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 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
275
+ 1.7%
$28.4K - $28.9K
16.5K $1.74M
Aug 18, 2023 Q1 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
254
+ 2.66%
$26.2K - $26.7K
9.79K $1.03M
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

BUY
 -
245
+ 4.1%
$25.3K - $25.8K
6.22K $656K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
235
+ 1.9%
$24.3K - $24.7K
12.6K $1.33M
Apr 25, 2023 Q1 2023
Hendershot Investments Inc.

BUY
 -
231
+ 140.0%
$23.9K - $24.3K
396 $41.8K
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
223
+ 2.35%
$23K - $23.4K
9.73K $1.03M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
217
+ 3.73%
$22.4K - $22.8K
6.04K $637K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
212
+ 16.36%
$21.9K - $22.3K
1.51K $159K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
201
+ 33.44%
$20.8K - $21.1K
802 $84.7K
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
197
+ 7.57%
$20.4K - $20.7K
2.8K $295K
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

BUY
 -
167
+ 0.54%
$17.3K - $17.6K
30.9K $3.26M
Apr 26, 2023 Q1 2023
First American Trust, Fsb

BUY
 -
162
+ 0.76%
$16.7K - $17K
21.5K $2.27M
May 09, 2023 Q1 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
160
+ 0.51%
$16.5K - $16.8K
31.4K $3.32M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
153
+ 0.48%
$15.8K - $16.1K
32K $3.38M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
147
+ 5.99%
$15.2K - $15.5K
2.6K $275K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
143
New
$14.8K - $15K
143 $15.1K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
138
New
$14.3K - $14.5K
138 $14.6K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
133
+ 6.16%
$13.7K - $14K
2.29K $242K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
113
+ 1.83%
$11.7K - $11.9K
6.29K $664K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
109
+ 9.76%
$11.3K - $11.5K
1.23K $129K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
100
+ 3.45%
$10.3K - $10.5K
3K $317K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
99
+ 1.25%
$10.2K - $10.4K
8.02K $847K
May 05, 2023 Q1 2023
Wiser Wealth Management, Inc

BUY
 -
92
+ 1.82%
$9.5K - $9.67K
5.16K $544K
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
91
+ 2.09%
$9.4K - $9.57K
4.45K $470K
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
88
+ 2.02%
$9.09K - $9.25K
4.44K $468K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
86
+ 1.73%
$8.88K - $9.04K
5.05K $533K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
86
New
$8.88K - $9.04K
86 $9.08K
Apr 27, 2023 Q1 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
86
+ 2.77%
$8.88K - $9.04K
3.19K $337K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
84
New
$8.68K - $8.83K
84 $8.87K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
81
+ 1.09%
$8.37K - $8.52K
7.49K $791K
May 02, 2023 Q1 2023
Mayport, LLC

BUY
 -
80
+ 0.58%
$8.26K - $8.41K
13.8K $1.46M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
73
+ 0.92%
$7.54K - $7.68K
8.04K $849K
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
58
+ 2.04%
$5.99K - $6.1K
2.9K $306K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
56
New
$5.78K - $5.89K
56 $5.91K
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
54
+ 0.48%
$5.58K - $5.68K
11.4K $1.2M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
46
+ 0.06%
$4.75K - $4.84K
71.7K $7.56M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
43
+ 0.55%
$4.44K - $4.52K
7.84K $827K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
42
+ 0.08%
$4.34K - $4.42K
52.9K $5.58M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
35
+ 0.5%
$3.62K - $3.68K
7.05K $744K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
35
New
$3.62K - $3.68K
35 $3.69K
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
34
+ 0.68%
$3.51K - $3.57K
5.06K $534K
May 10, 2023 Q1 2023
Lockerman Financial Group, Inc.

BUY
 -
26
+ 0.88%
$2.69K - $2.73K
2.99K $316K
Apr 10, 2023 Q1 2023
Iam Advisory, LLC

BUY
 -
22
+ 0.26%
$2.27K - $2.31K
8.57K $904K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
21
+ 0.05%
$2.17K - $2.21K
39K $4.11M
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
20
+ 0.29%
$2.07K - $2.1K
6.93K $731K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
15
+ 0.28%
$1.55K - $1.58K
5.33K $562K
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
13
+ 0.27%
$1.34K - $1.37K
4.82K $509K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
11
New
$1.14K - $1.16K
11 $1.16K
May 15, 2023 Q1 2023
Treynor Bancshares, Inc.

BUY
 -
10
+ 0.08%
$1.03K - $1.05K
12.9K $1.36M

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