Purchases and Sales Made in Q1 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES SHORT-TERM NATIONAL MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
391K+ 7.89% |
$40.9M - $41.2M
|
5.35M
$565M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
291K+ 36.38% |
$30.5M - $30.7M
|
1.09M
$115M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
247K+ 33.87% |
$25.8M - $26M
|
974K
$103M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223K+ 10.3% |
$23.4M - $23.6M
|
2.39M
$253M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
173K+ 11.33% |
$18.2M - $18.3M
|
1.7M
$180M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
168KNew |
$17.6M - $17.7M
|
168K
$17.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
159K+ 570.2% |
$16.6M - $16.7M
|
186K
$19.7M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
141K+ 18.0% |
$14.8M - $14.9M
|
925K
$97.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131K+ 14.14% |
$13.7M - $13.8M
|
1.06M
$112M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
127K+ 9.44% |
$13.3M - $13.4M
|
1.47M
$155M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
103KNew |
$10.8M - $10.8M
|
103K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
101K+ 754.86% |
$10.6M - $10.6M
|
114K
$12.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
82.2K+ 28.87% |
$8.61M - $8.67M
|
367K
$38.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
71.9K+ 46.68% |
$7.53M - $7.58M
|
226K
$23.9M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
58K+ 13.0% |
$6.07M - $6.11M
|
504K
$53.2M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
56.2KNew |
$5.88M - $5.92M
|
56.2K
$5.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
54.4K+ 43.92% |
$5.7M - $5.74M
|
178K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
51.8KNew |
$5.42M - $5.46M
|
51.8K
$5.47M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
44K+ 1.78% |
$4.61M - $4.64M
|
2.52M
$266M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.7K+ 6.91% |
$4.58M - $4.61M
|
676K
$71.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.6K+ 119.61% |
$4.47M - $4.49M
|
78.3K
$8.27M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39.3K+ 7613.57% |
$4.11M - $4.14M
|
39.8K
$4.2M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
38.6K+ 47.65% |
$4.04M - $4.07M
|
120K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
37.5K+ 54.47% |
$3.92M - $3.95M
|
106K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
34.9KNew |
$3.66M - $3.68M
|
34.9K
$3.69M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
32.9K+ 6.85% |
$3.44M - $3.47M
|
513K
$54.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
31.3K+ 187.03% |
$3.27M - $3.3M
|
48K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
30.2K+ 21.12% |
$3.17M - $3.19M
|
173K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
30K+ 224.72% |
$3.14M - $3.16M
|
43.4K
$4.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28.4K+ 13.43% |
$2.98M - $3M
|
240K
$25.4M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
28K+ 8.26% |
$2.93M - $2.95M
|
367K
$38.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
26.9K+ 10.92% |
$2.81M - $2.83M
|
273K
$28.8M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
26.1KNew |
$2.73M - $2.75M
|
26.1K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25.9K+ 636.06% |
$2.71M - $2.73M
|
29.9K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.3KNew |
$2.65M - $2.67M
|
25.3K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
24.5KNew |
$2.57M - $2.59M
|
24.5K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
24.1K+ 4.43% |
$2.52M - $2.54M
|
567K
$59.9M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
21.8KNew |
$2.29M - $2.3M
|
21.8K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.1K+ 8.32% |
$2.21M - $2.22M
|
274K
$29M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.8K+ 8.04% |
$2.08M - $2.09M
|
266K
$28.1M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
19.7K+ 46.21% |
$2.06M - $2.07M
|
62.2K
$6.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18.9K+ 9.07% |
$1.98M - $1.99M
|
227K
$24M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.6K+ 0.52% |
$1.95M - $1.96M
|
3.62M
$382M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8KNew |
$1.86M - $1.87M
|
17.8K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
17.3KNew |
$1.81M - $1.83M
|
17.3K
$1.83M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.6K+ 18.1% |
$1.64M - $1.65M
|
102K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14K+ 11.95% |
$1.46M - $1.47M
|
131K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13.6KNew |
$1.43M - $1.44M
|
13.6K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.6K+ 175.47% |
$1.42M - $1.43M
|
21.3K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.9K+ 7.22% |
$1.35M - $1.36M
|
191K
$20.2M
|