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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.07% |
$104 - $105
|
1.42K
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.67% |
$104 - $105
|
150
$15.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$104 - $105
|
13.8K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$208 - $210
|
2.6K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4- 0.1% |
$416 - $419
|
4.02K
$426K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7- 6.6% |
$728 - $734
|
99
$10.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 32.35% |
$1.14K - $1.15K
|
23
$2.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.12% |
$1.56K - $1.57K
|
12.8K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-17- 0.03% |
$1.77K - $1.78K
|
62.2K
$6.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-18- 0.28% |
$1.87K - $1.89K
|
6.39K
$675K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19- 0.64% |
$1.98K - $1.99K
|
2.97K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.64% |
$1.98K - $1.99K
|
2.97K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22- 0.01% |
$2.29K - $2.31K
|
157K
$16.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-28- 4.32% |
$2.91K - $2.93K
|
620
$65.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-30- 1.5% |
$3.12K - $3.14K
|
1.97K
$208K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-31- 0.77% |
$3.23K - $3.25K
|
4K
$423K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-40- 0.8% |
$4.16K - $4.19K
|
4.94K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49- 59.04% |
$5.1K - $5.14K
|
34
$3.6K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-57- 10.59% |
$5.93K - $5.97K
|
481
$50.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-63- 10.94% |
$6.55K - $6.6K
|
513
$54.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-67- 6.71% |
$6.97K - $7.02K
|
932
$98.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-73- 1.17% |
$7.59K - $7.65K
|
6.19K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$7.8K - $7.86K
|
28.4K
$3M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-75- 9.68% |
$7.8K - $7.86K
|
700
$74K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-86- 1.52% |
$8.95K - $9.01K
|
5.57K
$589K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-88- 0.53% |
$9.16K - $9.22K
|
16.4K
$1.74M
|
|
|
May 29, 2025
Q2 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-89- 1.53% |
$9.26K - $9.33K
|
5.73K
$606K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-99- 0.15% |
$10.3K - $10.4K
|
64.4K
$6.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-115- 3.63% |
$12K - $12.1K
|
3.06K
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-119- 0.32% |
$12.4K - $12.5K
|
36.9K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-125- 2.17% |
$13K - $13.1K
|
5.64K
$596K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-128- 1.18% |
$13.3K - $13.4K
|
10.7K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-130- 4.94% |
$13.5K - $13.6K
|
2.5K
$265K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-130- 4.6% |
$13.5K - $13.6K
|
2.7K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-132- 0.25% |
$13.7K - $13.8K
|
51.7K
$5.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-136- 4.06% |
$14.1K - $14.3K
|
3.21K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-138- 5.5% |
$14.4K - $14.5K
|
2.37K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-140- 3.03% |
$14.6K - $14.7K
|
4.49K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-144- 4.88% |
$15K - $15.1K
|
2.81K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-178- 0.76% |
$18.5K - $18.7K
|
23.1K
$2.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-179- 0.74% |
$18.6K - $18.8K
|
23.9K
$2.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-179- 50.0% |
$18.6K - $18.8K
|
179
$18.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-186- 6.2% |
$19.4K - $19.5K
|
2.81K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 5.0% |
$20.8K - $21K
|
3.8K
$402K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-216- 5.87% |
$22.5K - $22.6K
|
3.46K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-216- 15.7% |
$22.5K - $22.6K
|
1.16K
$123K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-225- 10.62% |
$23.4K - $23.6K
|
1.89K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-225- 2.29% |
$23.4K - $23.6K
|
9.61K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-231- 19.46% |
$24K - $24.2K
|
956
$101K
|