Purchases and Sales Made in Q2 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-700- 8.22% |
$72.8K - $73.4K
|
7.81K
$823K
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-710- 2.6% |
$73.9K - $74.4K
|
26.6K
$2.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-717- 1.05% |
$74.6K - $75.1K
|
67.8K
$7.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-723- 16.9% |
$75.2K - $75.8K
|
3.56K
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-726- 2.59% |
$75.5K - $76.1K
|
27.3K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-743- 97.38% |
$77.3K - $77.9K
|
20
$2.11K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-756- 8.86% |
$78.7K - $79.2K
|
7.78K
$819K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-761- 11.98% |
$79.2K - $79.8K
|
5.59K
$589K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-762- 34.65% |
$79.3K - $79.9K
|
1.44K
$151K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-764- 4.21% |
$79.5K - $80.1K
|
17.4K
$1.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-770- 14.69% |
$80.1K - $80.7K
|
4.47K
$471K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-772- 14.13% |
$80.3K - $80.9K
|
4.69K
$494K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-774- 16.79% |
$80.5K - $81.1K
|
3.84K
$404K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-779- 3.74% |
$81K - $81.6K
|
20.1K
$2.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-798- 7.18% |
$83K - $83.6K
|
10.3K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-803- 21.98% |
$83.5K - $84.2K
|
2.85K
$300K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-848- 12.5% |
$88.2K - $88.9K
|
5.94K
$625K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-859- 26.72% |
$89.4K - $90K
|
2.36K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-863- 11.44% |
$89.8K - $90.4K
|
6.68K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-903- 16.65% |
$93.9K - $94.6K
|
4.52K
$476K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-922- 4.68% |
$95.9K - $96.6K
|
18.8K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-937- 1.43% |
$97.5K - $98.2K
|
64.5K
$6.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-954- 26.07% |
$99.3K - $100K
|
2.71K
$285K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-962- 10.83% |
$100K - $101K
|
7.92K
$834K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-965- 17.61% |
$100K - $101K
|
4.52K
$476K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1K- 22.98% |
$104K - $105K
|
3.35K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1K- 3.88% |
$104K - $105K
|
24.8K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.03K- 2.89% |
$107K - $107K
|
34.4K
$3.63M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.03K- 10.89% |
$107K - $108K
|
8.43K
$888K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.05K- 26.36% |
$109K - $110K
|
2.93K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.05K- 20.06% |
$110K - $110K
|
4.2K
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.06K- 27.81% |
$111K - $111K
|
2.76K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 1.97% |
$111K - $112K
|
53K
$5.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.07K- 3.64% |
$111K - $112K
|
28.3K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.1K- 8.31% |
$114K - $115K
|
12.1K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.1K- 11.92% |
$114K - $115K
|
8.11K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.42% |
$125K - $126K
|
83.6K
$8.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.22K- 24.82% |
$127K - $128K
|
3.7K
$389K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.24K- 12.32% |
$128K - $129K
|
8.79K
$926K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.24K- 3.59% |
$129K - $130K
|
33.4K
$3.52M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.3K- 9.98% |
$135K - $136K
|
11.7K
$1.23M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.3K- 36.85% |
$135K - $136K
|
2.23K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.32K- 10.61% |
$137K - $138K
|
11.1K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 34.23% |
$138K - $139K
|
2.54K
$268K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.34K- 2.62% |
$140K - $141K
|
49.9K
$5.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.36K- 37.46% |
$141K - $142K
|
2.26K
$239K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.39K- 3.23% |
$144K - $145K
|
41.6K
$4.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-1.4K- 29.15% |
$146K - $147K
|
3.4K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.48K- 11.88% |
$154K - $155K
|
11K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.49K- 20.73% |
$155K - $156K
|
5.69K
$599K
|