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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-179- 1.37% |
$18.7K - $19K
|
12.9K
$1.36M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 1.21% |
$19.1K - $19.5K
|
15K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-188- 1.96% |
$19.6K - $20K
|
9.39K
$991K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-211- 2.94% |
$22K - $22.4K
|
6.97K
$736K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-212- 0.98% |
$22.1K - $22.5K
|
21.3K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-213- 4.34% |
$22.2K - $22.6K
|
4.69K
$495K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-222- 0.48% |
$23.2K - $23.6K
|
46K
$4.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-228- 1.1% |
$23.8K - $24.2K
|
20.5K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-238- 2.32% |
$24.8K - $25.3K
|
10K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-240- 5.36% |
$25K - $25.5K
|
4.24K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-241- 0.36% |
$25.1K - $25.6K
|
67.6K
$7.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-248- 6.16% |
$25.9K - $26.4K
|
3.78K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-248- 51.13% |
$25.9K - $26.4K
|
237
$25K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 11.03% |
$26.1K - $26.6K
|
2.02K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-261- 3.69% |
$27.2K - $27.7K
|
6.81K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-263- 22.73% |
$27.4K - $28K
|
894
$94.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-268- 2.29% |
$28K - $28.5K
|
11.4K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-275- 4.44% |
$28.7K - $29.2K
|
5.92K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-287- 1.52% |
$29.9K - $30.5K
|
18.6K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-296- 0.41% |
$30.9K - $31.5K
|
72.2K
$7.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-308- 23.0% |
$32.1K - $32.7K
|
1.03K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-313- 0.48% |
$32.6K - $33.3K
|
65.2K
$6.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-319- 3.31% |
$33.3K - $33.9K
|
9.32K
$984K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-319- 9.18% |
$33.3K - $33.9K
|
3.16K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-323- 5.58% |
$33.7K - $34.3K
|
5.47K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-353- 1.87% |
$36.8K - $37.5K
|
18.5K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-357- 9.97% |
$37.2K - $37.9K
|
3.22K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-368- 86.79% |
$38.4K - $39.1K
|
56
$5.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-370- 9.71% |
$38.6K - $39.3K
|
3.44K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-382- 15.29% |
$39.8K - $40.6K
|
2.12K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-388- 9.23% |
$40.5K - $41.2K
|
3.82K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-392- 5.77% |
$40.9K - $41.7K
|
6.41K
$676K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-393- 12.39% |
$41K - $41.8K
|
2.78K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-399- 6.94% |
$41.6K - $42.4K
|
5.35K
$565K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-404- 0.37% |
$42.1K - $42.9K
|
108K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-414- 4.39% |
$43.2K - $44K
|
9.01K
$951K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-417- 15.2% |
$43.5K - $44.3K
|
2.33K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-432- 0.77% |
$45.1K - $45.9K
|
55.5K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-446- 1.84% |
$46.5K - $47.4K
|
23.8K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-446- 7.95% |
$46.5K - $47.4K
|
5.17K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-458- 5.98% |
$47.8K - $48.7K
|
7.2K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-466- 3.25% |
$48.6K - $49.5K
|
13.9K
$1.46M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-500- 10.8% |
$52.2K - $53.2K
|
4.13K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-502- 80.97% |
$52.4K - $53.4K
|
118
$12.5K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-528- 11.26% |
$55.1K - $56.1K
|
4.16K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-532- 2.23% |
$55.5K - $56.6K
|
23.3K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-550- 5.78% |
$57.4K - $58.5K
|
8.97K
$947K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-550- 2.47% |
$57.4K - $58.5K
|
21.7K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-550- 2.92% |
$57.4K - $58.5K
|
18.3K
$1.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-552- 7.83% |
$57.6K - $58.7K
|
6.5K
$686K
|