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 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
338+ 0.76% |
$35.2K - $35.4K
|
44.8K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
330+ 2.73% |
$34.3K - $34.6K
|
12.4K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
304+ 23.01% |
$31.6K - $31.9K
|
1.63K
$171K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
301+ 2.84% |
$31.3K - $31.5K
|
10.9K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
300+ 3.35% |
$31.2K - $31.4K
|
9.25K
$973K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
295+ 4.28% |
$30.7K - $30.9K
|
7.19K
$756K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
293+ 15.07% |
$30.5K - $30.7K
|
2.24K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
289New |
$30.1K - $30.3K
|
289
$30.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
288+ 2.46% |
$30K - $30.2K
|
12K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
285+ 5.91% |
$29.7K - $29.9K
|
5.11K
$537K
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
282+ 0.69% |
$29.3K - $29.6K
|
40.9K
$4.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
277+ 3.5% |
$28.8K - $29K
|
8.18K
$861K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
272+ 0.16% |
$28.3K - $28.5K
|
165K
$17.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
271New |
$28.2K - $28.4K
|
271
$28.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
270+ 4.68% |
$28.1K - $28.3K
|
6.04K
$635K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
260+ 0.49% |
$27.1K - $27.2K
|
53K
$5.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
256+ 1.15% |
$26.6K - $26.8K
|
22.4K
$2.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
252+ 3.11% |
$26.2K - $26.4K
|
8.36K
$879K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
249+ 1.34% |
$25.9K - $26.1K
|
18.8K
$1.98M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
246New |
$25.6K - $25.8K
|
246
$25.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
245+ 0.79% |
$25.5K - $25.7K
|
31.2K
$3.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
243+ 9.92% |
$25.3K - $25.5K
|
2.69K
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
243+ 4.28% |
$25.3K - $25.5K
|
5.92K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
242+ 1.18% |
$25.2K - $25.4K
|
20.7K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
241+ 3.14% |
$25.1K - $25.3K
|
7.91K
$832K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
237+ 1.05% |
$24.7K - $24.8K
|
22.9K
$2.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
225+ 5.87% |
$23.4K - $23.6K
|
4.06K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
215+ 11.03% |
$22.4K - $22.5K
|
2.17K
$228K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
208+ 0.9% |
$21.6K - $21.8K
|
23.3K
$2.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
200+ 1.26% |
$20.8K - $21K
|
16.1K
$1.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
185+ 6.98% |
$19.2K - $19.4K
|
2.84K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
179New |
$18.6K - $18.8K
|
179
$18.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
179+ 6.58% |
$18.6K - $18.8K
|
2.9K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
176+ 3.69% |
$18.3K - $18.4K
|
4.95K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
172+ 4.82% |
$17.9K - $18K
|
3.74K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
160+ 3.37% |
$16.6K - $16.8K
|
4.91K
$516K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
159+ 6.38% |
$16.5K - $16.7K
|
2.65K
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
154+ 3.4% |
$16K - $16.1K
|
4.69K
$493K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
152+ 1.01% |
$15.8K - $15.9K
|
15.2K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
150+ 1.47% |
$15.6K - $15.7K
|
10.4K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
136+ 0.84% |
$14.1K - $14.3K
|
16.3K
$1.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
135New |
$14K - $14.1K
|
135
$14.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
129+ 1.46% |
$13.4K - $13.5K
|
8.96K
$943K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$12.3K - $12.4K
|
118
$12.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
103+ 3.32% |
$10.7K - $10.8K
|
3.2K
$337K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$10.4K - $10.5K
|
100
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
96+ 3.34% |
$9.99K - $10.1K
|
2.97K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 11.0% |
$9.16K - $9.22K
|
888
$93.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
85+ 2.98% |
$8.84K - $8.91K
|
2.94K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
74+ 0.98% |
$7.7K - $7.76K
|
7.65K
$805K
|