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 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-138- 2.25% |
$14.2K - $14.5K
|
6K
$634K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-139- 5.27% |
$14.4K - $14.6K
|
2.5K
$264K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-139- 0.49% |
$14.4K - $14.6K
|
28K
$2.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-145- 15.34% |
$15K - $15.2K
|
800
$84.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-150- 7.14% |
$15.5K - $15.8K
|
1.95K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-150- 1.15% |
$15.5K - $15.8K
|
12.8K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-174- 0.41% |
$18K - $18.3K
|
42K
$4.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-175- 2.82% |
$18.1K - $18.4K
|
6.04K
$638K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-185- 9.47% |
$19.1K - $19.4K
|
1.77K
$187K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-191- 4.25% |
$19.7K - $20.1K
|
4.3K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-192- 3.26% |
$19.8K - $20.2K
|
5.7K
$602K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-203- 3.96% |
$21K - $21.3K
|
4.92K
$520K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-209- 34.04% |
$21.6K - $21.9K
|
405
$42.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-210- 18.58% |
$21.7K - $22.1K
|
920
$97.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-213- 3.73% |
$22K - $22.4K
|
5.5K
$582K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-221- 1.82% |
$22.8K - $23.2K
|
11.9K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-223- 2.12% |
$23K - $23.4K
|
10.3K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-230- 1.36% |
$23.7K - $24.2K
|
16.7K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-235- 0.81% |
$24.3K - $24.7K
|
28.9K
$3.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-251- 0.06% |
$25.9K - $26.4K
|
426K
$45M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-252- 11.0% |
$26K - $26.5K
|
2.04K
$216K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-262- 14.59% |
$27K - $27.5K
|
1.53K
$162K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-265- 4.6% |
$27.4K - $27.8K
|
5.5K
$581K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-265- 4.6% |
$27.4K - $27.8K
|
5.5K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-267- 4.17% |
$27.6K - $28K
|
6.14K
$649K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-275- 57.89% |
$28.4K - $28.9K
|
200
$21.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-275- 9.63% |
$28.4K - $28.9K
|
2.58K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-276- 9.9% |
$28.5K - $29K
|
2.51K
$265K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-278- 4.06% |
$28.7K - $29.2K
|
6.56K
$694K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-293- 0.95% |
$30.2K - $30.8K
|
30.7K
$3.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-310- 0.77% |
$32K - $32.6K
|
40K
$4.23M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-330- 29.18% |
$34.1K - $34.7K
|
801
$84.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-333- 6.11% |
$34.4K - $35K
|
5.12K
$541K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-336- 0.22% |
$34.7K - $35.3K
|
156K
$16.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-339- 1.44% |
$35K - $35.6K
|
23.2K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-345- 1.94% |
$35.6K - $36.2K
|
17.4K
$1.84M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-376- 3.99% |
$38.8K - $39.5K
|
9.05K
$957K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-385- 12.2% |
$39.7K - $40.4K
|
2.77K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-385- 9.02% |
$39.7K - $40.4K
|
3.89K
$411K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-386- 4.58% |
$39.9K - $40.5K
|
8.04K
$849K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-401- 4.18% |
$41.4K - $42.1K
|
9.19K
$971K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-402- 16.99% |
$41.5K - $42.2K
|
1.96K
$208K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-410- 2.4% |
$42.3K - $43.1K
|
16.7K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-413- 9.83% |
$42.6K - $43.4K
|
3.79K
$400K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-431- 0.76% |
$44.5K - $45.3K
|
56.2K
$5.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-439- 4.61% |
$45.3K - $46.1K
|
9.09K
$960K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-452- 7.45% |
$46.7K - $47.5K
|
5.61K
$593K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-454- 31.99% |
$46.9K - $47.7K
|
965
$102K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-471- 1.64% |
$48.6K - $49.5K
|
28.2K
$2.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-473- 0.91% |
$48.8K - $49.7K
|
51.6K
$5.45M
|