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 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.73K+ 2376.52% |
$280K - $288K
|
2.85K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
2.67KNew |
$274K - $282K
|
2.67K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.66KNew |
$273K - $280K
|
2.66K
$281K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.66KNew |
$273K - $280K
|
2.66K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.63K+ 46.31% |
$270K - $278K
|
8.32K
$879K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.61KNew |
$268K - $276K
|
2.61K
$276K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.57K+ 18.14% |
$264K - $271K
|
16.7K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.55K+ 7.84% |
$262K - $269K
|
35.1K
$3.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.55K+ 8.84% |
$262K - $269K
|
31.4K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.55KNew |
$262K - $269K
|
2.55K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.52K+ 23.35% |
$258K - $265K
|
13.3K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.52K+ 53.51% |
$258K - $265K
|
7.22K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.51K+ 122.95% |
$258K - $265K
|
4.56K
$482K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
2.51K+ 4.13% |
$258K - $265K
|
63.3K
$6.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.49KNew |
$256K - $263K
|
2.49K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.45KNew |
$251K - $258K
|
2.45K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.35KNew |
$241K - $248K
|
2.35K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 12.61% |
$240K - $247K
|
20.9K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 16.62% |
$238K - $245K
|
16.3K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.3KNew |
$236K - $243K
|
2.3K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.29KNew |
$234K - $241K
|
2.29K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.2K+ 7.75% |
$226K - $232K
|
30.6K
$3.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.19K+ 27.99% |
$225K - $231K
|
10K
$1.06M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.17K+ 4.21% |
$223K - $229K
|
53.8K
$5.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.17K+ 26.98% |
$222K - $229K
|
10.2K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
2.15KNew |
$221K - $227K
|
2.15K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.15K+ 0.77% |
$220K - $226K
|
280K
$29.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
2.12K+ 0.81% |
$217K - $223K
|
265K
$28M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.08KNew |
$214K - $220K
|
2.08K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.04KNew |
$210K - $215K
|
2.04K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2KNew |
$205K - $211K
|
2K
$211K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.99KNew |
$204K - $210K
|
1.99K
$210K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.96KNew |
$201K - $207K
|
1.96K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.95KNew |
$200K - $205K
|
1.95K
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.93KNew |
$198K - $204K
|
1.93K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.93KNew |
$198K - $203K
|
1.93K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$196K - $202K
|
1.91K
$202K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.83K+ 31.2% |
$187K - $192K
|
7.68K
$811K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78K+ 19.93% |
$182K - $187K
|
10.7K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.77K+ 37.29% |
$182K - $187K
|
6.53K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.77K+ 2.59% |
$182K - $187K
|
70.1K
$7.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.74K+ 4.05% |
$179K - $184K
|
44.8K
$4.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.71K+ 17.48% |
$175K - $180K
|
11.5K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 81.74% |
$173K - $178K
|
3.75K
$397K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
1.67K+ 6.14% |
$172K - $176K
|
28.9K
$3.06M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.64KNew |
$168K - $172K
|
1.64K
$173K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 27.53% |
$166K - $171K
|
7.51K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.49K+ 19.92% |
$153K - $157K
|
8.97K
$948K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.39K+ 8.06% |
$143K - $147K
|
18.7K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.39K+ 2.9% |
$142K - $146K
|
49.1K
$5.19M
|