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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
709+ 5.88% |
$74.4K - $75.3K
|
12.8K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
707+ 25.06% |
$74.2K - $75.1K
|
3.53K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
705+ 1.41% |
$74K - $74.9K
|
50.6K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
682+ 1.93% |
$71.6K - $72.4K
|
36K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
659New |
$69.2K - $70K
|
659
$69.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
651+ 2.67% |
$68.3K - $69.1K
|
25.1K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
631+ 11.83% |
$66.2K - $67K
|
5.96K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
618+ 9.53% |
$64.9K - $65.6K
|
7.1K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
616+ 14.13% |
$64.6K - $65.4K
|
4.98K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
604+ 7.8% |
$63.4K - $64.1K
|
8.35K
$883K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 0.58% |
$57.4K - $58.1K
|
94.8K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
546+ 27.53% |
$57.3K - $58K
|
2.53K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
521+ 3.35% |
$54.7K - $55.3K
|
16.1K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
509+ 2.65% |
$53.4K - $54.1K
|
19.7K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
480+ 9.18% |
$50.4K - $51K
|
5.71K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
477+ 1.77% |
$50.1K - $50.7K
|
27.5K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
475+ 8.03% |
$49.8K - $50.4K
|
6.39K
$676K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
450+ 10.0% |
$47.2K - $47.8K
|
4.95K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
450+ 1.14% |
$47.2K - $47.8K
|
39.9K
$4.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
434+ 3.8% |
$45.5K - $46.1K
|
11.8K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
428+ 4.02% |
$44.9K - $45.5K
|
11.1K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
428+ 3.3% |
$44.9K - $45.5K
|
13.4K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
415New |
$43.6K - $44.1K
|
415
$43.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
403+ 2.37% |
$42.3K - $42.8K
|
17.4K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
391+ 5.0% |
$41K - $41.5K
|
8.21K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
378+ 3.94% |
$39.7K - $40.1K
|
9.98K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
377+ 2.93% |
$39.6K - $40K
|
13.3K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
353+ 9.19% |
$37K - $37.5K
|
4.19K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
339+ 7.35% |
$35.6K - $36K
|
4.95K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
330+ 1.84% |
$34.6K - $35K
|
18.2K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
325+ 0.96% |
$34.1K - $34.5K
|
34K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
323+ 7.87% |
$33.9K - $34.3K
|
4.43K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
303+ 0.25% |
$31.8K - $32.2K
|
123K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
279+ 5.5% |
$29.3K - $29.6K
|
5.35K
$566K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
278New |
$29.2K - $29.5K
|
278
$29.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
260+ 2.32% |
$27.3K - $27.6K
|
11.5K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
250+ 4.57% |
$26.2K - $26.6K
|
5.72K
$605K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
250+ 8.06% |
$26.2K - $26.6K
|
3.35K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
250+ 12.4% |
$26.2K - $26.6K
|
2.27K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
246+ 6.82% |
$25.8K - $26.1K
|
3.85K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
243+ 0.2% |
$25.5K - $25.8K
|
120K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
238+ 5.46% |
$25K - $25.3K
|
4.6K
$486K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
234+ 8.82% |
$24.6K - $24.9K
|
2.89K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
229New |
$24K - $24.3K
|
229
$24.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200New |
$21K - $21.2K
|
200
$21.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198+ 48.18% |
$20.8K - $21K
|
609
$64.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
184+ 12.8% |
$19.3K - $19.5K
|
1.62K
$172K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
175+ 1.15% |
$18.4K - $18.6K
|
15.4K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
174+ 5.24% |
$18.3K - $18.5K
|
3.5K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
161+ 0.95% |
$16.9K - $17.1K
|
17K
$1.8M
|