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 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
962+ 1.77% |
$100K - $101K
|
55.3K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
955New |
$99.4K - $100K
|
955
$100K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
953+ 22.9% |
$99.2K - $99.9K
|
5.12K
$538K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
925New |
$96.2K - $96.9K
|
925
$97.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
893+ 10.12% |
$92.9K - $93.6K
|
9.72K
$1.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
868+ 2.91% |
$90.3K - $91K
|
30.7K
$3.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
850+ 6.89% |
$88.4K - $89.1K
|
13.2K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
807New |
$84K - $84.6K
|
807
$84.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
802New |
$83.4K - $84K
|
802
$84.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
750+ 12.16% |
$78K - $78.6K
|
6.92K
$728K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
743+ 9.91% |
$77.3K - $77.9K
|
8.24K
$867K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
739+ 26.73% |
$76.9K - $77.4K
|
3.5K
$369K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
730+ 1.17% |
$75.9K - $76.5K
|
63.1K
$6.64M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
674+ 7.23% |
$70.1K - $70.6K
|
10K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
674+ 31.82% |
$70.1K - $70.6K
|
2.79K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
650+ 2.36% |
$67.6K - $68.1K
|
28.2K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
641+ 0.63% |
$66.7K - $67.2K
|
103K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
635+ 4.27% |
$66.1K - $66.5K
|
15.5K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
620+ 12.42% |
$64.5K - $65K
|
5.61K
$590K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
600+ 2.77% |
$62.4K - $62.9K
|
22.2K
$2.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
564+ 1.06% |
$58.7K - $59.1K
|
53.9K
$5.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
561+ 1.32% |
$58.4K - $58.8K
|
43K
$4.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
559+ 3.48% |
$58.2K - $58.6K
|
16.6K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
555+ 1.29% |
$57.7K - $58.2K
|
43.6K
$4.59M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
525+ 21.39% |
$54.6K - $55K
|
2.98K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
521+ 4.47% |
$54.2K - $54.6K
|
12.2K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
516+ 80.5% |
$53.7K - $54.1K
|
1.16K
$122K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
512+ 24.51% |
$53.3K - $53.7K
|
2.6K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
505+ 16.76% |
$52.5K - $52.9K
|
3.52K
$370K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
501+ 5.88% |
$52.1K - $52.5K
|
9.03K
$949K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
495+ 0.83% |
$51.5K - $51.9K
|
60K
$6.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
485New |
$50.5K - $50.8K
|
485
$51K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
483+ 4.84% |
$50.3K - $50.6K
|
10.5K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
460+ 23.43% |
$47.9K - $48.2K
|
2.42K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
459+ 23.92% |
$47.8K - $48.1K
|
2.38K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
449+ 1.58% |
$46.7K - $47.1K
|
28.9K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
432+ 0.02% |
$44.9K - $45.3K
|
2.52M
$265M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
424New |
$44.1K - $44.4K
|
424
$44.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
422+ 5.84% |
$43.9K - $44.2K
|
7.65K
$805K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
410+ 1.38% |
$42.7K - $43K
|
30.2K
$3.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
401+ 1.9% |
$41.7K - $42K
|
21.5K
$2.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
399+ 3.69% |
$41.5K - $41.8K
|
11.2K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
395+ 11.08% |
$41.1K - $41.4K
|
3.96K
$416K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
383+ 4.14% |
$39.8K - $40.1K
|
9.64K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
373+ 7.47% |
$38.8K - $39.1K
|
5.37K
$565K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
365+ 3.23% |
$38K - $38.3K
|
11.7K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
362+ 1.39% |
$37.7K - $37.9K
|
26.3K
$2.77M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
358+ 18.34% |
$37.2K - $37.5K
|
2.31K
$243K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
352+ 1.9% |
$36.6K - $36.9K
|
18.9K
$1.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
350New |
$36.4K - $36.7K
|
350
$36.8K
|