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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9.51KNew |
$998K - $1.01M
|
9.51K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.38K+ 9.77% |
$984K - $996K
|
105K
$11.1M
|
|
|
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
$930K
|
|
|
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
$903K
|
|
|
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
$887K
|
|
|
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
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.58K+ 15.98% |
$795K - $805K
|
55K
$5.82M
|
|
|
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
$794K
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.33K+ 39.91% |
$769K - $778K
|
25.7K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.32KNew |
$768K - $778K
|
7.32K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.29KNew |
$765K - $774K
|
7.29K
$771K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.02K+ 177.63% |
$737K - $746K
|
11K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.91K+ 17.64% |
$726K - $734K
|
46.1K
$4.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.79K+ 86.79% |
$712K - $721K
|
14.6K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.61K+ 47.98% |
$693K - $702K
|
20.4K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
6.56KNew |
$688K - $697K
|
6.56K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
6.54KNew |
$687K - $695K
|
6.54K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.54KNew |
$686K - $695K
|
6.54K
$692K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
6.53K+ 7.65% |
$685K - $693K
|
91.8K
$9.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.25KNew |
$656K - $664K
|
6.25K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.24KNew |
$655K - $662K
|
6.24K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.08K+ 4.02% |
$638K - $646K
|
157K
$16.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.05K+ 78.42% |
$635K - $642K
|
13.8K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6K+ 14.3% |
$630K - $637K
|
48K
$5.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.87K+ 65.45% |
$616K - $623K
|
14.8K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.86KNew |
$615K - $622K
|
5.86K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
5.77KNew |
$606K - $613K
|
5.77K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.68K+ 128.57% |
$596K - $604K
|
10.1K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.66K+ 23.07% |
$594K - $601K
|
30.2K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.63K+ 26.38% |
$590K - $597K
|
27K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.5K+ 6.53% |
$577K - $584K
|
89.7K
$9.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.38K+ 3.33% |
$565K - $572K
|
167K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
5.36KNew |
$562K - $569K
|
5.36K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.31K+ 179.12% |
$557K - $564K
|
8.28K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.28K+ 92.25% |
$554K - $560K
|
11K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.27K+ 7.75% |
$553K - $559K
|
73.2K
$7.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.25K+ 105.32% |
$551K - $558K
|
10.2K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
5.19KNew |
$545K - $551K
|
5.19K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.07KNew |
$532K - $538K
|
5.07K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
5.06KNew |
$531K - $537K
|
5.06K
$535K
|