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 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
5.24K+ 17.83% |
$549K - $553K
|
34.6K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.1K+ 4.86% |
$534K - $538K
|
110K
$11.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
5K+ 8.99% |
$524K - $527K
|
60.6K
$6.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.98K+ 10.79% |
$521K - $525K
|
51.1K
$5.39M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.86K+ 59.7% |
$509K - $512K
|
13K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 2.36% |
$497K - $500K
|
206K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.61K+ 718.38% |
$483K - $486K
|
5.25K
$554K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.51K+ 5.03% |
$473K - $476K
|
94.2K
$9.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.48K+ 6.73% |
$469K - $472K
|
71K
$7.49M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.31K+ 13.04% |
$451K - $454K
|
37.3K
$3.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
BUY
|
- |
4.06KNew |
$425K - $427K
|
4.06K
$428K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.95KNew |
$413K - $416K
|
3.95K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.94K+ 3.79% |
$412K - $415K
|
108K
$11.4M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92K+ 128.43% |
$410K - $413K
|
6.97K
$735K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92K+ 128.43% |
$410K - $413K
|
6.97K
$735K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.9K+ 27.46% |
$408K - $411K
|
18.1K
$1.91M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.87K+ 16.96% |
$405K - $407K
|
26.7K
$2.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.85K+ 34.84% |
$403K - $406K
|
14.9K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.81K+ 14.9% |
$399K - $401K
|
29.3K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.72K+ 67.34% |
$390K - $393K
|
9.25K
$976K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3.69K+ 5.84% |
$387K - $389K
|
67K
$7.06M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.6K+ 177.83% |
$377K - $380K
|
5.63K
$593K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.53K+ 3.65% |
$370K - $372K
|
100K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.51K+ 11.18% |
$368K - $370K
|
34.9K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.44KNew |
$360K - $362K
|
3.44K
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.43K+ 1.83% |
$359K - $362K
|
191K
$20.2M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.4K+ 7.59% |
$356K - $358K
|
48.2K
$5.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.33K+ 40.0% |
$349K - $351K
|
11.6K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
3.1K+ 6.04% |
$325K - $327K
|
54.4K
$5.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.08K+ 1.18% |
$323K - $325K
|
264K
$27.8M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.92K+ 8.6% |
$305K - $308K
|
36.9K
$3.89M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.87K+ 7.09% |
$301K - $303K
|
43.4K
$4.58M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.81K+ 4.67% |
$295K - $297K
|
63.1K
$6.66M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.81KNew |
$295K - $296K
|
2.81K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.81K+ 4.55% |
$294K - $296K
|
64.5K
$6.8M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.78KNew |
$291K - $293K
|
2.78K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.73KNew |
$286K - $288K
|
2.73K
$288K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.57K+ 33.09% |
$269K - $271K
|
10.3K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.53K+ 12.01% |
$265K - $266K
|
23.6K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$260K - $262K
|
2.48K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.46K+ 10.47% |
$258K - $260K
|
26K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.4K+ 5.35% |
$251K - $253K
|
47.3K
$4.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.39K+ 33.17% |
$251K - $252K
|
9.61K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.38KNew |
$249K - $251K
|
2.38K
$251K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.31KNew |
$242K - $244K
|
2.31K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.3K+ 6.33% |
$241K - $242K
|
38.6K
$4.08M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.29KNew |
$240K - $242K
|
2.29K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.28K+ 4.38% |
$239K - $240K
|
54.3K
$5.73M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.23KNew |
$233K - $235K
|
2.23K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.21K+ 5.41% |
$232K - $233K
|
43.1K
$4.54M
|