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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
286+ 1.26% |
$30.1K - $30.4K
|
22.9K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
280New |
$29.5K - $29.7K
|
280
$29.7K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
280+ 7.66% |
$29.5K - $29.7K
|
3.93K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
275New |
$29K - $29.2K
|
275
$29.2K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
261+ 4.46% |
$27.5K - $27.7K
|
6.12K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
255+ 2.12% |
$26.9K - $27.1K
|
12.3K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
255+ 3.77% |
$26.9K - $27.1K
|
7.02K
$745K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
252New |
$26.5K - $26.8K
|
252
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
242+ 1.36% |
$25.5K - $25.7K
|
18K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
238New |
$25.1K - $25.3K
|
238
$25.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
236+ 1.01% |
$24.9K - $25.1K
|
23.6K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
225+ 1.64% |
$23.7K - $23.9K
|
13.9K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
217+ 4.29% |
$22.9K - $23.1K
|
5.28K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
194New |
$20.4K - $20.6K
|
194
$20.6K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
189+ 4.13% |
$19.9K - $20.1K
|
4.76K
$506K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
187+ 5.41% |
$19.7K - $19.9K
|
3.64K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
184+ 2.41% |
$19.4K - $19.5K
|
7.81K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
172+ 1.32% |
$18.1K - $18.3K
|
13.2K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
170+ 0.51% |
$17.9K - $18.1K
|
33.7K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
157+ 27.07% |
$16.5K - $16.7K
|
737
$78.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
157+ 22.59% |
$16.5K - $16.7K
|
852
$90.5K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
142+ 3.73% |
$15K - $15.1K
|
3.95K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
142+ 1.74% |
$15K - $15.1K
|
8.32K
$884K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
129+ 3.96% |
$13.6K - $13.7K
|
3.39K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
115+ 5.13% |
$12.1K - $12.2K
|
2.36K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
114New |
$12K - $12.1K
|
114
$12.1K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
105+ 1.41% |
$11.1K - $11.2K
|
7.58K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
100+ 1.44% |
$10.5K - $10.6K
|
7.03K
$747K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 3.39% |
$10.5K - $10.6K
|
3.05K
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
97+ 0.72% |
$10.2K - $10.3K
|
13.5K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
94+ 2.66% |
$9.9K - $9.99K
|
3.63K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
87New |
$9.16K - $9.24K
|
87
$9.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
86New |
$9.06K - $9.14K
|
86
$9.13K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
84+ 2.39% |
$8.85K - $8.92K
|
3.61K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
75+ 4.46% |
$7.9K - $7.97K
|
1.76K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
75+ 1.77% |
$7.9K - $7.97K
|
4.31K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 1.44% |
$7.27K - $7.33K
|
4.85K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
69+ 2.06% |
$7.27K - $7.33K
|
3.42K
$363K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 16.14% |
$7.06K - $7.12K
|
482
$51.2K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
62+ 1.32% |
$6.53K - $6.59K
|
4.75K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
60+ 2.16% |
$6.32K - $6.37K
|
2.84K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
60+ 0.39% |
$6.32K - $6.37K
|
15.6K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
60+ 0.72% |
$6.32K - $6.37K
|
8.37K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
59+ 2.66% |
$6.21K - $6.27K
|
2.27K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
48+ 0.84% |
$5.05K - $5.1K
|
5.73K
$608K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.29% |
$4.63K - $4.67K
|
1.97K
$209K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
43+ 1.65% |
$4.53K - $4.57K
|
2.64K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.13% |
$4K - $4.04K
|
29.2K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 0.46% |
$3.79K - $3.82K
|
7.81K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
35+ 0.27% |
$3.69K - $3.72K
|
13.2K
$1.4M
|