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 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
418+ 9.66% |
$43.8K - $44.1K
|
4.75K
$499K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
400+ 1.2% |
$41.9K - $42.2K
|
33.8K
$3.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
384+ 40.98% |
$40.2K - $40.5K
|
1.32K
$139K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
360+ 7.77% |
$37.7K - $38K
|
4.99K
$525K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
358New |
$37.5K - $37.7K
|
358
$37.7K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
353+ 1.22% |
$37K - $37.2K
|
29.2K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
351+ 1.0% |
$36.8K - $37K
|
35.5K
$3.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
346+ 10.75% |
$36.2K - $36.5K
|
3.56K
$375K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
329+ 9.32% |
$34.5K - $34.7K
|
3.86K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
307+ 1.72% |
$32.2K - $32.4K
|
18.1K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
291+ 1.39% |
$30.5K - $30.7K
|
21.2K
$2.23M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
273+ 0.54% |
$28.6K - $28.8K
|
51.3K
$5.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
268+ 3.56% |
$28.1K - $28.3K
|
7.79K
$820K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
248+ 0.46% |
$26K - $26.1K
|
54.1K
$5.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
244+ 1.97% |
$25.6K - $25.7K
|
12.6K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
243+ 2.2% |
$25.4K - $25.6K
|
11.3K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
241+ 8.43% |
$25.2K - $25.4K
|
3.1K
$326K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
235+ 0.76% |
$24.6K - $24.8K
|
31K
$3.27M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
234+ 0.96% |
$24.5K - $24.7K
|
24.6K
$2.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
226+ 7.95% |
$23.7K - $23.8K
|
3.07K
$323K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
225+ 2.34% |
$23.6K - $23.7K
|
9.83K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
209+ 9.15% |
$21.9K - $22K
|
2.49K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
207+ 10.39% |
$21.7K - $21.8K
|
2.2K
$231K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$20.9K - $21.1K
|
200
$21K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
200+ 6.2% |
$20.9K - $21.1K
|
3.43K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
180+ 1.94% |
$18.9K - $19K
|
9.44K
$993K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
174+ 2.01% |
$18.2K - $18.3K
|
8.83K
$929K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
170+ 1.19% |
$17.8K - $17.9K
|
14.5K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
160+ 38.46% |
$16.8K - $16.9K
|
576
$60.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
157+ 0.74% |
$16.4K - $16.6K
|
21.2K
$2.23M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
156+ 0.97% |
$16.3K - $16.4K
|
16.3K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
151+ 15.0% |
$15.8K - $15.9K
|
1.16K
$122K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
151+ 4.32% |
$15.8K - $15.9K
|
3.64K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
149+ 3.06% |
$15.6K - $15.7K
|
5.01K
$527K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
148+ 0.72% |
$15.5K - $15.6K
|
20.7K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
144+ 1.14% |
$15.1K - $15.2K
|
12.8K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
143+ 4.43% |
$15K - $15.1K
|
3.37K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
142+ 31.56% |
$14.9K - $15K
|
592
$62.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
129+ 3.2% |
$13.5K - $13.6K
|
4.16K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
129New |
$13.5K - $13.6K
|
129
$13.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
125+ 2.81% |
$13.1K - $13.2K
|
4.58K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
124+ 0.1% |
$13K - $13.1K
|
119K
$12.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
123+ 4.12% |
$12.9K - $13K
|
3.11K
$327K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$12.4K - $12.4K
|
118
$12.4K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
105+ 4.47% |
$11K - $11.1K
|
2.45K
$258K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
103+ 1.55% |
$10.8K - $10.9K
|
6.75K
$710K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
99+ 3.95% |
$10.4K - $10.4K
|
2.61K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
98+ 3.54% |
$10.3K - $10.3K
|
2.87K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
91+ 0.45% |
$9.53K - $9.59K
|
20.5K
$2.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
81+ 2.71% |
$8.48K - $8.54K
|
3.07K
$323K
|