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 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 4.68% |
$1.3M - $1.31M
|
277K
$29.3M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$1.27M - $1.28M
|
12.1K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.9K+ 36.72% |
$1.25M - $1.26M
|
44.4K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.22M - $1.23M
|
11.7K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$1.22M - $1.23M
|
11.6K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 3.99% |
$1.17M - $1.18M
|
291K
$30.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7K+ 85.98% |
$1.12M - $1.12M
|
23K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.6K+ 229.54% |
$1.11M - $1.12M
|
15.2K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10.2KNew |
$1.07M - $1.08M
|
10.2K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 8.55% |
$1.06M - $1.07M
|
129K
$13.6M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10KNew |
$1.05M - $1.05M
|
10K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.84K+ 22.49% |
$1.03M - $1.04M
|
53.6K
$5.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
9.82K+ 15.15% |
$1.03M - $1.03M
|
74.6K
$7.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9.47K+ 11.35% |
$992K - $999K
|
92.9K
$9.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
9.45K+ 19.23% |
$989K - $996K
|
58.6K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.37K+ 1.11% |
$982K - $988K
|
854K
$90.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
9.22K+ 10.15% |
$966K - $972K
|
100K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.16K+ 6.86% |
$960K - $966K
|
143K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.12K+ 7.0% |
$955K - $961K
|
139K
$14.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
8.45K+ 23.35% |
$885K - $890K
|
44.6K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.19K+ 30.67% |
$857K - $863K
|
34.9K
$3.69M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.11KNew |
$849K - $855K
|
8.11K
$857K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
8.02K+ 80.64% |
$840K - $845K
|
18K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.92K+ 74.06% |
$829K - $835K
|
18.6K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.61K+ 15.62% |
$797K - $802K
|
56.3K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
7.56KNew |
$791K - $797K
|
7.56K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.46KNew |
$781K - $787K
|
7.46K
$789K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.44K+ 27.85% |
$779K - $784K
|
34.1K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7.39K+ 6.29% |
$774K - $779K
|
125K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.39K+ 30.8% |
$774K - $779K
|
31.4K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
7.18K+ 1.55% |
$752K - $757K
|
471K
$49.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.91KNew |
$724K - $729K
|
6.91K
$731K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.89K+ 62.01% |
$722K - $727K
|
18K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.62K+ 28.21% |
$693K - $698K
|
30.1K
$3.18M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.56KNew |
$687K - $691K
|
6.56K
$693K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.55K+ 41.39% |
$686K - $691K
|
22.4K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.37K+ 4.43% |
$667K - $672K
|
150K
$15.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.32KNew |
$662K - $666K
|
6.32K
$668K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.08K+ 131.64% |
$636K - $640K
|
10.7K
$1.13M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.05KNew |
$634K - $638K
|
6.05K
$640K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.03K+ 45.34% |
$631K - $636K
|
19.3K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
6.02K+ 59.99% |
$630K - $634K
|
16.1K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.92K+ 90.64% |
$620K - $624K
|
12.4K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.6K+ 5.17% |
$586K - $590K
|
114K
$12M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.54KNew |
$580K - $584K
|
5.54K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.46KNew |
$572K - $576K
|
5.46K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.46K+ 3.1% |
$572K - $576K
|
182K
$19.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.44K+ 3.5% |
$570K - $574K
|
161K
$17M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5.39K+ 16.94% |
$564K - $568K
|
37.2K
$3.93M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
5.33K+ 93.82% |
$558K - $561K
|
11K
$1.16M
|