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 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.2K+ 76.12% |
$1.38M - $1.4M
|
30.5K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$1.37M - $1.4M
|
13.1K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
12.9K+ 23.51% |
$1.35M - $1.37M
|
67.9K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.3KNew |
$1.28M - $1.31M
|
12.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.31M
|
12.3K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.1K+ 20.97% |
$1.26M - $1.28M
|
69.6K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.8K+ 22.45% |
$1.23M - $1.25M
|
64.3K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
11.4K+ 3.3% |
$1.19M - $1.21M
|
357K
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 23.73% |
$1.1M - $1.12M
|
55K
$5.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
10.3K+ 49.32% |
$1.07M - $1.09M
|
31.2K
$3.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
9.41K+ 12.4% |
$981K - $1M
|
85.3K
$9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.55K+ 3.38% |
$892K - $909K
|
261K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
8.26KNew |
$861K - $878K
|
8.26K
$871K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.16KNew |
$851K - $867K
|
8.16K
$860K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.03KNew |
$838K - $854K
|
8.03K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.94K+ 0.66% |
$829K - $844K
|
1.21M
$127M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
7.74K+ 27.91% |
$807K - $823K
|
35.5K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.74K+ 27.91% |
$807K - $823K
|
35.5K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.59KNew |
$792K - $807K
|
7.59K
$801K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.4K+ 42.27% |
$772K - $787K
|
24.9K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.21K+ 3.75% |
$752K - $767K
|
200K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
7.16K+ 4.3% |
$746K - $761K
|
174K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
7.11K+ 361.98% |
$742K - $756K
|
9.08K
$958K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.5KNew |
$678K - $691K
|
6.5K
$685K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
6.25K+ 18.75% |
$652K - $664K
|
39.6K
$4.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
6.19K+ 7.94% |
$646K - $658K
|
84.2K
$8.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.17K+ 51.99% |
$643K - $656K
|
18K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.14KNew |
$640K - $652K
|
6.14K
$647K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.06K+ 43.42% |
$632K - $645K
|
20K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6K+ 3.09% |
$626K - $638K
|
200K
$21.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
5.89KNew |
$615K - $626K
|
5.89K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.72KNew |
$596K - $608K
|
5.72K
$603K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.68K+ 3173.74% |
$593K - $604K
|
5.86K
$618K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.45KNew |
$568K - $579K
|
5.45K
$575K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.25K+ 0.87% |
$547K - $558K
|
608K
$64.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.07KNew |
$528K - $539K
|
5.07K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.05K+ 29.81% |
$526K - $536K
|
22K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5.04KNew |
$525K - $535K
|
5.04K
$531K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.99KNew |
$520K - $530K
|
4.99K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.9K+ 56.26% |
$511K - $521K
|
13.6K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.82KNew |
$502K - $512K
|
4.82K
$508K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.77K+ 3.05% |
$498K - $507K
|
161K
$17M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
4.67K+ 8.87% |
$487K - $496K
|
57.3K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.61KNew |
$481K - $490K
|
4.61K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.59K+ 12.65% |
$479K - $488K
|
40.9K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.56K+ 19.71% |
$476K - $485K
|
27.7K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.16K+ 10.6% |
$434K - $442K
|
43.4K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.13K+ 81.44% |
$431K - $439K
|
9.21K
$971K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.06K+ 56.31% |
$424K - $432K
|
11.3K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.01K+ 9.34% |
$418K - $426K
|
47K
$4.96M
|