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 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-28- 0.18% |
$2.93K - $2.98K
|
15.7K
$1.69M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-25- 0.66% |
$2.62K - $2.66K
|
3.75K
$402K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-22- 1.16% |
$2.3K - $2.34K
|
1.88K
$202K
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-21- 0.66% |
$2.2K - $2.23K
|
3.16K
$338K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-21- 0.81% |
$2.2K - $2.23K
|
2.56K
$274K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-20- 0.97% |
$2.1K - $2.13K
|
2.04K
$219K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19- 0.6% |
$1.99K - $2.02K
|
3.15K
$338K
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-18- 0.32% |
$1.89K - $1.91K
|
5.55K
$595K
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.61% |
$1.57K - $1.6K
|
2.43K
$261K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14- 0.52% |
$1.47K - $1.49K
|
2.67K
$286K
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13- 1.59% |
$1.36K - $1.38K
|
806
$86.4K
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.05K - $1.06K
|
9.89K
$1.06M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-9- 0.22% |
$943 - $957
|
4.07K
$437K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.02% |
$629 - $638
|
31.2K
$3.34M
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4- 0.15% |
$419 - $425
|
2.65K
$284K
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$210 - $213
|
11.2K
$1.2M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.02% |
$105 - $106
|
5.42K
$581K
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1- 0.04% |
$105 - $106
|
2.67K
$286K
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$105 - $106
|
2.46K
$263K
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-167K- 98.44% |
$17.6M - $17.7M
|
2.64K
$283K
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-28.2K- 90.61% |
$2.97M - $3M
|
2.93K
$314K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-23.7K- 54.31% |
$2.5M - $2.52M
|
20K
$2.14M
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-20.9K- 85.3% |
$2.21M - $2.23M
|
3.61K
$387K
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.9K- 55.66% |
$1.67M - $1.69M
|
12.6K
$1.36M
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 50.43% |
$1.06M - $1.07M
|
9.92K
$1.06M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-7.94KClosed |
$836K - $843K
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-7.27K- 31.31% |
$766K - $772K
|
16K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.99K- 16.96% |
$525K - $530K
|
24.4K
$2.62M
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
SELL
|
- |
-4.52K- 44.01% |
$476K - $481K
|
5.75K
$617K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.98K- 23.16% |
$419K - $422K
|
13.2K
$1.41M
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.9K- 30.71% |
$411K - $414K
|
8.8K
$943K
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.81K- 34.63% |
$296K - $299K
|
5.31K
$569K
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.26K- 30.58% |
$237K - $240K
|
5.12K
$549K
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2.09K- 16.15% |
$220K - $222K
|
10.8K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.83K- 44.8% |
$192K - $194K
|
2.25K
$241K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 31.03% |
$192K - $193K
|
4.04K
$433K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.71K- 23.55% |
$180K - $181K
|
5.54K
$593K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.53K- 30.73% |
$161K - $162K
|
3.44K
$369K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.33K- 20.87% |
$140K - $142K
|
5.06K
$542K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.3K- 33.02% |
$137K - $138K
|
2.64K
$282K
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.01K- 23.11% |
$107K - $108K
|
3.37K
$361K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-947- 12.61% |
$99.7K - $101K
|
6.56K
$703K
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-945- 10.8% |
$99.5K - $100K
|
7.8K
$837K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-880- 19.91% |
$92.7K - $93.5K
|
3.54K
$380K
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-846- 20.42% |
$89.1K - $89.9K
|
3.3K
$353K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-790- 36.41% |
$83.2K - $83.9K
|
1.38K
$148K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-592- 17.91% |
$62.3K - $62.9K
|
2.71K
$291K
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-584- 15.48% |
$61.5K - $62K
|
3.19K
$342K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-473- 19.04% |
$49.8K - $50.3K
|
2.01K
$216K
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-439- 1.61% |
$46.2K - $46.6K
|
26.8K
$2.87M
|