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 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.95KNew |
$412K - $420K
|
3.95K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.91KNew |
$408K - $416K
|
3.91K
$412K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.91K+ 2.88% |
$408K - $416K
|
140K
$14.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.88KNew |
$405K - $413K
|
3.88K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.88KNew |
$405K - $413K
|
3.88K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.86K+ 6.56% |
$402K - $410K
|
62.6K
$6.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.84KNew |
$400K - $408K
|
3.84K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.81KNew |
$397K - $405K
|
3.81K
$402K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.76K+ 3.93% |
$392K - $399K
|
99.3K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.6K+ 9.2% |
$375K - $383K
|
42.7K
$4.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.55K+ 27.68% |
$371K - $378K
|
16.4K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 5.61% |
$369K - $376K
|
66.6K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.51KNew |
$366K - $373K
|
3.51K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.47KNew |
$362K - $369K
|
3.47K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.47K+ 5.84% |
$362K - $369K
|
62.8K
$6.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.44K+ 15.03% |
$359K - $366K
|
26.3K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.35K+ 65.67% |
$350K - $356K
|
8.46K
$892K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.33KNew |
$347K - $354K
|
3.33K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.17K+ 3.48% |
$331K - $337K
|
94.3K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16K+ 5.57% |
$330K - $336K
|
59.9K
$6.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.08K+ 3.14% |
$322K - $328K
|
101K
$10.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.08K+ 5.02% |
$321K - $327K
|
64.4K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.03KNew |
$316K - $322K
|
3.03K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3K+ 31.58% |
$313K - $319K
|
12.5K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 40.08% |
$312K - $318K
|
10.4K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.95K+ 23.99% |
$308K - $314K
|
15.3K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.93K+ 11.49% |
$305K - $311K
|
28.4K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.88KNew |
$300K - $306K
|
2.88K
$303K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.86K+ 8.55% |
$298K - $304K
|
36.3K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.84K+ 16.61% |
$296K - $302K
|
19.9K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.82K+ 104.79% |
$294K - $300K
|
5.51K
$582K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.78K+ 1.27% |
$290K - $296K
|
222K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 17.15% |
$287K - $292K
|
18.8K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.72KNew |
$283K - $289K
|
2.72K
$287K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.67KNew |
$278K - $283K
|
2.67K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.64KNew |
$275K - $281K
|
2.64K
$278K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.54KNew |
$265K - $270K
|
2.54K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.53K+ 8.12% |
$264K - $269K
|
33.7K
$3.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.5K+ 130.38% |
$261K - $266K
|
4.42K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.49K+ 13.25% |
$260K - $265K
|
21.3K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47K+ 94.85% |
$258K - $262K
|
5.07K
$535K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.38K+ 62.6% |
$248K - $253K
|
6.18K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
2.37K+ 80.01% |
$247K - $252K
|
5.33K
$562K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.37KNew |
$247K - $252K
|
2.37K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.36K+ 0.48% |
$247K - $251K
|
491K
$51.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.31KNew |
$241K - $246K
|
2.31K
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.29KNew |
$239K - $243K
|
2.29K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.28KNew |
$237K - $242K
|
2.28K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.15K+ 71.0% |
$224K - $229K
|
5.18K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.15K+ 26.36% |
$224K - $228K
|
10.3K
$1.08M
|