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 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.04% |
$930 - $946
|
22K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.31% |
$723 - $736
|
2.27K
$240K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$620 - $631
|
2.17K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.26% |
$620 - $631
|
2.32K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 2.62% |
$620 - $631
|
235
$24.8K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.17% |
$517 - $526
|
3.03K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.24% |
$517 - $526
|
2.12K
$224K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.2% |
$413 - $421
|
2.01K
$212K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.11% |
$413 - $421
|
3.69K
$390K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$310 - $315
|
21.9K
$2.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.18% |
$310 - $315
|
1.71K
$180K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
3+ 0.09% |
$310 - $315
|
3.51K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$207 - $210
|
2
$211
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.41% |
$103 - $105
|
245
$25.9K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$103 - $105
|
1.79K
$189K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
1+ 0.0% |
$103 - $105
|
31K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$103 - $105
|
2.94K
$310K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.48% |
$207 - $210
|
412
$43.5K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3- 0.04% |
$310 - $315
|
7.21K
$761K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5- 0.17% |
$517 - $526
|
2.95K
$311K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7Closed |
$723 - $736
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8- 1.32% |
$826 - $841
|
599
$63.2K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8- 8.79% |
$826 - $841
|
83
$8.76K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-8- 1.29% |
$826 - $841
|
614
$64.8K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23- 3.18% |
$2.38K - $2.42K
|
700
$73.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-28- 6.38% |
$2.89K - $2.94K
|
411
$43.4K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-30- 1.09% |
$3.1K - $3.15K
|
2.72K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-31- 1.16% |
$3.2K - $3.26K
|
2.64K
$279K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-35- 0.52% |
$3.62K - $3.68K
|
6.71K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-48- 77.42% |
$4.96K - $5.05K
|
14
$1.48K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-50- 0.12% |
$5.17K - $5.26K
|
41.6K
$4.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 36.84% |
$5.78K - $5.89K
|
96
$10.1K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-57- 0.62% |
$5.89K - $5.99K
|
9.12K
$962K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-66- 1.86% |
$6.82K - $6.94K
|
3.49K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-67- 0.75% |
$6.92K - $7.04K
|
8.88K
$938K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-68- 2.06% |
$7.02K - $7.15K
|
3.24K
$342K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-68- 2.2% |
$7.02K - $7.15K
|
3.03K
$320K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-71- 0.27% |
$7.33K - $7.46K
|
26K
$2.74M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-75- 6.22% |
$7.75K - $7.89K
|
1.13K
$119K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-97- 1.4% |
$10K - $10.2K
|
6.84K
$722K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-98- 1.07% |
$10.1K - $10.3K
|
9.05K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-100- 1.39% |
$10.3K - $10.5K
|
7.09K
$749K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-100- 3.31% |
$10.3K - $10.5K
|
2.93K
$309K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-105- 2.23% |
$10.8K - $11K
|
4.59K
$485K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-105- 1.8% |
$10.8K - $11K
|
5.72K
$603K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-109- 3.38% |
$11.3K - $11.5K
|
3.11K
$328K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-137- 0.68% |
$14.2K - $14.4K
|
19.9K
$2.1M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-141- 3.14% |
$14.6K - $14.8K
|
4.35K
$459K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-142- 0.55% |
$14.7K - $14.9K
|
25.8K
$2.72M
|