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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 2.45% |
$5.64K - $5.8K
|
2.3K
$242K
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
54+ 1.15% |
$5.54K - $5.69K
|
4.76K
$501K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
52+ 0.41% |
$5.34K - $5.48K
|
12.7K
$1.33M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51New |
$5.23K - $5.38K
|
51
$5.37K
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
51+ 0.58% |
$5.23K - $5.38K
|
8.83K
$928K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
49+ 0.43% |
$5.03K - $5.17K
|
11.4K
$1.2M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47+ 0.48% |
$4.82K - $4.96K
|
9.87K
$1.04M
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
47+ 1.53% |
$4.82K - $4.96K
|
3.12K
$328K
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43+ 1.13% |
$4.41K - $4.53K
|
3.84K
$404K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
41+ 5.16% |
$4.21K - $4.32K
|
836
$87.9K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
35+ 0.73% |
$3.59K - $3.69K
|
4.81K
$506K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
31+ 0.78% |
$3.18K - $3.27K
|
4.03K
$424K
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
31+ 0.64% |
$3.18K - $3.27K
|
4.89K
$515K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
29+ 6.49% |
$2.98K - $3.06K
|
476
$50.1K
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 0.42% |
$2.87K - $2.95K
|
6.65K
$699K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$2.87K - $2.95K
|
28
$2.95K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27+ 385.71% |
$2.77K - $2.85K
|
34
$3.58K
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
25+ 0.92% |
$2.57K - $2.64K
|
2.73K
$287K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
25+ 0.51% |
$2.57K - $2.64K
|
4.92K
$517K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
24+ 1.12% |
$2.46K - $2.53K
|
2.17K
$228K
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18+ 0.61% |
$1.85K - $1.9K
|
2.99K
$315K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17+ 0.25% |
$1.74K - $1.79K
|
6.94K
$730K
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
16+ 0.33% |
$1.64K - $1.69K
|
4.85K
$510K
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.64% |
$1.54K - $1.58K
|
2.36K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.63% |
$1.44K - $1.48K
|
2.24K
$236K
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
13+ 0.17% |
$1.33K - $1.37K
|
7.79K
$819K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 0.32% |
$1.23K - $1.27K
|
3.78K
$398K
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
10+ 0.1% |
$1.03K - $1.05K
|
9.61K
$1.01M
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$1.03K - $1.05K
|
2.24K
$235K
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10+ 0.28% |
$1.03K - $1.05K
|
3.63K
$382K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$821 - $844
|
8
$842
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.31% |
$616 - $633
|
1.94K
$204K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.65% |
$513 - $527
|
779
$82K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.63% |
$308 - $316
|
482
$50.7K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.09% |
$205 - $211
|
2.12K
$223K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$205 - $211
|
2.11K
$222K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.65% |
$103 - $105
|
154
$16.2K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.02% |
$103 - $105
|
5.94K
$624K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$103 - $105
|
3.54K
$372K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.01% |
$103 - $105
|
9.15K
$963K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 9.09% |
$103 - $105
|
10
$1.05K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7- 7.14% |
$718 - $738
|
91
$9.57K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-7- 3.38% |
$718 - $738
|
200
$21K
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8- 0.04% |
$821 - $844
|
21.8K
$2.3M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-9- 1.65% |
$924 - $949
|
538
$56.6K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15- 7.18% |
$1.54K - $1.58K
|
194
$20.4K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 55.17% |
$1.64K - $1.69K
|
13
$1.37K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-18- 0.89% |
$1.85K - $1.9K
|
2.01K
$211K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-19- 0.36% |
$1.95K - $2K
|
5.32K
$559K
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-21- 1.08% |
$2.16K - $2.21K
|
1.92K
$202K
|