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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.05KNew |
$215K - $218K
|
2.05K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.04K+ 41.09% |
$214K - $216K
|
6.99K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2K+ 42.11% |
$210K - $212K
|
6.75K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2K+ 18.69% |
$210K - $212K
|
12.7K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.97KNew |
$207K - $209K
|
1.97K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.97K+ 0.33% |
$207K - $209K
|
592K
$62.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.95KNew |
$205K - $207K
|
1.95K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.95K+ 13.07% |
$205K - $207K
|
16.9K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.94KNew |
$204K - $206K
|
1.94K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.93KNew |
$202K - $205K
|
1.93K
$204K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$202K - $204K
|
1.92K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.9K+ 6.86% |
$199K - $202K
|
29.6K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.89KNew |
$198K - $201K
|
1.89K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.88K+ 67.14% |
$197K - $199K
|
4.68K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.88K+ 4.14% |
$197K - $199K
|
47.2K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.87K+ 8.7% |
$196K - $198K
|
23.3K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.84K+ 0.64% |
$193K - $195K
|
289K
$30.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.83K+ 8.41% |
$192K - $194K
|
23.5K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.78K+ 15.46% |
$187K - $189K
|
13.3K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 11.64% |
$187K - $189K
|
17.1K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 2.47% |
$185K - $187K
|
73.1K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 31.53% |
$182K - $184K
|
7.25K
$765K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.73K+ 14.34% |
$181K - $184K
|
13.8K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.71K+ 0.74% |
$179K - $181K
|
232K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.68KNew |
$176K - $178K
|
1.68K
$177K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 29.04% |
$175K - $177K
|
7.42K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.6K+ 3.08% |
$168K - $170K
|
53.5K
$5.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.56K+ 0.89% |
$163K - $165K
|
176K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.48K+ 10.16% |
$155K - $157K
|
16.1K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.48K+ 5.21% |
$155K - $157K
|
29.9K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.45K+ 26.44% |
$152K - $154K
|
6.93K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.43K+ 21.08% |
$150K - $152K
|
8.21K
$868K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.43K+ 17.15% |
$150K - $151K
|
9.74K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
1.42K+ 19.09% |
$149K - $151K
|
8.85K
$935K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.4K+ 11.38% |
$147K - $149K
|
13.7K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.39K+ 1.31% |
$146K - $147K
|
107K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.35K+ 19.19% |
$142K - $143K
|
8.38K
$885K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.31K+ 16.8% |
$137K - $139K
|
9.11K
$962K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.28K+ 5.99% |
$134K - $135K
|
22.5K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.28K+ 53.87% |
$134K - $135K
|
3.64K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 4.94% |
$132K - $134K
|
26.7K
$2.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.23K+ 40.22% |
$129K - $130K
|
4.27K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 43.16% |
$126K - $127K
|
3.98K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 1.75% |
$123K - $124K
|
67.8K
$7.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 10.6% |
$121K - $123K
|
12K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.15K+ 37.87% |
$120K - $122K
|
4.18K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.14K+ 37.37% |
$120K - $121K
|
4.2K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.14K+ 18.47% |
$120K - $121K
|
7.32K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1K+ 43.94% |
$116K - $117K
|
3.61K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.09K+ 1.08% |
$115K - $116K
|
102K
$10.8M
|