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
Feb 10, 2025 Q4 2024
Wealth Architects, LLC

BUY
 -
477
+ 1.77%
$50.1K - $50.7K
27.5K $2.89M
Jan 22, 2025 Q4 2024
Yhb Investment Advisors, Inc.

BUY
 -
475
+ 8.03%
$49.8K - $50.4K
6.39K $672K
Jan 21, 2025 Q4 2024
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
450
+ 1.14%
$47.2K - $47.8K
39.9K $4.2M
Jan 16, 2025 Q4 2024
Chesapeake Wealth Management

BUY
 -
450
+ 10.0%
$47.2K - $47.8K
4.95K $521K
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 13, 2025 Q4 2024
Mc Naughton Wealth Management, LLC

BUY
 -
428
+ 3.3%
$44.9K - $45.5K
13.4K $1.41M
Jan 24, 2025 Q4 2024
Financial Strategies Group, Inc.

BUY
 -
428
+ 4.02%
$44.9K - $45.5K
11.1K $1.16M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
415
New
$43.6K - $44.1K
415 $43.7K
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
403
+ 2.37%
$42.3K - $42.8K
17.4K $1.83M
Jan 30, 2025 Q4 2024
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
391
+ 5.0%
$41K - $41.5K
8.21K $863K
Feb 11, 2025 Q4 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
377
+ 2.93%
$39.6K - $40K
13.3K $1.39M
Feb 11, 2025 Q4 2024
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
353
+ 9.19%
$37K - $37.5K
4.19K $441K
Feb 06, 2025 Q4 2024
Meridian Wealth Management, LLC

BUY
 -
339
+ 7.35%
$35.6K - $36K
4.95K $521K
Feb 12, 2025 Q4 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
330
+ 1.84%
$34.6K - $35K
18.2K $1.92M
Feb 06, 2025 Q4 2024
Amg National Trust Bank

BUY
 -
325
+ 0.96%
$34.1K - $34.5K
34K $3.58M
Feb 06, 2025 Q4 2024
Cornerstone Investment Partners, LLC

BUY
 -
323
+ 7.87%
$33.9K - $34.3K
4.43K $466K
Feb 13, 2025 Q4 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
303
+ 2.69%
$31.8K - $32.2K
11.6K $1.22M
Feb 05, 2025 Q4 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
303
+ 0.25%
$31.8K - $32.2K
123K $12.9M
Jan 14, 2025 Q4 2024
Accurate Wealth Management, LLC

BUY
 -
279
+ 5.5%
$29.3K - $29.6K
5.35K $563K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
278
New
$29.2K - $29.5K
278 $29.2K
Feb 07, 2025 Q4 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
260
+ 2.32%
$27.3K - $27.6K
11.5K $1.21M
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
252
New
$26.4K - $26.8K
252 $26.5K
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
250
+ 12.4%
$26.2K - $26.6K
2.27K $238K
Feb 11, 2025 Q4 2024
Financial Counselors Inc

BUY
 -
250
+ 8.06%
$26.2K - $26.6K
3.35K $353K
Jan 28, 2025 Q4 2024
Financial Life Advisors

BUY
 -
250
+ 4.57%
$26.2K - $26.6K
5.72K $601K
Feb 10, 2025 Q4 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
246
+ 6.82%
$25.8K - $26.1K
3.85K $405K
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
243
+ 0.2%
$25.5K - $25.8K
120K $12.6M
Feb 04, 2025 Q4 2024
Bcgm Wealth Management, LLC

BUY
 -
238
+ 5.46%
$25K - $25.3K
4.6K $484K
Feb 04, 2025 Q4 2024
Wealthstream Advisors, Inc.

BUY
 -
234
+ 8.82%
$24.6K - $24.9K
2.89K $304K
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
229
New
$24K - $24.3K
229 $24.1K
Mar 18, 2025 Q4 2024
Objective Capital Management, LLC

BUY
 -
225
+ 4.62%
$23.6K - $23.9K
5.1K $536K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
200
New
$21K - $21.2K
200 $21K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
198
+ 48.18%
$20.8K - $21K
609 $64.1K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
184
+ 12.8%
$19.3K - $19.5K
1.62K $171K
Jan 07, 2025 Q4 2024
Fc Advisory LLC

BUY
 -
175
+ 1.15%
$18.4K - $18.6K
15.4K $1.62M
Jan 13, 2025 Q4 2024
Hart & Patterson Financial Group LLC

Amherst, MA
BUY
 -
174
+ 5.24%
$18.3K - $18.5K
3.5K $368K
Jan 15, 2025 Q4 2024
Iam Advisory, LLC

BUY
 -
161
+ 0.95%
$16.9K - $17.1K
17K $1.79M
Jan 14, 2025 Q4 2024
Harbor Group, Inc.

BUY
 -
156
+ 5.72%
$16.4K - $16.6K
2.89K $304K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
156
+ 0.73%
$16.4K - $16.6K
21.5K $2.26M
Feb 04, 2025 Q4 2024
Cannon Wealth Management Services, LLC

Winston Salem, NC
BUY
 -
155
+ 4.42%
$16.3K - $16.5K
3.66K $385K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
145
+ 273.58%
$15.2K - $15.4K
198 $20.8K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
144
New
$15.1K - $15.3K
144 $15.1K
Jan 13, 2025 Q4 2024
Winthrop Advisory Group LLC

BUY
 -
143
+ 5.04%
$15K - $15.2K
2.98K $313K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
141
+ 0.58%
$14.8K - $15K
24.3K $2.55M
Feb 11, 2025 Q4 2024
Ballast Advisors LLC

BUY
 -
140
+ 3.95%
$14.7K - $14.9K
3.69K $388K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
139
+ 3.66%
$14.6K - $14.8K
3.93K $414K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
135
+ 3.05%
$14.2K - $14.3K
4.56K $480K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
125
+ 1.17%
$13.1K - $13.3K
10.8K $1.14M
Feb 05, 2025 Q4 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
114
+ 1.45%
$12K - $12.1K
7.99K $841K

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