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 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 4.16% |
$1.33M - $1.34M
|
317K
$33.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 3.44% |
$1.33M - $1.34M
|
380K
$40.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12K+ 169.79% |
$1.27M - $1.28M
|
19.1K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.9K+ 233.48% |
$1.25M - $1.26M
|
17K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 17.41% |
$1.14M - $1.15M
|
73.1K
$7.76M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.8K+ 30.57% |
$1.13M - $1.14M
|
45.9K
$4.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
10.6K+ 32.15% |
$1.12M - $1.13M
|
43.5K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 0.41% |
$1.1M - $1.11M
|
2.57M
$272M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5K+ 995.05% |
$1.1M - $1.11M
|
11.5K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.99K+ 57.02% |
$1.05M - $1.06M
|
27.5K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
9.91K+ 3.42% |
$1.04M - $1.05M
|
299K
$31.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.6K+ 36.35% |
$1.01M - $1.02M
|
36K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
9.26K+ 10.09% |
$975K - $984K
|
101K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.26K+ 9.6% |
$975K - $984K
|
106K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.08K+ 14.27% |
$956K - $964K
|
72.7K
$7.72M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.81K+ 29.18% |
$928K - $936K
|
39K
$4.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.79KNew |
$925K - $934K
|
8.79K
$933K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.37K+ 16.28% |
$881K - $889K
|
59.8K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.19K+ 17.08% |
$863K - $870K
|
56.2K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
8.03K+ 2.08% |
$845K - $853K
|
394K
$41.8M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.49K+ 275.84% |
$789K - $796K
|
10.2K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.37KNew |
$776K - $783K
|
7.37K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.08K+ 16.17% |
$746K - $752K
|
50.9K
$5.4M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.06K+ 13.0% |
$743K - $750K
|
61.3K
$6.51M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.96KNew |
$733K - $739K
|
6.96K
$739K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.88K+ 138.95% |
$725K - $731K
|
11.8K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
6.51KNew |
$685K - $691K
|
6.51K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.4KNew |
$674K - $680K
|
6.4K
$679K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.39K+ 72.19% |
$673K - $679K
|
15.2K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.34K+ 194.66% |
$668K - $674K
|
9.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.28K+ 4.74% |
$661K - $667K
|
139K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.26K+ 4.17% |
$659K - $665K
|
156K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.19KNew |
$651K - $657K
|
6.19K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.98K+ 9.39% |
$630K - $635K
|
69.7K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.71KNew |
$601K - $607K
|
5.71K
$606K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.43K+ 3.25% |
$572K - $577K
|
172K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.4K+ 26.16% |
$569K - $574K
|
26.1K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.38K+ 2.53% |
$566K - $571K
|
218K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.3K+ 8.04% |
$558K - $563K
|
71.2K
$7.56M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.29KNew |
$557K - $562K
|
5.29K
$562K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 24.1% |
$549K - $554K
|
26.8K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.97K+ 17.97% |
$523K - $528K
|
32.6K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.68K+ 15.65% |
$493K - $497K
|
34.6K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.66K+ 7.83% |
$491K - $495K
|
64.2K
$6.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.62K+ 12.88% |
$486K - $490K
|
40.4K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.61KNew |
$486K - $490K
|
4.61K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.48K+ 17.95% |
$472K - $476K
|
29.5K
$3.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.43K+ 52.16% |
$466K - $471K
|
12.9K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.42K+ 16.67% |
$466K - $470K
|
30.9K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.21K+ 7.32% |
$443K - $447K
|
61.8K
$6.56M
|