Purchases and Sales Made in Q2 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
808K+ 79.51% |
$84M - $84.7M
|
1.82M
$192M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
695K+ 13.0% |
$72.3M - $72.8M
|
6.04M
$636M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
340K+ 5.12% |
$35.4M - $35.7M
|
6.99M
$736M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
231K+ 3.88% |
$24.1M - $24.2M
|
6.19M
$652M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
149KNew |
$15.5M - $15.6M
|
149K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
137K+ 97.11% |
$14.2M - $14.3M
|
277K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
121K+ 58.76% |
$12.6M - $12.7M
|
327K
$34.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
113K+ 30.88% |
$11.8M - $11.9M
|
480K
$50.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
98.1KNew |
$10.2M - $10.3M
|
98.1K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84.2K+ 7.97% |
$8.76M - $8.82M
|
1.14M
$120M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.3K+ 46.13% |
$8.46M - $8.52M
|
257K
$27.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
73.1K+ 61.36% |
$7.61M - $7.67M
|
192K
$20.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
55.1K+ 30.93% |
$5.74M - $5.78M
|
233K
$24.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
53.2K+ 177.75% |
$5.53M - $5.58M
|
83.1K
$8.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
51.8K+ 43.33% |
$5.39M - $5.43M
|
171K
$18.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47K+ 1.96% |
$4.89M - $4.92M
|
2.44M
$257M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.2K+ 27.26% |
$4.81M - $4.84M
|
216K
$22.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 6.65% |
$4.68M - $4.72M
|
721K
$76M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
44.8K+ 45.44% |
$4.66M - $4.69M
|
143K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41.4KNew |
$4.31M - $4.34M
|
41.4K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
35.9K+ 372.04% |
$3.74M - $3.76M
|
45.6K
$4.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.7K+ 16.59% |
$3.3M - $3.32M
|
223K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29.5KNew |
$3.07M - $3.1M
|
29.5K
$3.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
28.3K+ 38.34% |
$2.94M - $2.96M
|
102K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
26.6K+ 109.49% |
$2.77M - $2.79M
|
51K
$5.37M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
25.5K+ 14.72% |
$2.66M - $2.68M
|
199K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.4K+ 23.1% |
$2.65M - $2.66M
|
136K
$14.3M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.4K+ 23.1% |
$2.65M - $2.66M
|
136K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.9K+ 3.39% |
$2.59M - $2.61M
|
760K
$80.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.2K+ 171.75% |
$2.41M - $2.43M
|
36.7K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.4K+ 3.85% |
$2.33M - $2.34M
|
602K
$63.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.6K+ 27.63% |
$2.25M - $2.27M
|
99.9K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.7K+ 26.1% |
$1.94M - $1.96M
|
90.2K
$9.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
17.6K+ 3.74% |
$1.83M - $1.85M
|
489K
$51.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 8.4% |
$1.78M - $1.79M
|
220K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
15.5K+ 1.68% |
$1.62M - $1.63M
|
941K
$99M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
15.4KNew |
$1.6M - $1.61M
|
15.4K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15KNew |
$1.56M - $1.57M
|
15K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
14.6K+ 50.78% |
$1.52M - $1.53M
|
43.3K
$4.56M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14.2K+ 32.67% |
$1.47M - $1.49M
|
57.6K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.7KNew |
$1.42M - $1.43M
|
13.7K
$1.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1K+ 192.44% |
$1.37M - $1.38M
|
20K
$2.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.1KNew |
$1.36M - $1.37M
|
13.1K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.4K+ 65.92% |
$1.29M - $1.3M
|
31.1K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$1.27M - $1.28M
|
12.2K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.1K+ 6.65% |
$1.26M - $1.27M
|
194K
$20.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
12K+ 439.66% |
$1.25M - $1.26M
|
14.7K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
11.7K+ 128.52% |
$1.22M - $1.23M
|
20.9K
$2.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2K+ 11.54% |
$1.17M - $1.18M
|
108K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 1.29% |
$1.15M - $1.16M
|
865K
$91M
|