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 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-138- 5.5% |
$14.4K - $14.5K
|
2.37K
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-119- 0.32% |
$12.4K - $12.5K
|
36.9K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$7.8K - $7.86K
|
28.4K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49- 59.04% |
$5.1K - $5.14K
|
34
$3.65K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-31- 0.77% |
$3.23K - $3.25K
|
4K
$429K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 32.35% |
$1.14K - $1.15K
|
23
$2.47K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-15.5K- 64.88% |
$1.62M - $1.63M
|
8.38K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 24.49% |
$969K - $975K
|
28.5K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.35K- 66.56% |
$456K - $459K
|
2.19K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.5K- 72.84% |
$367K - $369K
|
1.31K
$140K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 50.0% |
$264K - $266K
|
2.52K
$271K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 33.33% |
$262K - $264K
|
5K
$536K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.75K- 5.01% |
$183K - $184K
|
33.2K
$3.56M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.34K- 8.04% |
$141K - $142K
|
15.4K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-912- 12.63% |
$95.5K - $96.1K
|
6.31K
$677K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-762- 19.51% |
$79.8K - $80.3K
|
3.14K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-484Closed |
$50.7K - $51K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-452- 18.15% |
$47.3K - $47.6K
|
2.04K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-332- 80.78% |
$34.8K - $35K
|
79
$8.47K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-290- 12.95% |
$30.4K - $30.6K
|
1.95K
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-210- 7.06% |
$22K - $22.1K
|
2.77K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53- 2.15% |
$5.55K - $5.59K
|
2.41K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-15- 0.71% |
$1.57K - $1.58K
|
2.09K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-14- 0.37% |
$1.47K - $1.48K
|
3.76K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$1.36K - $1.37K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3- 0.02% |
$314 - $316
|
14.9K
$1.6M
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.7K- 81.0% |
$2.03M - $2.08M
|
4.63K
$496K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-11.5K- 61.0% |
$1.18M - $1.21M
|
7.32K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.2K- 60.34% |
$1.05M - $1.08M
|
6.71K
$720K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-8.06K- 84.82% |
$827K - $850K
|
1.44K
$155K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.44K- 64.1% |
$661K - $679K
|
3.61K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-4.07K- 8.47% |
$418K - $430K
|
44K
$4.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.05K- 67.44% |
$416K - $427K
|
1.96K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.04K- 21.43% |
$209K - $215K
|
7.46K
$800K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.79K- 12.25% |
$183K - $188K
|
12.8K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.19K- 31.75% |
$122K - $125K
|
2.56K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-759- 27.79% |
$77.9K - $80K
|
1.97K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-300- 6.45% |
$30.8K - $31.6K
|
4.35K
$466K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-105- 0.7% |
$10.8K - $11.1K
|
14.9K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-95- 11.95% |
$9.75K - $10K
|
700
$75K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-26- 0.98% |
$2.67K - $2.74K
|
2.62K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-7- 3.38% |
$718 - $738
|
200
$21.4K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-135K- 56.66% |
$13.9M - $14.1M
|
103K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-23.1K- 59.18% |
$2.37M - $2.41M
|
15.9K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-20.2K- 23.76% |
$2.08M - $2.11M
|
64.9K
$6.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-12K- 69.12% |
$1.24M - $1.25M
|
5.37K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-9.9K- 11.87% |
$1.02M - $1.03M
|
73.5K
$7.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.48K- 10.92% |
$769K - $780K
|
61K
$6.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-5.04K- 1.7% |
$518K - $525K
|
291K
$31.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4.01K- 16.82% |
$412K - $418K
|
19.8K
$2.12M
|
|