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 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-19.7K- 81.0% |
$2.03M - $2.08M
|
4.63K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.7K- 81.0% |
$2.03M - $2.08M
|
4.63K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-20.1K- 57.31% |
$2.06M - $2.12M
|
14.9K
$1.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-21.1K- 67.61% |
$2.16M - $2.22M
|
10.1K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-21.5K- 42.24% |
$2.2M - $2.26M
|
29.3K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-24.3K- 40.07% |
$2.5M - $2.56M
|
36.4K
$3.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-24.5K- 31.54% |
$2.51M - $2.58M
|
53.1K
$5.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-25.5K- 36.43% |
$2.62M - $2.69M
|
44.5K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.3K- 3.02% |
$2.7M - $2.77M
|
844K
$89.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 83.68% |
$2.72M - $2.8M
|
5.18K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.9K- 42.98% |
$2.76M - $2.83M
|
35.6K
$3.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.4K- 30.23% |
$3.02M - $3.1M
|
67.9K
$7.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.1K- 11.59% |
$3.09M - $3.17M
|
229K
$24.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30.4K- 23.33% |
$3.12M - $3.21M
|
100K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.2K- 37.54% |
$3.2M - $3.29M
|
51.9K
$5.48M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-32.8K- 11.82% |
$3.37M - $3.46M
|
245K
$25.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-34.7K- 64.85% |
$3.56M - $3.66M
|
18.8K
$1.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-36.3K- 35.77% |
$3.73M - $3.83M
|
65.2K
$6.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-37.9K- 54.81% |
$3.89M - $4M
|
31.3K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39.7K- 46.33% |
$4.07M - $4.18M
|
45.9K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40.7K- 25.59% |
$4.18M - $4.29M
|
118K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 18.54% |
$4.69M - $4.82M
|
201K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-46.9K- 89.94% |
$4.82M - $4.95M
|
5.25K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.9K- 7.94% |
$4.92M - $5.05M
|
555K
$58.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53.1K- 23.62% |
$5.44M - $5.6M
|
172K
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-54K- 17.97% |
$5.54M - $5.69M
|
247K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-54.4K- 28.07% |
$5.58M - $5.74M
|
139K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-55K- 86.95% |
$5.65M - $5.8M
|
8.26K
$873K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-58.1K- 56.43% |
$5.96M - $6.12M
|
44.8K
$4.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-66K- 20.22% |
$6.77M - $6.96M
|
260K
$27.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-69.6K- 40.61% |
$7.14M - $7.34M
|
102K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-77.7K- 13.93% |
$7.97M - $8.19M
|
480K
$50.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-83.4K- 30.62% |
$8.56M - $8.8M
|
189K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-84.9K- 71.49% |
$8.71M - $8.95M
|
33.8K
$3.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-89.7K- 52.54% |
$9.2M - $9.46M
|
81K
$8.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-93.3K- 21.26% |
$9.58M - $9.84M
|
346K
$36.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-130K- 56.71% |
$13.4M - $13.8M
|
99.6K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133K- 9.07% |
$13.6M - $14M
|
1.33M
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-134K- 44.25% |
$13.8M - $14.2M
|
169K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-145K- 98.63% |
$14.9M - $15.3M
|
2.03K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-148K- 78.28% |
$15.2M - $15.6M
|
41.1K
$4.34M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-158K- 52.46% |
$16.2M - $16.7M
|
143K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-176K- 18.34% |
$18.1M - $18.6M
|
784K
$82.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-193K- 75.57% |
$19.9M - $20.4M
|
62.5K
$6.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-219K- 54.59% |
$22.4M - $23.1M
|
182K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-223K- 98.3% |
$22.9M - $23.5M
|
3.85K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-233K- 50.16% |
$23.9M - $24.6M
|
231K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-286K- 18.66% |
$29.4M - $30.2M
|
1.25M
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-535K- 45.82% |
$54.9M - $56.4M
|
633K
$66.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-615K- 9.31% |
$63.2M - $64.9M
|
6M
$634M
|