Purchases and Sales Made in Q3 2024 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
493+ 1.1% |
$51.4K - $52.4K
|
45.3K
$4.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
484+ 7.49% |
$50.5K - $51.4K
|
6.94K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
466+ 14.85% |
$48.6K - $49.5K
|
3.61K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
438+ 4.19% |
$45.7K - $46.6K
|
10.9K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
430+ 3.91% |
$44.8K - $45.7K
|
11.4K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
426+ 5.91% |
$44.4K - $45.3K
|
7.63K
$804K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
426+ 7.05% |
$44.4K - $45.3K
|
6.47K
$681K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
416+ 1.79% |
$43.4K - $44.2K
|
23.7K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
411+ 4.53% |
$42.9K - $43.7K
|
9.48K
$999K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
405+ 0.25% |
$42.2K - $43.1K
|
166K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
399+ 13.64% |
$41.6K - $42.4K
|
3.32K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
391+ 1955.0% |
$40.8K - $41.6K
|
411
$43.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
384+ 6.48% |
$40.1K - $40.8K
|
6.31K
$665K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
375New |
$39.1K - $39.9K
|
375
$39.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
350+ 39.41% |
$36.5K - $37.2K
|
1.24K
$130K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
323+ 4.08% |
$33.7K - $34.3K
|
8.24K
$868K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
317+ 1.59% |
$33.1K - $33.7K
|
20.3K
$2.14M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
310+ 1.46% |
$32.3K - $33K
|
21.5K
$2.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$31.3K - $31.9K
|
300
$31.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
291+ 8.3% |
$30.4K - $30.9K
|
3.8K
$400K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
285+ 1.09% |
$29.7K - $30.3K
|
26.4K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
276+ 7.21% |
$28.8K - $29.3K
|
4.11K
$433K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
271+ 1.63% |
$28.3K - $28.8K
|
16.9K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
267+ 6.42% |
$27.8K - $28.4K
|
4.43K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
263+ 3.66% |
$27.4K - $28K
|
7.45K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243+ 0.47% |
$25.3K - $25.8K
|
51.9K
$5.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
241+ 0.3% |
$25.1K - $25.6K
|
81.6K
$8.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
238+ 0.47% |
$24.8K - $25.3K
|
51.1K
$5.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
235+ 3.6% |
$24.5K - $25K
|
6.77K
$713K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
229+ 8.04% |
$23.9K - $24.3K
|
3.08K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
228+ 7.03% |
$23.8K - $24.2K
|
3.47K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
215+ 2.06% |
$22.4K - $22.9K
|
10.7K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
205+ 1.39% |
$21.4K - $21.8K
|
14.9K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
199+ 2.91% |
$20.8K - $21.2K
|
7.03K
$741K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
197+ 0.93% |
$20.5K - $20.9K
|
21.5K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
186+ 1.43% |
$19.4K - $19.8K
|
13.2K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
184New |
$19.2K - $19.6K
|
184
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
177+ 0.42% |
$18.5K - $18.8K
|
42K
$4.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
160+ 3.62% |
$16.7K - $17K
|
4.58K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
151+ 4.61% |
$15.7K - $16.1K
|
3.43K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
148+ 0.36% |
$15.4K - $15.7K
|
41.4K
$4.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
146+ 2.91% |
$15.2K - $15.5K
|
5.16K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
145+ 0.94% |
$15.1K - $15.4K
|
15.6K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
144+ 5.12% |
$15K - $15.3K
|
2.96K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
117+ 3.29% |
$12.2K - $12.4K
|
3.67K
$387K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
108+ 2.72% |
$11.3K - $11.5K
|
4.08K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
107+ 3.04% |
$11.2K - $11.4K
|
3.63K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
102+ 17.44% |
$10.6K - $10.8K
|
687
$72.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 0.29% |
$10K - $10.2K
|
33.5K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
96+ 2.13% |
$10K - $10.2K
|
4.6K
$485K
|