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 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.72K- 5.06% |
$285K - $289K
|
51K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.77K- 2.16% |
$290K - $294K
|
125K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.79K- 16.87% |
$292K - $296K
|
13.7K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 46.03% |
$309K - $313K
|
3.46K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.48% |
$318K - $322K
|
2.15K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 6.08% |
$327K - $331K
|
48.1K
$5.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.15K- 11.93% |
$330K - $334K
|
23.2K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.24K- 17.87% |
$340K - $344K
|
14.9K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.31K- 55.33% |
$347K - $352K
|
2.67K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.49K- 2.56% |
$366K - $370K
|
133K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 4.51% |
$368K - $373K
|
74.3K
$7.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.6K- 17.96% |
$378K - $382K
|
16.5K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.76K- 41.4% |
$394K - $399K
|
5.32K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.8K- 58.47% |
$399K - $403K
|
2.7K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.88K- 9.36% |
$407K - $412K
|
37.5K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.1K- 3.67% |
$430K - $436K
|
108K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.99K- 13.8% |
$524K - $530K
|
31.2K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.04K- 28.25% |
$529K - $535K
|
12.8K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.23K- 8.07% |
$548K - $555K
|
59.5K
$6.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-5.23K- 29.84% |
$549K - $556K
|
12.3K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-5.44K- 29.51% |
$571K - $578K
|
13K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.45K- 20.51% |
$572K - $579K
|
21.1K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.94K- 8.7% |
$623K - $630K
|
62.3K
$6.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6K- 44.11% |
$630K - $637K
|
7.6K
$804K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-6.43K- 2.2% |
$675K - $683K
|
286K
$30.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.71K- 16.15% |
$704K - $713K
|
34.8K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.85K- 15.64% |
$719K - $728K
|
37K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.87K- 10.64% |
$721K - $729K
|
57.7K
$6.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.18K- 58.94% |
$754K - $763K
|
5.01K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.4K- 55.8% |
$776K - $786K
|
5.86K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.7K- 41.08% |
$808K - $817K
|
11K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-7.76K- 75.14% |
$814K - $824K
|
2.57K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.37K- 18.49% |
$878K - $889K
|
36.9K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.81K- 14.89% |
$924K - $936K
|
50.4K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.27K- 81.08% |
$973K - $985K
|
2.16K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.4K- 18.19% |
$986K - $998K
|
42.3K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 35.11% |
$1.14M - $1.15M
|
20K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-10.9K- 18.31% |
$1.14M - $1.15M
|
48.5K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.1K- 74.18% |
$1.16M - $1.18M
|
3.85K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.7K- 69.59% |
$1.33M - $1.35M
|
5.55K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-15.8K- 7.57% |
$1.66M - $1.68M
|
193K
$20.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17.8K- 87.87% |
$1.87M - $1.89M
|
2.45K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-18K- 36.87% |
$1.89M - $1.91M
|
30.8K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.5K- 45.42% |
$2.15M - $2.18M
|
24.7K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-20.7K- 78.43% |
$2.17M - $2.19M
|
5.68K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-21.8K- 33.6% |
$2.29M - $2.32M
|
43.1K
$4.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-22.5K- 20.24% |
$2.37M - $2.39M
|
88.8K
$9.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26.6K- 40.94% |
$2.8M - $2.83M
|
38.4K
$4.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-37.7K- 78.15% |
$3.96M - $4M
|
10.5K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-43.4K- 7.3% |
$4.56M - $4.61M
|
552K
$58.4M
|