Purchases and Sales Made in Q4 2024 in Ishares Short Term National Mu (SUB)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-780- 8.31% |
$81.9K - $82.8K
|
8.61K
$911K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-816- 4.06% |
$85.6K - $86.7K
|
19.3K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-828- 2.36% |
$86.9K - $87.9K
|
34.3K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-863- 3.28% |
$90.6K - $91.7K
|
25.5K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-925- 1.97% |
$97.1K - $98.2K
|
46.1K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-937- 12.2% |
$98.3K - $99.5K
|
6.74K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-951- 8.53% |
$99.8K - $101K
|
10.2K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-979- 67.42% |
$103K - $104K
|
473
$50K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-987- 18.39% |
$104K - $105K
|
4.38K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-994- 23.54% |
$104K - $106K
|
3.23K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.07K- 8.87% |
$112K - $114K
|
11K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.13K- 7.08% |
$119K - $120K
|
14.9K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 4.58% |
$124K - $125K
|
24.6K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.19K- 22.95% |
$124K - $126K
|
3.98K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.27K- 1.54% |
$133K - $135K
|
81.2K
$8.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.28K- 10.69% |
$135K - $136K
|
10.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.28K- 15.98% |
$135K - $136K
|
6.75K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.31K- 8.39% |
$138K - $139K
|
14.3K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.32K- 3.41% |
$138K - $140K
|
37.4K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.33K- 23.05% |
$140K - $141K
|
4.44K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.36K- 37.78% |
$143K - $145K
|
2.24K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.43K- 19.13% |
$150K - $151K
|
6.03K
$638K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.47K- 3.45% |
$154K - $156K
|
41.2K
$4.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.53K- 5.26% |
$160K - $162K
|
27.5K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.53K- 4.86% |
$161K - $163K
|
30K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.6K- 3.0% |
$168K - $170K
|
51.7K
$5.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.72K- 20.52% |
$180K - $182K
|
6.64K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 17.03% |
$181K - $184K
|
8.42K
$891K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.74K- 28.45% |
$183K - $185K
|
4.38K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.83K- 0.97% |
$192K - $195K
|
187K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.89K- 8.18% |
$198K - $200K
|
21.2K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.89K- 24.91% |
$198K - $201K
|
5.69K
$602K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.9K- 23.26% |
$199K - $201K
|
6.26K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.91K- 14.36% |
$201K - $203K
|
11.4K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.94K- 7.89% |
$204K - $206K
|
22.6K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.97K- 8.07% |
$207K - $209K
|
22.4K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 5.89% |
$207K - $209K
|
31.5K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2.06K- 5.91% |
$216K - $219K
|
32.8K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.25K- 6.54% |
$236K - $239K
|
32.1K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.25K- 40.89% |
$237K - $239K
|
3.26K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.28K- 29.08% |
$239K - $242K
|
5.55K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.3K- 17.69% |
$241K - $244K
|
10.7K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.3K- 14.39% |
$241K - $244K
|
13.7K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.36K- 99.92% |
$247K - $250K
|
2
$212
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.44K- 47.32% |
$256K - $260K
|
2.72K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.58K- 24.73% |
$271K - $274K
|
7.86K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.64K- 24.1% |
$277K - $280K
|
8.31K
$879K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 99.14% |
$277K - $281K
|
23
$2.43K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.66K- 1.53% |
$279K - $283K
|
171K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.67K- 32.93% |
$280K - $284K
|
5.44K
$575K
|