30.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
271New |
$28.2K - $28.4K
|
271
$28.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
246New |
$25.6K - $25.8K
|
246
$26.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
215+ 11.03% |
$22.4K - $22.5K
|
2.17K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
179New |
$18.6K - $18.8K
|
179
$19K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$10.4K - $10.5K
|
100
$10.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
96+ 3.34% |
$9.99K - $10.1K
|
2.97K
$315K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65New |
$6.76K - $6.81K
|
65
$6.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
55+ 2.79% |
$5.72K - $5.76K
|
2.03K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.2K - $5.24K
|
50
$5.31K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
26+ 0.54% |
$2.71K - $2.72K
|
4.82K
$511K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 3.54% |
$1.46K - $1.47K
|
409
$43.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 0.16% |
$1.25K - $1.26K
|
7.32K
$777K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4New |
$416 - $419
|
4
$425
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.67% |
$104 - $105
|
150
$15.9K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
168KNew |
$17.6M - $17.7M
|
168K
$17.8M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
34.9KNew |
$3.66M - $3.68M
|
34.9K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13.6KNew |
$1.43M - $1.44M
|
13.6K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 8.55% |
$1.06M - $1.07M
|
129K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.46KNew |
$781K - $787K
|
7.46K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.62K+ 28.21% |
$693K - $698K
|
30.1K
$3.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.48K+ 6.73% |
$469K - $472K
|
71K
$7.54M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92K+ 128.43% |
$410K - $413K
|
6.97K
$740K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.38KNew |
$249K - $251K
|
2.38K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.23KNew |
$233K - $235K
|
2.23K
$236K
|
|