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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1K+ 43.94% |
$116K - $117K
|
3.61K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.09K+ 1.08% |
$115K - $116K
|
102K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.07K+ 1.47% |
$112K - $114K
|
73.6K
$7.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
1.05KNew |
$110K - $112K
|
1.05K
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.02K+ 47.98% |
$107K - $108K
|
3.15K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
977+ 5.27% |
$103K - $104K
|
19.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
958+ 7.29% |
$101K - $102K
|
14.1K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
951+ 1.0% |
$99.8K - $101K
|
96.5K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
950+ 4.6% |
$99.7K - $101K
|
21.6K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
950+ 3.56% |
$99.7K - $101K
|
27.6K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
900New |
$94.4K - $95.6K
|
900
$95.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
899+ 13.68% |
$94.3K - $95.5K
|
7.47K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
887+ 16.28% |
$93.1K - $94.2K
|
6.34K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
872+ 12.12% |
$91.5K - $92.6K
|
8.07K
$854K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
870+ 9.49% |
$91.3K - $92.4K
|
10K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
849+ 6.93% |
$89.1K - $90.2K
|
13.1K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
848+ 21.26% |
$89K - $90.1K
|
4.84K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
800New |
$84K - $85K
|
800
$84.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
785+ 1.84% |
$82.4K - $83.4K
|
43.4K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
749+ 4.15% |
$78.6K - $79.5K
|
18.8K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
741+ 3.95% |
$77.8K - $78.7K
|
19.5K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
738+ 3.43% |
$77.4K - $78.4K
|
22.2K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
726+ 8.11% |
$76.2K - $77.1K
|
9.68K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
711+ 7.5% |
$74.6K - $75.5K
|
10.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
709+ 5.88% |
$74.4K - $75.3K
|
12.8K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
707+ 25.06% |
$74.2K - $75.1K
|
3.53K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
705+ 1.41% |
$74K - $74.9K
|
50.6K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
682+ 1.93% |
$71.6K - $72.4K
|
36K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
659New |
$69.2K - $70K
|
659
$69.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
651+ 2.67% |
$68.3K - $69.1K
|
25.1K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
631+ 11.83% |
$66.2K - $67K
|
5.96K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
618+ 9.53% |
$64.9K - $65.6K
|
7.1K
$752K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
616+ 14.13% |
$64.6K - $65.4K
|
4.98K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
604+ 7.8% |
$63.4K - $64.1K
|
8.35K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
577+ 16.7% |
$60.6K - $61.3K
|
4.03K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 0.58% |
$57.4K - $58.1K
|
94.8K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
546+ 27.53% |
$57.3K - $58K
|
2.53K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
530+ 6.98% |
$55.6K - $56.3K
|
8.12K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
521+ 3.35% |
$54.7K - $55.3K
|
16.1K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
509+ 2.65% |
$53.4K - $54.1K
|
19.7K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
482+ 5.17% |
$50.6K - $51.2K
|
9.8K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
480+ 9.18% |
$50.4K - $51K
|
5.71K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
477+ 1.77% |
$50.1K - $50.7K
|
27.5K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
475+ 8.03% |
$49.8K - $50.4K
|
6.39K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
450+ 10.0% |
$47.2K - $47.8K
|
4.95K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
450+ 1.14% |
$47.2K - $47.8K
|
39.9K
$4.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
434+ 3.8% |
$45.5K - $46.1K
|
11.8K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
428+ 4.02% |
$44.9K - $45.5K
|
11.1K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
428+ 3.3% |
$44.9K - $45.5K
|
13.4K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
415New |
$43.6K - $44.1K
|
415
$43.9K
|