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 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
20.4K+ 9.58% |
$2.15M - $2.17M
|
234K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.2K+ 423.68% |
$2.12M - $2.15M
|
25K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 26.17% |
$1.98M - $2.01M
|
91.1K
$9.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
18.7K+ 18.21% |
$1.96M - $1.99M
|
122K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
18.2KNew |
$1.91M - $1.93M
|
18.2K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.2K+ 56.81% |
$1.91M - $1.93M
|
50.2K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18KNew |
$1.89M - $1.91M
|
18K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
17.5K+ 40.25% |
$1.83M - $1.85M
|
60.8K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.9KNew |
$1.78M - $1.8M
|
16.9K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 239.33% |
$1.77M - $1.79M
|
23.9K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3K+ 60.76% |
$1.71M - $1.73M
|
43.1K
$4.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15.9K+ 163.73% |
$1.67M - $1.69M
|
25.6K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.7K+ 2.96% |
$1.65M - $1.67M
|
546K
$57.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5KNew |
$1.63M - $1.65M
|
15.5K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 6.08% |
$1.6M - $1.62M
|
266K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2K+ 8.9% |
$1.59M - $1.61M
|
186K
$19.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 10.81% |
$1.58M - $1.6M
|
155K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
14.8KNew |
$1.56M - $1.58M
|
14.8K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13.6KNew |
$1.42M - $1.44M
|
13.6K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.2KNew |
$1.38M - $1.4M
|
13.2K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.7K+ 30.68% |
$1.34M - $1.35M
|
54.3K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12.5K+ 50.3% |
$1.31M - $1.33M
|
37.4K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.5K+ 9.1% |
$1.31M - $1.33M
|
150K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12.3K+ 57.73% |
$1.29M - $1.3M
|
33.6K
$3.55M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 17.02% |
$1.24M - $1.26M
|
81.5K
$8.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
11.8KNew |
$1.24M - $1.26M
|
11.8K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.2K+ 176.65% |
$1.17M - $1.19M
|
17.5K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
10.4K+ 18.82% |
$1.1M - $1.11M
|
65.9K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
10.3KNew |
$1.08M - $1.09M
|
10.3K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.2K+ 1.86% |
$1.07M - $1.09M
|
560K
$59.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
10.1K+ 46.77% |
$1.06M - $1.07M
|
31.6K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
10KNew |
$1.05M - $1.06M
|
10K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
9.97K+ 17.4% |
$1.05M - $1.06M
|
67.3K
$7.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.73K+ 211.83% |
$1.02M - $1.03M
|
14.3K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.38K+ 9.77% |
$984K - $996K
|
105K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.24K+ 8.55% |
$969K - $981K
|
117K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.18K+ 9.46% |
$963K - $975K
|
106K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
8.8KNew |
$923K - $934K
|
8.8K
$931K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.71K+ 1.77% |
$914K - $925K
|
500K
$52.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.54K+ 4.97% |
$896K - $907K
|
181K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8.54KNew |
$896K - $907K
|
8.54K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
8.5K+ 130.27% |
$892K - $903K
|
15K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
8.4KNew |
$881K - $892K
|
8.4K
$889K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.39KNew |
$880K - $891K
|
8.39K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.31KNew |
$872K - $882K
|
8.31K
$879K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
8.3KNew |
$870K - $881K
|
8.3K
$878K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.51KNew |
$788K - $797K
|
7.51K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.49K+ 17.54% |
$786K - $795K
|
50.2K
$5.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.37KNew |
$774K - $783K
|
7.37K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.34K+ 31.0% |
$770K - $779K
|
31K
$3.28M
|