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 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
81+ 1.68% |
$8.48K - $8.54K
|
4.91K
$517K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
77+ 0.3% |
$8.06K - $8.12K
|
25.6K
$2.69M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
76+ 0.16% |
$7.96K - $8.01K
|
48.3K
$5.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
73New |
$7.65K - $7.7K
|
73
$7.68K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
73+ 1.18% |
$7.65K - $7.7K
|
6.27K
$659K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
71New |
$7.44K - $7.48K
|
71
$7.47K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69New |
$7.23K - $7.27K
|
69
$7.26K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
68+ 0.31% |
$7.12K - $7.17K
|
22.1K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
66+ 1.57% |
$6.91K - $6.96K
|
4.28K
$450K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
55+ 2.54% |
$5.76K - $5.8K
|
2.22K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
55+ 0.31% |
$5.76K - $5.8K
|
17.8K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
53+ 10.0% |
$5.55K - $5.59K
|
583
$61.3K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
43+ 0.38% |
$4.5K - $4.53K
|
11.5K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
40+ 0.44% |
$4.19K - $4.22K
|
9.06K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
39+ 24.22% |
$4.08K - $4.11K
|
200
$21K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
39+ 1.02% |
$4.08K - $4.11K
|
3.87K
$407K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
36+ 39.56% |
$3.77K - $3.8K
|
127
$13.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
34+ 1.02% |
$3.56K - $3.58K
|
3.36K
$354K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
31+ 1.34% |
$3.25K - $3.27K
|
2.34K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.08% |
$2.51K - $2.53K
|
30.6K
$3.22M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22+ 0.1% |
$2.3K - $2.32K
|
21.5K
$2.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
21+ 0.8% |
$2.2K - $2.21K
|
2.63K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
19+ 0.33% |
$1.99K - $2K
|
5.8K
$610K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
16+ 0.33% |
$1.68K - $1.69K
|
4.91K
$516K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.1% |
$1.68K - $1.69K
|
16.3K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
13+ 0.15% |
$1.36K - $1.37K
|
8.51K
$895K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12+ 0.61% |
$1.26K - $1.27K
|
1.97K
$208K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
10+ 0.38% |
$1.05K - $1.05K
|
2.67K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10+ 0.26% |
$1.05K - $1.05K
|
3.85K
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$1.05K - $1.05K
|
12.3K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.19% |
$943 - $949
|
4.86K
$511K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 0.04% |
$943 - $949
|
21.1K
$2.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
9+ 0.33% |
$943 - $949
|
2.74K
$289K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
8+ 0.34% |
$838 - $843
|
2.36K
$249K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6+ 0.31% |
$628 - $633
|
1.93K
$203K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.16% |
$628 - $633
|
3.82K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5New |
$524 - $527
|
5
$526
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5+ 0.18% |
$524 - $527
|
2.85K
$300K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.11% |
$314 - $316
|
2.63K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.39% |
$314 - $316
|
782
$82.3K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.13% |
$314 - $316
|
2.31K
$243K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2+ 0.05% |
$209 - $211
|
3.83K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.21% |
$105 - $105
|
477
$50.2K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.01% |
$105 - $105
|
12.7K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1+ 0.01% |
$105 - $105
|
9.58K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.71% |
$105 - $105
|
141
$14.8K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$105 - $105
|
1
$105
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.05% |
$105 - $105
|
2.12K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3- 0.02% |
$314 - $316
|
14.9K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6- 0.34% |
$628 - $633
|
1.78K
$187K
|