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 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
73.1KNew |
$7.68M - $7.77M
|
73.1K
$7.84M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.7K+ 277.13% |
$2.7M - $2.73M
|
35K
$3.75M
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18KNew |
$1.89M - $1.91M
|
18K
$1.93M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5KNew |
$1.63M - $1.65M
|
15.5K
$1.66M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.5KNew |
$1.2M - $1.22M
|
11.5K
$1.23M
|
|
Feb 05, 2025
Q4 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
10KNew |
$1.05M - $1.06M
|
10K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
8.8KNew |
$923K - $934K
|
8.8K
$943K
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8.54KNew |
$896K - $907K
|
8.54K
$916K
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
8.4KNew |
$881K - $892K
|
8.4K
$901K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.29KNew |
$765K - $774K
|
7.29K
$782K
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.79K+ 86.79% |
$712K - $721K
|
14.6K
$1.57M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.63K+ 26.38% |
$590K - $597K
|
27K
$2.89M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.25K+ 105.32% |
$551K - $558K
|
10.2K
$1.1M
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
BUY
|
- |
5.2K+ 105.58% |
$546K - $552K
|
10.1K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.13KNew |
$434K - $439K
|
4.13K
$443K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$400K - $405K
|
3.82K
$409K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
3.8KNew |
$398K - $403K
|
3.8K
$407K
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.55K+ 14.12% |
$372K - $377K
|
28.7K
$3.07M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.42K+ 145.4% |
$359K - $363K
|
5.77K
$618K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.88K+ 7.86% |
$302K - $306K
|
39.5K
$4.23M
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.7KNew |
$284K - $287K
|
2.7K
$290K
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57KNew |
$270K - $273K
|
2.57K
$276K
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.54KNew |
$266K - $269K
|
2.54K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.37KNew |
$249K - $252K
|
2.37K
$255K
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2.37KNew |
$249K - $252K
|
2.37K
$254K
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
2.37KNew |
$248K - $251K
|
2.37K
$254K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.29KNew |
$241K - $243K
|
2.29K
$246K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.15KNew |
$225K - $228K
|
2.15K
$230K
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2K+ 42.11% |
$210K - $212K
|
6.75K
$724K
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.95KNew |
$205K - $207K
|
1.95K
$209K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.94KNew |
$204K - $206K
|
1.94K
$208K
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.94KNew |
$203K - $205K
|
1.94K
$207K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
1.42K+ 19.09% |
$149K - $151K
|
8.85K
$949K
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
950+ 3.56% |
$99.7K - $101K
|
27.6K
$2.96M
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
707+ 25.06% |
$74.2K - $75.1K
|
3.53K
$378K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
659New |
$69.2K - $70K
|
659
$70.7K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
546+ 27.53% |
$57.3K - $58K
|
2.53K
$271K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
450+ 10.0% |
$47.2K - $47.8K
|
4.95K
$531K
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
378+ 3.94% |
$39.7K - $40.1K
|
9.98K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
234+ 8.82% |
$24.6K - $24.9K
|
2.89K
$310K
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200New |
$21K - $21.2K
|
200
$21.4K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198+ 48.18% |
$20.8K - $21K
|
609
$65.3K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
174+ 5.24% |
$18.3K - $18.5K
|
3.5K
$375K
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
156+ 5.72% |
$16.4K - $16.6K
|
2.89K
$309K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
144New |
$15.1K - $15.3K
|
144
$15.4K
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
118New |
$12.4K - $12.5K
|
118
$12.7K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
83+ 4.35% |
$8.71K - $8.81K
|
1.99K
$214K
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
79+ 3.42% |
$8.29K - $8.39K
|
2.39K
$256K
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
79+ 2.28% |
$8.29K - $8.39K
|
3.54K
$380K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$6.51K - $6.58K
|
62
$6.65K
|