Purchases and Sales Made in Q3 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.39K- 5.91% |
$145K - $148K
|
22.1K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.44K- 5.89% |
$151K - $153K
|
23.1K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.46K- 9.08% |
$152K - $155K
|
14.6K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.49K- 22.61% |
$155K - $158K
|
5.09K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.51K- 11.78% |
$157K - $160K
|
11.3K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.52K- 15.18% |
$158K - $161K
|
8.48K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.52K- 7.83% |
$159K - $162K
|
17.9K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.54K- 38.59% |
$161K - $164K
|
2.45K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.55K- 7.76% |
$162K - $165K
|
18.4K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-1.55K- 5.68% |
$162K - $165K
|
25.8K
$2.72M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.58K- 44.97% |
$165K - $168K
|
1.94K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.58K- 34.17% |
$165K - $168K
|
3.05K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 24.79% |
$167K - $170K
|
4.85K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 10.67% |
$170K - $174K
|
13.7K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.64K- 14.05% |
$171K - $174K
|
10K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.68K- 12.05% |
$175K - $178K
|
12.3K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.68K- 21.56% |
$176K - $179K
|
6.13K
$647K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.75K- 13.26% |
$182K - $186K
|
11.4K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.75K- 47.43% |
$183K - $186K
|
1.94K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.76K- 8.85% |
$184K - $187K
|
18.1K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.79K- 47.65% |
$187K - $191K
|
1.97K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.8K- 6.77% |
$188K - $192K
|
24.9K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.84K- 41.22% |
$192K - $196K
|
2.63K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.85K- 42.38% |
$192K - $196K
|
2.51K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 5.04% |
$195K - $199K
|
35.3K
$3.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.88K- 9.96% |
$196K - $200K
|
17K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.01K- 5.96% |
$210K - $214K
|
31.8K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.02K- 3.65% |
$210K - $214K
|
53.3K
$5.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.03K- 23.87% |
$212K - $216K
|
6.48K
$685K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.05K- 45.31% |
$214K - $218K
|
2.47K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.08K- 37.29% |
$217K - $221K
|
3.5K
$369K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.12K- 46.88% |
$221K - $225K
|
2.4K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.17K- 16.38% |
$227K - $231K
|
11.1K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.23KClosed |
$232K - $237K
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.27K- 5.48% |
$237K - $242K
|
39.2K
$4.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.35K- 14.27% |
$245K - $249K
|
14.1K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-2.38K- 10.58% |
$248K - $252K
|
20.1K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.38K- 5.28% |
$248K - $253K
|
42.7K
$4.51M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.38K- 14.15% |
$249K - $253K
|
14.5K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.39K- 4.51% |
$249K - $254K
|
50.6K
$5.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.48K- 16.04% |
$259K - $264K
|
13K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.5K- 15.96% |
$261K - $266K
|
13.2K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.52K- 13.88% |
$263K - $268K
|
15.6K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.6K- 7.76% |
$271K - $276K
|
30.8K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.69K- 5.59% |
$280K - $286K
|
45.4K
$4.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.72K- 8.44% |
$284K - $290K
|
29.6K
$3.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.77K- 21.39% |
$288K - $294K
|
10.2K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.81K- 14.94% |
$293K - $298K
|
16K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 3.73% |
$293K - $298K
|
72.5K
$7.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
SELL
|
- |
-2.82K- 4.54% |
$294K - $300K
|
59.4K
$6.27M
|