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 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 0.24% |
$525 - $531
|
2.12K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.27% |
$420 - $425
|
1.49K
$158K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 11.11% |
$315 - $319
|
30
$3.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1+ 0.02% |
$105 - $106
|
4.88K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.03% |
$105 - $106
|
3.33K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 3.57% |
$105 - $106
|
27
$2.86K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1- -0.0% |
$105 - $106
|
20.5K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-4Closed |
$420 - $425
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-5- 0.04% |
$525 - $531
|
11.2K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-6- 6.12% |
$630 - $637
|
92
$9.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8- 0.42% |
$840 - $850
|
1.91K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.57% |
$1.15K - $1.17K
|
1.92K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14- 0.03% |
$1.47K - $1.49K
|
50.6K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-19- 0.08% |
$1.99K - $2.02K
|
24.8K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.52% |
$1.99K - $2.02K
|
3.65K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-27- 1.16% |
$2.83K - $2.87K
|
2.3K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-32- 0.07% |
$3.36K - $3.4K
|
45.9K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-40- 0.62% |
$4.2K - $4.25K
|
6.43K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-43- 1.19% |
$4.51K - $4.57K
|
3.58K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-52- 10.9% |
$5.46K - $5.52K
|
425
$45K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-54- 0.54% |
$5.67K - $5.73K
|
9.98K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-58- 1.03% |
$6.09K - $6.16K
|
5.57K
$589K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-60- 2.03% |
$6.3K - $6.37K
|
2.9K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-66- 9.61% |
$6.93K - $7.01K
|
621
$65.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-70- 0.25% |
$7.35K - $7.43K
|
27.8K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-71- 1.1% |
$7.45K - $7.54K
|
6.38K
$675K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-78- 0.97% |
$8.19K - $8.28K
|
7.93K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-80- 0.11% |
$8.4K - $8.5K
|
72.1K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-81- 0.39% |
$8.5K - $8.6K
|
20.8K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-81- 1.19% |
$8.5K - $8.6K
|
6.73K
$712K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-86- 3.24% |
$9.02K - $9.13K
|
2.57K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-88- 0.88% |
$9.23K - $9.35K
|
9.93K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-89- 2.16% |
$9.34K - $9.45K
|
4.04K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-103- 0.38% |
$10.8K - $10.9K
|
26.9K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-106- 2.81% |
$11.1K - $11.3K
|
3.67K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115- 4.07% |
$12.1K - $12.2K
|
2.71K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-116- 0.65% |
$12.2K - $12.3K
|
17.8K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-120- 2.56% |
$12.6K - $12.7K
|
4.57K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-123- 3.11% |
$12.9K - $13.1K
|
3.83K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-125- 2.46% |
$13.1K - $13.3K
|
4.97K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.23% |
$13.2K - $13.4K
|
3.77K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-136- 1.37% |
$14.3K - $14.4K
|
9.8K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-143- 3.72% |
$15K - $15.2K
|
3.7K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-147- 5.12% |
$15.4K - $15.6K
|
2.73K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-148- 1.96% |
$15.5K - $15.7K
|
7.41K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-149- 5.08% |
$15.6K - $15.8K
|
2.78K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-161- 0.45% |
$16.9K - $17.1K
|
35.3K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-172- 3.42% |
$18K - $18.3K
|
4.86K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-179- 4.4% |
$18.8K - $19K
|
3.89K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-191- 0.94% |
$20K - $20.3K
|
20.1K
$2.13M
|