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 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-60- 2.03% |
$6.3K - $6.37K
|
2.9K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-66- 9.61% |
$6.93K - $7.01K
|
621
$65.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-70- 0.25% |
$7.35K - $7.43K
|
27.8K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-71- 1.1% |
$7.45K - $7.54K
|
6.38K
$675K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-78- 0.97% |
$8.19K - $8.28K
|
7.93K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-80- 0.11% |
$8.4K - $8.5K
|
72.1K
$7.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-81- 1.19% |
$8.5K - $8.6K
|
6.73K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-81- 0.39% |
$8.5K - $8.6K
|
20.8K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-86- 3.24% |
$9.02K - $9.13K
|
2.57K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-89- 2.16% |
$9.34K - $9.45K
|
4.04K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-103- 0.38% |
$10.8K - $10.9K
|
26.9K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-106- 2.81% |
$11.1K - $11.3K
|
3.67K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-116- 0.65% |
$12.2K - $12.3K
|
17.8K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-120- 2.56% |
$12.6K - $12.7K
|
4.57K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-123- 3.11% |
$12.9K - $13.1K
|
3.83K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-125- 2.46% |
$13.1K - $13.3K
|
4.97K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.23% |
$13.2K - $13.4K
|
3.77K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-136- 1.37% |
$14.3K - $14.4K
|
9.8K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-143- 3.72% |
$15K - $15.2K
|
3.7K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-147- 5.12% |
$15.4K - $15.6K
|
2.73K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-148- 1.96% |
$15.5K - $15.7K
|
7.41K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-149- 5.08% |
$15.6K - $15.8K
|
2.78K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-172- 3.42% |
$18K - $18.3K
|
4.86K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-179- 4.4% |
$18.8K - $19K
|
3.89K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-191- 0.94% |
$20K - $20.3K
|
20.1K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-202- 6.58% |
$21.2K - $21.5K
|
2.87K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-215- 9.1% |
$22.6K - $22.8K
|
2.15K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-242- 19.55% |
$25.4K - $25.7K
|
996
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-259- 2.88% |
$27.2K - $27.5K
|
8.75K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-268- 24.66% |
$28.1K - $28.5K
|
819
$86.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-275- 7.21% |
$28.9K - $29.2K
|
3.54K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-283- 2.21% |
$29.7K - $30.1K
|
12.5K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-293- 9.09% |
$30.7K - $31.1K
|
2.93K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300- 4.33% |
$31.5K - $31.9K
|
6.63K
$702K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-300- 3.63% |
$31.5K - $31.9K
|
7.96K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-301- 0.92% |
$31.6K - $32K
|
32.5K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-309- 4.51% |
$32.4K - $32.8K
|
6.54K
$692K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-312- 3.79% |
$32.7K - $33.1K
|
7.92K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-316- 2.24% |
$33.2K - $33.6K
|
13.8K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-321- 8.36% |
$33.7K - $34.1K
|
3.52K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-330- 5.24% |
$34.6K - $35K
|
5.97K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-332- 11.11% |
$34.8K - $35.3K
|
2.66K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-338- 7.73% |
$35.5K - $35.9K
|
4.04K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-345- 7.5% |
$36.2K - $36.6K
|
4.26K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-352- 12.36% |
$36.9K - $37.4K
|
2.5K
$264K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-375- 2.59% |
$39.4K - $39.8K
|
14.1K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-376- 0.6% |
$39.5K - $39.9K
|
62.3K
$6.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-387- 16.83% |
$40.6K - $41.1K
|
1.91K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-406- 3.39% |
$42.6K - $43.1K
|
11.6K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-407- 7.25% |
$42.7K - $43.2K
|
5.2K
$551K
|