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 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-426- 1.17% |
$44.7K - $45.2K
|
35.8K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-462- 6.63% |
$48.5K - $49.1K
|
6.5K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-497- 2.93% |
$52.2K - $52.8K
|
16.5K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-499- 20.18% |
$52.4K - $53K
|
1.97K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-511- 9.09% |
$53.6K - $54.3K
|
5.11K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-516- 9.73% |
$54.1K - $54.8K
|
4.79K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-528- 2.92% |
$55.4K - $56.1K
|
17.5K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-536- 0.83% |
$56.2K - $56.9K
|
63.7K
$6.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-561- 42.47% |
$58.9K - $59.6K
|
760
$80K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-585- 3.82% |
$61.4K - $62.1K
|
14.7K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-598- 17.57% |
$62.8K - $63.5K
|
2.81K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-600- 11.7% |
$63K - $63.7K
|
4.53K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-615- 15.59% |
$64.5K - $65.3K
|
3.33K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-616- 22.81% |
$64.6K - $65.4K
|
2.08K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-643- 18.7% |
$67.5K - $68.3K
|
2.8K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-653- 19.06% |
$68.5K - $69.3K
|
2.77K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-658- 5.93% |
$69.1K - $69.9K
|
10.4K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-698- 19.38% |
$73.2K - $74.1K
|
2.9K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-710- 1.73% |
$74.5K - $75.4K
|
40.4K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-752- 61.14% |
$78.9K - $79.9K
|
478
$50.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-754- 21.74% |
$79.1K - $80.1K
|
2.72K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-761- 8.3% |
$79.9K - $80.8K
|
8.41K
$885K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-780- 8.31% |
$81.9K - $82.8K
|
8.61K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-797- 2.89% |
$83.6K - $84.6K
|
26.8K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-816- 4.06% |
$85.6K - $86.7K
|
19.3K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-828- 2.36% |
$86.9K - $87.9K
|
34.3K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-863- 3.28% |
$90.6K - $91.7K
|
25.5K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-871- 30.29% |
$91.4K - $92.5K
|
2.01K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-925- 1.97% |
$97.1K - $98.2K
|
46.1K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-937- 12.2% |
$98.3K - $99.5K
|
6.74K
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-951- 8.53% |
$99.8K - $101K
|
10.2K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-963- 2.16% |
$101K - $102K
|
43.6K
$4.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-979- 67.42% |
$103K - $104K
|
473
$49.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-987- 18.39% |
$104K - $105K
|
4.38K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-994- 23.54% |
$104K - $106K
|
3.23K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.07K- 8.87% |
$112K - $114K
|
11K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 8.5% |
$114K - $115K
|
11.7K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.12K- 31.37% |
$118K - $119K
|
2.45K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.13K- 7.08% |
$119K - $120K
|
14.9K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 4.58% |
$124K - $125K
|
24.6K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.19K- 22.95% |
$124K - $126K
|
3.98K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.27K- 1.54% |
$133K - $135K
|
81.2K
$8.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.28K- 15.98% |
$135K - $136K
|
6.75K
$710K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.28K- 10.69% |
$135K - $136K
|
10.7K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.31K- 8.39% |
$138K - $139K
|
14.3K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.32K- 3.41% |
$138K - $140K
|
37.4K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.33K- 23.05% |
$140K - $141K
|
4.44K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.36K- 37.78% |
$143K - $145K
|
2.24K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.43K- 19.13% |
$150K - $151K
|
6.03K
$634K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.47K- 3.45% |
$154K - $156K
|
41.2K
$4.33M
|