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 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65New |
$6.76K - $6.81K
|
65
$6.85K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
65+ 0.34% |
$6.76K - $6.81K
|
19.3K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
55+ 2.79% |
$5.72K - $5.76K
|
2.03K
$214K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
51+ 1.48% |
$5.31K - $5.34K
|
3.49K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.2K - $5.24K
|
50
$5.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49New |
$5.1K - $5.14K
|
49
$5.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
46+ 0.15% |
$4.79K - $4.82K
|
30.7K
$3.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
45+ 1.68% |
$4.68K - $4.72K
|
2.72K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
43+ 24.71% |
$4.47K - $4.51K
|
217
$22.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
43+ 0.08% |
$4.47K - $4.51K
|
55.9K
$5.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40+ 0.21% |
$4.16K - $4.19K
|
18.7K
$1.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
38+ 0.62% |
$3.95K - $3.98K
|
6.2K
$653K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 0.53% |
$3.85K - $3.88K
|
7.05K
$743K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
37+ 0.57% |
$3.85K - $3.88K
|
6.57K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36+ 1.3% |
$3.75K - $3.77K
|
2.81K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
30+ 1.35% |
$3.12K - $3.14K
|
2.25K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 0.52% |
$3.12K - $3.14K
|
5.83K
$615K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
29+ 0.52% |
$3.02K - $3.04K
|
5.58K
$588K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
26+ 0.54% |
$2.71K - $2.72K
|
4.82K
$507K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
25+ 0.51% |
$2.6K - $2.62K
|
4.94K
$520K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.55% |
$2.5K - $2.52K
|
4.35K
$459K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
23+ 1.07% |
$2.39K - $2.41K
|
2.17K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
22+ 0.31% |
$2.29K - $2.31K
|
7.21K
$759K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20+ 0.49% |
$2.08K - $2.1K
|
4.07K
$429K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
19+ 0.21% |
$1.98K - $1.99K
|
9.03K
$951K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18+ 0.53% |
$1.87K - $1.89K
|
3.38K
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.03% |
$1.87K - $1.89K
|
52.7K
$5.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
18+ 0.37% |
$1.87K - $1.89K
|
4.93K
$519K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.52% |
$1.66K - $1.68K
|
3.09K
$325K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 3.54% |
$1.46K - $1.47K
|
409
$43.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 0.16% |
$1.25K - $1.26K
|
7.32K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.51% |
$1.25K - $1.26K
|
2.38K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10+ 0.26% |
$1.04K - $1.05K
|
3.83K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9+ 0.36% |
$936 - $943
|
2.5K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 10.0% |
$832 - $838
|
88
$9.27K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 9.86% |
$728 - $734
|
78
$8.22K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5+ 0.26% |
$520 - $524
|
1.93K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4New |
$416 - $419
|
4
$421
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
4+ 0.02% |
$416 - $419
|
23.2K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
4+ 0.12% |
$416 - $419
|
3.37K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4+ 0.02% |
$416 - $419
|
16K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$416 - $419
|
13.9K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.51% |
$416 - $419
|
786
$82.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.34% |
$208 - $210
|
585
$61.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.07% |
$104 - $105
|
1.42K
$150K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$104 - $105
|
12.3K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.67% |
$104 - $105
|
150
$15.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$104 - $105
|
13.8K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$208 - $210
|
2.6K
$274K
|