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 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.84K- 19.3% |
$1.03M - $1.05M
|
41.1K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-9.89K- 10.71% |
$1.03M - $1.05M
|
82.5K
$8.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.9K- 10.13% |
$1.03M - $1.05M
|
87.8K
$9.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10K- 38.56% |
$1.05M - $1.07M
|
16K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 5.44% |
$1.05M - $1.07M
|
176K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-13K- 6.93% |
$1.36M - $1.38M
|
175K
$18.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14.2K- 17.94% |
$1.48M - $1.5M
|
64.7K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.4K- 54.58% |
$1.5M - $1.53M
|
12K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-14.8K- 98.89% |
$1.55M - $1.58M
|
166
$17.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 31.28% |
$1.6M - $1.63M
|
33.7K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.8K- 26.54% |
$1.65M - $1.68M
|
43.8K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-17K- 12.98% |
$1.77M - $1.8M
|
114K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.3K- 20.21% |
$1.8M - $1.84M
|
68.2K
$7.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-17.4K- 12.65% |
$1.81M - $1.85M
|
120K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 6.9% |
$1.85M - $1.89M
|
240K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-19.7K- 34.15% |
$2.05M - $2.09M
|
37.9K
$4.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-23K- 86.47% |
$2.4M - $2.45M
|
3.6K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.5K- 3.22% |
$2.55M - $2.6M
|
736K
$77.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.4K- 87.67% |
$2.85M - $2.91M
|
3.85K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-28.5K- 82.63% |
$2.97M - $3.03M
|
5.98K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-29.5K- 45.83% |
$3.08M - $3.14M
|
34.9K
$3.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-31.9K- 18.6% |
$3.33M - $3.39M
|
140K
$14.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-34.1K- 62.76% |
$3.56M - $3.62M
|
20.2K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.1K- 12.7% |
$3.66M - $3.73M
|
241K
$25.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-38.4K- 4.09% |
$4.01M - $4.09M
|
902K
$95.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-42.1K- 42.76% |
$4.39M - $4.48M
|
56.4K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-43.5K- 99.79% |
$4.54M - $4.63M
|
91
$9.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53K- 24.56% |
$5.53M - $5.63M
|
163K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-65.5K- 50.24% |
$6.83M - $6.96M
|
64.9K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-67.9K- 99.96% |
$7.09M - $7.22M
|
28
$2.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-71.1K- 25.32% |
$7.42M - $7.56M
|
210K
$22.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-72.6K- 10.87% |
$7.57M - $7.71M
|
595K
$63M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-80.4K- 78.86% |
$8.38M - $8.55M
|
21.5K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-92.6K- 33.44% |
$9.66M - $9.85M
|
184K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-151K- 18.9% |
$15.8M - $16.1M
|
649K
$68.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-160K- 19.84% |
$16.7M - $17M
|
647K
$68.5M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-195K- 97.77% |
$20.3M - $20.7M
|
4.44K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 3.43% |
$22.1M - $22.5M
|
5.98M
$632M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-491K- 95.26% |
$51.2M - $52.2M
|
24.4K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-716K- 96.19% |
$74.7M - $76.2M
|
28.4K
$3M
|