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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
4.13KNew |
$435K - $439K
|
4.13K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.09K+ 1.77% |
$431K - $435K
|
236K
$25M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4K+ 75.23% |
$421K - $425K
|
9.32K
$990K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.99K+ 39.5% |
$420K - $424K
|
14.1K
$1.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.89K+ 4.34% |
$410K - $414K
|
93.6K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.83K+ 46.15% |
$404K - $407K
|
12.1K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
3.82K+ 25.43% |
$402K - $406K
|
18.8K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.76KNew |
$396K - $399K
|
3.76K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.67K+ 66.58% |
$386K - $390K
|
9.18K
$975K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 18.54% |
$381K - $384K
|
23.1K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.61K+ 6.86% |
$380K - $384K
|
56.2K
$5.97M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.56KNew |
$375K - $378K
|
3.56K
$378K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.56KNew |
$375K - $378K
|
3.56K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.54K+ 3.47% |
$373K - $377K
|
106K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.5K+ 44.52% |
$368K - $372K
|
11.4K
$1.21M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.42KNew |
$360K - $364K
|
3.42K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.38K+ 4.85% |
$355K - $359K
|
72.9K
$7.74M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 4.97% |
$355K - $358K
|
71.2K
$7.56M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.32K+ 780.71% |
$349K - $353K
|
3.74K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.22K+ 12.87% |
$339K - $342K
|
28.3K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.2K+ 3479.35% |
$337K - $340K
|
3.29K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.19K+ 51.75% |
$336K - $339K
|
9.35K
$992K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.13K+ 1.55% |
$330K - $333K
|
205K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.12K+ 281.39% |
$328K - $331K
|
4.22K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.96K+ 4.53% |
$311K - $314K
|
68.2K
$7.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.85K+ 15.18% |
$300K - $303K
|
21.6K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.81K+ 10.53% |
$296K - $299K
|
29.5K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.75K+ 1.32% |
$290K - $292K
|
212K
$22.5M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.74K+ 19.43% |
$288K - $291K
|
16.8K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
2.68K+ 14.76% |
$283K - $285K
|
20.9K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.68KNew |
$283K - $285K
|
2.68K
$285K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
2.66K+ 5.87% |
$280K - $283K
|
48K
$5.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.66KNew |
$280K - $283K
|
2.66K
$282K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.63K+ 76.17% |
$277K - $279K
|
6.08K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.62K+ 5.21% |
$276K - $279K
|
53K
$5.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.58K+ 10.95% |
$271K - $274K
|
26.1K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.54KNew |
$267K - $270K
|
2.54K
$270K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.49K+ 1.73% |
$263K - $265K
|
146K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2.46KNew |
$259K - $261K
|
2.46K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.42K+ 1.99% |
$255K - $257K
|
124K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.42KNew |
$255K - $257K
|
2.42K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.38K+ 77.29% |
$251K - $253K
|
5.46K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.32K+ 5.42% |
$244K - $246K
|
45K
$4.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$244K - $246K
|
2.32K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.31K+ 13.67% |
$243K - $245K
|
19.2K
$2.04M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.29KNew |
$241K - $243K
|
2.29K
$243K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.24KNew |
$236K - $238K
|
2.24K
$238K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.21KNew |
$233K - $235K
|
2.21K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.2KNew |
$232K - $234K
|
2.2K
$234K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.15K+ 28.21% |
$227K - $229K
|
9.79K
$1.04M
|