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 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.21K- 28.3% |
$334K - $337K
|
8.14K
$857K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.27K- 1.47% |
$340K - $343K
|
219K
$23.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.34K- 5.04% |
$347K - $350K
|
62.9K
$6.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.38K- 52.58% |
$352K - $355K
|
3.05K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.49K- 9.47% |
$363K - $366K
|
33.4K
$3.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-3.53K- 15.76% |
$367K - $370K
|
18.9K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.6K- 63.99% |
$375K - $377K
|
2.03K
$213K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-3.65K- 12.04% |
$380K - $382K
|
26.7K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.65K- 3.74% |
$380K - $383K
|
93.9K
$9.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.67K- 29.67% |
$382K - $385K
|
8.71K
$917K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.7K- 2.65% |
$384K - $387K
|
136K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.9K- 37.12% |
$405K - $408K
|
6.6K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.93K- 8.14% |
$409K - $412K
|
44.4K
$4.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.06K- 26.69% |
$422K - $425K
|
11.1K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.07K- 40.17% |
$424K - $427K
|
6.06K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.08K- 52.54% |
$424K - $427K
|
3.68K
$388K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.14K- 12.81% |
$431K - $434K
|
28.2K
$2.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.15K- 3.91% |
$432K - $435K
|
102K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.23K- 4.31% |
$440K - $443K
|
93.9K
$9.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.3K- 12.24% |
$448K - $451K
|
30.9K
$3.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.39K- 42.44% |
$456K - $460K
|
5.95K
$627K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.19K- 13.84% |
$539K - $543K
|
32.3K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.19K- 28.45% |
$540K - $544K
|
13.1K
$1.38M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.25K- 0.86% |
$546K - $550K
|
602K
$63.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.27K- 11.65% |
$548K - $552K
|
40K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.36K- 33.37% |
$558K - $562K
|
10.7K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.39K- 46.3% |
$560K - $564K
|
6.25K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.44K- 25.34% |
$566K - $570K
|
16K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.48K- 6.02% |
$570K - $574K
|
85.5K
$9.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.54KClosed |
$576K - $580K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.54K- 57.1% |
$576K - $580K
|
4.16K
$438K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.58K- 8.12% |
$581K - $585K
|
63.2K
$6.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.77K- 27.18% |
$601K - $605K
|
15.5K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.97K- 34.79% |
$621K - $625K
|
11.2K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-6.07K- 9.94% |
$632K - $636K
|
55K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.07K- 2.08% |
$632K - $636K
|
286K
$30.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-6.17K- 31.94% |
$642K - $647K
|
13.2K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-6.18K- 44.15% |
$643K - $648K
|
7.82K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.28K- 9.83% |
$653K - $658K
|
57.6K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.41K- 47.53% |
$667K - $672K
|
7.07K
$745K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6.5K- 15.29% |
$676K - $681K
|
36K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.69K- 5.86% |
$696K - $701K
|
107K
$11.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.89K- 10.43% |
$716K - $722K
|
59.1K
$6.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.9K- 22.23% |
$718K - $723K
|
24.1K
$2.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-7.36K- 39.54% |
$765K - $771K
|
11.2K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.64K- 13.72% |
$795K - $801K
|
48.1K
$5.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.83K- 36.82% |
$815K - $821K
|
13.4K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.15K- 11.59% |
$848K - $854K
|
62.2K
$6.55M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.24K- 16.84% |
$857K - $863K
|
40.7K
$4.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.38K- 20.04% |
$872K - $878K
|
33.4K
$3.52M
|