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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.85KClosed |
$295K - $299K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 57.22% |
$294K - $298K
|
2.13K
$226K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.4K- 90.23% |
$248K - $252K
|
260
$27.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.94KClosed |
$200K - $203K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.92KClosed |
$199K - $202K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.53K- 27.35% |
$158K - $160K
|
4.05K
$430K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.46K- 14.19% |
$151K - $153K
|
8.83K
$937K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-874- 23.99% |
$90.3K - $91.7K
|
2.77K
$294K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-741Closed |
$76.6K - $77.7K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-708- 16.58% |
$73.1K - $74.2K
|
3.56K
$378K
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-695Closed |
$71.8K - $72.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-637Closed |
$65.8K - $66.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-475Closed |
$49.1K - $49.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-468Closed |
$48.3K - $49.1K
|
0
$0
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-437Closed |
$45.1K - $45.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-332- 14.15% |
$34.3K - $34.8K
|
2.01K
$214K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 12.76% |
$31K - $31.5K
|
2.05K
$218K
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-297- 4.44% |
$30.7K - $31.1K
|
6.39K
$678K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-280- 73.68% |
$28.9K - $29.4K
|
100
$10.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-200- 6.99% |
$20.7K - $21K
|
2.66K
$282K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$17.7K - $17.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-156- 7.17% |
$16.1K - $16.4K
|
2.02K
$214K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-136- 4.0% |
$14.1K - $14.3K
|
3.27K
$347K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-125Closed |
$12.9K - $13.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-27- 24.32% |
$2.79K - $2.83K
|
84
$8.92K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25Closed |
$2.58K - $2.62K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9Closed |
$930 - $944
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-8- 0.22% |
$826 - $839
|
3.59K
$382K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-6Closed |
$620 - $629
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-300KClosed |
$31.3M - $32.2M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-18.7KClosed |
$1.95M - $2.01M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-9.44KClosed |
$986K - $1.01M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-7.37KClosed |
$770K - $791K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-5.62KClosed |
$587K - $603K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-5.52KClosed |
$576K - $592K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.19KClosed |
$437K - $450K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.12KClosed |
$325K - $334K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.26KClosed |
$236K - $242K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.18KClosed |
$228K - $234K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.17KClosed |
$227K - $233K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.12KClosed |
$222K - $228K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.06KClosed |
$215K - $221K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2KClosed |
$209K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2KClosed |
$209K - $215K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.49KClosed |
$155K - $160K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-729Closed |
$76.2K - $78.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-380Closed |
$39.7K - $40.8K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-372- 9.62% |
$38.9K - $39.9K
|
3.5K
$371K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-350Closed |
$36.6K - $37.6K
|
0
$0
|
|