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 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-9.55K- 51.12% |
$1M - $1.01M
|
9.13K
$960K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.68K- 51.73% |
$1.01M - $1.02M
|
9.03K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.78K- 5.09% |
$1.02M - $1.03M
|
182K
$19.2M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10.5K- 31.67% |
$1.1M - $1.11M
|
22.7K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.6K- 6.27% |
$1.11M - $1.12M
|
159K
$16.7M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.8K- 10.64% |
$1.13M - $1.14M
|
91K
$9.57M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 58.15% |
$1.15M - $1.16M
|
7.89K
$830K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-11.2K- 21.13% |
$1.17M - $1.18M
|
41.6K
$4.38M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-12.8K- 49.34% |
$1.35M - $1.35M
|
13.2K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 5.94% |
$1.35M - $1.35M
|
203K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-13.3K- 45.23% |
$1.39M - $1.4M
|
16.1K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.3K- 32.32% |
$1.39M - $1.4M
|
27.8K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.5K- 3.79% |
$1.41M - $1.42M
|
341K
$35.9M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-14.7K- 42.48% |
$1.54M - $1.55M
|
19.9K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.8K- 31.37% |
$1.55M - $1.56M
|
32.3K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15K- 8.75% |
$1.57M - $1.58M
|
157K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-15.5K- 64.88% |
$1.62M - $1.63M
|
8.38K
$881K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.3K- 2.16% |
$1.7M - $1.71M
|
735K
$77.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-17.6K- 35.84% |
$1.85M - $1.86M
|
31.6K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.7K- 2.57% |
$1.86M - $1.87M
|
671K
$70.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.5K- 9.78% |
$1.94M - $1.95M
|
171K
$17.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-19K- 27.01% |
$1.99M - $2M
|
51.2K
$5.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-19.6K- 31.93% |
$2.05M - $2.07M
|
41.8K
$4.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-20.4K- 65.34% |
$2.14M - $2.15M
|
10.8K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 9.06% |
$2.18M - $2.19M
|
209K
$22M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-21.3K- 7.72% |
$2.23M - $2.24M
|
254K
$26.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-21.9K- 49.7% |
$2.3M - $2.31M
|
22.2K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-23.2K- 28.85% |
$2.42M - $2.44M
|
57.1K
$6.01M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-24K- 48.7% |
$2.52M - $2.53M
|
25.3K
$2.66M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-26.2K- 26.21% |
$2.74M - $2.76M
|
73.7K
$7.75M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27.3K- 19.86% |
$2.86M - $2.88M
|
110K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.4K- 8.29% |
$2.87M - $2.89M
|
303K
$31.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.6K- 4.54% |
$2.89M - $2.91M
|
580K
$61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-31.9K- 37.16% |
$3.35M - $3.37M
|
54K
$5.68M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33K- 66.47% |
$3.46M - $3.48M
|
16.7K
$1.75M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-35.9K- 28.66% |
$3.76M - $3.79M
|
89.4K
$9.41M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-36.4K- 36.3% |
$3.81M - $3.83M
|
63.8K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.2K- 0.64% |
$4M - $4.03M
|
5.96M
$627M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-39.4K- 28.08% |
$4.13M - $4.16M
|
101K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-41K- 31.2% |
$4.29M - $4.32M
|
90.4K
$9.51M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.9K- 7.9% |
$4.6M - $4.63M
|
512K
$53.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-46.1K- 70.65% |
$4.83M - $4.86M
|
19.1K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53.8K- 15.57% |
$5.63M - $5.67M
|
292K
$30.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.8K- 26.7% |
$6.47M - $6.51M
|
170K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-64K- 0.95% |
$6.7M - $6.74M
|
6.65M
$699M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-65.8K- 8.01% |
$6.89M - $6.94M
|
756K
$79.5M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-66.6K- 87.35% |
$6.98M - $7.02M
|
9.65K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-70.2K- 6.46% |
$7.35M - $7.4M
|
1.02M
$107M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-127K- 83.92% |
$13.3M - $13.4M
|
24.3K
$2.56M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-134K- 3.57% |
$14M - $14.1M
|
3.62M
$381M
|