Purchases and Sales Made in Q1 2023 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.33K- 21.48% |
$138K - $140K
|
4.87K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 10.56% |
$148K - $151K
|
12.1K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.44K- 34.48% |
$149K - $152K
|
2.74K
$290K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.46K- 6.78% |
$151K - $154K
|
20.1K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.49K- 6.91% |
$154K - $156K
|
20K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.49K- 4.94% |
$154K - $157K
|
28.7K
$3.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 42.0% |
$155K - $157K
|
2.07K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.51K- 12.58% |
$156K - $159K
|
10.5K
$1.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.52K- 11.92% |
$157K - $160K
|
11.3K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.52K- 5.6% |
$157K - $160K
|
25.7K
$2.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.54K- 13.8% |
$159K - $162K
|
9.63K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.59K- 9.8% |
$164K - $167K
|
14.6K
$1.55M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 44.69% |
$168K - $171K
|
2.01K
$212K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.73K- 24.05% |
$178K - $182K
|
5.45K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.73K- 26.77% |
$179K - $182K
|
4.74K
$500K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.76K- 26.1% |
$181K - $185K
|
4.97K
$525K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.79K- 0.38% |
$184K - $188K
|
470K
$49.6M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 32.11% |
$186K - $190K
|
3.82K
$403K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.82K- 9.96% |
$188K - $192K
|
16.5K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.89K- 15.5% |
$195K - $199K
|
10.3K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.91K- 48.45% |
$197K - $201K
|
2.03K
$214K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.92K- 12.88% |
$199K - $202K
|
13K
$1.37M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.93KClosed |
$200K - $203K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.95K- 10.4% |
$201K - $205K
|
16.8K
$1.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.97K- 3.15% |
$203K - $207K
|
60.5K
$6.39M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.97K- 9.95% |
$203K - $207K
|
17.8K
$1.88M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 3.87% |
$206K - $209K
|
49.4K
$5.22M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2K- 5.14% |
$207K - $210K
|
36.9K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 2.33% |
$207K - $211K
|
84.3K
$8.9M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.02K- 47.55% |
$208K - $212K
|
2.22K
$235K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.02K- 13.08% |
$208K - $212K
|
13.4K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-2.08K- 11.81% |
$215K - $218K
|
15.5K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.09K- 20.41% |
$216K - $220K
|
8.16K
$861K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.17K- 48.88% |
$224K - $228K
|
2.26K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.17K- 5.28% |
$224K - $228K
|
38.8K
$4.1M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.18K- 0.72% |
$225K - $229K
|
299K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.24K- 5.77% |
$231K - $235K
|
36.5K
$3.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.31K- 53.18% |
$238K - $243K
|
2.03K
$214K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.35K- 47.62% |
$243K - $247K
|
2.59K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.38K- 3.15% |
$245K - $250K
|
73.1K
$7.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-2.41K- 3.32% |
$249K - $253K
|
70K
$7.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.51K- 6.99% |
$259K - $264K
|
33.4K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.55K- 18.44% |
$264K - $268K
|
11.3K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.59K- 34.79% |
$267K - $272K
|
4.85K
$512K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.65K- 51.33% |
$274K - $279K
|
2.51K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.69K- 16.7% |
$277K - $282K
|
13.4K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.71K- 3.08% |
$280K - $285K
|
85.2K
$9M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.75K- 17.68% |
$284K - $289K
|
12.8K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.87K- 19.42% |
$296K - $301K
|
11.9K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.95K- 18.63% |
$305K - $310K
|
12.9K
$1.36M
|