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
|
Graypoint LLC
|
BUY
|
- |
2.37K+ 80.01% |
$247K - $252K
|
5.33K
$564K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.37KNew |
$247K - $252K
|
2.37K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.36K+ 0.48% |
$247K - $251K
|
491K
$52M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.31KNew |
$241K - $246K
|
2.31K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.29KNew |
$239K - $243K
|
2.29K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.28KNew |
$237K - $242K
|
2.28K
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.15K+ 71.0% |
$224K - $229K
|
5.18K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.15K+ 26.36% |
$224K - $228K
|
10.3K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.14K+ 34.73% |
$224K - $228K
|
8.31K
$880K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.14K+ 65.25% |
$223K - $227K
|
5.41K
$572K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 9.68% |
$222K - $226K
|
24.1K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.13KNew |
$222K - $226K
|
2.13K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08K+ 89.83% |
$216K - $221K
|
4.39K
$464K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 9.01% |
$211K - $215K
|
24.5K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.01K+ 35.28% |
$209K - $213K
|
7.7K
$815K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$208K - $212K
|
2K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 6.48% |
$208K - $212K
|
32.7K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 12.1% |
$207K - $211K
|
18.4K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.97KNew |
$205K - $209K
|
1.97K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.95K+ 18.84% |
$203K - $207K
|
12.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.94KNew |
$202K - $206K
|
1.94K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.93KNew |
$201K - $205K
|
1.93K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.92K+ 33.04% |
$200K - $204K
|
7.71K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.87K+ 20.95% |
$195K - $199K
|
10.8K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.85K+ 1.36% |
$193K - $196K
|
137K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.84K+ 11.48% |
$192K - $196K
|
17.9K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 7.49% |
$185K - $189K
|
25.5K
$2.69M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.75K+ 49.7% |
$183K - $186K
|
5.28K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.74K+ 13.16% |
$181K - $185K
|
14.9K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.73K+ 12.78% |
$181K - $184K
|
15.3K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 32.37% |
$178K - $181K
|
6.96K
$737K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.68K+ 4.1% |
$175K - $178K
|
42.6K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.68K+ 31.23% |
$175K - $178K
|
7.04K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.66K+ 0.96% |
$173K - $176K
|
175K
$18.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.64K+ 15.73% |
$171K - $174K
|
12.1K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 1.56% |
$169K - $173K
|
106K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 1.72% |
$168K - $172K
|
95.5K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.52K+ 1.02% |
$159K - $162K
|
151K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.51K+ 0.33% |
$157K - $160K
|
462K
$48.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 45.9% |
$156K - $159K
|
4.77K
$505K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.49KNew |
$155K - $158K
|
1.49K
$157K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.48K+ 10.97% |
$154K - $157K
|
14.9K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.45K+ 10.26% |
$151K - $154K
|
15.6K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.42K+ 22.52% |
$148K - $151K
|
7.74K
$819K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
1.42K+ 10.19% |
$148K - $150K
|
15.3K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.39K+ 15.01% |
$145K - $148K
|
10.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.38K+ 11.29% |
$144K - $146K
|
13.6K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.36K+ 1.01% |
$142K - $144K
|
136K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.32KNew |
$138K - $140K
|
1.32K
$140K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.27K+ 22.44% |
$133K - $135K
|
6.93K
$734K
|