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 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-480- 14.81% |
$49.6K - $50.4K
|
2.76K
$292K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-480- 16.35% |
$49.6K - $50.4K
|
2.46K
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-481- 2.63% |
$49.7K - $50.5K
|
17.8K
$1.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-482- 12.79% |
$49.8K - $50.6K
|
3.29K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-505- 3.92% |
$52.1K - $53K
|
12.4K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-524- 6.69% |
$54.1K - $55K
|
7.31K
$773K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-541- 1.08% |
$55.9K - $56.8K
|
49.5K
$5.23M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-552- 4.83% |
$57K - $58K
|
10.9K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-600- 3.69% |
$61.9K - $63K
|
15.7K
$1.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-600- 2.77% |
$61.9K - $63K
|
21K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-600- 0.97% |
$61.9K - $63K
|
61.2K
$6.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-609- 13.05% |
$62.9K - $63.9K
|
4.06K
$429K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-614- 23.88% |
$63.4K - $64.5K
|
1.96K
$207K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-618- 5.42% |
$63.8K - $64.9K
|
10.8K
$1.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-618- 20.22% |
$63.8K - $64.9K
|
2.44K
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-621- 62.1% |
$64.1K - $65.2K
|
379
$40.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-640- 8.56% |
$66.1K - $67.2K
|
6.84K
$723K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-652- 7.66% |
$67.3K - $68.5K
|
7.86K
$831K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-654- 4.93% |
$67.5K - $68.7K
|
12.6K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-657- 21.81% |
$67.8K - $69K
|
2.36K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-705- 11.31% |
$72.8K - $74K
|
5.53K
$584K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-709- 20.3% |
$73.2K - $74.4K
|
2.78K
$294K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-726- 0.26% |
$75K - $76.2K
|
279K
$29.5M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-730- 12.09% |
$75.4K - $76.7K
|
5.31K
$561K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-741- 1.07% |
$76.5K - $77.8K
|
68.5K
$7.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-769- 19.73% |
$79.4K - $80.7K
|
3.13K
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-799- 12.3% |
$82.5K - $83.9K
|
5.7K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-830- 5.28% |
$85.7K - $87.2K
|
14.9K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-838- 16.85% |
$86.5K - $88K
|
4.13K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-851- 89.11% |
$87.9K - $89.4K
|
104
$11K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-865- 13.89% |
$89.3K - $90.8K
|
5.36K
$567K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-870- 21.16% |
$89.8K - $91.4K
|
3.24K
$343K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-872- 6.62% |
$90K - $91.6K
|
12.3K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-892- 6.61% |
$92.1K - $93.7K
|
12.6K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-930- 2.52% |
$96K - $97.7K
|
36K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-948- 1.33% |
$97.9K - $99.5K
|
70.6K
$7.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-950- 9.98% |
$98.1K - $99.8K
|
8.57K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1K- 1.18% |
$103K - $105K
|
83.4K
$8.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.01K- 3.91% |
$104K - $106K
|
24.7K
$2.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.01K- 10.71% |
$104K - $106K
|
8.41K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.02K- 9.8% |
$105K - $107K
|
9.34K
$987K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.85% |
$106K - $107K
|
34.8K
$3.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.07K- 22.93% |
$110K - $112K
|
3.59K
$379K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 9.75% |
$110K - $112K
|
9.91K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 35.63% |
$111K - $113K
|
1.95K
$206K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.1K- 7.68% |
$114K - $116K
|
13.2K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.1K- 7.54% |
$114K - $116K
|
13.5K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.13K- 90.76% |
$117K - $119K
|
115
$12.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.13K- 14.11% |
$117K - $119K
|
6.89K
$728K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.14K- 7.36% |
$118K - $120K
|
14.4K
$1.52M
|