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 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.97K- 8.07% |
$207K - $209K
|
22.4K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 5.89% |
$207K - $209K
|
31.5K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2.06K- 5.91% |
$216K - $219K
|
32.8K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.25K- 6.54% |
$236K - $239K
|
32.1K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.25K- 40.89% |
$237K - $239K
|
3.26K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.28K- 29.08% |
$239K - $242K
|
5.55K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.3K- 17.69% |
$241K - $244K
|
10.7K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.3K- 14.39% |
$241K - $244K
|
13.7K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.36K- 99.92% |
$247K - $250K
|
2
$212
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.44K- 47.32% |
$256K - $260K
|
2.72K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.58K- 24.73% |
$271K - $274K
|
7.86K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.64K- 24.1% |
$277K - $280K
|
8.31K
$879K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 99.14% |
$277K - $281K
|
23
$2.43K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.66K- 1.53% |
$279K - $283K
|
171K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.67K- 32.93% |
$280K - $284K
|
5.44K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.72K- 5.06% |
$285K - $289K
|
51K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.77K- 2.16% |
$290K - $294K
|
125K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.79K- 16.87% |
$292K - $296K
|
13.7K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 46.03% |
$309K - $313K
|
3.46K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.48% |
$318K - $322K
|
2.15K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 6.08% |
$327K - $331K
|
48.1K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.24K- 17.87% |
$340K - $344K
|
14.9K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.31K- 55.33% |
$347K - $352K
|
2.67K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.49K- 2.56% |
$366K - $370K
|
133K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 4.51% |
$368K - $373K
|
74.3K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.76K- 41.4% |
$394K - $399K
|
5.32K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.88K- 9.36% |
$407K - $412K
|
37.5K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.1K- 3.67% |
$430K - $436K
|
108K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.99K- 13.8% |
$524K - $530K
|
31.2K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.04K- 28.25% |
$529K - $535K
|
12.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.23K- 8.07% |
$548K - $555K
|
59.5K
$6.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-5.23K- 29.84% |
$549K - $556K
|
12.3K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-5.44K- 29.51% |
$571K - $578K
|
13K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.45K- 20.51% |
$572K - $579K
|
21.1K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.94K- 8.7% |
$623K - $630K
|
62.3K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-6.43K- 2.2% |
$675K - $683K
|
286K
$30.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.71K- 16.15% |
$704K - $713K
|
34.8K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.18K- 58.94% |
$754K - $763K
|
5.01K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.4K- 55.8% |
$776K - $786K
|
5.86K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.7K- 41.08% |
$808K - $817K
|
11K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-7.76K- 75.14% |
$814K - $824K
|
2.57K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.37K- 18.49% |
$878K - $889K
|
36.9K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.81K- 14.89% |
$924K - $936K
|
50.4K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.27K- 81.08% |
$973K - $985K
|
2.16K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.4K- 18.19% |
$986K - $998K
|
42.3K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 35.11% |
$1.14M - $1.15M
|
20K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.1K- 74.18% |
$1.16M - $1.18M
|
3.85K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-15.8K- 7.57% |
$1.66M - $1.68M
|
193K
$20.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17.8K- 87.87% |
$1.87M - $1.89M
|
2.45K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-18K- 36.87% |
$1.89M - $1.91M
|
30.8K
$3.26M
|