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 08, 2022
Q4 2021
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
15.5KNew |
$1.66M - $1.67M
|
15.5K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.71KNew |
$290K - $291K
|
2.71K
$285K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.1KNew |
$225K - $225K
|
2.1K
$221K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
378New |
$40.5K - $40.7K
|
378
$39.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50New |
$5.36K - $5.38K
|
50
$5.27K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.69KNew |
$827K - $830K
|
7.69K
$811K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.63KNew |
$283K - $284K
|
2.63K
$277K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.5KNew |
$1.78M - $1.78M
|
16.5K
$1.74M
|
|
|
Oct 18, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.97KNew |
$750K - $752K
|
6.97K
$735K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.1KNew |
$657K - $659K
|
6.1K
$643K
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
928+ 49.23% |
$99.9K - $100K
|
2.81K
$297K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
35New |
$3.77K - $3.78K
|
35
$3.69K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.24KNew |
$134K - $135K
|
1.24K
$131K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
23.9KNew |
$2.57M - $2.58M
|
23.9K
$2.52M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
14.2KNew |
$1.53M - $1.54M
|
14.2K
$1.5M
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.7KNew |
$183K - $184K
|
1.7K
$179K
|
|
|
Feb 04, 2021
Q4 2020
|
Everett Harris & CO
|
BUY
|
- |
1K+ 50.0% |
$108K - $108K
|
3K
$316K
|
|
|
Feb 16, 2021
Q4 2020
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
85+ 3.18% |
$9.15K - $9.19K
|
2.76K
$291K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.12KNew |
$552K - $556K
|
5.12K
$540K
|
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
832+ 7.57% |
$89.6K - $90.3K
|
11.8K
$1.25M
|
|
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
394+ 20.01% |
$42.4K - $42.8K
|
2.36K
$249K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
225+ 3.68% |
$23.7K - $24.3K
|
6.33K
$668K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.3K+ 52.87% |
$224K - $248K
|
6.65K
$702K
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
S.A. Mason LLC
|
BUY
|
- |
1.8KNew |
$192K - $192K
|
1.8K
$190K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
702New |
$74.7K - $75K
|
702
$74.1K
|
|
|
Feb 04, 2020
Q4 2019
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
500New |
$53.2K - $53.4K
|
500
$52.7K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
107KNew |
$11.4M - $11.4M
|
107K
$11.3M
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.82KNew |
$507K - $511K
|
4.82K
$508K
|
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
1.5KNew |
$158K - $159K
|
1.5K
$158K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
1.98KNew |
$207K - $208K
|
1.98K
$208K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
9.97KNew |
$1.04M - $1.05M
|
9.97K
$1.05M
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
594New |
$62.9K - $63K
|
594
$62.7K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$106 - $106
|
1
$105
|
|