Purchases and Sales Made in Q2 2023 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.19M+ 732.38% |
$433M - $440M
|
4.77M
$504M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.7M+ 555.37% |
$279M - $284M
|
3.19M
$337M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13M+ 20.06% |
$117M - $119M
|
6.75M
$713M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
543K+ 13.38% |
$56M - $57M
|
4.6M
$485M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
308K+ 23.1% |
$31.8M - $32.3M
|
1.64M
$173M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
303K+ 9.11% |
$31.3M - $31.8M
|
3.63M
$383M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
281K+ 64.18% |
$29M - $29.5M
|
719K
$75.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 17.73% |
$17.7M - $18M
|
1.14M
$120M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
146K+ 63.81% |
$15.1M - $15.3M
|
374K
$39.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
145K+ 1324.73% |
$14.9M - $15.2M
|
156K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
119K+ 89.53% |
$12.3M - $12.5M
|
252K
$26.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
106K+ 45.61% |
$11M - $11.2M
|
340K
$35.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
102KNew |
$10.6M - $10.7M
|
102K
$10.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92.8K+ 159.33% |
$9.58M - $9.74M
|
151K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91.6K+ 57.58% |
$9.46M - $9.62M
|
251K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88.2K+ 46.3% |
$9.1M - $9.26M
|
279K
$29.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
81.1KNew |
$8.37M - $8.51M
|
81.1K
$8.57M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
78.3KNew |
$8.08M - $8.22M
|
78.3K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
76.4K+ 10.55% |
$7.89M - $8.02M
|
800K
$84.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
74.8K+ 44.1% |
$7.72M - $7.85M
|
244K
$25.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.4K+ 21.86% |
$6.75M - $6.87M
|
365K
$38.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
60.1KNew |
$6.2M - $6.31M
|
60.1K
$6.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
55.2K+ 30.77% |
$5.7M - $5.79M
|
234K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.3KNew |
$5.4M - $5.49M
|
52.3K
$5.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
48.9K+ 61.27% |
$5.05M - $5.13M
|
129K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
47.1KNew |
$4.87M - $4.95M
|
47.1K
$4.98M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
39.6K+ 16.32% |
$4.09M - $4.16M
|
282K
$29.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
38.8K+ 15.68% |
$4M - $4.07M
|
286K
$30.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
37.7K+ 142.76% |
$3.89M - $3.95M
|
64K
$6.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
33K+ 520.74% |
$3.41M - $3.47M
|
39.4K
$4.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
31K+ 169.59% |
$3.2M - $3.26M
|
49.3K
$5.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
30.7K+ 18.37% |
$3.17M - $3.23M
|
198K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
27.8KNew |
$2.87M - $2.92M
|
27.8K
$2.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.5K+ 32.36% |
$2.84M - $2.89M
|
112K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.7K+ 94.66% |
$2.24M - $2.27M
|
44.5K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.3K+ 4.32% |
$2.09M - $2.13M
|
490K
$51.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.2K+ 63.23% |
$2.09M - $2.12M
|
52.2K
$5.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
19.8KNew |
$2.04M - $2.08M
|
19.8K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
18.2K+ 82.54% |
$1.88M - $1.91M
|
40.2K
$4.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
17.6K+ 7.02% |
$1.81M - $1.84M
|
268K
$28.3M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
17.5K+ 8.31% |
$1.81M - $1.84M
|
228K
$24.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15.8K+ 41.95% |
$1.63M - $1.66M
|
53.4K
$5.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.3K+ 202.75% |
$1.58M - $1.6M
|
22.8K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
14.2KNew |
$1.46M - $1.49M
|
14.2K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.7KNew |
$1.41M - $1.44M
|
13.7K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.6KNew |
$1.4M - $1.43M
|
13.6K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
13.5K+ 541.1% |
$1.39M - $1.42M
|
16K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 35.56% |
$1.37M - $1.39M
|
50.6K
$5.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
12.9K+ 10.59% |
$1.34M - $1.36M
|
135K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.6K+ 11.2% |
$1.3M - $1.32M
|
125K
$13.2M
|