Purchases and Sales Made in Q3 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 Q3 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
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
15.4K
+ 23.28%
$1.58M - $1.6M
81.4K $8.56M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
15.2K
New
$1.56M - $1.59M
15.2K $1.6M
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
15.1K
New
$1.56M - $1.58M
15.1K $1.59M
Nov 13, 2023 Q3 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
15K
New
$1.54M - $1.56M
15K $1.58M
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
14.2K
New
$1.46M - $1.48M
14.2K $1.49M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.6K
+ 16.19%
$1.39M - $1.41M
97.3K $10.2M
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
12.8K
+ 329.46%
$1.32M - $1.34M
16.7K $1.76M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
12.7K
+ 2.99%
$1.31M - $1.33M
438K $46.1M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
12.3K
+ 79.9%
$1.27M - $1.29M
27.8K $2.92M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
12.3K
+ 13.76%
$1.26M - $1.28M
102K $10.7M
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
11.3K
New
$1.17M - $1.18M
11.3K $1.19M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
10.8K
+ 33.42%
$1.11M - $1.12M
43K $4.53M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
10.6K
+ 39.19%
$1.09M - $1.1M
37.6K $3.95M
Oct 12, 2023 Q3 2023
Sage Financial Management Group, Inc.

BUY
 -
10.5K
New
$1.08M - $1.09M
10.5K $1.1M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
10.2K
New
$1.05M - $1.07M
10.2K $1.08M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
10.2K
New
$1.05M - $1.06M
10.2K $1.07M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
10.2K
New
$1.04M - $1.06M
10.2K $1.07M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
9.7K
+ 36.2%
$997K - $1.01M
36.5K $3.84M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
9.45K
New
$971K - $985K
9.45K $994K
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
9.3K
+ 24.19%
$956K - $969K
47.7K $5.02M
Nov 14, 2023 Q3 2023
Texas Capital Bancshares Inc

BUY
 -
9.14K
+ 54.06%
$940K - $953K
26.1K $2.74M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
8.84K
+ 8.85%
$908K - $921K
109K $11.4M
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
8.49K
+ 60.49%
$873K - $885K
22.5K $2.37M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
8.15K
+ 60.42%
$837K - $849K
21.6K $2.27M
Jan 30, 2024 Q3 2023
Dgs Capital Management, LLC

BUY
 -
8.1K
+ 3.55%
$833K - $845K
237K $24.9M
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
8.08K
+ 8.15%
$831K - $842K
107K $11.3M
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
8.05K
+ 107.57%
$827K - $839K
15.5K $1.63M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
7.81K
+ 87.14%
$803K - $814K
16.8K $1.76M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
7.79K
+ 78.64%
$801K - $812K
17.7K $1.86M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
7.67K
+ 45.9%
$788K - $799K
24.4K $2.56M
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
7.67K
+ 45.9%
$788K - $799K
24.4K $2.56M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
7.45K
+ 3.76%
$766K - $777K
206K $21.6M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
7.15K
+ 0.2%
$735K - $745K
3.63M $382M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
7K
+ 16.03%
$719K - $729K
50.6K $5.33M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
6.98K
New
$717K - $727K
6.98K $734K
Feb 16, 2024 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
6.96K
+ 67.63%
$715K - $725K
17.2K $1.81M
Oct 25, 2023 Q3 2023
Willis Johnson & Associates, Inc.

BUY
 -
6.63K
+ 9.08%
$682K - $691K
79.7K $8.38M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.61K
New
$680K - $690K
6.61K $696K
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
6.45K
New
$663K - $672K
6.45K $679K
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
6.37K
+ 14.3%
$655K - $664K
50.9K $5.36M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
6.33K
+ 3.07%
$651K - $660K
213K $22.4M
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
6.24K
New
$641K - $650K
6.24K $656K
Oct 19, 2023 Q3 2023
Lindenwold Advisors

BUY
 -
6.22K
+ 12.0%
$640K - $649K
58.1K $6.11M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
6.08K
+ 146.86%
$625K - $634K
10.2K $1.08M
Nov 15, 2023 Q3 2023
Elmwood Wealth Management, Inc.

BUY
 -
5.86K
+ 10.99%
$603K - $611K
59.2K $6.23M
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
5.79K
+ 24.35%
$595K - $604K
29.6K $3.11M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
5.75K
+ 9.06%
$591K - $599K
69.2K $7.28M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
5.7K
+ 7.95%
$586K - $595K
77.5K $8.15M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
5.7K
+ 40.2%
$586K - $594K
19.9K $2.09M

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