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 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-255- 5.22% |
$26.5K - $26.7K
|
4.63K
$487K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-256- 8.34% |
$26.6K - $26.8K
|
2.81K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-260- 6.58% |
$27.1K - $27.2K
|
3.69K
$388K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-282- 15.89% |
$29.3K - $29.6K
|
1.49K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-283- 17.45% |
$29.4K - $29.7K
|
1.34K
$141K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-285- 1.08% |
$29.7K - $29.9K
|
26.1K
$2.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-292- 0.4% |
$30.4K - $30.6K
|
72.5K
$7.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-299- 7.19% |
$31.1K - $31.3K
|
3.86K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-300- 4.96% |
$31.2K - $31.4K
|
5.75K
$605K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-308- 86.03% |
$32K - $32.3K
|
50
$5.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-311- 8.31% |
$32.4K - $32.6K
|
3.43K
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-342- 4.39% |
$35.6K - $35.8K
|
7.45K
$784K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-343- 2.11% |
$35.7K - $35.9K
|
15.9K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-349- 1.02% |
$36.3K - $36.6K
|
33.8K
$3.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-349- 13.09% |
$36.3K - $36.6K
|
2.32K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-368- 3.9% |
$38.3K - $38.6K
|
9.07K
$954K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-371- 0.13% |
$38.6K - $38.9K
|
291K
$30.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-379- 5.02% |
$39.4K - $39.7K
|
7.18K
$755K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-382- 5.49% |
$39.7K - $40K
|
6.58K
$692K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-389- 0.93% |
$40.5K - $40.8K
|
41.4K
$4.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-394- 8.92% |
$41K - $41.3K
|
4.02K
$423K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-398- 9.4% |
$41.4K - $41.7K
|
3.83K
$403K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-399- 5.54% |
$41.5K - $41.8K
|
6.8K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-400- 6.33% |
$41.6K - $41.9K
|
5.92K
$623K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-411- 10.66% |
$42.8K - $43.1K
|
3.44K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-415- 2.33% |
$43.2K - $43.5K
|
17.4K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-432- 2.24% |
$44.9K - $45.3K
|
18.9K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-443- 10.37% |
$46.1K - $46.4K
|
3.83K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-450- 11.29% |
$46.8K - $47.2K
|
3.54K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-455- 29.51% |
$47.3K - $47.7K
|
1.09K
$114K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-460- 1.8% |
$47.9K - $48.2K
|
25.1K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-462- 0.7% |
$48.1K - $48.4K
|
65.5K
$6.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-470- 4.89% |
$48.9K - $49.3K
|
9.14K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-475- 1.1% |
$49.4K - $49.8K
|
42.9K
$4.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-478- 9.83% |
$49.7K - $50.1K
|
4.38K
$461K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-490- 9.77% |
$51K - $51.4K
|
4.52K
$476K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-496- 6.71% |
$51.6K - $52K
|
6.9K
$726K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 5.45% |
$52K - $52.4K
|
8.68K
$913K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-518- 5.73% |
$53.9K - $54.3K
|
8.52K
$896K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-545- 2.72% |
$56.7K - $57.1K
|
19.5K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-559- 16.58% |
$58.2K - $58.6K
|
2.81K
$296K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-561- 9.01% |
$58.4K - $58.8K
|
5.66K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-562- 13.36% |
$58.5K - $58.9K
|
3.65K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-576- 3.29% |
$59.9K - $60.4K
|
16.9K
$1.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-591- 4.23% |
$61.5K - $61.9K
|
13.4K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-624- 13.75% |
$64.9K - $65.4K
|
3.92K
$412K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-625- 3.48% |
$65K - $65.5K
|
17.3K
$1.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-628- 6.65% |
$65.3K - $65.8K
|
8.82K
$928K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-649- 5.95% |
$67.5K - $68K
|
10.3K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-667- 3.02% |
$69.4K - $69.9K
|
21.4K
$2.26M
|