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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.37K- 6.65% |
$657K - $668K
|
89.3K
$9.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.53K- 22.8% |
$674K - $686K
|
22.1K
$2.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.72K- 5.52% |
$694K - $706K
|
115K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6.99K- 71.76% |
$721K - $734K
|
2.75K
$289K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.07K- 7.3% |
$729K - $742K
|
89.7K
$9.43M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.08K- 5.33% |
$731K - $744K
|
126K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.22K- 0.79% |
$746K - $758K
|
908K
$95.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.6K- 30.44% |
$785K - $798K
|
17.4K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.72K- 21.41% |
$797K - $811K
|
28.3K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.87K- 14.42% |
$812K - $826K
|
46.7K
$4.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-7.88K- 1.5% |
$814K - $828K
|
518K
$54.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.94K- 16.08% |
$820K - $834K
|
41.5K
$4.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.16K- 7.09% |
$843K - $857K
|
107K
$11.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-8.39K- 17.91% |
$866K - $881K
|
38.4K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.65K- 46.96% |
$893K - $908K
|
9.76K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-8.7K- 12.27% |
$898K - $913K
|
62.2K
$6.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.78K- 62.97% |
$906K - $921K
|
5.16K
$543K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-8.8K- 6.73% |
$908K - $923K
|
122K
$12.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8.87K- 18.52% |
$916K - $931K
|
39K
$4.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9K- 75.29% |
$929K - $945K
|
2.95K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.33K- 30.35% |
$963K - $979K
|
21.4K
$2.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-10K- 12.5% |
$1.03M - $1.05M
|
70K
$7.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-10K- 40.79% |
$1.04M - $1.05M
|
14.6K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.1K- 15.14% |
$1.04M - $1.06M
|
56.6K
$5.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.2K- 26.15% |
$1.05M - $1.07M
|
28.7K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-10.6K- 27.22% |
$1.1M - $1.11M
|
28.4K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.6K- 1.77% |
$1.1M - $1.12M
|
589K
$61.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 18.5% |
$1.12M - $1.14M
|
47.8K
$5.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11K- 73.99% |
$1.14M - $1.16M
|
3.87K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11K- 15.36% |
$1.14M - $1.16M
|
60.6K
$6.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.4K- 5.55% |
$1.17M - $1.19M
|
193K
$20.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.8K- 43.25% |
$1.22M - $1.24M
|
15.4K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9K- 8.59% |
$1.22M - $1.25M
|
126K
$13.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12.4K- 11.48% |
$1.28M - $1.3M
|
95.6K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.6K- 83.02% |
$1.3M - $1.32M
|
2.57K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-12.8K- 35.01% |
$1.32M - $1.35M
|
23.8K
$2.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.9K- 80.19% |
$1.33M - $1.35M
|
3.19K
$335K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-13.1K- 8.62% |
$1.35M - $1.38M
|
139K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-13.1K- 14.7% |
$1.36M - $1.38M
|
76.2K
$8.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.2K- 6.01% |
$1.36M - $1.39M
|
206K
$21.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-13.7K- 11.37% |
$1.41M - $1.44M
|
107K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.7K- 4.95% |
$1.52M - $1.55M
|
283K
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 88.7% |
$1.62M - $1.65M
|
2K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-16.1K- 3.75% |
$1.67M - $1.7M
|
414K
$43.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16.2K- 47.82% |
$1.67M - $1.7M
|
17.6K
$1.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.8K- 19.67% |
$1.73M - $1.76M
|
68.5K
$7.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-16.8K- 16.46% |
$1.73M - $1.76M
|
85.1K
$8.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.5K- 20.28% |
$1.81M - $1.84M
|
68.8K
$7.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-17.7K- 41.83% |
$1.82M - $1.86M
|
24.6K
$2.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.8K- 2.82% |
$1.83M - $1.86M
|
611K
$64.2M
|