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 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$1.36K - $1.37K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-14- 0.37% |
$1.47K - $1.48K
|
3.76K
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-15- 0.71% |
$1.57K - $1.58K
|
2.09K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29- 4.28% |
$3.04K - $3.06K
|
648
$68.2K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-36- 70.59% |
$3.77K - $3.8K
|
15
$1.58K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-39- 0.56% |
$4.08K - $4.11K
|
6.88K
$723K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-40- 0.58% |
$4.19K - $4.22K
|
6.9K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 0.95% |
$4.61K - $4.64K
|
4.61K
$485K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-46- 0.07% |
$4.82K - $4.85K
|
68.5K
$7.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-47- 0.59% |
$4.92K - $4.95K
|
7.9K
$831K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-48- 31.17% |
$5.03K - $5.06K
|
106
$11.2K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53- 2.15% |
$5.55K - $5.59K
|
2.41K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-55- 5.22% |
$5.76K - $5.8K
|
999
$105K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 4.07% |
$6.49K - $6.54K
|
1.46K
$154K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-65- 2.52% |
$6.81K - $6.85K
|
2.51K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-79- 1.22% |
$8.27K - $8.33K
|
6.4K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-81- 1.83% |
$8.48K - $8.54K
|
4.35K
$458K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-89- 0.06% |
$9.32K - $9.38K
|
148K
$15.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 10.4% |
$9.43K - $9.49K
|
775
$81.5K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-95- 3.27% |
$9.95K - $10K
|
2.81K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-96- 4.95% |
$10.1K - $10.1K
|
1.85K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-98- 3.79% |
$10.3K - $10.3K
|
2.49K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 0.8% |
$10.5K - $10.5K
|
12.4K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-101- 2.71% |
$10.6K - $10.6K
|
3.62K
$381K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-111- 57.22% |
$11.6K - $11.7K
|
83
$8.73K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-114- 1.46% |
$11.9K - $12K
|
7.67K
$807K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-117- 6.01% |
$12.3K - $12.3K
|
1.83K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-120- 3.15% |
$12.6K - $12.7K
|
3.69K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-126- 0.33% |
$13.2K - $13.3K
|
38.6K
$4.06M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-127- 3.48% |
$13.3K - $13.4K
|
3.53K
$371K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-144- 1.57% |
$15.1K - $15.2K
|
9.01K
$947K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-148- 2.34% |
$15.5K - $15.6K
|
6.17K
$649K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-150- 1.46% |
$15.7K - $15.8K
|
10.1K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-169- 6.95% |
$17.7K - $17.8K
|
2.26K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-173- 3.25% |
$18.1K - $18.2K
|
5.14K
$541K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-174- 0.43% |
$18.2K - $18.3K
|
40.7K
$4.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-179- 2.04% |
$18.7K - $18.9K
|
8.6K
$904K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-180- 5.08% |
$18.9K - $19K
|
3.37K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-190- 2.09% |
$19.9K - $20K
|
8.88K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-190- 3.82% |
$19.9K - $20K
|
4.78K
$503K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-199- 4.77% |
$20.8K - $21K
|
3.97K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-200- 3.97% |
$20.9K - $21.1K
|
4.84K
$509K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-210- 7.06% |
$22K - $22.1K
|
2.77K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-232- 2.27% |
$24.3K - $24.5K
|
9.97K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-243- 5.43% |
$25.4K - $25.6K
|
4.23K
$445K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-248- 1.9% |
$26K - $26.1K
|
12.8K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-278- 25.79% |
$29.1K - $29.3K
|
800
$84.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-281- 0.54% |
$29.4K - $29.6K
|
51.9K
$5.46M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-289- 8.28% |
$30.3K - $30.5K
|
3.2K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-290- 12.95% |
$30.4K - $30.6K
|
1.95K
$205K
|