Purchases and Sales Made in Q4 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 17.02% |
$1.24M - $1.26M
|
81.5K
$8.6M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.89KNew |
$513K - $520K
|
4.89K
$516K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.51K+ 132.85% |
$369K - $373K
|
6.16K
$650K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.23K+ 40.22% |
$129K - $130K
|
4.27K
$451K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
434+ 3.8% |
$45.5K - $46.1K
|
11.8K
$1.25M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
175+ 1.15% |
$18.4K - $18.6K
|
15.4K
$1.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
82+ 0.5% |
$8.61K - $8.71K
|
16.5K
$1.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
56+ 30.43% |
$5.88K - $5.95K
|
240
$25.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
30+ 0.74% |
$3.15K - $3.19K
|
4.11K
$434K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-375- 2.59% |
$39.4K - $39.8K
|
14.1K
$1.49M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.72K- 20.52% |
$180K - $182K
|
6.64K
$701K
|