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 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
1.95K
New
$201K - $204K
1.95K $205K
Jul 21, 2023 Q2 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
1.87K
+ 6.27%
$193K - $197K
31.7K $3.34M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.85K
+ 12.25%
$191K - $195K
17K $1.79M
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
1.85K
+ 49.73%
$191K - $194K
5.57K $586K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.83K
+ 60.84%
$189K - $192K
4.84K $509K
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
1.81K
+ 42.54%
$187K - $190K
6.07K $638K
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
1.81K
+ 0.67%
$187K - $190K
273K $28.7M
Jul 06, 2023 Q2 2023
Boltwood Capital Management

BUY
 -
1.8K
+ 11.45%
$186K - $189K
17.5K $1.84M
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
1.79K
+ 38.43%
$185K - $188K
6.45K $679K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
1.77K
+ 3.14%
$183K - $186K
58.1K $6.12M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.74K
+ 1.91%
$179K - $182K
92.5K $9.73M
Aug 01, 2023 Q2 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
1.71K
+ 66.42%
$177K - $180K
4.29K $452K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.69K
+ 7.58%
$174K - $177K
24K $2.52M
Apr 12, 2024 Q2 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.68K
+ 85.2%
$174K - $177K
3.65K $384K
Jul 21, 2023 Q2 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.68K
+ 17.23%
$173K - $176K
11.4K $1.2M
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
1.63K
+ 339.17%
$168K - $171K
2.11K $222K
Aug 11, 2023 Q2 2023
Intergy Private Wealth, LLC

BUY
 -
1.59K
+ 8.1%
$164K - $167K
21.2K $2.23M
Aug 08, 2023 Q2 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.55K
+ 5.18%
$160K - $163K
31.5K $3.32M
Jul 26, 2023 Q2 2023
Cypress Capital Group

BUY
 -
1.53K
+ 11.53%
$157K - $160K
14.8K $1.55M
Aug 28, 2023 Q2 2023
Dt Investment Partners, LLC

BUY
 -
1.48K
+ 120.64%
$153K - $155K
2.71K $285K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.44K
+ 18.09%
$149K - $152K
9.43K $992K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
1.44K
+ 34.25%
$149K - $151K
5.65K $595K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
1.42K
New
$146K - $149K
1.42K $149K
Jul 24, 2023 Q2 2023
Rye Brook Capital LLC

BUY
 -
1.4K
New
$145K - $147K
1.4K $147K
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
1.4K
+ 6.16%
$144K - $147K
24.1K $2.54M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
1.39K
+ 4.74%
$144K - $146K
30.7K $3.23M
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.35K
+ 10.46%
$140K - $142K
14.3K $1.5M
Jul 26, 2023 Q2 2023
Oakwell Private Wealth Management, LLC

BUY
 -
1.28K
+ 5.13%
$132K - $135K
26.3K $2.77M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.28K
+ 132.99%
$132K - $135K
2.25K $236K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
1.28K
+ 74.9%
$132K - $134K
2.98K $314K
Aug 07, 2023 Q2 2023
Ironwood Wealth Management, Llc.

BUY
 -
1.26K
+ 3.83%
$130K - $132K
34.1K $3.59M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
1.25K
+ 0.4%
$129K - $132K
316K $33.2M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
1.25K
+ 1.67%
$129K - $131K
75.9K $7.98M
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

BUY
 -
1.23K
+ 1.96%
$127K - $129K
63.8K $6.71M
Jul 21, 2023 Q2 2023
Bernardo Wealth Planning LLC

BUY
 -
1.18K
+ 26.69%
$122K - $124K
5.62K $591K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
1.18K
+ 4.74%
$121K - $123K
25.9K $2.73M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.17K
New
$121K - $123K
1.17K $123K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.1K
+ 77.69%
$114K - $116K
2.53K $266K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.1K
+ 9.15%
$113K - $115K
13.1K $1.38M
Aug 08, 2023 Q2 2023
West Coast Financial LLC

BUY
 -
1.06K
+ 38.51%
$110K - $112K
3.82K $402K
Jul 17, 2023 Q2 2023
Client First Capital LLC

BUY
 -
1.04K
+ 22.67%
$107K - $109K
5.6K $589K
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.01K
+ 2.25%
$104K - $106K
45.7K $4.81M
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
1K
+ 11.72%
$103K - $105K
9.54K $1M
Aug 08, 2023 Q2 2023
Mc Naughton Wealth Management, LLC

BUY
 -
983
+ 7.34%
$101K - $103K
14.4K $1.51M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
974
+ 19.98%
$101K - $102K
5.85K $615K
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
972
+ 8.17%
$100K - $102K
12.9K $1.35M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
947
New
$97.8K - $99.4K
947 $99.6K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
940
+ 38.09%
$97K - $98.7K
3.41K $359K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
923
+ 4.87%
$95.3K - $96.9K
19.9K $2.09M

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