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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
114+ 1.45% |
$12K - $12.1K
|
7.99K
$841K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 2.16% |
$10.5K - $10.6K
|
4.74K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
100+ 1.36% |
$10.5K - $10.6K
|
7.47K
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 1.99% |
$10.5K - $10.6K
|
5.14K
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
87+ 1.25% |
$9.13K - $9.24K
|
7.03K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
85+ 2.52% |
$8.92K - $9.03K
|
3.46K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
83+ 4.35% |
$8.71K - $8.81K
|
1.99K
$210K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
82+ 0.5% |
$8.61K - $8.71K
|
16.5K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
81+ 2.28% |
$8.5K - $8.6K
|
3.64K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
79+ 2.28% |
$8.29K - $8.39K
|
3.54K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
79+ 3.42% |
$8.29K - $8.39K
|
2.39K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
76+ 7.37% |
$7.98K - $8.07K
|
1.11K
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
71+ 1.9% |
$7.45K - $7.54K
|
3.81K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
63New |
$6.61K - $6.69K
|
63
$6.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
63+ 0.61% |
$6.61K - $6.69K
|
10.3K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
62+ 1.52% |
$6.51K - $6.58K
|
4.14K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$6.51K - $6.58K
|
62
$6.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 0.12% |
$6.3K - $6.37K
|
51.4K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
59+ 2.75% |
$6.19K - $6.27K
|
2.21K
$232K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
56+ 30.43% |
$5.88K - $5.95K
|
240
$25.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
56New |
$5.88K - $5.95K
|
56
$5.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
54+ 2.5% |
$5.67K - $5.73K
|
2.22K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
53+ 0.84% |
$5.56K - $5.63K
|
6.36K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
52+ 5.62% |
$5.46K - $5.52K
|
977
$103K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
48+ 0.91% |
$5.04K - $5.1K
|
5.33K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
46+ 2.12% |
$4.83K - $4.89K
|
2.22K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
45+ 0.64% |
$4.72K - $4.78K
|
7.09K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
38+ 0.95% |
$3.99K - $4.04K
|
4.05K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35+ 0.69% |
$3.67K - $3.72K
|
5.1K
$537K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31+ 0.31% |
$3.25K - $3.29K
|
10.1K
$1.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
30+ 0.74% |
$3.15K - $3.19K
|
4.11K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30+ 0.2% |
$3.15K - $3.19K
|
14.8K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
29+ 10.82% |
$3.04K - $3.08K
|
297
$31.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
29+ 0.14% |
$3.04K - $3.08K
|
21.4K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
28+ 0.59% |
$2.94K - $2.97K
|
4.77K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 0.98% |
$2.62K - $2.66K
|
2.56K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
25+ 0.95% |
$2.62K - $2.66K
|
2.65K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23+ 0.74% |
$2.41K - $2.44K
|
3.13K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.19% |
$2.41K - $2.44K
|
12.2K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
23+ 0.39% |
$2.41K - $2.44K
|
5.89K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.33% |
$2.41K - $2.44K
|
6.98K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
22+ 0.57% |
$2.31K - $2.34K
|
3.9K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
18+ 0.75% |
$1.89K - $1.91K
|
2.41K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
16+ 0.7% |
$1.68K - $1.7K
|
2.29K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 0.02% |
$1.57K - $1.59K
|
65.2K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 5.49% |
$1.36K - $1.38K
|
250
$26.3K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13New |
$1.36K - $1.38K
|
13
$1.37K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$1.26K - $1.27K
|
8.49K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11+ 0.32% |
$1.15K - $1.17K
|
3.41K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
10+ 0.52% |
$1.05K - $1.06K
|
1.95K
$205K
|