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 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-1.74K- 34.24% |
$183K - $184K
|
3.35K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.75K- 5.01% |
$183K - $184K
|
33.2K
$3.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.78K- 13.18% |
$186K - $188K
|
11.7K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.79K- 4.0% |
$188K - $189K
|
43K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 1.84% |
$193K - $194K
|
98.1K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.91K- 8.8% |
$200K - $201K
|
19.7K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.94K- 6.38% |
$203K - $204K
|
28.4K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.94K- 14.59% |
$203K - $204K
|
11.3K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 4.49% |
$209K - $211K
|
42.5K
$4.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2K- 7.25% |
$210K - $211K
|
25.6K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.05K- 8.53% |
$214K - $216K
|
21.9K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.05K- 43.37% |
$215K - $217K
|
2.68K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.09K- 9.47% |
$219K - $221K
|
20K
$2.11M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.1K- 12.03% |
$220K - $221K
|
15.4K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.13K- 93.47% |
$223K - $225K
|
149
$15.7K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.22K- 8.46% |
$233K - $234K
|
24.1K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 3.83% |
$233K - $235K
|
55.8K
$5.89M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.26K- 29.44% |
$237K - $239K
|
5.43K
$573K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 14.27% |
$241K - $242K
|
13.8K
$1.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.38K- 2.39% |
$249K - $250K
|
97.2K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.4K- 63.59% |
$252K - $253K
|
1.38K
$145K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.46K- 35.13% |
$257K - $259K
|
4.54K
$479K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.47K- 13.4% |
$258K - $260K
|
15.9K
$1.68M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.48K- 42.14% |
$259K - $261K
|
3.4K
$359K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 33.33% |
$262K - $264K
|
5K
$528K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 50.0% |
$264K - $266K
|
2.52K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.61K- 36.07% |
$273K - $275K
|
4.63K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-2.87K- 34.4% |
$301K - $303K
|
5.48K
$578K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-2.9K- 4.39% |
$303K - $305K
|
63.1K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.95K- 5.68% |
$309K - $311K
|
48.9K
$5.16M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.02K- 60.59% |
$316K - $318K
|
1.96K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.24K- 41.64% |
$339K - $341K
|
4.54K
$479K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.24K- 14.83% |
$339K - $341K
|
18.6K
$1.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3.3K- 18.81% |
$346K - $348K
|
14.2K
$1.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.38K- 6.94% |
$354K - $356K
|
45.3K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.43K- 57.99% |
$359K - $361K
|
2.48K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.5K- 72.84% |
$367K - $369K
|
1.31K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.57K- 50.0% |
$373K - $376K
|
3.57K
$376K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.6K- 39.3% |
$377K - $379K
|
5.55K
$586K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.73K- 34.85% |
$390K - $393K
|
6.97K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-3.78K- 56.11% |
$395K - $398K
|
2.95K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.79K- 35.09% |
$397K - $400K
|
7.02K
$740K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.88K- 15.7% |
$406K - $409K
|
20.8K
$2.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.91K- 38.58% |
$409K - $412K
|
6.22K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.05K- 29.28% |
$425K - $427K
|
9.79K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.06K- 7.5% |
$426K - $428K
|
50.1K
$5.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.1K- 10.44% |
$429K - $432K
|
35.2K
$3.71M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.27K- 53.83% |
$447K - $450K
|
3.66K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.3K- 60.99% |
$450K - $453K
|
2.75K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.35K- 66.56% |
$456K - $459K
|
2.19K
$231K
|