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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.5K- 15.62% |
$156K - $157K
|
8.1K
$855K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.5K- 22.24% |
$156K - $158K
|
5.26K
$555K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.52K- 5.52% |
$158K - $160K
|
26.1K
$2.75M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.52K- 30.16% |
$159K - $160K
|
3.53K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.53K- 22.71% |
$159K - $161K
|
5.22K
$551K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.57K- 3.64% |
$163K - $164K
|
41.5K
$4.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.58K- 3.79% |
$164K - $165K
|
40K
$4.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 7.25% |
$165K - $167K
|
20.3K
$2.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.68K- 4.8% |
$175K - $176K
|
33.3K
$3.52M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.71K- 8.59% |
$178K - $179K
|
18.2K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.81K- 7.14% |
$188K - $189K
|
23.5K
$2.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.85K- 3.05% |
$193K - $194K
|
58.8K
$6.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.86K- 8.5% |
$193K - $194K
|
20K
$2.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.86K- 45.25% |
$193K - $195K
|
2.25K
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.86K- 2.23% |
$193K - $195K
|
81.3K
$8.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 32.56% |
$194K - $195K
|
3.86K
$407K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.95K- 0.29% |
$202K - $204K
|
669K
$70.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.99K- 5.93% |
$207K - $209K
|
31.6K
$3.34M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2K- 5.23% |
$208K - $210K
|
36.3K
$3.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.06K- 36.62% |
$214K - $216K
|
3.56K
$376K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.1K- 8.52% |
$218K - $220K
|
22.5K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.11K- 19.12% |
$220K - $221K
|
8.94K
$944K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-2.19K- 17.37% |
$228K - $230K
|
10.4K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.24K- 18.88% |
$233K - $234K
|
9.6K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.27K- 41.28% |
$236K - $238K
|
3.23K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 12.96% |
$237K - $239K
|
15.3K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.3K- 9.76% |
$239K - $241K
|
21.3K
$2.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.31K- 8.61% |
$240K - $242K
|
24.5K
$2.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.33K- 5.47% |
$242K - $244K
|
40.3K
$4.26M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.39K- 24.91% |
$249K - $251K
|
7.22K
$762K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.46K- 4.78% |
$256K - $258K
|
49K
$5.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.5K- 2.49% |
$260K - $262K
|
97.7K
$10.3M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.54K- 8.68% |
$264K - $266K
|
26.7K
$2.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.55K- 19.21% |
$265K - $267K
|
10.7K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 5.27% |
$267K - $269K
|
46.2K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.58K- 5.16% |
$269K - $271K
|
47.5K
$5.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-2.59K- 28.54% |
$269K - $271K
|
6.47K
$684K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 38.87% |
$278K - $280K
|
4.2K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.75K- 28.2% |
$286K - $289K
|
7.01K
$740K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.85K- 12.54% |
$297K - $299K
|
19.9K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.89K- 1.2% |
$301K - $303K
|
237K
$25.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.91K- 6.07% |
$303K - $305K
|
45.1K
$4.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.92K- 7.57% |
$304K - $306K
|
35.7K
$3.77M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-2.97K- 18.24% |
$309K - $311K
|
13.3K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 17.63% |
$311K - $313K
|
14K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.01K- 18.9% |
$314K - $316K
|
12.9K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.11K- 7.72% |
$324K - $326K
|
37.2K
$3.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.16K- 45.34% |
$329K - $331K
|
3.81K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.19K- 38.6% |
$332K - $334K
|
5.07K
$536K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.2K- 16.22% |
$333K - $336K
|
16.5K
$1.75M
|