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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-332- 1.44% |
$34.8K - $35K
|
22.7K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-332- 80.78% |
$34.8K - $35K
|
79
$8.33K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-351- 0.07% |
$36.8K - $37K
|
486K
$51.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-365- 10.32% |
$38.2K - $38.5K
|
3.17K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-369- 1.95% |
$38.6K - $38.9K
|
18.5K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-382- 15.19% |
$40K - $40.3K
|
2.13K
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-393- 11.58% |
$41.2K - $41.4K
|
3K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-397- 2.67% |
$41.6K - $41.9K
|
14.5K
$1.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-400- 6.41% |
$41.9K - $42.2K
|
5.84K
$616K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-400- 1.3% |
$41.9K - $42.2K
|
30.3K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-402- 19.86% |
$42.1K - $42.4K
|
1.62K
$171K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-419- 0.73% |
$43.9K - $44.2K
|
57.3K
$6.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-422- 3.28% |
$44.2K - $44.5K
|
12.4K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-425- 8.1% |
$44.5K - $44.8K
|
4.82K
$509K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-445- 0.29% |
$46.6K - $46.9K
|
154K
$16.2M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-452- 18.15% |
$47.3K - $47.6K
|
2.04K
$215K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-457- 0.86% |
$47.9K - $48.2K
|
52.6K
$5.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-470- 20.58% |
$49.2K - $49.5K
|
1.81K
$191K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-476- 9.56% |
$49.9K - $50.2K
|
4.5K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-484Closed |
$50.7K - $51K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-487- 3.48% |
$51K - $51.3K
|
13.5K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-494- 2.73% |
$51.7K - $52.1K
|
17.6K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-500- 6.61% |
$52.4K - $52.7K
|
7.06K
$745K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-500- 2.63% |
$52.4K - $52.7K
|
18.5K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.42% |
$52.4K - $52.7K
|
10.8K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-502- 15.14% |
$52.6K - $52.9K
|
2.81K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-511- 0.95% |
$53.5K - $53.9K
|
53.1K
$5.6M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-527- 11.57% |
$55.2K - $55.6K
|
4.03K
$425K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-544- 5.51% |
$57K - $57.3K
|
9.32K
$983K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-544- 16.15% |
$57K - $57.3K
|
2.83K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-560- 1.3% |
$58.6K - $59K
|
42.6K
$4.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-561- 16.87% |
$58.8K - $59.1K
|
2.77K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-572- 14.9% |
$59.9K - $60.3K
|
3.27K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-585- 14.11% |
$61.3K - $61.7K
|
3.56K
$376K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-608- 3.63% |
$63.7K - $64.1K
|
16.1K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-616- 3.18% |
$64.5K - $64.9K
|
18.8K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-621- 9.95% |
$65K - $65.5K
|
5.62K
$593K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-630- 18.81% |
$66K - $66.4K
|
2.72K
$287K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-650- 13.83% |
$68.1K - $68.5K
|
4.05K
$427K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-654- 18.16% |
$68.5K - $68.9K
|
2.95K
$311K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-664- 31.86% |
$69.5K - $70K
|
1.42K
$150K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-680- 18.54% |
$71.2K - $71.7K
|
2.99K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-686- 17.59% |
$71.8K - $72.3K
|
3.22K
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-689- 2.4% |
$72.2K - $72.6K
|
28.1K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-715- 15.21% |
$74.9K - $75.4K
|
3.99K
$420K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-722- 9.08% |
$75.6K - $76.1K
|
7.23K
$763K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-745- 7.78% |
$78K - $78.5K
|
8.83K
$931K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-762- 19.51% |
$79.8K - $80.3K
|
3.14K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-763- 16.59% |
$79.9K - $80.4K
|
3.84K
$405K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-792- 1.48% |
$82.9K - $83.5K
|
52.7K
$5.56M
|