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 30, 2025 Q4 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
3.73K
New
$391K - $396K
3.73K $395K
Jan 13, 2025 Q4 2024
Elmwood Wealth Management, Inc.

BUY
 -
3.65K
+ 6.54%
$383K - $388K
59.4K $6.29M
Jan 23, 2025 Q4 2024
Busey Wealth Management

BUY
 -
3.6K
New
$377K - $382K
3.6K $381K
Jan 23, 2025 Q4 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
3.59K
+ 17.99%
$376K - $381K
23.5K $2.49M
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
3.56K
+ 1.6%
$373K - $378K
225K $23.8M
Jan 16, 2025 Q4 2024
Lvw Advisors, LLC

BUY
 -
3.56K
+ 5.52%
$373K - $378K
67.9K $7.19M
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
3.51K
+ 132.85%
$369K - $373K
6.16K $652K
Jan 28, 2025 Q4 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
3.45K
New
$362K - $366K
3.45K $365K
Jan 28, 2025 Q4 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
3.42K
+ 145.4%
$359K - $363K
5.77K $610K
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
3.31K
New
$347K - $351K
3.31K $350K
Jan 24, 2025 Q4 2024
Brio Consultants, LLC

BUY
 -
3.01K
+ 5.34%
$316K - $320K
59.4K $6.28M
Jan 31, 2025 Q4 2024
Atlas Legacy Advisors, LLC

Los Angeles, CA
BUY
 -
2.95K
New
$310K - $313K
2.95K $312K
Jan 14, 2025 Q4 2024
Roth Financial Partners LLC

BUY
 -
2.94K
+ 132.25%
$309K - $312K
5.16K $546K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
2.88K
+ 7.86%
$302K - $306K
39.5K $4.18M
Feb 07, 2025 Q4 2024
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
2.8K
New
$294K - $298K
2.8K $297K
Jan 29, 2025 Q4 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
2.67K
+ 5.83%
$280K - $283K
48.4K $5.12M
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
2.66K
New
$279K - $283K
2.66K $282K
Feb 07, 2025 Q4 2024
Coordinated Financial Services, Inc.

Denver, CO
BUY
 -
2.63K
New
$276K - $280K
2.63K $279K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
2.6K
+ 89.42%
$273K - $276K
5.51K $583K
Feb 06, 2025 Q4 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
2.58K
+ 65.92%
$270K - $274K
6.49K $686K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
2.56K
+ 73.33%
$269K - $272K
6.06K $641K
Feb 03, 2025 Q4 2024
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
2.54K
New
$267K - $270K
2.54K $269K
Jan 16, 2025 Q4 2024
Prosperity Planning, Inc.

BUY
 -
2.47K
+ 9.06%
$259K - $262K
29.7K $3.14M
Feb 04, 2025 Q4 2024
Crestwood Advisors Group LLC

BUY
 -
2.47K
+ 8.34%
$259K - $262K
32K $3.39M
Feb 04, 2025 Q4 2024
Km Capital Management Ltd.

Austin, TX
BUY
 -
2.44K
+ 11.01%
$256K - $259K
24.6K $2.6M
Jan 16, 2025 Q4 2024
Charles Schwab Trust CO

BUY
 -
2.41K
+ 7.88%
$252K - $256K
32.9K $3.49M
Feb 05, 2025 Q4 2024
West Michigan Advisors, LLC

Holland, MI
BUY
 -
2.38K
New
$250K - $253K
2.38K $252K
Jan 23, 2025 Q4 2024
White & CO Financial Planning Inc

Sunnyside, WA
BUY
 -
2.31K
New
$243K - $245K
2.31K $245K
Jan 22, 2025 Q4 2024
Foundations Investment Advisors, LLC

BUY
 -
2.3K
+ 100.57%
$241K - $244K
4.59K $486K
Jan 13, 2025 Q4 2024
Bcs Wealth Management

BUY
 -
2.29K
New
$241K - $243K
2.29K $243K
Feb 04, 2025 Q4 2024
Nwam LLC

Mercer Island, WA
BUY
 -
2.28K
+ 18.56%
$239K - $242K
14.6K $1.54M
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
2.27K
+ 41.89%
$238K - $241K
7.67K $812K
Feb 05, 2025 Q4 2024
Modera Wealth Management, LLC

BUY
 -
2.25K
+ 1.13%
$236K - $239K
202K $21.4M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
2.23K
+ 13.94%
$234K - $237K
18.2K $1.93M
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2.17K
New
$228K - $230K
2.17K $230K
Jan 23, 2025 Q4 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
2.16K
+ 6.92%
$226K - $229K
33.3K $3.52M
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
2.15K
New
$225K - $228K
2.15K $227K
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
2.07K
+ 18.11%
$217K - $220K
13.5K $1.43M
Jan 29, 2025 Q4 2024
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
2.07K
New
$217K - $220K
2.07K $219K
Jan 21, 2025 Q4 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.05K
New
$215K - $218K
2.05K $217K
Jan 14, 2025 Q4 2024
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
2K
+ 18.69%
$210K - $212K
12.7K $1.34M
Jan 27, 2025 Q4 2024
Capital Investment Services Of America, Inc.

BUY
 -
2K
+ 42.11%
$210K - $212K
6.75K $714K
Jan 21, 2025 Q4 2024
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
1.97K
New
$207K - $209K
1.97K $209K
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
1.94K
New
$204K - $206K
1.94K $205K
Jan 31, 2025 Q4 2024
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
1.93K
New
$202K - $205K
1.93K $204K
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
1.89K
New
$198K - $201K
1.89K $200K
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.88K
+ 67.14%
$197K - $199K
4.68K $495K
Jan 28, 2025 Q4 2024
Stone Point Wealth LLC

BUY
 -
1.87K
+ 8.7%
$196K - $198K
23.3K $2.47M
Jan 23, 2025 Q4 2024
Old National Bancorp

BUY
 -
1.84K
+ 0.64%
$193K - $195K
289K $30.6M

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