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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 4.18% |
$432K - $435K
|
103K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.03K+ 32.61% |
$419K - $422K
|
16.4K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.93K+ 10.52% |
$409K - $412K
|
41.3K
$4.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.91K+ 3.9% |
$406K - $409K
|
104K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.87K+ 192.34% |
$402K - $405K
|
5.88K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.86K+ 12.29% |
$401K - $404K
|
35.2K
$3.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.82K+ 1.38% |
$398K - $401K
|
281K
$29.6M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
3.79KNew |
$394K - $397K
|
3.79K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.7K+ 24.51% |
$385K - $388K
|
18.8K
$1.98M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.53KNew |
$367K - $369K
|
3.53K
$372K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.49K+ 150.91% |
$363K - $365K
|
5.8K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.48KNew |
$362K - $364K
|
3.48K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.4KNew |
$354K - $357K
|
3.4K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.33K+ 5.92% |
$347K - $349K
|
59.6K
$6.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.28KNew |
$341K - $343K
|
3.28K
$345K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.24KNew |
$337K - $340K
|
3.24K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.24KNew |
$337K - $340K
|
3.24K
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.22K+ 6.3% |
$335K - $337K
|
54.3K
$5.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.14KNew |
$327K - $329K
|
3.14K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.11K+ 13.89% |
$323K - $326K
|
25.5K
$2.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.03KNew |
$315K - $317K
|
3.03K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.02K+ 14.26% |
$315K - $317K
|
24.2K
$2.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.96K+ 5.57% |
$308K - $310K
|
56.1K
$5.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.94K+ 4.66% |
$306K - $308K
|
66.1K
$6.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.92KNew |
$303K - $306K
|
2.92K
$308K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.9K+ 103.23% |
$302K - $304K
|
5.72K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.88K+ 0.51% |
$300K - $302K
|
570K
$60.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
2.88K+ 26.18% |
$300K - $302K
|
13.9K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.74K+ 4.67% |
$285K - $287K
|
61.3K
$6.47M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.7K+ 3.59% |
$281K - $283K
|
78K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.7K+ 11.28% |
$281K - $283K
|
26.6K
$2.81M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.7K+ 469.04% |
$281K - $283K
|
3.27K
$345K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.69K+ 4.98% |
$280K - $282K
|
56.8K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.67K+ 4.09% |
$278K - $280K
|
68K
$7.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.67K+ 15.4% |
$277K - $280K
|
20K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.64KNew |
$275K - $277K
|
2.64K
$278K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$269K - $271K
|
2.59K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.5KNew |
$260K - $262K
|
2.5K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.49K+ 67.46% |
$259K - $261K
|
6.17K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.48K+ 7.12% |
$258K - $260K
|
37.4K
$3.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
2.47K+ 60.79% |
$256K - $258K
|
6.52K
$688K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.38K+ 3.62% |
$248K - $249K
|
68.1K
$7.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.37K+ 9.14% |
$246K - $248K
|
28.2K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.33K+ 84.87% |
$243K - $245K
|
5.08K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.27KNew |
$236K - $237K
|
2.27K
$239K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.23K+ 46.52% |
$231K - $233K
|
7.01K
$739K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.22KNew |
$231K - $233K
|
2.22K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.21K+ 0.43% |
$229K - $231K
|
515K
$54.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.19K+ 14.71% |
$228K - $230K
|
17.1K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 10.92% |
$225K - $227K
|
22K
$2.32M
|