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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4K- 9.64% |
$411K - $417K
|
37.5K
$4.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.9K- 43.36% |
$401K - $407K
|
5.1K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.4K- 60.47% |
$350K - $355K
|
2.23K
$239K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.2K- 69.16% |
$329K - $334K
|
1.43K
$153K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.9K- 3.03% |
$298K - $302K
|
92.7K
$9.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.54K- 50.42% |
$261K - $265K
|
2.5K
$268K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.53K- 10.46% |
$260K - $264K
|
21.7K
$2.32M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.23K- 15.5% |
$229K - $233K
|
12.2K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.1K- 14.11% |
$216K - $219K
|
12.8K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.7K- 26.89% |
$175K - $178K
|
4.63K
$497K
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.62K- 44.94% |
$167K - $169K
|
1.99K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.09K- 24.26% |
$112K - $114K
|
3.4K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-943- 31.67% |
$97K - $98.3K
|
2.04K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-480- 22.77% |
$49.4K - $50K
|
1.63K
$175K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 7.23% |
$39.6K - $40.1K
|
4.94K
$530K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-384- 1.75% |
$39.5K - $40K
|
21.6K
$2.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-292- 2.44% |
$30K - $30.4K
|
11.7K
$1.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-235- 8.11% |
$24.2K - $24.5K
|
2.66K
$286K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-195- 7.08% |
$20K - $20.3K
|
2.56K
$274K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-155- 6.58% |
$15.9K - $16.2K
|
2.2K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-106- 7.48% |
$10.9K - $11.1K
|
1.31K
$141K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-70- 3.37% |
$7.2K - $7.3K
|
2.01K
$215K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 13.19% |
$5.14K - $5.21K
|
329
$35.3K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-244K- 94.47% |
$25.2M - $25.6M
|
14.3K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-123K- 11.68% |
$12.7M - $12.9M
|
931K
$99.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-57.2K- 48.63% |
$5.91M - $6.01M
|
60.5K
$6.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-31.7K- 49.1% |
$3.27M - $3.33M
|
32.8K
$3.52M
|
|
|
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
$214K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9K- 8.59% |
$1.22M - $1.25M
|
126K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.33K- 30.35% |
$963K - $979K
|
21.4K
$2.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.03K- 62.38% |
$416K - $423K
|
2.43K
$260K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.04K- 77.5% |
$313K - $319K
|
881
$94.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.4K- 77.42% |
$248K - $252K
|
700
$75K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.92K- 24.69% |
$198K - $202K
|
5.86K
$628K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.91K- 36.02% |
$197K - $201K
|
3.4K
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.9K- 35.83% |
$196K - $199K
|
3.4K
$365K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.69K- 3.58% |
$174K - $177K
|
45.5K
$4.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 35.63% |
$111K - $113K
|
1.95K
$209K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-454- 31.99% |
$46.9K - $47.7K
|
965
$103K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-402- 16.99% |
$41.5K - $42.2K
|
1.96K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-275- 9.63% |
$28.4K - $28.9K
|
2.58K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-192- 3.26% |
$19.8K - $20.2K
|
5.7K
$611K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-185- 9.47% |
$19.1K - $19.4K
|
1.77K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-150- 1.15% |
$15.5K - $15.8K
|
12.8K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-145- 15.34% |
$15K - $15.2K
|
800
$85.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-85- 2.48% |
$8.78K - $8.93K
|
3.34K
$358K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-195K- 99.83% |
$20.1M - $20.5M
|
338
$36.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-5.26K- 60.43% |
$543K - $553K
|
3.45K
$369K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.02K- 47.55% |
$208K - $212K
|
2.22K
$238K
|
|