Latest Institutional Purchases of Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
118
New
$12.1K - $12.3K
118 $12.7K
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

BUY
 -
98
+ 0.19%
$10.1K - $10.2K
50.7K $5.43M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
78
New
$8.02K - $8.13K
78 $8.36K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
72
New
$7.4K - $7.51K
72 $7.72K
Nov 13, 2023 Q3 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
19
+ 0.54%
$1.95K - $1.98K
3.51K $377K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
12
+ 0.6%
$1.23K - $1.25K
2.02K $217K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
11
+ 0.49%
$1.13K - $1.15K
2.24K $240K
Nov 09, 2023 Q3 2023
Antonetti Capital Management LLC

BUY
 -
5
+ 0.14%
$514 - $521
3.52K $377K
Q2 2023
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
52.3K
New
$5.4M - $5.49M
52.3K $5.61M
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
5.52K
New
$570K - $579K
5.52K $591K
Aug 07, 2023 Q2 2023
Grandfield & Dodd, LLC

BUY
 -
3.74K
New
$386K - $392K
3.74K $400K
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
2.01K
New
$208K - $211K
2.01K $216K
Aug 04, 2023 Q2 2023
Lyell Wealth Management, LP

BUY
 -
2K
New
$206K - $210K
2K $214K
Jul 24, 2023 Q2 2023
Rye Brook Capital LLC

BUY
 -
1.4K
New
$145K - $147K
1.4K $150K
Jul 26, 2023 Q2 2023
Oakwell Private Wealth Management, LLC

BUY
 -
1.28K
+ 5.13%
$132K - $135K
26.3K $2.82M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.28K
+ 132.99%
$132K - $135K
2.25K $241K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
1.28K
+ 74.9%
$132K - $134K
2.98K $320K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
637
New
$65.8K - $66.9K
637 $68.3K
Jul 21, 2023 Q2 2023
Capital Wealth Alliance, LLC

BUY
 -
478
+ 9.85%
$49.3K - $50.2K
5.33K $571K
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
458
New
$47.3K - $48.1K
458 $49.1K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
88
New
$9.09K - $9.24K
88 $9.43K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
78
New
$8.05K - $8.19K
78 $8.36K
Aug 04, 2023 Q2 2023
West Branch Capital LLC

BUY
 -
1
+ 0.95%
$103 - $105
106 $11.4K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
9.88M
New
$1.02B - $1.04B
9.88M $1.06B
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
185K
New
$19.1M - $19.4M
185K $19.8M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
55.1K
New
$5.69M - $5.79M
55.1K $5.9M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
12.7K
New
$1.32M - $1.34M
12.7K $1.37M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
11.5K
+ 5.57%
$1.19M - $1.21M
218K $23.4M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
10.4K
New
$1.08M - $1.1M
10.4K $1.12M
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
4.48K
New
$463K - $471K
4.48K $480K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.56K
New
$264K - $269K
2.56K $274K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
2.47K
New
$255K - $259K
2.47K $265K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2.32K
New
$240K - $244K
2.32K $249K
May 15, 2023 Q1 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
2.31K
New
$239K - $243K
2.31K $248K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.16K
New
$223K - $227K
2.16K $232K
May 15, 2023 Q1 2023
Meeder Asset Management Inc

BUY
 -
1.51K
+ 9.19%
$156K - $158K
17.9K $1.92M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
827
+ 82.7%
$85.4K - $87K
1.83K $196K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
500
+ 25.0%
$51.7K - $52.6K
2.5K $268K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
494
New
$51K - $51.9K
494 $53K
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
345
+ 17.25%
$35.6K - $36.3K
2.35K $251K
Apr 25, 2023 Q1 2023
Hendershot Investments Inc.

BUY
 -
231
+ 140.0%
$23.9K - $24.3K
396 $42.5K
Apr 27, 2023 Q1 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
86
+ 2.77%
$8.88K - $9.04K
3.19K $342K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
84
New
$8.68K - $8.83K
84 $9.01K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
35
New
$3.62K - $3.68K
35 $3.75K
Apr 04, 2023 Q1 2023
Boston Standard Wealth Management, LLC

BUY
 -
6
+ 0.28%
$620 - $631
2.17K $232K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
5
+ 0.24%
$517 - $526
2.12K $227K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2
New
$207 - $210
2 $214
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.41%
$103 - $105
245 $26.3K
Q4 2022
Jan 26, 2023 Q4 2022
Financial Council Asset Management Inc

BUY
 -
156K
New
$16M - $16.3M
156K $16.8M

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