Purchases and Sales Made in Q2 2024 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
11K
New
$1.14M - $1.15M
11K $1.16M
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
10.6K
+ 16.46%
$1.11M - $1.12M
75.3K $7.95M
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
10.6K
+ 19.71%
$1.1M - $1.11M
64.2K $6.77M
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

BUY
 -
10.5K
New
$1.09M - $1.1M
10.5K $1.11M
Aug 14, 2024 Q2 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
10K
+ 56.36%
$1.04M - $1.05M
27.7K $2.93M
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.1K
+ 44.99%
$843K - $849K
26.1K $2.75M
Aug 01, 2024 Q2 2024
Willis Johnson & Associates, Inc.

BUY
 -
7.87K
+ 3.46%
$819K - $825K
235K $24.8M
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
7.87K
+ 6.91%
$818K - $824K
122K $12.8M
Jul 23, 2024 Q2 2024
Rmr Wealth Builders

BUY
 -
7.86K
+ 4.11%
$818K - $824K
199K $21M
Jul 25, 2024 Q2 2024
Salomon & Ludwin, LLC

BUY
 -
7.84K
+ 1.56%
$816K - $822K
512K $54M
Aug 05, 2024 Q2 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
7.64K
+ 7.08%
$795K - $800K
116K $12.2M
Jul 31, 2024 Q2 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
7.6K
New
$790K - $796K
7.6K $801K
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
7.46K
+ 29.49%
$776K - $782K
32.8K $3.46M
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
7.4K
New
$770K - $776K
7.4K $781K
Aug 08, 2024 Q2 2024
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
7.34K
New
$764K - $769K
7.34K $774K
Aug 13, 2024 Q2 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
7.07K
+ 4.96%
$736K - $741K
150K $15.8M
Aug 12, 2024 Q2 2024
First American Trust, Fsb

BUY
 -
6.95K
+ 23.7%
$723K - $729K
36.3K $3.83M
Jul 10, 2024 Q2 2024
Cyr Financial Inc.

Hennepin, IL
BUY
 -
6.95K
New
$723K - $729K
6.95K $733K
Jul 18, 2024 Q2 2024
Mayport, LLC

BUY
 -
6.72K
+ 46.45%
$700K - $705K
21.2K $2.24M
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
6.68K
+ 5.11%
$695K - $700K
137K $14.5M
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
6.48K
+ 18.55%
$674K - $679K
41.4K $4.37M
Aug 15, 2024 Q2 2024
Smith Thornton Advisors LLC

Huntsville, AL
BUY
 -
6.46K
New
$672K - $677K
6.46K $681K
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.45K
New
$671K - $676K
6.45K $681K
Jul 25, 2024 Q2 2024
Arkansas Financial Group, Inc.

BUY
 -
6.39K
+ 4.26%
$665K - $670K
157K $16.5M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.36K
+ 17.96%
$662K - $667K
41.8K $4.41M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.14K
+ 3.29%
$639K - $643K
193K $20.3M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
6.13K
+ 157.6%
$637K - $642K
10K $1.06M
Jul 30, 2024 Q2 2024
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
5.86K
+ 50.3%
$609K - $614K
17.5K $1.85M
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.8K
+ 15.01%
$603K - $608K
44.4K $4.69M
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
5.79K
+ 9.32%
$603K - $607K
68K $7.17M
Aug 13, 2024 Q2 2024
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
5.66K
+ 4.53%
$589K - $593K
131K $13.8M
Jul 25, 2024 Q2 2024
Waterway Wealth Management, LLC

The Woodlands, TX
BUY
 -
5.59K
+ 151.14%
$582K - $586K
9.29K $980K
Jul 24, 2024 Q2 2024
Eagle Ridge Investment Management

BUY
 -
5.45K
+ 3.38%
$567K - $571K
166K $17.6M
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
5.3K
New
$551K - $555K
5.3K $559K
Jul 25, 2024 Q2 2024
Bailard, Inc.

BUY
 -
5.22K
+ 5.78%
$543K - $547K
95.6K $10.1M
Jul 12, 2024 Q2 2024
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
5.18K
+ 9.98%
$539K - $543K
57.1K $6.02M
Jul 19, 2024 Q2 2024
Boston Mountain Money Management Inc

Bentonville, AR
BUY
 -
5.1K
+ 19.55%
$531K - $534K
31.2K $3.29M
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
4.88K
New
$508K - $511K
4.88K $515K
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
4.84K
+ 29.37%
$504K - $507K
21.3K $2.25M
Aug 09, 2024 Q2 2024
Jacobi Capital Management LLC

BUY
 -
4.72K
New
$491K - $495K
4.72K $498K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
4.54K
+ 46.41%
$473K - $476K
14.3K $1.51M
Aug 13, 2024 Q2 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
4.52K
New
$471K - $474K
4.52K $477K
Jul 22, 2024 Q2 2024
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
4.37K
New
$455K - $458K
4.37K $461K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.33K
+ 54.81%
$450K - $453K
12.2K $1.29M
Jul 31, 2024 Q2 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
4.29K
+ 8.91%
$447K - $450K
52.5K $5.54M
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
4.28K
+ 11.22%
$445K - $448K
42.4K $4.47M
Aug 05, 2024 Q2 2024
Brio Consultants, LLC

BUY
 -
4.23K
+ 4.49%
$440K - $444K
98.5K $10.4M
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
4.21K
+ 363.47%
$438K - $441K
5.37K $566K
Jul 19, 2024 Q2 2024
Chesley Taft & Associates LLC

BUY
 -
4.2K
+ 12.01%
$436K - $440K
39.1K $4.13M

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