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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.03K- 58.48% |
$318K - $322K
|
2.15K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 6.08% |
$327K - $331K
|
48.1K
$5.09M
|
|
|
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
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.76K- 41.4% |
$394K - $399K
|
5.32K
$563K
|
|
|
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
$1.36M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.1K- 74.18% |
$1.16M - $1.18M
|
3.85K
$408K
|
|
|
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 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
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-72.2K- 72.73% |
$7.58M - $7.67M
|
27.1K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-80.2K- 98.36% |
$8.42M - $8.52M
|
1.34K
$142K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-117K- 63.93% |
$12.3M - $12.4M
|
65.9K
$6.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-120K- 72.53% |
$12.6M - $12.8M
|
45.5K
$4.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-160K- 86.79% |
$16.8M - $17M
|
24.4K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-378K- 95.66% |
$39.7M - $40.2M
|
17.2K
$1.82M
|