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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 4.51% |
$368K - $373K
|
74.3K
$7.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.6K- 17.96% |
$378K - $382K
|
16.5K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.76K- 41.4% |
$394K - $399K
|
5.32K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.8K- 58.47% |
$399K - $403K
|
2.7K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.88K- 9.36% |
$407K - $412K
|
37.5K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.94K- 16.58% |
$414K - $419K
|
19.8K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.1K- 3.67% |
$430K - $436K
|
108K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.59K- 14.2% |
$482K - $488K
|
27.8K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.62K- 0.33% |
$485K - $491K
|
1.41M
$149M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.84K- 5.51% |
$508K - $514K
|
83K
$8.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.99K- 13.8% |
$524K - $530K
|
31.2K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.04K- 28.25% |
$529K - $535K
|
12.8K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.09K- 37.22% |
$534K - $541K
|
8.59K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.14K- 2.93% |
$539K - $546K
|
170K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.23K- 8.07% |
$548K - $555K
|
59.5K
$6.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-5.23K- 29.84% |
$549K - $556K
|
12.3K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-5.44K- 29.51% |
$571K - $578K
|
13K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.45K- 20.51% |
$572K - $579K
|
21.1K
$2.24M
|
|
|
Jul 15, 2025
Q4 2024
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-5.69K- 17.29% |
$597K - $604K
|
27.2K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.94K- 8.7% |
$623K - $630K
|
62.3K
$6.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6K- 44.11% |
$630K - $637K
|
7.6K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.02K- 9.58% |
$631K - $639K
|
56.8K
$6.03M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.39KClosed |
$670K - $678K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-6.43K- 2.2% |
$675K - $683K
|
286K
$30.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.71K- 16.15% |
$704K - $713K
|
34.8K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.85K- 15.64% |
$719K - $728K
|
37K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.87K- 10.64% |
$721K - $729K
|
57.7K
$6.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.18K- 58.94% |
$754K - $763K
|
5.01K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.4K- 55.8% |
$776K - $786K
|
5.86K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.7K- 41.08% |
$808K - $817K
|
11K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-7.76K- 75.14% |
$814K - $824K
|
2.57K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.37K- 18.49% |
$878K - $889K
|
36.9K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.81K- 14.89% |
$924K - $936K
|
50.4K
$5.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.27K- 81.08% |
$973K - $985K
|
2.16K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.4K- 18.19% |
$986K - $998K
|
42.3K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.41K- 74.06% |
$987K - $999K
|
3.3K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 35.11% |
$1.14M - $1.15M
|
20K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-10.9K- 18.31% |
$1.14M - $1.15M
|
48.5K
$5.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.1K- 74.18% |
$1.16M - $1.18M
|
3.85K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.7K- 69.59% |
$1.33M - $1.35M
|
5.55K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-13.9K- 7.95% |
$1.46M - $1.48M
|
161K
$17.1M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15K- 6.03% |
$1.57M - $1.59M
|
233K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-15.8K- 7.57% |
$1.66M - $1.68M
|
193K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-15.9K- 36.69% |
$1.67M - $1.69M
|
27.4K
$2.91M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.3K- 55.82% |
$1.81M - $1.84M
|
13.7K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17.8K- 87.87% |
$1.87M - $1.89M
|
2.45K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-17.9K- 43.81% |
$1.87M - $1.9M
|
22.9K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18K- 5.58% |
$1.89M - $1.91M
|
304K
$32.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-18K- 36.87% |
$1.89M - $1.91M
|
30.8K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.5K- 45.42% |
$2.15M - $2.18M
|
24.7K
$2.62M
|