Purchases and Sales Made in Q2 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 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 11, 2023 Q2 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
3.7K
+ 49.41%
$382K - $388K
11.2K $1.18M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
3.64K
New
$375K - $382K
3.64K $384K
Aug 16, 2023 Q2 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
3.61K
New
$372K - $379K
3.61K $381K
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
3.53K
New
$364K - $371K
3.53K $373K
Aug 01, 2023 Q2 2023
Wiser Wealth Management, Inc

BUY
 -
3.42K
+ 66.36%
$353K - $359K
8.58K $907K
Aug 14, 2023 Q2 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
3.4K
New
$351K - $357K
3.4K $359K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
3.35K
+ 59.78%
$346K - $352K
8.97K $948K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.29K
+ 21.9%
$340K - $346K
18.3K $1.94M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
3.2K
+ 224.25%
$330K - $336K
4.63K $489K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
3.14K
+ 18.46%
$324K - $329K
20.1K $2.13M
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
3.04K
New
$314K - $319K
3.04K $322K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.03K
+ 18.74%
$312K - $318K
19.2K $2.03M
Jul 18, 2023 Q2 2023
Eagle Ridge Investment Management

BUY
 -
2.96K
+ 1.99%
$306K - $311K
152K $16M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
2.91K
New
$301K - $306K
2.91K $308K
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
2.84K
New
$293K - $298K
2.84K $300K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
2.82K
+ 3.98%
$291K - $296K
73.6K $7.78M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.82K
+ 33.97%
$291K - $296K
11.1K $1.17M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.82K
+ 33.97%
$291K - $296K
11.1K $1.17M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
2.72K
+ 1.22%
$281K - $285K
226K $23.9M
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
2.7K
New
$279K - $284K
2.7K $285K
Aug 09, 2023 Q2 2023
Texas Capital Bancshares Inc

BUY
 -
2.69K
+ 18.91%
$278K - $282K
16.9K $1.79M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
2.68K
+ 23.85%
$277K - $282K
13.9K $1.47M
Aug 10, 2023 Q2 2023
Washington Trust Bank

BUY
 -
2.68K
New
$277K - $281K
2.68K $283K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
2.68K
+ 10.25%
$276K - $281K
28.8K $3.04M
Jul 17, 2023 Q2 2023
Safir Wealth Advisors, LLC

BUY
 -
2.64K
+ 18.26%
$273K - $277K
17.1K $1.81M
Aug 07, 2023 Q2 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
2.54K
+ 98.11%
$262K - $267K
5.13K $542K
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2.52K
+ 80.85%
$260K - $264K
5.63K $595K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.48K
+ 309.73%
$256K - $261K
3.29K $347K
Aug 07, 2023 Q2 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
2.46K
New
$254K - $258K
2.46K $260K
Jul 06, 2023 Q2 2023
Fc Advisory LLC

BUY
 -
2.45K
+ 31.59%
$253K - $257K
10.2K $1.08M
Jul 13, 2023 Q2 2023
Financial Strategies Group, Inc.

BUY
 -
2.39K
+ 28.91%
$247K - $251K
10.7K $1.13M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.39K
New
$246K - $250K
2.39K $252K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.39K
New
$246K - $250K
2.39K $252K
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
2.38K
+ 8.31%
$246K - $250K
31.1K $3.28M
Jul 13, 2023 Q2 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
2.36K
New
$243K - $247K
2.36K $249K
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
2.27K
+ 28.25%
$235K - $239K
10.3K $1.09M
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
2.25K
+ 4.56%
$232K - $236K
51.6K $5.45M
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
2.22K
+ 30.85%
$230K - $234K
9.43K $997K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
2.17K
+ 43.08%
$224K - $228K
7.21K $762K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
2.17K
+ 10.41%
$224K - $227K
23K $2.43M
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.13K
New
$220K - $224K
2.13K $226K
Jul 27, 2023 Q2 2023
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
2.1K
+ 28.33%
$217K - $221K
9.53K $1.01M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
2.08K
+ 46.04%
$215K - $219K
6.6K $698K
Jul 26, 2023 Q2 2023
First American Trust, Fsb

BUY
 -
2.05K
+ 9.52%
$212K - $215K
23.6K $2.49M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
2.01K
New
$208K - $211K
2.01K $213K
Aug 04, 2023 Q2 2023
Lyell Wealth Management, LP

BUY
 -
2K
New
$206K - $210K
2K $211K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.97K
+ 9.33%
$203K - $207K
23.1K $2.44M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
1.95K
New
$201K - $204K
1.95K $206K
Jul 21, 2023 Q2 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
1.87K
+ 6.27%
$193K - $197K
31.7K $3.35M

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