Purchases and Sales Made in Q4 2023 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-443- 29.13% |
$45.5K - $46.7K
|
1.08K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-459- 12.11% |
$47.1K - $48.4K
|
3.33K
$350K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-464- 2.88% |
$47.6K - $48.9K
|
15.6K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-469- 1.6% |
$48.1K - $49.5K
|
28.8K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-475- 15.89% |
$48.7K - $50.1K
|
2.51K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-482- 17.27% |
$49.5K - $50.8K
|
2.31K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-490- 2.35% |
$50.3K - $51.7K
|
20.4K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-511- 13.06% |
$52.4K - $53.9K
|
3.4K
$358K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-517- 0.48% |
$53.1K - $54.5K
|
108K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-543- 1.34% |
$55.7K - $57.3K
|
39.9K
$4.2M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-546- 17.2% |
$56K - $57.6K
|
2.63K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-566- 6.64% |
$58.1K - $59.7K
|
7.95K
$837K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-584- 5.75% |
$59.9K - $61.6K
|
9.57K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-584- 11.89% |
$59.9K - $61.6K
|
4.33K
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-591- 1.33% |
$60.6K - $62.3K
|
43.8K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600Closed |
$61.6K - $63.3K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-612- 3.11% |
$62.8K - $64.5K
|
19K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-612- 2.39% |
$62.8K - $64.5K
|
25K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-616- 11.59% |
$63.2K - $65K
|
4.7K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-662- 3.95% |
$67.9K - $69.8K
|
16.1K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-667- 8.38% |
$68.4K - $70.3K
|
7.29K
$767K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-669- 11.36% |
$68.7K - $70.6K
|
5.22K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-705- 15.35% |
$72.3K - $74.3K
|
3.89K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-725- 10.3% |
$74.4K - $76.5K
|
6.31K
$664K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-737- 8.2% |
$75.6K - $77.7K
|
8.25K
$868K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-738- 1.49% |
$75.7K - $77.8K
|
48.7K
$5.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-759- 27.79% |
$77.9K - $80K
|
1.97K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-802- 2.41% |
$82.3K - $84.6K
|
32.5K
$3.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-807- 3.07% |
$82.8K - $85.1K
|
25.5K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-846- 22.84% |
$86.8K - $89.2K
|
2.86K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-853- 1.61% |
$87.5K - $90K
|
52.1K
$5.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-857- 8.22% |
$87.9K - $90.4K
|
9.57K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-867- 3.85% |
$89K - $91.4K
|
21.7K
$2.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-879- 1.63% |
$90.2K - $92.7K
|
53K
$5.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-883- 3.1% |
$90.6K - $93.1K
|
27.6K
$2.9M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-888- 1.16% |
$91.1K - $93.6K
|
75.4K
$7.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-888- 5.23% |
$91.1K - $93.6K
|
16.1K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-892- 11.31% |
$91.5K - $94.1K
|
7K
$736K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-909- 13.68% |
$93.3K - $95.9K
|
5.74K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-917- 1.55% |
$94.1K - $96.7K
|
58.3K
$6.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-953- 3.04% |
$97.8K - $101K
|
30.4K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-967- 4.2% |
$99.2K - $102K
|
22K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-988- 5.98% |
$101K - $104K
|
15.5K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-994- 5.0% |
$102K - $105K
|
18.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1K- 11.68% |
$103K - $105K
|
7.56K
$796K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 0.82% |
$106K - $109K
|
125K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.06K- 0.15% |
$108K - $111K
|
689K
$72.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.07K- 5.77% |
$110K - $113K
|
17.5K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.08K- 26.81% |
$110K - $113K
|
2.94K
$309K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.08K- 7.68% |
$111K - $114K
|
13K
$1.36M
|