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 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-7- 0.24% |
$730 - $744
|
2.93K
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9- 0.47% |
$939 - $957
|
1.92K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-15- 0.2% |
$1.56K - $1.59K
|
7.58K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-21- 1.07% |
$2.19K - $2.23K
|
1.95K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-22- 0.13% |
$2.29K - $2.34K
|
16.5K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-23- 0.52% |
$2.4K - $2.44K
|
4.36K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.13% |
$2.61K - $2.66K
|
19.2K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 3.57% |
$2.61K - $2.66K
|
675
$71.2K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-26- 0.75% |
$2.71K - $2.76K
|
3.46K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-30- 4.55% |
$3.13K - $3.19K
|
630
$66.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.25% |
$3.65K - $3.72K
|
13.8K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-39- 1.53% |
$4.07K - $4.15K
|
2.5K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-40- 1.48% |
$4.17K - $4.25K
|
2.66K
$280K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-50- 0.63% |
$5.22K - $5.32K
|
7.83K
$826K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-52- 1.05% |
$5.42K - $5.53K
|
4.88K
$514K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-58- 0.52% |
$6.05K - $6.17K
|
11.2K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-60- 2.48% |
$6.26K - $6.38K
|
2.36K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-70- 1.32% |
$7.3K - $7.44K
|
5.23K
$552K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-71- 1.75% |
$7.41K - $7.55K
|
3.99K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-78- 2.69% |
$8.14K - $8.29K
|
2.82K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 26.0% |
$9.49K - $9.67K
|
259
$27.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-95- 1.17% |
$9.91K - $10.1K
|
8.01K
$844K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-98- 4.36% |
$10.2K - $10.4K
|
2.15K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 2.63% |
$10.4K - $10.6K
|
3.7K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-113- 2.86% |
$11.8K - $12K
|
3.84K
$405K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.84% |
$11.8K - $12K
|
13.3K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-119- 4.01% |
$12.4K - $12.6K
|
2.85K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-134- 1.09% |
$14K - $14.2K
|
12.2K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-142- 3.9% |
$14.8K - $15.1K
|
3.5K
$370K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-145- 0.27% |
$15.1K - $15.4K
|
53.7K
$5.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-150- 1.13% |
$15.6K - $15.9K
|
13.1K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-159- 3.52% |
$16.6K - $16.9K
|
4.36K
$460K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-165- 2.78% |
$17.2K - $17.5K
|
5.77K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-173- 6.2% |
$18K - $18.4K
|
2.62K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-178- 2.7% |
$18.6K - $18.9K
|
6.42K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-178- 3.13% |
$18.6K - $18.9K
|
5.51K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-179- 1.37% |
$18.7K - $19K
|
12.9K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-188- 1.96% |
$19.6K - $20K
|
9.39K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-211- 2.94% |
$22K - $22.4K
|
6.97K
$735K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-212- 0.98% |
$22.1K - $22.5K
|
21.3K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-213- 4.34% |
$22.2K - $22.6K
|
4.69K
$495K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-222- 0.48% |
$23.2K - $23.6K
|
46K
$4.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-228- 1.1% |
$23.8K - $24.2K
|
20.5K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-238- 2.32% |
$24.8K - $25.3K
|
10K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-240- 5.36% |
$25K - $25.5K
|
4.24K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-241- 0.36% |
$25.1K - $25.6K
|
67.6K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-248- 51.13% |
$25.9K - $26.4K
|
237
$25K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-248- 6.16% |
$25.9K - $26.4K
|
3.78K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 11.03% |
$26.1K - $26.6K
|
2.02K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-261- 3.69% |
$27.2K - $27.7K
|
6.81K
$719K
|