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 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.19K+ 14.71% |
$228K - $230K
|
17.1K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 10.92% |
$225K - $227K
|
22K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.13K+ 116.18% |
$221K - $223K
|
3.95K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.09KNew |
$218K - $219K
|
2.09K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.03K+ 5.47% |
$212K - $213K
|
39.2K
$4.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.03K+ 22.76% |
$211K - $213K
|
11K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.02K+ 3.53% |
$210K - $212K
|
59.4K
$6.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.97K+ 63.45% |
$205K - $206K
|
5.08K
$535K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.97KNew |
$204K - $206K
|
1.97K
$207K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.93K+ 83.48% |
$200K - $202K
|
4.23K
$446K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.92KNew |
$200K - $201K
|
1.92K
$202K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.9K+ 16.48% |
$197K - $199K
|
13.4K
$1.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.9K+ 45.79% |
$197K - $199K
|
6.04K
$636K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.86K+ 21.62% |
$193K - $195K
|
10.5K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.77K+ 1.11% |
$184K - $185K
|
160K
$16.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.74K+ 22.32% |
$181K - $182K
|
9.52K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.73K+ 14.68% |
$180K - $182K
|
13.5K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.72K+ 8.29% |
$179K - $180K
|
22.5K
$2.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.72K+ 857.5% |
$178K - $180K
|
1.92K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.7K+ 3.45% |
$177K - $178K
|
50.9K
$5.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.69K+ 24.44% |
$176K - $177K
|
8.6K
$906K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 1.86% |
$173K - $174K
|
91.1K
$9.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.65K+ 18.28% |
$172K - $173K
|
10.7K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$169K - $170K
|
1.63K
$171K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.62K+ 12.97% |
$168K - $170K
|
14.1K
$1.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.54K+ 72.64% |
$160K - $161K
|
3.66K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.53K+ 3.42% |
$159K - $160K
|
46.1K
$4.86M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.51K+ 65.74% |
$157K - $158K
|
3.8K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.48K+ 232.13% |
$154K - $155K
|
2.12K
$223K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.48K+ 9.62% |
$154K - $155K
|
16.8K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.47K+ 13.68% |
$153K - $154K
|
12.2K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.45K+ 5.97% |
$150K - $151K
|
25.7K
$2.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.4K+ 32.59% |
$146K - $147K
|
5.69K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.39K+ 11.72% |
$144K - $145K
|
13.2K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.3K+ 46.87% |
$135K - $136K
|
4.08K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.3K+ 5.09% |
$135K - $136K
|
26.9K
$2.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.29K+ 25.66% |
$134K - $135K
|
6.32K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.28K+ 51.75% |
$134K - $135K
|
3.77K
$397K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.28K+ 1.72% |
$134K - $135K
|
75.9K
$8M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.28K+ 1.72% |
$134K - $135K
|
75.9K
$8M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.28KNew |
$133K - $134K
|
1.28K
$135K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.25K+ 15.31% |
$130K - $131K
|
9.42K
$993K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
1.21K+ 26.4% |
$126K - $127K
|
5.79K
$610K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.18K+ 11.0% |
$122K - $123K
|
11.9K
$1.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.11K+ 21.52% |
$115K - $116K
|
6.25K
$659K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 125.7% |
$112K - $113K
|
1.94K
$204K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.07K+ 9.48% |
$111K - $112K
|
12.3K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.06K+ 5.92% |
$110K - $111K
|
19K
$2M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.01K+ 16.85% |
$105K - $106K
|
7.01K
$739K
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
975+ 4.83% |
$101K - $102K
|
21.2K
$2.23M
|