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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-706- 8.79% |
$73.6K - $75K
|
7.33K
$773K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-727- 2.89% |
$75.8K - $77.3K
|
24.4K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-750- 3.39% |
$78.2K - $79.7K
|
21.4K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-763- 12.88% |
$79.6K - $81.1K
|
5.16K
$544K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-788- 20.42% |
$82.2K - $83.8K
|
3.07K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-795- 3.13% |
$82.9K - $84.5K
|
24.6K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-796- 6.58% |
$83K - $84.6K
|
11.3K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-805- 4.28% |
$84K - $85.6K
|
18K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-829- 35.76% |
$86.5K - $88.1K
|
1.49K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-843- 1.33% |
$87.9K - $89.6K
|
62.3K
$6.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-860- 2.13% |
$89.7K - $91.4K
|
39.4K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-873- 14.55% |
$91.1K - $92.8K
|
5.13K
$541K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-875- 10.38% |
$91.3K - $93K
|
7.56K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-894- 15.64% |
$93.2K - $95K
|
4.82K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-900- 23.68% |
$93.9K - $95.7K
|
2.9K
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-910- 10.36% |
$94.9K - $96.7K
|
7.88K
$831K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1K- 5.51% |
$104K - $106K
|
17.2K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1K- 2.33% |
$104K - $106K
|
41.9K
$4.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.04K- 9.53% |
$108K - $111K
|
9.88K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 35.62% |
$110K - $112K
|
1.91K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.06K- 15.27% |
$110K - $112K
|
5.86K
$618K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.09K- 6.25% |
$113K - $115K
|
16.3K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.14K- 11.02% |
$118K - $121K
|
9.17K
$968K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.14K- 20.21% |
$119K - $121K
|
4.5K
$475K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.14K- 32.07% |
$119K - $121K
|
2.42K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.15K- 8.71% |
$119K - $122K
|
12K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.15K- 4.08% |
$120K - $122K
|
27K
$2.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.17K- 5.2% |
$122K - $124K
|
21.3K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.22K- 38.07% |
$127K - $130K
|
1.98K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.25K- 4.42% |
$130K - $133K
|
27K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.26K- 30.1% |
$132K - $134K
|
2.94K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.29K- 3.22% |
$134K - $137K
|
38.7K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.33K- 2.34% |
$138K - $141K
|
55.4K
$5.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.34K- 9.37% |
$139K - $142K
|
12.9K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.39K- 5.91% |
$145K - $148K
|
22.1K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.44K- 5.89% |
$151K - $153K
|
23.1K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.46K- 9.08% |
$152K - $155K
|
14.6K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.49K- 22.61% |
$155K - $158K
|
5.09K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.51K- 11.78% |
$157K - $160K
|
11.3K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.52K- 15.18% |
$158K - $161K
|
8.48K
$894K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.52K- 7.83% |
$159K - $162K
|
17.9K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.54K- 38.59% |
$161K - $164K
|
2.45K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.55K- 7.76% |
$162K - $165K
|
18.4K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-1.55K- 5.68% |
$162K - $165K
|
25.8K
$2.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.58K- 34.17% |
$165K - $168K
|
3.05K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.58K- 44.97% |
$165K - $168K
|
1.94K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 24.79% |
$167K - $170K
|
4.85K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 10.67% |
$170K - $174K
|
13.7K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.64K- 14.05% |
$171K - $174K
|
10K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.68K- 12.05% |
$175K - $178K
|
12.3K
$1.29M
|