Purchases and Sales Made in Q1 2024 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
1.04K
+ 10.41%
$109K - $110K
11.1K $1.16M
May 15, 2024 Q1 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.04K
+ 1.62%
$109K - $110K
65.3K $6.87M
Apr 30, 2024 Q1 2024
Naples Money Management LLC

Naples, FL
BUY
 -
1.03K
New
$108K - $109K
1.03K $108K
Apr 30, 2024 Q1 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
1.03K
+ 51.64%
$107K - $108K
3.01K $317K
Apr 19, 2024 Q1 2024
Simon Quick Advisors, LLC

BUY
 -
1.02K
+ 7.94%
$107K - $108K
13.9K $1.47M
May 02, 2024 Q1 2024
Quent Capital, LLC

BUY
 -
1.02K
+ 1.38%
$107K - $108K
75.3K $7.92M
May 15, 2024 Q1 2024
Balentine LLC

Atlanta, GA
BUY
 -
1.02K
+ 1.24%
$106K - $107K
83.2K $8.75M
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
1.01K
+ 1.03%
$106K - $106K
99.3K $10.4M
Apr 23, 2024 Q1 2024
Phillips Financial Management, LLC

BUY
 -
979
+ 1.79%
$103K - $103K
55.7K $5.86M
Apr 29, 2024 Q1 2024
Cornerstone Investment Partners, LLC

BUY
 -
923
+ 27.55%
$96.7K - $97.3K
4.27K $450K
May 13, 2024 Q1 2024
Wealth Architects, LLC

BUY
 -
904
+ 3.62%
$94.7K - $95.3K
25.9K $2.72M
May 14, 2024 Q1 2024
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
893
+ 9.07%
$93.5K - $94.1K
10.7K $1.13M
May 13, 2024 Q1 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
893
+ 8.18%
$93.5K - $94.1K
11.8K $1.24M
Apr 29, 2024 Q1 2024
Dravo Bay LLC

Wilmington, DE
BUY
 -
892
+ 15.83%
$93.4K - $94K
6.53K $687K
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
860
New
$90.1K - $90.7K
860 $90.5K
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
846
+ 1.25%
$88.6K - $89.2K
68.8K $7.23M
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
811
+ 7.36%
$84.9K - $85.5K
11.8K $1.24M
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
810
+ 4.38%
$84.8K - $85.4K
19.3K $2.03M
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
800
+ 16.17%
$83.8K - $84.3K
5.75K $605K
May 07, 2024 Q1 2024
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
761
+ 4.54%
$79.7K - $80.2K
17.5K $1.84M
Apr 18, 2024 Q1 2024
Financial Strategies Group, Inc.

BUY
 -
752
+ 9.18%
$78.8K - $79.3K
8.95K $941K
Apr 17, 2024 Q1 2024
Scott Capital Advisors, LLC

BUY
 -
747
+ 6.74%
$78.2K - $78.7K
11.8K $1.25M
May 01, 2024 Q1 2024
Ballast Advisors LLC

BUY
 -
745
+ 25.38%
$78K - $78.5K
3.68K $387K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
675
+ 1.7%
$70.7K - $71.2K
40.3K $4.24M
May 01, 2024 Q1 2024
Kfa Private Wealth Group, LLC

BUY
 -
663
+ 18.26%
$69.4K - $69.9K
4.29K $452K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
660
New
$69.1K - $69.6K
660 $69.4K
Apr 15, 2024 Q1 2024
Aletheian Wealth Advisors LLC

BUY
 -
660
+ 15.53%
$69.1K - $69.6K
4.91K $517K
Apr 15, 2024 Q1 2024
Prosperity Planning, Inc.

BUY
 -
602
+ 2.07%
$63K - $63.5K
29.7K $3.13M
May 20, 2024 Q1 2024
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
579
+ 5.77%
$60.6K - $61K
10.6K $1.12M
May 14, 2024 Q1 2024
German American Bancorp, Inc.

Jasper, IN
BUY
 -
563
+ 2.47%
$59K - $59.4K
23.3K $2.45M
May 13, 2024 Q1 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
563
+ 3.18%
$59K - $59.4K
18.2K $1.92M
Apr 03, 2024 Q1 2024
Prairieview Wealth Partners, LLC

Orland Park, IL
BUY
 -
548
+ 2.05%
$57.4K - $57.8K
27.3K $2.88M
Apr 17, 2024 Q1 2024
Brooklyn Fi, LLC

New York, NY
BUY
 -
543
+ 16.31%
$56.9K - $57.2K
3.87K $407K
May 14, 2024 Q1 2024
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
538
+ 12.65%
$56.3K - $56.7K
4.79K $504K
Apr 23, 2024 Q1 2024
Washington Trust CO

BUY
 -
537
+ 4.55%
$56.2K - $56.6K
12.3K $1.3M
Apr 22, 2024 Q1 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
537
+ 17.23%
$56.2K - $56.6K
3.65K $384K
May 15, 2024 Q1 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
516
+ 3.98%
$54K - $54.4K
13.5K $1.42M
May 10, 2024 Q1 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
512
+ 3.34%
$53.6K - $54K
15.9K $1.67M
Apr 15, 2024 Q1 2024
Kwmg, LLC

BUY
 -
497
+ 1.72%
$52.1K - $52.4K
29.4K $3.09M
Apr 02, 2024 Q1 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
495
+ 618.75%
$51.8K - $52.2K
575 $60.5K
Apr 15, 2024 Q1 2024
Mc Namara Financial Services, Inc.

BUY
 -
493
+ 1.18%
$51.6K - $52K
42.4K $4.46M
May 13, 2024 Q1 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
480
+ 10.08%
$50.3K - $50.6K
5.24K $551K
Apr 26, 2024 Q1 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
477
+ 3.07%
$50K - $50.3K
16K $1.69M
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
475
+ 14.29%
$49.7K - $50.1K
3.8K $400K
May 09, 2024 Q1 2024
Efficient Advisors, LLC

BUY
 -
470
+ 1.78%
$49.2K - $49.5K
26.8K $2.82M
Apr 19, 2024 Q1 2024
Valley National Advisers Inc

BUY
 -
465
+ 8.77%
$48.7K - $49K
5.77K $607K
May 14, 2024 Q1 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
465
+ 1.09%
$48.7K - $49K
42.9K $4.52M
May 14, 2024 Q1 2024
Destination Wealth Management

BUY
 -
460
+ 8.81%
$48.2K - $48.5K
5.68K $598K
Apr 12, 2024 Q1 2024
Baldwin Brothers LLC

BUY
 -
425
+ 19.19%
$44.5K - $44.8K
2.64K $278K

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