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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-792- 1.48% |
$82.9K - $83.5K
|
52.7K
$5.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-815- 4.07% |
$85.4K - $85.9K
|
19.2K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-817- 34.63% |
$85.6K - $86.1K
|
1.54K
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-830- 14.25% |
$86.9K - $87.5K
|
4.99K
$527K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-854- 10.35% |
$89.4K - $90K
|
7.4K
$781K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-891- 17.07% |
$93.3K - $93.9K
|
4.33K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-912- 12.63% |
$95.5K - $96.1K
|
6.31K
$666K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-915- 11.62% |
$95.8K - $96.5K
|
6.96K
$735K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-946- 5.28% |
$99.1K - $99.7K
|
17K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-965- 4.62% |
$101K - $102K
|
19.9K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-965- 16.82% |
$101K - $102K
|
4.77K
$504K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-972- 33.33% |
$102K - $102K
|
1.94K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-992- 11.58% |
$104K - $105K
|
7.58K
$800K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-995- 16.64% |
$104K - $105K
|
4.98K
$526K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 19.67% |
$107K - $107K
|
4.16K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.17K- 4.94% |
$122K - $123K
|
22.4K
$2.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.18K- 4.37% |
$123K - $124K
|
25.8K
$2.72M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 21.52% |
$127K - $128K
|
4.42K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 7.07% |
$132K - $132K
|
16.5K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.28K- 11.73% |
$134K - $135K
|
9.6K
$1.01M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.28K- 1.69% |
$134K - $135K
|
74.6K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.31K- 22.06% |
$137K - $138K
|
4.63K
$488K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.31K- 16.25% |
$137K - $138K
|
6.76K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.34K- 8.04% |
$141K - $142K
|
15.4K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.35K- 4.65% |
$141K - $142K
|
27.6K
$2.91M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.37K- 25.71% |
$143K - $144K
|
3.95K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 2.78% |
$146K - $147K
|
48.7K
$5.15M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.42K- 4.73% |
$149K - $150K
|
28.7K
$3.03M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.45K- 25.53% |
$151K - $152K
|
4.21K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.45K- 16.24% |
$152K - $153K
|
7.5K
$791K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.48K- 69.89% |
$155K - $156K
|
638
$67.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.5K- 19.27% |
$157K - $158K
|
6.27K
$661K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.52K- 3.95% |
$159K - $160K
|
37K
$3.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.53K- 6.58% |
$160K - $161K
|
21.6K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.56K- 2.3% |
$163K - $164K
|
66K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 13.95% |
$163K - $164K
|
9.61K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 10.21% |
$166K - $167K
|
14K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.59K- 3.0% |
$166K - $168K
|
51.4K
$5.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 17.0% |
$167K - $168K
|
7.78K
$821K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.6K- 4.38% |
$168K - $169K
|
34.9K
$3.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.62K- 2.58% |
$169K - $171K
|
61.1K
$6.45M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.62K- 15.99% |
$170K - $171K
|
8.53K
$900K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.63K- 45.52% |
$171K - $172K
|
1.95K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 3.58% |
$172K - $173K
|
44.3K
$4.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-1.66K- 25.34% |
$174K - $175K
|
4.88K
$516K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.66K- 8.85% |
$174K - $175K
|
17.1K
$1.81M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 18.98% |
$176K - $177K
|
7.17K
$757K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.68K- 4.58% |
$176K - $177K
|
35K
$3.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.71K- 15.0% |
$180K - $181K
|
9.71K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.73K- 1.03% |
$181K - $182K
|
165K
$17.4M
|