Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.04K- 21.43% |
$209K - $215K
|
7.46K
$792K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.79K- 12.25% |
$183K - $188K
|
12.8K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.19K- 31.75% |
$122K - $125K
|
2.56K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-759- 27.79% |
$77.9K - $80K
|
1.97K
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-300- 6.45% |
$30.8K - $31.6K
|
4.35K
$462K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-105- 0.7% |
$10.8K - $11.1K
|
14.9K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-95- 11.95% |
$9.75K - $10K
|
700
$74.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-26- 0.98% |
$2.67K - $2.74K
|
2.62K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-7- 3.38% |
$718 - $738
|
200
$21.2K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-135K- 56.66% |
$13.9M - $14.1M
|
103K
$11M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-23.1K- 59.18% |
$2.37M - $2.41M
|
15.9K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-23K- 82.64% |
$2.36M - $2.39M
|
4.82K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-20.2K- 23.76% |
$2.08M - $2.11M
|
64.9K
$6.89M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.9K- 42.19% |
$1.43M - $1.45M
|
19.1K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-12K- 69.12% |
$1.24M - $1.25M
|
5.37K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-9.9K- 11.87% |
$1.02M - $1.03M
|
73.5K
$7.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.48K- 10.92% |
$769K - $780K
|
61K
$6.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-5.04K- 1.7% |
$518K - $525K
|
291K
$30.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4.01K- 16.82% |
$412K - $418K
|
19.8K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4K- 9.64% |
$411K - $417K
|
37.5K
$3.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.9K- 43.36% |
$401K - $407K
|
5.1K
$541K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.4K- 60.47% |
$350K - $355K
|
2.23K
$236K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.2K- 69.16% |
$329K - $334K
|
1.43K
$152K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.9K- 3.03% |
$298K - $302K
|
92.7K
$9.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.54K- 50.42% |
$261K - $265K
|
2.5K
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.53K- 10.46% |
$260K - $264K
|
21.7K
$2.3M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.23K- 15.5% |
$229K - $233K
|
12.2K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.1K- 14.11% |
$216K - $219K
|
12.8K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.7K- 26.89% |
$175K - $178K
|
4.63K
$492K
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.62K- 44.94% |
$167K - $169K
|
1.99K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.09K- 24.26% |
$112K - $114K
|
3.4K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-943- 31.67% |
$97K - $98.3K
|
2.04K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-480- 22.77% |
$49.4K - $50K
|
1.63K
$173K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 7.23% |
$39.6K - $40.1K
|
4.94K
$525K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-384- 1.75% |
$39.5K - $40K
|
21.6K
$2.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-292- 2.44% |
$30K - $30.4K
|
11.7K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-235- 8.11% |
$24.2K - $24.5K
|
2.66K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-195- 7.08% |
$20K - $20.3K
|
2.56K
$272K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-155- 6.58% |
$15.9K - $16.2K
|
2.2K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-106- 7.48% |
$10.9K - $11.1K
|
1.31K
$139K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-70- 3.37% |
$7.2K - $7.3K
|
2.01K
$213K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 13.19% |
$5.14K - $5.21K
|
329
$34.9K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-244K- 94.47% |
$25.2M - $25.6M
|
14.3K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-123K- 11.68% |
$12.7M - $12.9M
|
931K
$98.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-57.2K- 48.63% |
$5.91M - $6.01M
|
60.5K
$6.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-31.7K- 49.1% |
$3.27M - $3.33M
|
32.8K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-28.6KClosed |
$2.95M - $3M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 88.7% |
$1.62M - $1.65M
|
2K
$212K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9K- 8.59% |
$1.22M - $1.25M
|
126K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.33K- 30.35% |
$963K - $979K
|
21.4K
$2.27M
|
|