Purchases and Sales Made in Q1 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.48K- 10.68% |
$469K - $472K
|
37.5K
$3.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.52K- 1.85% |
$474K - $477K
|
240K
$25.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.58K- 5.92% |
$480K - $483K
|
72.8K
$7.68M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.64K- 40.46% |
$486K - $489K
|
6.83K
$720K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.72K- 46.17% |
$494K - $497K
|
5.5K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.89K- 6.87% |
$512K - $515K
|
66.2K
$6.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.9K- 34.17% |
$513K - $517K
|
9.45K
$996K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-5.07K- 50.2% |
$531K - $534K
|
5.03K
$530K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.11K- 6.77% |
$535K - $538K
|
70.3K
$7.42M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.18K- 14.77% |
$542K - $546K
|
29.9K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-5.38K- 68.53% |
$563K - $567K
|
2.47K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.4K- 56.22% |
$566K - $570K
|
4.21K
$444K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.47K- 12.83% |
$573K - $577K
|
37.1K
$3.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.54K- 87.9% |
$581K - $584K
|
763
$80.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-5.61K- 41.43% |
$587K - $591K
|
7.93K
$836K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.67K- 3.12% |
$594K - $597K
|
176K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-5.75K- 45.71% |
$602K - $606K
|
6.83K
$721K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.77K- 2.53% |
$605K - $609K
|
222K
$23.4M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.8K- 5.56% |
$607K - $611K
|
98.6K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-6.3K- 15.8% |
$660K - $665K
|
33.6K
$3.54M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.34K- 10.63% |
$664K - $669K
|
53.3K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.35K- 52.59% |
$665K - $669K
|
5.72K
$604K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.36K- 25.67% |
$666K - $670K
|
18.4K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.46K- 8.99% |
$677K - $681K
|
65.5K
$6.91M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.48K- 38.59% |
$679K - $684K
|
10.3K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.72K- 3.01% |
$704K - $709K
|
216K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.75K- 30.86% |
$707K - $711K
|
15.1K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.97K- 28.21% |
$730K - $735K
|
17.7K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-7.05K- 6.74% |
$738K - $743K
|
97.5K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.06K- 53.37% |
$740K - $744K
|
6.17K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.11K- 35.77% |
$744K - $749K
|
12.8K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.38K- 37.42% |
$773K - $778K
|
12.4K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.91K- 0.63% |
$828K - $834K
|
1.24M
$131M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.96K- 14.68% |
$833K - $839K
|
46.2K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.97K- 34.88% |
$834K - $840K
|
14.9K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.13K- 45.61% |
$852K - $857K
|
9.7K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.58K- 5.37% |
$898K - $904K
|
151K
$15.9M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.63K- 24.64% |
$904K - $910K
|
26.4K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-9K- 6.46% |
$943K - $949K
|
130K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 24.49% |
$969K - $975K
|
28.5K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.29K- 59.09% |
$973K - $980K
|
6.43K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.38K- 67.22% |
$982K - $988K
|
4.57K
$482K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.46K- 12.54% |
$991K - $997K
|
66K
$6.96M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.52K- 33.57% |
$997K - $1M
|
18.8K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-9.55K- 51.12% |
$1M - $1.01M
|
9.13K
$963K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.68K- 51.73% |
$1.01M - $1.02M
|
9.03K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.78K- 5.09% |
$1.02M - $1.03M
|
182K
$19.2M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10.5K- 31.67% |
$1.1M - $1.11M
|
22.7K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.6K- 6.27% |
$1.11M - $1.12M
|
159K
$16.7M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.8K- 10.64% |
$1.13M - $1.14M
|
91K
$9.6M
|