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
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34New |
$3.58K - $3.61K
|
34
$3.61K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
33+ 0.65% |
$3.47K - $3.51K
|
5.1K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
32+ 0.38% |
$3.37K - $3.4K
|
8.42K
$894K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
31+ 0.38% |
$3.26K - $3.29K
|
8.24K
$875K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
31New |
$3.26K - $3.29K
|
31
$3.29K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.31% |
$2.53K - $2.55K
|
7.7K
$817K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
23+ 0.39% |
$2.42K - $2.44K
|
5.91K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22+ 1.13% |
$2.32K - $2.34K
|
1.97K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
22+ 0.19% |
$2.32K - $2.34K
|
11.8K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
21+ 0.1% |
$2.21K - $2.23K
|
20.1K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
20+ 0.1% |
$2.11K - $2.12K
|
19.9K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.88% |
$2K - $2.02K
|
2.17K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19+ 0.38% |
$2K - $2.02K
|
5K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18+ 0.53% |
$1.9K - $1.91K
|
3.39K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
15+ 0.14% |
$1.58K - $1.59K
|
10.7K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14+ 0.55% |
$1.47K - $1.49K
|
2.55K
$271K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12+ 0.44% |
$1.26K - $1.27K
|
2.72K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.38% |
$1.26K - $1.27K
|
3.14K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
12+ 0.41% |
$1.26K - $1.27K
|
2.92K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12+ 0.29% |
$1.26K - $1.27K
|
4.18K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$1.26K - $1.27K
|
12.2K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11+ 0.3% |
$1.16K - $1.17K
|
3.65K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.2% |
$1.16K - $1.17K
|
5.51K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11+ 0.3% |
$1.16K - $1.17K
|
3.68K
$391K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.37% |
$948 - $956
|
2.42K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 700.0% |
$737 - $744
|
8
$849
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.36% |
$737 - $744
|
1.93K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$737 - $744
|
13.1K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.18% |
$632 - $637
|
3.42K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5New |
$527 - $531
|
5
$531
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.05% |
$527 - $531
|
10.1K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4New |
$421 - $425
|
4
$425
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.08% |
$421 - $425
|
4.79K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$316 - $319
|
3
$319
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$316 - $319
|
23.3K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3+ 0.01% |
$316 - $319
|
29.5K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$316 - $319
|
799
$84.8K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.08% |
$211 - $212
|
2.57K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2+ 0.03% |
$211 - $212
|
6.51K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2+ 0.04% |
$211 - $212
|
5.57K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.09% |
$211 - $212
|
2.12K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$105 - $106
|
1
$106
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
73.1KNew |
$7.68M - $7.77M
|
73.1K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
43.1K+ 13.85% |
$4.52M - $4.58M
|
354K
$37.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.7K+ 277.13% |
$2.7M - $2.73M
|
35K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18KNew |
$1.89M - $1.91M
|
18K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5KNew |
$1.63M - $1.65M
|
15.5K
$1.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.5KNew |
$1.2M - $1.22M
|
11.5K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
10KNew |
$1.05M - $1.06M
|
10K
$1.06M
|
|