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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-144- 9.21% |
$14.9K - $15.1K
|
1.42K
$150K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-145- 2.16% |
$15K - $15.2K
|
6.55K
$692K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-155- 3.51% |
$16K - $16.3K
|
4.26K
$449K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-159- 11.32% |
$16.4K - $16.7K
|
1.25K
$132K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-167- 4.63% |
$17.3K - $17.6K
|
3.44K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-172- 1.34% |
$17.8K - $18.1K
|
12.7K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-175- 3.63% |
$18.1K - $18.4K
|
4.65K
$491K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-178- 6.22% |
$18.4K - $18.7K
|
2.68K
$283K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-181- 2.28% |
$18.7K - $19K
|
7.76K
$819K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-192- 16.74% |
$19.8K - $20.2K
|
955
$101K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-203- 6.23% |
$21K - $21.3K
|
3.06K
$323K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-205- 4.07% |
$21.2K - $21.6K
|
4.84K
$510K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-220- 5.27% |
$22.7K - $23.1K
|
3.95K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-230- 27.25% |
$23.8K - $24.2K
|
614
$64.8K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-230- 27.25% |
$23.8K - $24.2K
|
614
$64.8K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-240- 0.5% |
$24.8K - $25.2K
|
47.9K
$5.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-256- 2.57% |
$26.4K - $26.9K
|
9.72K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-262- 17.39% |
$27.1K - $27.5K
|
1.25K
$131K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-267- 3.54% |
$27.6K - $28.1K
|
7.28K
$769K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-277- 5.52% |
$28.6K - $29.1K
|
4.74K
$500K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-284- 1.47% |
$29.3K - $29.9K
|
19K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-286- 4.63% |
$29.5K - $30.1K
|
5.89K
$622K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-286- 0.29% |
$29.5K - $30.1K
|
99.7K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-289- 1.06% |
$29.9K - $30.4K
|
26.9K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-312- 0.39% |
$32.2K - $32.8K
|
79K
$8.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-316- 0.29% |
$32.6K - $33.2K
|
108K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-333- 7.35% |
$34.4K - $35K
|
4.2K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-343- 4.39% |
$35.4K - $36.1K
|
7.48K
$789K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-345- 4.27% |
$35.6K - $36.3K
|
7.74K
$816K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-375- 7.01% |
$38.7K - $39.4K
|
4.97K
$525K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-383- 1.61% |
$39.6K - $40.3K
|
23.5K
$2.48M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-394- 4.95% |
$40.7K - $41.4K
|
7.57K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-403- 9.74% |
$41.6K - $42.4K
|
3.73K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-417- 6.11% |
$43.1K - $43.8K
|
6.41K
$676K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-418- 13.9% |
$43.2K - $43.9K
|
2.59K
$273K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-432- 2.71% |
$44.6K - $45.4K
|
15.5K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-440- 15.88% |
$45.5K - $46.3K
|
2.33K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-460- 4.61% |
$47.5K - $48.4K
|
9.52K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-462- 4.68% |
$47.7K - $48.6K
|
9.42K
$994K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-475- 3.7% |
$49.1K - $49.9K
|
12.4K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-480- 10.11% |
$49.6K - $50.5K
|
4.27K
$451K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-482- 12.15% |
$49.8K - $50.7K
|
3.49K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-489- 21.15% |
$50.5K - $51.4K
|
1.82K
$192K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 0.62% |
$51.7K - $52.6K
|
80K
$8.44M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-500- 18.42% |
$51.7K - $52.6K
|
2.21K
$234K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-509- 31.04% |
$52.6K - $53.5K
|
1.13K
$119K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-513- 47.32% |
$53K - $53.9K
|
571
$60.3K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-515- 18.68% |
$53.2K - $54.1K
|
2.24K
$237K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-524- 15.73% |
$54.1K - $55.1K
|
2.81K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-537- 1.84% |
$55.5K - $56.5K
|
28.7K
$3.03M
|