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, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.22K- 24.82% |
$127K - $128K
|
3.7K
$393K
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.42% |
$125K - $126K
|
83.6K
$8.89M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.1K- 11.92% |
$114K - $115K
|
8.11K
$862K
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.1K- 8.31% |
$114K - $115K
|
12.1K
$1.29M
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.07K- 3.64% |
$111K - $112K
|
28.3K
$3.01M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 1.97% |
$111K - $112K
|
53K
$5.63M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.06K- 27.81% |
$111K - $111K
|
2.76K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.05K- 20.06% |
$110K - $110K
|
4.2K
$446K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.05K- 26.36% |
$109K - $110K
|
2.93K
$311K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.03K- 10.89% |
$107K - $108K
|
8.43K
$896K
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.03K- 2.89% |
$107K - $107K
|
34.4K
$3.66M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1K- 3.88% |
$104K - $105K
|
24.8K
$2.63M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1K- 22.98% |
$104K - $105K
|
3.35K
$356K
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-965- 17.61% |
$100K - $101K
|
4.52K
$480K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-962- 10.83% |
$100K - $101K
|
7.92K
$842K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-954- 26.07% |
$99.3K - $100K
|
2.71K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-937- 1.43% |
$97.5K - $98.2K
|
64.5K
$6.86M
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-922- 4.68% |
$95.9K - $96.6K
|
18.8K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-903- 16.65% |
$93.9K - $94.6K
|
4.52K
$481K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-863- 11.44% |
$89.8K - $90.4K
|
6.68K
$710K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-859- 26.72% |
$89.4K - $90K
|
2.36K
$250K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-848- 12.5% |
$88.2K - $88.9K
|
5.94K
$631K
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-803- 21.98% |
$83.5K - $84.2K
|
2.85K
$303K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-798- 7.18% |
$83K - $83.6K
|
10.3K
$1.1M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-774- 16.79% |
$80.5K - $81.1K
|
3.84K
$408K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-772- 14.13% |
$80.3K - $80.9K
|
4.69K
$499K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-770- 14.69% |
$80.1K - $80.7K
|
4.47K
$475K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-764- 4.21% |
$79.5K - $80.1K
|
17.4K
$1.85M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-762- 34.65% |
$79.3K - $79.9K
|
1.44K
$153K
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-761- 11.98% |
$79.2K - $79.8K
|
5.59K
$595K
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-756- 8.86% |
$78.7K - $79.2K
|
7.78K
$826K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-743- 97.38% |
$77.3K - $77.9K
|
20
$2.13K
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-726- 2.59% |
$75.5K - $76.1K
|
27.3K
$2.91M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-723- 16.9% |
$75.2K - $75.8K
|
3.56K
$378K
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-717- 1.05% |
$74.6K - $75.1K
|
67.8K
$7.21M
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-710- 2.6% |
$73.9K - $74.4K
|
26.6K
$2.83M
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-700- 8.22% |
$72.8K - $73.4K
|
7.81K
$830K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-681- 18.69% |
$70.9K - $71.4K
|
2.96K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-679- 36.8% |
$70.6K - $71.2K
|
1.17K
$124K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-667- 3.02% |
$69.4K - $69.9K
|
21.4K
$2.28M
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-649- 5.95% |
$67.5K - $68K
|
10.3K
$1.09M
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-628- 6.65% |
$65.3K - $65.8K
|
8.82K
$937K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-625- 3.48% |
$65K - $65.5K
|
17.3K
$1.84M
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-624- 13.75% |
$64.9K - $65.4K
|
3.92K
$416K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-591- 4.23% |
$61.5K - $61.9K
|
13.4K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-576- 3.29% |
$59.9K - $60.4K
|
16.9K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-562- 13.36% |
$58.5K - $58.9K
|
3.65K
$387K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-561- 9.01% |
$58.4K - $58.8K
|
5.66K
$602K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-559- 16.58% |
$58.2K - $58.6K
|
2.81K
$299K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-545- 2.72% |
$56.7K - $57.1K
|
19.5K
$2.07M
|