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 |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-500- 18.42% |
$51.7K - $52.6K
|
2.21K
$234K
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-440- 15.88% |
$45.5K - $46.3K
|
2.33K
$246K
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-345- 4.27% |
$35.6K - $36.3K
|
7.74K
$817K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 36.84% |
$5.78K - $5.89K
|
96
$10.1K
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$103 - $105
|
2.94K
$310K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-29.8K- 20.04% |
$3.06M - $3.12M
|
119K
$12.6M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-13.8K- 85.05% |
$1.42M - $1.44M
|
2.43K
$257K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-9.97K- 73.74% |
$1.02M - $1.04M
|
3.55K
$375K
|
|
Jan 20, 2023
Q4 2022
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-7.91K- 75.55% |
$811K - $826K
|
2.56K
$270K
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.46K- 76.44% |
$765K - $780K
|
2.3K
$243K
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6K- 46.23% |
$615K - $627K
|
6.98K
$737K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-5.75K- 71.43% |
$589K - $601K
|
2.3K
$243K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 53.63% |
$250K - $255K
|
2.11K
$223K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.21K- 52.65% |
$226K - $231K
|
1.99K
$210K
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.62K- 29.84% |
$166K - $170K
|
3.82K
$403K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.55K- 15.98% |
$159K - $162K
|
8.15K
$861K
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-950- 14.76% |
$97.4K - $99.3K
|
5.49K
$579K
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-843- 4.31% |
$86.4K - $88.1K
|
18.7K
$1.98M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-369- 4.5% |
$37.8K - $38.6K
|
7.84K
$828K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-250- 15.63% |
$25.6K - $26.1K
|
1.35K
$143K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-66- 1.09% |
$6.77K - $6.9K
|
5.97K
$630K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12- 6.42% |
$1.23K - $1.25K
|
175
$18.5K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-38.7K- 56.33% |
$3.97M - $4.08M
|
30K
$3.17M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29K- 67.96% |
$2.97M - $3.05M
|
13.6K
$1.44M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-28.5K- 59.84% |
$2.93M - $3.01M
|
19.1K
$2.02M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-27.7KClosed |
$2.84M - $2.92M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-20.2KClosed |
$2.07M - $2.13M
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 42.29% |
$1.4M - $1.44M
|
18.7K
$1.97M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-11.7K- 58.03% |
$1.2M - $1.24M
|
8.49K
$897K
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-10.7K- 22.18% |
$1.1M - $1.13M
|
37.7K
$3.98M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.08K- 68.7% |
$829K - $852K
|
3.68K
$389K
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-7.81K- 56.48% |
$801K - $823K
|
6.02K
$635K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.29K- 12.14% |
$645K - $663K
|
45.5K
$4.81M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-5.99K- 44.4% |
$614K - $631K
|
7.5K
$792K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-4.39K- 27.59% |
$450K - $463K
|
11.5K
$1.22M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.29K- 49.74% |
$440K - $452K
|
4.33K
$457K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.65K- 38.51% |
$272K - $279K
|
4.23K
$446K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.3K- 16.15% |
$236K - $242K
|
11.9K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.22K- 92.61% |
$228K - $234K
|
177
$18.7K
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.74K- 32.89% |
$178K - $183K
|
3.54K
$374K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.16K- 29.33% |
$119K - $122K
|
2.8K
$296K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 70.66% |
$110K - $113K
|
446
$47.1K
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-900- 30.37% |
$92.3K - $94.9K
|
2.06K
$218K
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-550- 2.17% |
$56.4K - $58K
|
24.8K
$2.61M
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-500- 9.52% |
$51.3K - $52.7K
|
4.75K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-395- 68.46% |
$40.5K - $41.6K
|
182
$19.2K
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-390- 10.25% |
$40K - $41.1K
|
3.42K
$361K
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-367- 7.79% |
$37.7K - $38.7K
|
4.35K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-290- 85.55% |
$29.8K - $30.6K
|
49
$5.17K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-288- 10.09% |
$29.5K - $30.4K
|
2.57K
$271K
|