Purchases and Sales Made in Q1 2023 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 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
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
9.88M
New
$1.02B - $1.04B
9.88M $1.04B
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
654K
+ 819.89%
$67.6M - $68.8M
734K $77.2M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
514K
+ 14.52%
$53.1M - $54M
4.05M $426M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
487K
New
$50.3M - $51.2M
487K $51.2M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
295K
+ 8613.34%
$30.5M - $31M
299K $31.4M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
289K
+ 13.54%
$29.9M - $30.4M
2.43M $255M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
274K
+ 25.88%
$28.3M - $28.8M
1.33M $140M
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
249K
+ 14.2%
$25.7M - $26.2M
2M $210M
May 01, 2023 Q1 2023
United Bank

Vienna, VA
BUY
 -
242K
New
$25M - $25.5M
242K $25.5M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
221K
+ 210385.7%
$22.8M - $23.2M
221K $23.2M
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
155K
+ 54.86%
$16M - $16.3M
438K $46M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
138K
New
$14.3M - $14.5M
138K $14.5M
Apr 26, 2023 Q1 2023
Slow Capital, Inc.

BUY
 -
104K
+ 158.3%
$10.7M - $10.9M
170K $17.8M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
88K
+ 96.52%
$9.09M - $9.25M
179K $18.8M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
84.4K
+ 36.68%
$8.71M - $8.87M
314K $33.1M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
79.8K
+ 3.53%
$8.24M - $8.39M
2.34M $246M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
65.2K
+ 1173.88%
$6.74M - $6.86M
70.8K $7.44M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
61.7K
+ 6.93%
$6.38M - $6.49M
952K $100M
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
57.5K
+ 4.92%
$5.94M - $6.05M
1.23M $129M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
55.1K
New
$5.69M - $5.79M
55.1K $5.79M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
51K
New
$5.26M - $5.36M
51K $5.36M
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
48.8K
+ 13.4%
$5.04M - $5.13M
413K $43.4M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
44.7K
+ 4.03%
$4.62M - $4.7M
1.16M $121M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
39.9K
+ 15.45%
$4.12M - $4.19M
298K $31.3M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
38K
+ 143.4%
$3.93M - $4M
64.5K $6.79M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
35.3K
New
$3.65M - $3.71M
35.3K $3.71M
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
33.7K
+ 25.17%
$3.48M - $3.54M
167K $17.6M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
31.6K
+ 41.1%
$3.26M - $3.32M
108K $11.4M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
28.8K
+ 32.85%
$2.97M - $3.02M
116K $12.2M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
28.4K
New
$2.93M - $2.98M
28.4K $2.98M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
27.6K
+ 220.39%
$2.85M - $2.9M
40.1K $4.21M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
26.9K
+ 1265.02%
$2.78M - $2.83M
29K $3.05M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
26.4K
New
$2.72M - $2.77M
26.4K $2.77M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
26.2K
New
$2.7M - $2.75M
26.2K $2.75M
Jun 01, 2023 Q1 2023
Org Partners LLC

Roanoke, IN
BUY
 -
26.1K
New
$2.7M - $2.75M
26.1K $2.75M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
25.4K
+ 16.84%
$2.63M - $2.67M
176K $18.5M
May 04, 2023 Q1 2023
Neirg Wealth Management, LLC

BUY
 -
20.9K
+ 21.61%
$2.16M - $2.2M
118K $12.4M
Apr 24, 2023 Q1 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
20.9K
+ 51.18%
$2.16M - $2.2M
61.7K $6.49M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
19.8K
+ 416.92%
$2.05M - $2.09M
24.6K $2.59M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
18.9K
+ 57.4%
$1.96M - $1.99M
51.9K $5.46M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
17.5K
+ 6.66%
$1.8M - $1.84M
279K $29.4M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
15.5K
+ 60.28%
$1.6M - $1.63M
41.2K $4.34M
May 03, 2023 Q1 2023
Arkansas Financial Group, Inc.

BUY
 -
14.9K
+ 13.9%
$1.54M - $1.57M
122K $12.9M
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
14.7K
+ 31.1%
$1.51M - $1.54M
61.8K $6.5M
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
14.5K
+ 595.16%
$1.5M - $1.52M
16.9K $1.78M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
14.5K
+ 35.42%
$1.5M - $1.52M
55.4K $5.83M
May 15, 2023 Q1 2023
Horiko Capital Management LLC

New York, NY
BUY
 -
13.9K
+ 7.14%
$1.44M - $1.46M
209K $22M
Jun 16, 2023 Q1 2023
Dgs Capital Management, LLC

BUY
 -
13.8K
+ 7.0%
$1.42M - $1.45M
211K $22.2M
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
13.6K
New
$1.41M - $1.43M
13.6K $1.43M

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