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 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$230K - $232K
|
2.2K
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.18K+ 36.42% |
$228K - $230K
|
8.17K
$863K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.16K+ 3.45% |
$226K - $227K
|
64.7K
$6.84M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.13K+ 13.49% |
$223K - $225K
|
17.9K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$222K - $223K
|
2.12K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.12KNew |
$222K - $223K
|
2.12K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.1K+ 29.15% |
$220K - $221K
|
9.29K
$982K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.09KNew |
$219K - $220K
|
2.09K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.08K+ 23.59% |
$218K - $219K
|
10.9K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.06K+ 8.08% |
$216K - $218K
|
27.6K
$2.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 11.6% |
$216K - $217K
|
19.8K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.05KNew |
$214K - $216K
|
2.05K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$209K - $211K
|
2K
$211K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2K+ 94.78% |
$209K - $211K
|
4.1K
$434K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$209K - $211K
|
2K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.98K+ 33.84% |
$207K - $208K
|
7.82K
$826K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.97KNew |
$206K - $207K
|
1.97K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.92KNew |
$201K - $202K
|
1.92K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$200K - $202K
|
1.91K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.77K+ 9.89% |
$186K - $187K
|
19.7K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.74K+ 4.77% |
$182K - $183K
|
38.1K
$4.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.7K+ 247.81% |
$178K - $179K
|
2.38K
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.66K+ 7.36% |
$174K - $175K
|
24.2K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.59K+ 4.71% |
$167K - $168K
|
35.4K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.52K+ 16.97% |
$159K - $160K
|
10.5K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.5K+ 19.54% |
$157K - $158K
|
9.18K
$970K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.5K+ 56.64% |
$157K - $158K
|
4.14K
$438K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.49K+ 30.71% |
$156K - $157K
|
6.35K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.47K+ 2.1% |
$154K - $155K
|
71.5K
$7.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.47K+ 10.81% |
$153K - $154K
|
15K
$1.59M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.43KNew |
$149K - $150K
|
1.43K
$151K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
1.4K+ 41.14% |
$147K - $148K
|
4.8K
$508K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
1.24K+ 5.65% |
$130K - $131K
|
23.2K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 2.0% |
$128K - $129K
|
62.4K
$6.59M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 2.06% |
$126K - $127K
|
59.5K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.18K+ 5.2% |
$124K - $125K
|
23.9K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 12.52% |
$120K - $121K
|
10.3K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.15K+ 13.33% |
$120K - $121K
|
9.76K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.14K+ 1.76% |
$119K - $120K
|
65.8K
$6.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.12K+ 11.09% |
$118K - $118K
|
11.2K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.12K+ 2.33% |
$117K - $118K
|
49.2K
$5.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.11K+ 19.61% |
$116K - $117K
|
6.78K
$717K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1K+ 24.18% |
$115K - $116K
|
5.66K
$598K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.1K+ 5.1% |
$115K - $116K
|
22.7K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 13.53% |
$115K - $116K
|
9.21K
$973K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.06K+ 1.93% |
$111K - $112K
|
55.9K
$5.9M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.06K+ 39.33% |
$111K - $111K
|
3.74K
$395K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 10.41% |
$109K - $110K
|
11.1K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 1.62% |
$109K - $110K
|
65.3K
$6.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.03KNew |
$108K - $109K
|
1.03K
$109K
|