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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-43- 1.19% |
$4.51K - $4.57K
|
3.58K
$380K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17- 0.33% |
$1.78K - $1.81K
|
5.08K
$539K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8- 0.42% |
$840 - $850
|
1.91K
$203K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-4Closed |
$420 - $425
|
0
$0
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195K- 97.77% |
$20.3M - $20.7M
|
4.44K
$471K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-67.9K- 99.96% |
$7.09M - $7.22M
|
28
$2.97K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 6.9% |
$1.85M - $1.89M
|
240K
$25.4M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.21K- 17.0% |
$751K - $766K
|
35.2K
$3.74M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.47K- 63.61% |
$571K - $582K
|
3.13K
$332K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.91K- 52.83% |
$512K - $522K
|
4.39K
$466K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.77K- 71.32% |
$497K - $507K
|
1.92K
$204K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-3.37K- 36.22% |
$351K - $358K
|
5.93K
$629K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.96K- 2.06% |
$308K - $314K
|
140K
$14.9M
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.5K- 15.96% |
$261K - $266K
|
13.2K
$1.4M
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.23KClosed |
$232K - $237K
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.12K- 46.88% |
$221K - $225K
|
2.4K
$255K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.8K- 6.77% |
$188K - $192K
|
24.9K
$2.64M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.79K- 47.65% |
$187K - $191K
|
1.97K
$209K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.58K- 44.97% |
$165K - $168K
|
1.94K
$205K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.54K- 38.59% |
$161K - $164K
|
2.45K
$260K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.14K- 32.07% |
$119K - $121K
|
2.42K
$257K
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1K- 2.33% |
$104K - $106K
|
41.9K
$4.45M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-843- 1.33% |
$87.9K - $89.6K
|
62.3K
$6.62M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-805- 4.28% |
$84K - $85.6K
|
18K
$1.91M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-575- 20.48% |
$60K - $61.1K
|
2.23K
$237K
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-572- 14.61% |
$59.7K - $60.8K
|
3.34K
$355K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-532- 2.23% |
$55.5K - $56.6K
|
23.3K
$2.48M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-502- 80.97% |
$52.4K - $53.4K
|
118
$12.5K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-368- 86.79% |
$38.4K - $39.1K
|
56
$5.95K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-326- 8.85% |
$34K - $34.7K
|
3.36K
$357K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-319- 9.18% |
$33.3K - $33.9K
|
3.16K
$335K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-263- 22.73% |
$27.4K - $28K
|
894
$94.9K
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-241- 0.36% |
$25.1K - $25.6K
|
67.6K
$7.17M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-142- 3.9% |
$14.8K - $15.1K
|
3.5K
$372K
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 2.63% |
$10.4K - $10.6K
|
3.7K
$393K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 26.0% |
$9.49K - $9.67K
|
259
$27.5K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 4.44% |
$626 - $638
|
129
$13.7K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1- 0.05% |
$104 - $106
|
2.03K
$215K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$104 - $106
|
8.82K
$936K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-282K- 82.54% |
$29.3M - $29.5M
|
59.6K
$6.33M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-19.1K- 8.85% |
$1.99M - $2.01M
|
197K
$20.9M
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-12.4K- 86.0% |
$1.29M - $1.3M
|
2.02K
$215K
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6.5K- 15.29% |
$676K - $681K
|
36K
$3.82M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.54KClosed |
$576K - $580K
|
0
$0
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.25K- 72.74% |
$442K - $445K
|
1.59K
$169K
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.63KClosed |
$274K - $276K
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.55K- 19.21% |
$265K - $267K
|
10.7K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.27K- 41.28% |
$236K - $238K
|
3.23K
$343K
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2K- 5.23% |
$208K - $210K
|
36.3K
$3.85M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 32.56% |
$194K - $195K
|
3.86K
$410K
|