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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 9.68% |
$222K - $226K
|
24.1K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08K+ 89.83% |
$216K - $221K
|
4.39K
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 9.01% |
$211K - $215K
|
24.5K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.01K+ 35.28% |
$209K - $213K
|
7.7K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$208K - $212K
|
2K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 6.48% |
$208K - $212K
|
32.7K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 12.1% |
$207K - $211K
|
18.4K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.97KNew |
$205K - $209K
|
1.97K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.95K+ 18.84% |
$203K - $207K
|
12.3K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.93KNew |
$201K - $205K
|
1.93K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.92K+ 33.04% |
$200K - $204K
|
7.71K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.87K+ 20.95% |
$195K - $199K
|
10.8K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.85K+ 1.36% |
$193K - $196K
|
137K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.84K+ 11.48% |
$192K - $196K
|
17.9K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 7.49% |
$185K - $189K
|
25.5K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.74K+ 13.16% |
$181K - $185K
|
14.9K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.73K+ 12.78% |
$181K - $184K
|
15.3K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 32.37% |
$178K - $181K
|
6.96K
$734K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.68K+ 4.1% |
$175K - $178K
|
42.6K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.68K+ 31.23% |
$175K - $178K
|
7.04K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.66K+ 0.96% |
$173K - $176K
|
175K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.64K+ 15.73% |
$171K - $174K
|
12.1K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 1.56% |
$169K - $173K
|
106K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 1.72% |
$168K - $172K
|
95.5K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.52K+ 1.02% |
$159K - $162K
|
151K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.51K+ 0.33% |
$157K - $160K
|
462K
$48.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 45.9% |
$156K - $159K
|
4.77K
$503K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.49KNew |
$155K - $158K
|
1.49K
$157K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.48K+ 10.97% |
$154K - $157K
|
14.9K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.45K+ 10.26% |
$151K - $154K
|
15.6K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.42K+ 22.52% |
$148K - $151K
|
7.74K
$817K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
1.42K+ 10.19% |
$148K - $150K
|
15.3K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.39K+ 15.01% |
$145K - $148K
|
10.6K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.38K+ 11.29% |
$144K - $146K
|
13.6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.36K+ 1.01% |
$142K - $144K
|
136K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.32KNew |
$138K - $140K
|
1.32K
$139K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.27K+ 22.44% |
$133K - $135K
|
6.93K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 3.01% |
$130K - $133K
|
42.7K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24K+ 1.15% |
$129K - $132K
|
109K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.24K+ 11.27% |
$129K - $131K
|
12.2K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.23KNew |
$128K - $131K
|
1.23K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.22K+ 51.66% |
$127K - $129K
|
3.57K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.19K+ 6.28% |
$124K - $127K
|
20.2K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$123K - $125K
|
1.18K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 38.38% |
$122K - $124K
|
4.22K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.13KNew |
$118K - $120K
|
1.13K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.07K+ 1.62% |
$111K - $114K
|
67.1K
$7.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$112K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.05K+ 12.73% |
$109K - $112K
|
9.29K
$980K
|