Purchases and Sales Made in Q3 2023 in Ishares Short Term National Mu (SUB)
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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305+ 1.64% |
$31.4K - $31.8K
|
18.9K
$1.98M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
294New |
$30.2K - $30.7K
|
294
$30.9K
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
292+ 0.34% |
$30K - $30.4K
|
85.3K
$8.97M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
270+ 3.74% |
$27.8K - $28.2K
|
7.48K
$787K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
260+ 0.84% |
$26.7K - $27.1K
|
31.1K
$3.27M
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
258+ 13.18% |
$26.5K - $26.9K
|
2.22K
$233K
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
250+ 0.62% |
$25.7K - $26.1K
|
40.4K
$4.25M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
238+ 5.27% |
$24.5K - $24.8K
|
4.75K
$500K
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
234+ 2.46% |
$24.1K - $24.4K
|
9.76K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
221+ 10.5% |
$22.7K - $23K
|
2.33K
$245K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
197New |
$20.3K - $20.5K
|
197
$20.7K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
191+ 3.88% |
$19.6K - $19.9K
|
5.11K
$538K
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
181+ 8.18% |
$18.6K - $18.9K
|
2.39K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
175+ 1.39% |
$18K - $18.2K
|
12.8K
$1.35M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
175+ 1.39% |
$18K - $18.2K
|
12.8K
$1.35M
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
164+ 1.17% |
$16.9K - $17.1K
|
14.2K
$1.5M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
163+ 2.2% |
$16.8K - $17K
|
7.56K
$795K
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
160+ 1.93% |
$16.5K - $16.7K
|
8.43K
$887K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
157New |
$16.1K - $16.4K
|
157
$16.5K
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
150+ 1.85% |
$15.4K - $15.6K
|
8.27K
$870K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
134+ 0.74% |
$13.8K - $14K
|
18.3K
$1.93M
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
132+ 0.46% |
$13.6K - $13.8K
|
29K
$3.05M
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$12.1K - $12.3K
|
118
$12.4K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
115+ 4.13% |
$11.8K - $12K
|
2.9K
$305K
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
112+ 1.31% |
$11.5K - $11.7K
|
8.69K
$914K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
110+ 2.27% |
$11.3K - $11.5K
|
4.95K
$521K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
109+ 3.0% |
$11.2K - $11.4K
|
3.75K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
98+ 0.19% |
$10.1K - $10.2K
|
50.7K
$5.33M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97+ 1.83% |
$9.97K - $10.1K
|
5.4K
$569K
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
88+ 3.28% |
$9.05K - $9.17K
|
2.78K
$292K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
78New |
$8.02K - $8.13K
|
78
$8.21K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
72New |
$7.4K - $7.51K
|
72
$7.57K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.88% |
$6.48K - $6.57K
|
7.24K
$761K
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
55+ 2.02% |
$5.66K - $5.73K
|
2.77K
$292K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
52+ 3.54% |
$5.35K - $5.42K
|
1.52K
$160K
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
51+ 0.29% |
$5.24K - $5.32K
|
17.8K
$1.88M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
50+ 0.95% |
$5.14K - $5.21K
|
5.34K
$561K
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 0.95% |
$4.63K - $4.69K
|
4.78K
$502K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
44+ 1.26% |
$4.52K - $4.59K
|
3.54K
$372K
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
44+ 1.63% |
$4.52K - $4.59K
|
2.75K
$289K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
43+ 1.31% |
$4.42K - $4.48K
|
3.33K
$350K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
40+ 1.7% |
$4.11K - $4.17K
|
2.4K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.11% |
$3.29K - $3.34K
|
28.4K
$2.99M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
27+ 0.16% |
$2.78K - $2.82K
|
16.5K
$1.74M
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
25+ 0.57% |
$2.57K - $2.61K
|
4.44K
$467K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 0.41% |
$2.47K - $2.5K
|
5.87K
$618K
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
23+ 1.22% |
$2.36K - $2.4K
|
1.91K
$201K
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
23+ 0.19% |
$2.36K - $2.4K
|
12.4K
$1.31M
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
21+ 0.43% |
$2.16K - $2.19K
|
4.86K
$511K
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 0.12% |
$2.06K - $2.09K
|
16.1K
$1.69M
|