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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 0.29% |
$10K - $10.2K
|
33.5K
$3.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
92+ 3.4% |
$9.6K - $9.78K
|
2.8K
$294K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
89+ 1.71% |
$9.28K - $9.46K
|
5.31K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
87+ 1.76% |
$9.07K - $9.25K
|
5.04K
$530K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85+ 4.49% |
$8.87K - $9.04K
|
1.98K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
85+ 0.49% |
$8.87K - $9.04K
|
17.5K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
85+ 1.36% |
$8.87K - $9.04K
|
6.33K
$666K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
84+ 2.42% |
$8.76K - $8.93K
|
3.55K
$373K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
80+ 0.52% |
$8.34K - $8.5K
|
15.4K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
78+ 0.49% |
$8.14K - $8.29K
|
16K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
67+ 3.2% |
$6.99K - $7.12K
|
2.16K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
64+ 1.0% |
$6.68K - $6.8K
|
6.45K
$678K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.67% |
$6.68K - $6.8K
|
3.9K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61New |
$6.36K - $6.48K
|
61
$6.42K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
57+ 0.13% |
$5.95K - $6.06K
|
43.3K
$4.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
50+ 0.77% |
$5.22K - $5.32K
|
6.52K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
50+ 0.16% |
$5.22K - $5.32K
|
30.7K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
40+ 0.51% |
$4.17K - $4.25K
|
7.82K
$822K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.17% |
$4.07K - $4.15K
|
23.2K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
38+ 0.38% |
$3.96K - $4.04K
|
10K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
32+ 0.57% |
$3.34K - $3.4K
|
5.63K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31+ 2.18% |
$3.23K - $3.3K
|
1.45K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.53% |
$3.23K - $3.3K
|
5.86K
$617K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31+ 0.44% |
$3.23K - $3.3K
|
7.04K
$741K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 0.78% |
$3.13K - $3.19K
|
3.88K
$408K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
30+ 0.23% |
$3.13K - $3.19K
|
13.3K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
28New |
$2.92K - $2.98K
|
28
$2.95K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
28+ 0.5% |
$2.92K - $2.98K
|
5.61K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
25+ 0.34% |
$2.61K - $2.66K
|
7.37K
$775K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
21+ 0.74% |
$2.19K - $2.23K
|
2.87K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21+ 0.59% |
$2.19K - $2.23K
|
3.56K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20New |
$2.09K - $2.13K
|
20
$2.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
20+ 0.41% |
$2.09K - $2.13K
|
4.96K
$521K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$1.98K - $2.02K
|
19
$2K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19+ 0.4% |
$1.98K - $2.02K
|
4.74K
$498K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18+ 0.31% |
$1.88K - $1.91K
|
5.89K
$620K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.52% |
$1.67K - $1.7K
|
3.11K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 6.91% |
$1.56K - $1.59K
|
232
$24.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14+ 0.5% |
$1.46K - $1.49K
|
2.83K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.41% |
$1.46K - $1.49K
|
3.4K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 86.67% |
$1.36K - $1.38K
|
28
$2.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.51% |
$1.25K - $1.28K
|
2.39K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12+ 0.35% |
$1.25K - $1.28K
|
3.46K
$363K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
12+ 0.37% |
$1.25K - $1.28K
|
3.23K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10+ 0.26% |
$1.04K - $1.06K
|
3.84K
$404K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.34% |
$1.04K - $1.06K
|
2.99K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.04K - $1.06K
|
2.73K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.04% |
$1.04K - $1.06K
|
24.8K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10+ 0.04% |
$1.04K - $1.06K
|
26.6K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 12.82% |
$1.04K - $1.06K
|
88
$9.26K
|