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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1K+ 7.49% |
$103K - $106K
|
14.4K
$1.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$103K - $105K
|
1K
$105K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
753+ 15.32% |
$77.3K - $79.4K
|
5.67K
$598K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
550New |
$56.4K - $58K
|
550
$58K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
375+ 11.63% |
$38.5K - $39.5K
|
3.6K
$380K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
347New |
$35.6K - $36.6K
|
347
$36.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
334+ 4.66% |
$34.3K - $35.2K
|
7.5K
$792K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
216New |
$22.2K - $22.8K
|
216
$22.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$20.5K - $21.1K
|
200
$21.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$10.3K - $10.5K
|
100
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
72New |
$7.39K - $7.59K
|
72
$7.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
66+ 2.54% |
$6.77K - $6.96K
|
2.67K
$281K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.54K - $1.58K
|
15
$1.58K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11+ 0.43% |
$1.13K - $1.16K
|
2.55K
$269K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$103 - $105
|
472
$49.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $105
|
2.25K
$237K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
140K+ 5760.35% |
$14.5M - $14.7M
|
142K
$15M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
69.6KNew |
$7.19M - $7.3M
|
69.6K
$7.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
63.6KNew |
$6.58M - $6.67M
|
63.6K
$6.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
61.4K+ 322.55% |
$6.35M - $6.44M
|
80.5K
$8.49M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
52.7KNew |
$5.45M - $5.53M
|
52.7K
$5.56M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.2KNew |
$2.19M - $2.22M
|
21.2K
$2.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7KNew |
$1.83M - $1.86M
|
17.7K
$1.87M
|
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$1.25M - $1.27M
|
12.1K
$1.28M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.72KNew |
$694K - $704K
|
6.72K
$709K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
6.55KNew |
$676K - $687K
|
6.55K
$691K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.35K+ 37.54% |
$656K - $666K
|
23.3K
$2.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$615K - $624K
|
5.95K
$628K
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$521K - $529K
|
5.05K
$532K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
3.92KNew |
$405K - $411K
|
3.92K
$414K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.39KNew |
$350K - $355K
|
3.39K
$357K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$288K - $293K
|
2.79K
$295K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.55KNew |
$263K - $267K
|
2.55K
$269K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.41KNew |
$249K - $253K
|
2.41K
$254K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.6KNew |
$165K - $168K
|
1.6K
$169K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
927New |
$95.8K - $97.2K
|
927
$97.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$62K - $62.9K
|
600
$63.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
501New |
$51.8K - $52.5K
|
501
$52.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
450New |
$46.5K - $47.2K
|
450
$47.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
319+ 11.44% |
$33K - $33.5K
|
3.11K
$328K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
200New |
$20.7K - $21K
|
200
$21.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
170New |
$17.6K - $17.8K
|
170
$17.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.18% |
$517 - $524
|
2.72K
$287K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
20.9KNew |
$2.19M - $2.25M
|
20.9K
$2.21M
|
|
|
May 02, 2022
Q1 2022
|
Investment Management Associates Inc
|
BUY
|
- |
15.1KNew |
$1.58M - $1.62M
|
15.1K
$1.59M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$330K - $339K
|
3.16K
$333K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.89K+ 100.21% |
$198K - $203K
|
3.78K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.34KNew |
$140K - $144K
|
1.34K
$142K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
696New |
$72.7K - $74.7K
|
696
$73.4K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
37.2KNew |
$3.99M - $4.01M
|
37.2K
$3.93M
|
|