Purchases and Sales Made in Q3 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
500KNew |
$52.2M - $53.2M
|
500K
$52.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
370K+ 20.27% |
$38.6M - $39.3M
|
2.19M
$231M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
296K+ 146.87% |
$30.9M - $31.5M
|
497K
$52.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
272K+ 4.5% |
$28.3M - $28.9M
|
6.31M
$664M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
133KNew |
$13.8M - $14.1M
|
133K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
130K+ 130.27% |
$13.6M - $13.8M
|
230K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
125K+ 4.97% |
$13.1M - $13.3M
|
2.64M
$278M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
121K+ 193.98% |
$12.6M - $12.8M
|
183K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 1.59% |
$11.6M - $11.8M
|
7.1M
$746M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
103KNew |
$10.7M - $10.9M
|
103K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72.2K+ 6.33% |
$7.53M - $7.68M
|
1.21M
$127M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.1K+ 37.45% |
$7.52M - $7.67M
|
265K
$27.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.8K+ 289.62% |
$6.03M - $6.14M
|
77.8K
$8.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.8K+ 8.48% |
$5.92M - $6.03M
|
726K
$76.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
54.1K+ 23.18% |
$5.64M - $5.75M
|
287K
$30.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.8K+ 10.37% |
$5.19M - $5.29M
|
530K
$55.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.5K+ 17.33% |
$5.16M - $5.26M
|
335K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
48.8KNew |
$5.09M - $5.19M
|
48.8K
$5.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47.5K+ 1.95% |
$4.95M - $5.05M
|
2.49M
$261M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47.4KNew |
$4.95M - $5.04M
|
47.4K
$4.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.4K+ 134.17% |
$4.32M - $4.4M
|
72.2K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
40K+ 72.73% |
$4.17M - $4.25M
|
95K
$9.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.2K+ 381.85% |
$3.99M - $4.06M
|
48.2K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
37.6K+ 7.35% |
$3.92M - $4M
|
549K
$57.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.6KNew |
$3.82M - $3.89M
|
36.6K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.9K+ 1.0% |
$3.74M - $3.81M
|
3.63M
$382M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.6K+ 598.71% |
$3.71M - $3.79M
|
41.6K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31.4KNew |
$3.28M - $3.34M
|
31.4K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.3K+ 10.76% |
$3.26M - $3.33M
|
322K
$33.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.2K+ 13.71% |
$3.15M - $3.21M
|
251K
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
28.7K+ 17.91% |
$2.99M - $3.05M
|
189K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.5K+ 29.43% |
$2.55M - $2.6M
|
108K
$11.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.1K+ 10.83% |
$2.52M - $2.57M
|
247K
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 3.12% |
$2.35M - $2.39M
|
744K
$78.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
22.4K+ 48.49% |
$2.33M - $2.38M
|
68.5K
$7.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.1KNew |
$2.09M - $2.13M
|
20.1K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
19.3K+ 3.38% |
$2.01M - $2.05M
|
590K
$62M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 72.97% |
$1.99M - $2.03M
|
45.2K
$4.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.6K+ 56.76% |
$1.94M - $1.98M
|
51.4K
$5.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.8K+ 7.56% |
$1.85M - $1.89M
|
253K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 5.35% |
$1.82M - $1.86M
|
344K
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.1K+ 16.68% |
$1.78M - $1.82M
|
120K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.5K+ 9.91% |
$1.62M - $1.65M
|
172K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.3K+ 27.27% |
$1.59M - $1.62M
|
71.3K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 1.73% |
$1.56M - $1.59M
|
880K
$92.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
14.9K+ 6.29% |
$1.56M - $1.59M
|
252K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.7KNew |
$1.53M - $1.56M
|
14.7K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
14.5K+ 7.27% |
$1.51M - $1.54M
|
213K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
14.1K+ 33.96% |
$1.47M - $1.5M
|
55.7K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14K+ 365.28% |
$1.46M - $1.49M
|
17.8K
$1.88M
|