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 07, 2024
Q3 2024
|
Lindenwold Advisors
|
SELL
|
- |
-2.82K- 4.54% |
$294K - $300K
|
59.4K
$6.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.88K- 29.6% |
$300K - $306K
|
6.84K
$724K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.91K- 4.29% |
$304K - $310K
|
65.1K
$6.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.92K- 9.68% |
$304K - $310K
|
27.2K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.92K- 1.23% |
$305K - $311K
|
235K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.96K- 2.06% |
$308K - $314K
|
140K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.98K- 6.27% |
$311K - $317K
|
44.6K
$4.72M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-3.01K- 58.2% |
$313K - $319K
|
2.16K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.05K- 5.75% |
$318K - $324K
|
49.9K
$5.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.06K- 28.62% |
$320K - $326K
|
7.64K
$808K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.14K- 23.99% |
$327K - $333K
|
9.93K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.24K- 0.66% |
$338K - $345K
|
492K
$52M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.36K- 39.77% |
$351K - $358K
|
5.1K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-3.37K- 36.22% |
$351K - $358K
|
5.93K
$627K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-3.58K- 94.45% |
$373K - $380K
|
210
$22.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.88K- 20.79% |
$404K - $412K
|
14.8K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.08K- 52.54% |
$425K - $433K
|
3.68K
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.18K- 3.62% |
$436K - $444K
|
111K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.21K- 8.43% |
$439K - $448K
|
45.7K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.23K- 9.28% |
$441K - $449K
|
41.3K
$4.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.23K- 7.05% |
$441K - $450K
|
55.8K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.3K- 11.74% |
$449K - $458K
|
32.4K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.77K- 71.32% |
$497K - $507K
|
1.92K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.91K- 52.83% |
$512K - $522K
|
4.39K
$464K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5K- 7.79% |
$522K - $532K
|
59.2K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.23K- 16.54% |
$545K - $556K
|
26.4K
$2.79M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.31K- 5.65% |
$554K - $564K
|
88.6K
$9.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.35K- 57.54% |
$558K - $568K
|
3.95K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5.41K- 59.89% |
$564K - $575K
|
3.62K
$383K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.47K- 63.61% |
$571K - $582K
|
3.13K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.69K- 15.26% |
$593K - $604K
|
31.6K
$3.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.87K- 10.28% |
$612K - $624K
|
51.2K
$5.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-6.08K- 5.96% |
$634K - $646K
|
96K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-6.28K- 36.05% |
$655K - $668K
|
11.1K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.3K- 4.69% |
$657K - $669K
|
128K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.36K- 6.15% |
$663K - $676K
|
97.1K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.48K- 11.52% |
$675K - $688K
|
49.7K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.55K- 7.26% |
$683K - $696K
|
83.7K
$8.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.61K- 27.39% |
$690K - $703K
|
17.5K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-6.91K- 3.21% |
$720K - $734K
|
208K
$22.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.14K- 41.84% |
$745K - $759K
|
9.93K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.17K- 17.64% |
$748K - $763K
|
33.5K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.21K- 17.0% |
$751K - $766K
|
35.2K
$3.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7.22K- 18.04% |
$753K - $768K
|
32.8K
$3.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.47K- 12.64% |
$780K - $794K
|
51.7K
$5.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.69K- 18.58% |
$802K - $818K
|
33.7K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.94K- 0.56% |
$829K - $844K
|
1.41M
$149M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-8.2K- 18.49% |
$855K - $872K
|
36.2K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.42K- 23.89% |
$878K - $895K
|
26.8K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-9.25K- 14.7% |
$964K - $983K
|
53.6K
$5.68M
|