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
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.51KNew |
$976K - $1M
|
9.51K
$1.02M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.55K+ 42.61% |
$570K - $585K
|
18.6K
$1.99M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.24KNew |
$538K - $552K
|
5.24K
$562K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.11K+ 46.93% |
$524K - $538K
|
16K
$1.71M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.07KNew |
$520K - $535K
|
5.07K
$544K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$495K - $509K
|
4.83K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4K+ 27.03% |
$410K - $422K
|
18.8K
$2.02M
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
3.84K+ 19.81% |
$393K - $404K
|
23.2K
$2.49M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
3.53KNew |
$362K - $372K
|
3.53K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.78KNew |
$285K - $293K
|
2.78K
$298K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.71KNew |
$278K - $285K
|
2.71K
$290K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.67KNew |
$274K - $281K
|
2.67K
$286K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.21K+ 88.76% |
$227K - $233K
|
4.7K
$504K
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2.2KNew |
$226K - $232K
|
2.2K
$236K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2KNew |
$205K - $211K
|
2K
$214K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1K+ 7.49% |
$103K - $106K
|
14.4K
$1.54M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$103K - $105K
|
1K
$107K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
753+ 15.32% |
$77.3K - $79.4K
|
5.67K
$608K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
550New |
$56.4K - $58K
|
550
$59K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
375+ 11.63% |
$38.5K - $39.5K
|
3.6K
$386K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
347New |
$35.6K - $36.6K
|
347
$37.2K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
334+ 4.66% |
$34.3K - $35.2K
|
7.5K
$805K
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
216New |
$22.2K - $22.8K
|
216
$23.2K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$20.5K - $21.1K
|
200
$21.4K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$10.3K - $10.5K
|
100
$10.7K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
72New |
$7.39K - $7.59K
|
72
$7.72K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
66+ 2.54% |
$6.77K - $6.96K
|
2.67K
$286K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.54K - $1.58K
|
15
$1.61K
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11+ 0.43% |
$1.13K - $1.16K
|
2.55K
$274K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$103 - $105
|
472
$50.6K
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $105
|
2.25K
$241K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
140K+ 5760.35% |
$14.5M - $14.7M
|
142K
$15.3M
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
69.6KNew |
$7.19M - $7.3M
|
69.6K
$7.46M
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
63.6KNew |
$6.58M - $6.67M
|
63.6K
$6.82M
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
61.4K+ 322.55% |
$6.35M - $6.44M
|
80.5K
$8.63M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
52.7KNew |
$5.45M - $5.53M
|
52.7K
$5.65M
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.2KNew |
$2.19M - $2.22M
|
21.2K
$2.27M
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7KNew |
$1.83M - $1.86M
|
17.7K
$1.9M
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$1.25M - $1.27M
|
12.1K
$1.3M
|
|
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$935K - $949K
|
9.05K
$970K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.72KNew |
$694K - $704K
|
6.72K
$720K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.35K+ 37.54% |
$656K - $666K
|
23.3K
$2.5M
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$615K - $624K
|
5.95K
$638K
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$521K - $529K
|
5.05K
$541K
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
3.92KNew |
$405K - $411K
|
3.92K
$420K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.39KNew |
$350K - $355K
|
3.39K
$363K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$288K - $293K
|
2.79K
$299K
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.55KNew |
$263K - $267K
|
2.55K
$273K
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.41KNew |
$249K - $253K
|
2.41K
$259K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
927New |
$95.8K - $97.2K
|
927
$99.4K
|