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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
30+ 1.35% |
$3.12K - $3.14K
|
2.25K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
26+ 0.54% |
$2.71K - $2.72K
|
4.82K
$508K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
23+ 1.07% |
$2.39K - $2.41K
|
2.17K
$229K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 3.54% |
$1.46K - $1.47K
|
409
$43.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 0.16% |
$1.25K - $1.26K
|
7.32K
$772K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 10.0% |
$832 - $838
|
88
$9.28K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5+ 0.26% |
$520 - $524
|
1.93K
$204K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4New |
$416 - $419
|
4
$422
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.67% |
$104 - $105
|
150
$15.8K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
168KNew |
$17.6M - $17.7M
|
168K
$17.7M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
34.9KNew |
$3.66M - $3.68M
|
34.9K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
26.9K+ 10.92% |
$2.81M - $2.83M
|
273K
$28.8M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13.6KNew |
$1.43M - $1.44M
|
13.6K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 8.55% |
$1.06M - $1.07M
|
129K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.46KNew |
$781K - $787K
|
7.46K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.62K+ 28.21% |
$693K - $698K
|
30.1K
$3.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.48K+ 6.73% |
$469K - $472K
|
71K
$7.49M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92K+ 128.43% |
$410K - $413K
|
6.97K
$735K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.87K+ 16.96% |
$405K - $407K
|
26.7K
$2.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
3.1K+ 6.04% |
$325K - $327K
|
54.4K
$5.74M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.81KNew |
$295K - $296K
|
2.81K
$297K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.57K+ 33.09% |
$269K - $271K
|
10.3K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$260K - $262K
|
2.48K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.38KNew |
$249K - $251K
|
2.38K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.23KNew |
$233K - $235K
|
2.23K
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$230K - $232K
|
2.2K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.05KNew |
$214K - $216K
|
2.05K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$209K - $211K
|
2K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.97KNew |
$206K - $207K
|
1.97K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$200K - $202K
|
1.91K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.7K+ 247.81% |
$178K - $179K
|
2.38K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.03KNew |
$108K - $109K
|
1.03K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
800+ 16.17% |
$83.8K - $84.3K
|
5.75K
$606K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
543+ 16.31% |
$56.9K - $57.2K
|
3.87K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
200+ 6.2% |
$20.9K - $21.1K
|
3.43K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
142+ 31.56% |
$14.9K - $15K
|
592
$62.5K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
129New |
$13.5K - $13.6K
|
129
$13.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
73New |
$7.65K - $7.7K
|
73
$7.7K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69New |
$7.23K - $7.27K
|
69
$7.28K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
39+ 24.22% |
$4.08K - $4.11K
|
200
$21.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
36+ 39.56% |
$3.77K - $3.8K
|
127
$13.4K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
31+ 1.34% |
$3.25K - $3.27K
|
2.34K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
16+ 0.33% |
$1.68K - $1.69K
|
4.91K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5New |
$524 - $527
|
5
$527
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.01% |
$105 - $105
|
12.7K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$105 - $105
|
1
$105
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33.4K+ 12.02% |
$3.43M - $3.52M
|
311K
$32.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
31.3K+ 155.68% |
$3.21M - $3.3M
|
51.4K
$5.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
28.5KNew |
$2.92M - $3.01M
|
28.5K
$3.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$1.86M - $1.92M
|
18.2K
$1.92M
|
|