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 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.17KNew |
$438K - $443K
|
4.17K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.13KNew |
$434K - $439K
|
4.13K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.09K+ 7.38% |
$430K - $435K
|
59.5K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.03K+ 52.35% |
$423K - $428K
|
11.7K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$400K - $405K
|
3.82K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.8KNew |
$398K - $403K
|
3.8K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.78K+ 58.85% |
$396K - $401K
|
10.2K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.73KNew |
$392K - $396K
|
3.73K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.73KNew |
$391K - $396K
|
3.73K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.65K+ 6.54% |
$383K - $388K
|
59.4K
$6.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.6KNew |
$377K - $382K
|
3.6K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.59K+ 17.99% |
$376K - $381K
|
23.5K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.56K+ 1.6% |
$373K - $378K
|
225K
$23.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.56K+ 5.52% |
$373K - $378K
|
67.9K
$7.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.51K+ 132.85% |
$369K - $373K
|
6.16K
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.45KNew |
$362K - $366K
|
3.45K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.42K+ 145.4% |
$359K - $363K
|
5.77K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.31KNew |
$347K - $351K
|
3.31K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.04K+ 62.95% |
$319K - $322K
|
7.86K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.01K+ 5.34% |
$316K - $320K
|
59.4K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$310K - $313K
|
2.95K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.94K+ 132.25% |
$309K - $312K
|
5.16K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.88K+ 7.86% |
$302K - $306K
|
39.5K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.8KNew |
$294K - $298K
|
2.8K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.7KNew |
$284K - $287K
|
2.7K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.67K+ 5.83% |
$280K - $283K
|
48.4K
$5.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.66KNew |
$279K - $283K
|
2.66K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.63KNew |
$276K - $280K
|
2.63K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.6K+ 89.42% |
$273K - $276K
|
5.51K
$583K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.58K+ 65.92% |
$270K - $274K
|
6.49K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 73.33% |
$269K - $272K
|
6.06K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.54KNew |
$267K - $270K
|
2.54K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.47K+ 9.06% |
$259K - $262K
|
29.7K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.47K+ 8.34% |
$259K - $262K
|
32K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.44K+ 11.01% |
$256K - $259K
|
24.6K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.41K+ 7.88% |
$252K - $256K
|
32.9K
$3.49M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.38KNew |
$250K - $253K
|
2.38K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
2.31KNew |
$243K - $245K
|
2.31K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 100.57% |
$241K - $244K
|
4.59K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.29KNew |
$241K - $243K
|
2.29K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.28K+ 18.56% |
$239K - $242K
|
14.6K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.27K+ 41.89% |
$238K - $241K
|
7.67K
$812K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.25K+ 1.13% |
$236K - $239K
|
202K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.23K+ 13.94% |
$234K - $237K
|
18.2K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$228K - $230K
|
2.17K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.16K+ 6.92% |
$226K - $229K
|
33.3K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.15KNew |
$225K - $228K
|
2.15K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07K+ 18.11% |
$217K - $220K
|
13.5K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.07KNew |
$217K - $220K
|
2.07K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.05KNew |
$215K - $218K
|
2.05K
$217K
|