Purchases and Sales Made in Q4 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$1.26K - $1.27K
|
8.49K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11+ 0.32% |
$1.15K - $1.17K
|
3.41K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
10+ 0.52% |
$1.05K - $1.06K
|
1.95K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
6+ 0.03% |
$630 - $637
|
23.3K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$630 - $637
|
796
$84.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 0.24% |
$525 - $531
|
2.12K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.27% |
$420 - $425
|
1.49K
$158K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 11.11% |
$315 - $319
|
30
$3.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.04% |
$210 - $212
|
5.24K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$105 - $106
|
1
$106
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.05% |
$105 - $106
|
1.95K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1+ 0.02% |
$105 - $106
|
4.88K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.03% |
$105 - $106
|
3.33K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1- -0.0% |
$105 - $106
|
20.5K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 3.57% |
$105 - $106
|
27
$2.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-4Closed |
$420 - $425
|
0
$0
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 4.55% |
$420 - $425
|
84
$8.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-5- 0.04% |
$525 - $531
|
11.2K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.01% |
$525 - $531
|
37.9K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-6- 6.12% |
$630 - $637
|
92
$9.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8- 0.42% |
$840 - $850
|
1.91K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10- 0.18% |
$1.05K - $1.06K
|
5.55K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.57% |
$1.15K - $1.17K
|
1.92K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14- 0.03% |
$1.47K - $1.49K
|
50.6K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17- 0.33% |
$1.78K - $1.81K
|
5.08K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-19- 0.08% |
$1.99K - $2.02K
|
24.8K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.52% |
$1.99K - $2.02K
|
3.65K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-27- 1.16% |
$2.83K - $2.87K
|
2.3K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.07% |
$3.36K - $3.4K
|
45.9K
$4.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 1.92% |
$3.99K - $4.04K
|
1.94K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-40- 0.62% |
$4.2K - $4.25K
|
6.43K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-43- 1.19% |
$4.51K - $4.57K
|
3.58K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-46- 1.06% |
$4.83K - $4.89K
|
4.31K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-50- 7.94% |
$5.25K - $5.31K
|
580
$61.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-52- 57.14% |
$5.46K - $5.52K
|
39
$4.13K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-52- 10.9% |
$5.46K - $5.52K
|
425
$45K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-54- 0.54% |
$5.67K - $5.73K
|
9.98K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-58- 1.03% |
$6.09K - $6.16K
|
5.57K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-58- 3.88% |
$6.09K - $6.16K
|
1.44K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-59- 1.1% |
$6.19K - $6.27K
|
5.29K
$560K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-60- 2.03% |
$6.3K - $6.37K
|
2.9K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-66- 9.61% |
$6.93K - $7.01K
|
621
$65.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-70- 0.25% |
$7.35K - $7.43K
|
27.8K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-71- 1.1% |
$7.45K - $7.54K
|
6.38K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 1.5% |
$7.66K - $7.75K
|
4.78K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-78- 0.97% |
$8.19K - $8.28K
|
7.93K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-80- 0.11% |
$8.4K - $8.5K
|
72.1K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-81- 0.39% |
$8.5K - $8.6K
|
20.8K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-81- 1.19% |
$8.5K - $8.6K
|
6.73K
$712K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-83- 1.99% |
$8.71K - $8.81K
|
4.08K
$431K
|