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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.23KNew |
$233K - $235K
|
2.23K
$236K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$230K - $232K
|
2.2K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.05KNew |
$214K - $216K
|
2.05K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$209K - $211K
|
2K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.97KNew |
$206K - $207K
|
1.97K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$200K - $202K
|
1.91K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.7K+ 247.81% |
$178K - $179K
|
2.38K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.03KNew |
$108K - $109K
|
1.03K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
800+ 16.17% |
$83.8K - $84.3K
|
5.75K
$610K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
200+ 6.2% |
$20.9K - $21.1K
|
3.43K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
142+ 31.56% |
$14.9K - $15K
|
592
$62.9K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
129New |
$13.5K - $13.6K
|
129
$13.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
73New |
$7.65K - $7.7K
|
73
$7.75K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69New |
$7.23K - $7.27K
|
69
$7.33K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
39+ 24.22% |
$4.08K - $4.11K
|
200
$21.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
36+ 39.56% |
$3.77K - $3.8K
|
127
$13.5K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
31+ 1.34% |
$3.25K - $3.27K
|
2.34K
$248K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
16+ 0.33% |
$1.68K - $1.69K
|
4.91K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5New |
$524 - $527
|
5
$531
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.01% |
$105 - $105
|
12.7K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$105 - $105
|
1
$106
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
31.3K+ 155.68% |
$3.21M - $3.3M
|
51.4K
$5.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
28.5KNew |
$2.92M - $3.01M
|
28.5K
$3.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$1.86M - $1.92M
|
18.2K
$1.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
17.3KNew |
$1.78M - $1.83M
|
17.3K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.2KNew |
$1.25M - $1.29M
|
12.2K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
12.1KNew |
$1.24M - $1.28M
|
12.1K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12KNew |
$1.23M - $1.26M
|
12K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.35K+ 23.48% |
$856K - $880K
|
43.9K
$4.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.71K+ 254.05% |
$791K - $813K
|
10.7K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
5.58KNew |
$572K - $588K
|
5.58K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.74KNew |
$486K - $499K
|
4.74K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.5KNew |
$461K - $474K
|
4.5K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.41KNew |
$453K - $465K
|
4.41K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.2KNew |
$431K - $443K
|
4.2K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
3.82KNew |
$392K - $402K
|
3.82K
$405K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.81KNew |
$391K - $402K
|
3.81K
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$383K - $393K
|
3.73K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.4KNew |
$349K - $359K
|
3.4K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.22KNew |
$330K - $339K
|
3.22K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.05KNew |
$313K - $322K
|
3.05K
$324K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2.95KNew |
$303K - $311K
|
2.95K
$313K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.66KNew |
$273K - $280K
|
2.66K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.35KNew |
$241K - $248K
|
2.35K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
2.15KNew |
$221K - $227K
|
2.15K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.04KNew |
$210K - $215K
|
2.04K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.93KNew |
$198K - $203K
|
1.93K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 81.74% |
$173K - $178K
|
3.75K
$398K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$133K - $137K
|
1.3K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
653New |
$67K - $68.9K
|
653
$69.3K
|
|