Purchases and Sales Made in Q2 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.64K- 13.72% |
$795K - $801K
|
48.1K
$5.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.83K- 36.82% |
$815K - $821K
|
13.4K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.15K- 11.59% |
$848K - $854K
|
62.2K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.24K- 16.84% |
$857K - $863K
|
40.7K
$4.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.38K- 20.04% |
$872K - $878K
|
33.4K
$3.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-8.61K- 8.52% |
$895K - $902K
|
92.4K
$9.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-8.99K- 19.45% |
$936K - $942K
|
37.2K
$3.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-9.06K- 4.97% |
$943K - $950K
|
173K
$18.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.36K- 48.87% |
$974K - $981K
|
9.79K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-10.7K- 4.73% |
$1.11M - $1.12M
|
215K
$22.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.8K- 4.08% |
$1.12M - $1.13M
|
253K
$26.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-12.1K- 66.84% |
$1.26M - $1.27M
|
6K
$631K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.1K- 77.51% |
$1.26M - $1.27M
|
3.52K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-12.4K- 86.0% |
$1.29M - $1.3M
|
2.02K
$213K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 73.74% |
$1.36M - $1.37M
|
4.67K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13.5K- 42.7% |
$1.4M - $1.41M
|
18.1K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 8.15% |
$1.45M - $1.46M
|
157K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-14K- 57.09% |
$1.46M - $1.47M
|
10.5K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14K- 15.1% |
$1.46M - $1.47M
|
78.9K
$8.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.7K- 6.56% |
$1.74M - $1.75M
|
238K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.8K- 3.28% |
$1.75M - $1.76M
|
495K
$52.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.9K- 11.21% |
$1.76M - $1.78M
|
134K
$14.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.6K- 0.51% |
$1.93M - $1.95M
|
3.6M
$379M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.6K- 0.51% |
$1.93M - $1.95M
|
3.6M
$379M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.9K- 42.74% |
$1.97M - $1.98M
|
25.4K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-19.1K- 8.85% |
$1.99M - $2.01M
|
197K
$20.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-21.9K- 5.96% |
$2.27M - $2.29M
|
345K
$36.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22.7K- 57.12% |
$2.37M - $2.38M
|
17.1K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.1K- 11.06% |
$2.4M - $2.42M
|
186K
$19.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-23.9K- 64.3% |
$2.48M - $2.5M
|
13.3K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-25.3K- 5.2% |
$2.63M - $2.65M
|
460K
$48.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.2K- 8.98% |
$2.83M - $2.85M
|
276K
$29M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-29.1K- 56.8% |
$3.03M - $3.05M
|
22.1K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-29.4K- 51.41% |
$3.05M - $3.08M
|
27.7K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-32.2K- 57.6% |
$3.35M - $3.37M
|
23.7K
$2.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-35.6K- 24.04% |
$3.7M - $3.73M
|
112K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-40.3K- 3.25% |
$4.19M - $4.22M
|
1.2M
$126M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-45.7K- 72.39% |
$4.75M - $4.79M
|
17.4K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-52K- 21.68% |
$5.41M - $5.45M
|
188K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.1K- 3.55% |
$5.42M - $5.46M
|
1.42M
$149M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-72.9K- 26.57% |
$7.59M - $7.64M
|
201K
$21.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-88.4K- 11.7% |
$9.2M - $9.27M
|
668K
$70.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96.7K- 63.02% |
$10.1M - $10.1M
|
56.8K
$5.97M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-132K- 49.45% |
$13.7M - $13.8M
|
135K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-167K- 17.12% |
$17.4M - $17.5M
|
808K
$85M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-282K- 82.54% |
$29.3M - $29.5M
|
59.6K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-291K- 26.68% |
$30.3M - $30.5M
|
800K
$84.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-959K- 56.29% |
$99.8M - $101M
|
745K
$78.3M
|