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 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.07K+ 1.62% |
$111K - $114K
|
67.1K
$7.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.06KNew |
$110K - $112K
|
1.06K
$112K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.05K+ 12.73% |
$109K - $112K
|
9.29K
$980K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$106K - $108K
|
1.01K
$107K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
997+ 3.71% |
$104K - $106K
|
27.9K
$2.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
947+ 7.89% |
$98.8K - $101K
|
13K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
931+ 8.37% |
$97.1K - $99K
|
12.1K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
923+ 23.38% |
$96.3K - $98.1K
|
4.87K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
915+ 3.57% |
$95.4K - $97.3K
|
26.6K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
914+ 14.02% |
$95.3K - $97.2K
|
7.43K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
894+ 61.11% |
$93.2K - $95K
|
2.36K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
880+ 7.87% |
$91.8K - $93.5K
|
12.1K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
865+ 38.67% |
$90.2K - $91.9K
|
3.1K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
833+ 7.78% |
$86.9K - $88.5K
|
11.5K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
830+ 23.52% |
$86.6K - $88.2K
|
4.36K
$460K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
818+ 32.67% |
$85.3K - $87K
|
3.32K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
791+ 37.33% |
$82.5K - $84.1K
|
2.91K
$307K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
777+ 11.26% |
$81K - $82.6K
|
7.68K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
751+ 16.74% |
$78.3K - $79.8K
|
5.24K
$552K
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
750+ 3.77% |
$78.2K - $79.7K
|
20.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
744+ 4.57% |
$77.6K - $79.1K
|
17K
$1.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
730+ 38.12% |
$76.1K - $77.6K
|
2.65K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
720+ 5.9% |
$75.1K - $76.5K
|
12.9K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
678+ 2.39% |
$70.7K - $72.1K
|
29K
$3.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
638+ 0.52% |
$66.5K - $67.8K
|
122K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
636+ 12.43% |
$66.3K - $67.6K
|
5.75K
$607K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
621+ 12.56% |
$64.8K - $66K
|
5.56K
$587K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
601+ 17.93% |
$62.7K - $63.9K
|
3.95K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
596+ 1.76% |
$62.2K - $63.4K
|
34.4K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
593+ 21.37% |
$61.8K - $63K
|
3.37K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
584+ 8.33% |
$60.9K - $62.1K
|
7.59K
$801K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
581+ 9.37% |
$60.6K - $61.8K
|
6.78K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
571+ 4.67% |
$59.6K - $60.7K
|
12.8K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
564+ 2.63% |
$58.8K - $60K
|
22K
$2.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
545+ 5.68% |
$56.8K - $57.9K
|
10.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
540+ 5.06% |
$56.3K - $57.4K
|
11.2K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
525+ 7.43% |
$54.8K - $55.8K
|
7.59K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
521+ 4.28% |
$54.3K - $55.4K
|
12.7K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
520+ 12.77% |
$54.2K - $55.3K
|
4.59K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
493+ 1.1% |
$51.4K - $52.4K
|
45.3K
$4.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
484+ 7.49% |
$50.5K - $51.4K
|
6.94K
$732K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
466+ 14.85% |
$48.6K - $49.5K
|
3.61K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
438+ 4.19% |
$45.7K - $46.6K
|
10.9K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
430+ 3.91% |
$44.8K - $45.7K
|
11.4K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
426+ 5.91% |
$44.4K - $45.3K
|
7.63K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
426+ 7.05% |
$44.4K - $45.3K
|
6.47K
$682K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
416+ 1.79% |
$43.4K - $44.2K
|
23.7K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
411+ 4.53% |
$42.9K - $43.7K
|
9.48K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
405+ 0.25% |
$42.2K - $43.1K
|
166K
$17.5M
|