Purchases and Sales Made in Q1 2023 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 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
Advisory Alpha, LLC

BUY
 -
5.61K
+ 96.89%
$579K - $590K
11.4K $1.2M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
5.34K
New
$552K - $562K
5.34K $564K
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
5.22K
+ 14.22%
$539K - $549K
41.9K $4.43M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
5.11K
New
$527K - $537K
5.11K $539K
May 01, 2023 Q1 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
5.05K
New
$521K - $531K
5.05K $533K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
4.84K
+ 15.5%
$500K - $509K
36.1K $3.81M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.76K
+ 5.98%
$492K - $500K
84.3K $8.9M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
4.66K
New
$481K - $490K
4.66K $492K
Apr 12, 2023 Q1 2023
Client First Capital LLC

BUY
 -
4.57K
New
$472K - $480K
4.57K $482K
May 05, 2023 Q1 2023
Lindenwold Advisors

BUY
 -
4.55K
+ 12.53%
$470K - $478K
40.9K $4.31M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.51K
+ 4.05%
$465K - $474K
116K $12.2M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
4.49K
New
$464K - $472K
4.49K $474K
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
4.48K
New
$463K - $471K
4.48K $473K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.4K
New
$455K - $463K
4.4K $465K
May 12, 2023 Q1 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
4.3K
New
$444K - $452K
4.3K $454K
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
4.28K
+ 5.45%
$442K - $450K
82.7K $8.73M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
4.24K
+ 6.59%
$438K - $446K
68.5K $7.23M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
4.18K
+ 32.66%
$432K - $440K
17K $1.79M
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
4.16K
+ 7.37%
$430K - $437K
60.6K $6.4M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
4.14K
+ 5.87%
$427K - $435K
74.6K $7.88M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
4.13K
+ 20.89%
$427K - $434K
23.9K $2.52M
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
4.03K
New
$416K - $424K
4.03K $425K
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
3.99K
+ 20.88%
$412K - $419K
23.1K $2.44M
Apr 14, 2023 Q1 2023
Safir Wealth Advisors, LLC

BUY
 -
3.77K
+ 35.2%
$389K - $396K
14.5K $1.53M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
3.73K
+ 19.59%
$386K - $392K
22.8K $2.41M
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
3.68K
+ 143.86%
$380K - $387K
6.24K $658K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
3.6K
New
$372K - $378K
3.6K $380K
May 09, 2023 Q1 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
3.43K
New
$354K - $360K
3.43K $362K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
3.19K
+ 16.17%
$329K - $335K
22.9K $2.42M
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
3.09K
+ 1.98%
$319K - $325K
159K $16.8M
May 10, 2023 Q1 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
3.04K
+ 17.18%
$314K - $319K
20.7K $2.19M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.01K
+ 31.61%
$311K - $317K
12.5K $1.32M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3K
+ 25.26%
$310K - $315K
14.9K $1.57M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.99K
+ 40.64%
$309K - $315K
10.4K $1.09M
Apr 18, 2023 Q1 2023
Eagle Ridge Investment Management

BUY
 -
2.93K
+ 2.01%
$302K - $308K
149K $15.7M
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
2.9K
+ 11.47%
$299K - $305K
28.2K $2.97M
May 03, 2023 Q1 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
2.86K
New
$295K - $300K
2.86K $301K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
2.72K
+ 97.56%
$281K - $286K
5.52K $582K
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
2.71K
New
$279K - $284K
2.71K $286K
May 15, 2023 Q1 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
2.58K
New
$266K - $271K
2.58K $272K
Apr 12, 2023 Q1 2023
Scott Capital Advisors, LLC

BUY
 -
2.56K
+ 43.04%
$265K - $269K
8.52K $899K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.56K
New
$264K - $269K
2.56K $270K
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
2.49K
New
$258K - $262K
2.49K $263K
Apr 24, 2023 Q1 2023
Opus Capital Group, LLC

BUY
 -
2.49K
+ 4.15%
$257K - $262K
62.6K $6.6M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
2.48K
+ 8.31%
$256K - $261K
32.3K $3.41M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
2.47K
New
$255K - $259K
2.47K $260K
May 12, 2023 Q1 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
2.4K
+ 0.4%
$248K - $252K
599K $63.3M
May 05, 2023 Q1 2023
Juncture Wealth Strategies, LLC

BUY
 -
2.39K
+ 11.74%
$246K - $251K
22.7K $2.4M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.34K
+ 44.05%
$242K - $246K
7.65K $807K

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