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 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
323+ 4.08% |
$33.7K - $34.3K
|
8.24K
$869K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
317+ 1.59% |
$33.1K - $33.7K
|
20.3K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$31.3K - $31.9K
|
300
$31.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
291+ 8.3% |
$30.4K - $30.9K
|
3.8K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
276+ 7.21% |
$28.8K - $29.3K
|
4.11K
$433K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
271+ 1.63% |
$28.3K - $28.8K
|
16.9K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
267+ 6.42% |
$27.8K - $28.4K
|
4.43K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
263+ 3.66% |
$27.4K - $28K
|
7.45K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243+ 0.47% |
$25.3K - $25.8K
|
51.9K
$5.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
241+ 0.3% |
$25.1K - $25.6K
|
81.6K
$8.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
238+ 0.47% |
$24.8K - $25.3K
|
51.1K
$5.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
235+ 3.6% |
$24.5K - $25K
|
6.77K
$714K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
229+ 8.04% |
$23.9K - $24.3K
|
3.08K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
228+ 7.03% |
$23.8K - $24.2K
|
3.47K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
215+ 2.06% |
$22.4K - $22.9K
|
10.7K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
205+ 1.39% |
$21.4K - $21.8K
|
14.9K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
199+ 2.91% |
$20.8K - $21.2K
|
7.03K
$742K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
197+ 0.93% |
$20.5K - $20.9K
|
21.5K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
186+ 1.43% |
$19.4K - $19.8K
|
13.2K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
184New |
$19.2K - $19.6K
|
184
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
177+ 0.42% |
$18.5K - $18.8K
|
42K
$4.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
160+ 3.62% |
$16.7K - $17K
|
4.58K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
151+ 4.61% |
$15.7K - $16.1K
|
3.43K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
148+ 0.36% |
$15.4K - $15.7K
|
41.4K
$4.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
146+ 2.91% |
$15.2K - $15.5K
|
5.16K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
145+ 0.94% |
$15.1K - $15.4K
|
15.6K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
144+ 5.12% |
$15K - $15.3K
|
2.96K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
117+ 3.29% |
$12.2K - $12.4K
|
3.67K
$387K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
108+ 2.72% |
$11.3K - $11.5K
|
4.08K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
107+ 3.04% |
$11.2K - $11.4K
|
3.63K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
102+ 17.44% |
$10.6K - $10.8K
|
687
$72.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
96+ 2.13% |
$10K - $10.2K
|
4.6K
$485K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 0.29% |
$10K - $10.2K
|
33.5K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
92+ 3.4% |
$9.6K - $9.78K
|
2.8K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
89+ 1.71% |
$9.28K - $9.46K
|
5.31K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
87+ 1.76% |
$9.07K - $9.25K
|
5.04K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
85+ 0.49% |
$8.87K - $9.04K
|
17.5K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
85+ 1.36% |
$8.87K - $9.04K
|
6.33K
$668K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
84+ 2.42% |
$8.76K - $8.93K
|
3.55K
$374K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
80+ 0.52% |
$8.34K - $8.5K
|
15.4K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
78+ 0.49% |
$8.14K - $8.29K
|
16K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
67+ 3.2% |
$6.99K - $7.12K
|
2.16K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
64+ 1.0% |
$6.68K - $6.8K
|
6.45K
$680K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.67% |
$6.68K - $6.8K
|
3.9K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61New |
$6.36K - $6.48K
|
61
$6.43K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
57+ 0.13% |
$5.95K - $6.06K
|
43.3K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
50+ 0.16% |
$5.22K - $5.32K
|
30.7K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
50+ 0.77% |
$5.22K - $5.32K
|
6.52K
$688K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
40+ 0.51% |
$4.17K - $4.25K
|
7.82K
$824K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.17% |
$4.07K - $4.15K
|
23.2K
$2.45M
|