Purchases and Sales Made in Q4 2024 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 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
Jan 29, 2025 Q4 2024
Life Planning Partners, Inc

BUY
 -
5.92M
+ 11040.72%
$621M - $629M
5.97M $632M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
422K
New
$44.2M - $44.8M
422K $44.6M
Jan 31, 2025 Q4 2024
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
378K
+ 2204.24%
$39.7M - $40.2M
395K $41.8M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
156K
+ 59.83%
$16.4M - $16.6M
418K $44.2M
Jan 24, 2025 Q4 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
116K
New
$12.2M - $12.3M
116K $12.3M
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
108K
+ 46.17%
$11.4M - $11.5M
343K $36.3M
Jan 15, 2025 Q4 2024
Aaron Wealth Advisors LLC

BUY
 -
102K
+ 966.29%
$10.7M - $10.8M
112K $11.9M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
101K
+ 20.67%
$10.6M - $10.8M
592K $62.7M
Jan 14, 2025 Q4 2024
First Community Trust Na

BUY
 -
66.2K
+ 31536.19%
$6.95M - $7.03M
66.4K $7.03M
Jan 29, 2025 Q4 2024
Single Point Partners, LLC

BUY
 -
63.8K
New
$6.69M - $6.77M
63.8K $6.75M
Jan 14, 2025 Q4 2024
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
52.6K
New
$5.52M - $5.59M
52.6K $5.57M
Feb 07, 2025 Q4 2024
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
46.5K
New
$4.88M - $4.94M
46.5K $4.92M
Feb 05, 2025 Q4 2024
Dynasty Wealth Management, LLC

St. Petersburg, FL
BUY
 -
43.7K
New
$4.59M - $4.64M
43.7K $4.62M
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
43.3K
+ 40.29%
$4.55M - $4.6M
151K $16M
Jan 21, 2025 Q4 2024
Anderson Hoagland & CO

BUY
 -
40.5K
+ 248.81%
$4.25M - $4.31M
56.8K $6.01M
Feb 06, 2025 Q4 2024
K2 Financial Inc.

Glendora, CA
BUY
 -
38.7K
New
$4.06M - $4.11M
38.7K $4.1M
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
36.3K
+ 107.83%
$3.81M - $3.85M
69.9K $7.4M
Jan 23, 2025 Q4 2024
Btc Capital Management, Inc.

BUY
 -
28.5K
New
$2.99M - $3.03M
28.5K $3.02M
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
26.6K
+ 81.32%
$2.79M - $2.83M
59.3K $6.28M
Jan 13, 2025 Q4 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
25.7K
+ 277.13%
$2.7M - $2.73M
35K $3.71M
Jan 16, 2025 Q4 2024
Umb Bank, N.A.

BUY
 -
25.2K
+ 818.72%
$2.64M - $2.68M
28.3K $2.99M
Feb 07, 2025 Q4 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
23.1K
+ 1556.43%
$2.43M - $2.45M
24.6K $2.6M
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
22.9K
+ 6.66%
$2.4M - $2.43M
367K $38.8M
Jan 14, 2025 Q4 2024
Apella Capital, LLC

BUY
 -
20.7K
+ 8.19%
$2.17M - $2.19M
273K $28.9M
Jan 10, 2025 Q4 2024
Rmr Wealth Builders

BUY
 -
20.4K
+ 9.58%
$2.15M - $2.17M
234K $24.7M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
18.9K
+ 26.17%
$1.98M - $2.01M
91.1K $9.65M
Jan 24, 2025 Q4 2024
Abundance Wealth Counselors

BUY
 -
18.7K
+ 18.21%
$1.96M - $1.99M
122K $12.9M
Jan 29, 2025 Q4 2024
Prairie View Partners, LLC

BUY
 -
17.5K
+ 40.25%
$1.83M - $1.85M
60.8K $6.44M
Jan 14, 2025 Q4 2024
Pines Wealth Management, LLC

Southern Pines, NC
BUY
 -
16.9K
New
$1.78M - $1.8M
16.9K $1.79M
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
16.9K
+ 239.33%
$1.77M - $1.79M
23.9K $2.53M
Feb 03, 2025 Q4 2024
Sigma Investment Counselors Inc

BUY
 -
15.9K
+ 163.73%
$1.67M - $1.69M
25.6K $2.71M
Jan 13, 2025 Q4 2024
Miracle Mile Advisors, LLC

BUY
 -
15.7K
+ 2.96%
$1.65M - $1.67M
546K $57.7M
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
15.5K
New
$1.63M - $1.65M
15.5K $1.64M
Jan 17, 2025 Q4 2024
Nisa Investment Advisors, LLC

BUY
 -
15.1K
+ 10.81%
$1.58M - $1.6M
155K $16.4M
Jan 31, 2025 Q4 2024
Fedenia Advisers LLC

Madison, WI
BUY
 -
13.6K
New
$1.42M - $1.44M
13.6K $1.44M
Jan 17, 2025 Q4 2024
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
12.5K
+ 50.3%
$1.31M - $1.33M
37.4K $3.96M
Feb 06, 2025 Q4 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
12.5K
+ 9.1%
$1.31M - $1.33M
150K $15.9M
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
11.9K
+ 17.02%
$1.24M - $1.26M
81.5K $8.62M
Feb 05, 2025 Q4 2024
Ifg Advisors, LLC

BUY
 -
11.8K
New
$1.24M - $1.26M
11.8K $1.25M
Feb 07, 2025 Q4 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
11.2K
+ 176.65%
$1.17M - $1.19M
17.5K $1.85M
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
10.4K
+ 18.82%
$1.1M - $1.11M
65.9K $6.98M
Jan 29, 2025 Q4 2024
Shade Tree Advisors LLC

Saratoga Springs, NY
BUY
 -
10.3K
New
$1.08M - $1.09M
10.3K $1.09M
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
10.2K
+ 1.86%
$1.07M - $1.09M
560K $59.2M
Feb 05, 2025 Q4 2024
U S Global Investors Inc

San Antonio, TX
BUY
 -
10K
New
$1.05M - $1.06M
10K $1.06M
Jan 23, 2025 Q4 2024
Colton Groome Financial Advisors, LLC

BUY
 -
9.73K
+ 211.83%
$1.02M - $1.03M
14.3K $1.51M
Jan 17, 2025 Q4 2024
Dakota Wealth Management

BUY
 -
9.38K
+ 9.77%
$984K - $996K
105K $11.1M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
9.24K
+ 8.55%
$969K - $981K
117K $12.4M
Feb 07, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
9.18K
+ 9.46%
$963K - $975K
106K $11.2M
Feb 04, 2025 Q4 2024
Life Goal Wealth Advisors

Saratoga Springs, NY
BUY
 -
8.8K
New
$923K - $934K
8.8K $931K

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