Purchases and Sales Made in Q1 2023 in Ishares Short Term National Mu (SUB)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.97K- 18.09% |
$307K - $312K
|
13.4K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3K- 23.2% |
$309K - $315K
|
9.92K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-3K- 34.47% |
$310K - $316K
|
5.71K
$602K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.01K- 26.84% |
$310K - $316K
|
8.19K
$864K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.03K- 37.56% |
$313K - $319K
|
5.04K
$532K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.05K- 3.47% |
$315K - $321K
|
84.9K
$8.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.08K- 7.46% |
$318K - $324K
|
38.3K
$4.04M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.11K- 2.56% |
$321K - $327K
|
118K
$12.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.16K- 14.71% |
$326K - $332K
|
18.3K
$1.93M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.19K- 22.62% |
$330K - $336K
|
10.9K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.21K- 13.49% |
$332K - $338K
|
20.6K
$2.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.31K- 19.07% |
$342K - $348K
|
14K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.32K- 6.91% |
$343K - $349K
|
44.7K
$4.72M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.33K- 25.76% |
$344K - $350K
|
9.59K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.45K- 48.11% |
$356K - $363K
|
3.72K
$393K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.53K- 21.06% |
$365K - $371K
|
13.2K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.6K- 35.56% |
$372K - $378K
|
6.52K
$687K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.65K- 21.6% |
$377K - $384K
|
13.3K
$1.4M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.8K- 2.82% |
$392K - $399K
|
131K
$13.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 33.18% |
$398K - $405K
|
7.75K
$818K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3.9K- 22.41% |
$403K - $410K
|
13.5K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.9K- 8.45% |
$403K - $410K
|
42.2K
$4.46M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-4.05K- 2.53% |
$418K - $426K
|
156K
$16.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.06K- 4.85% |
$420K - $427K
|
79.8K
$8.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.2K- 0.98% |
$434K - $442K
|
426K
$44.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.25K- 15.24% |
$439K - $447K
|
23.6K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.41K- 10.04% |
$456K - $464K
|
39.5K
$4.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.45K- 40.83% |
$460K - $468K
|
6.45K
$681K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4.6K- 6.1% |
$475K - $484K
|
70.9K
$7.48M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.67K- 16.31% |
$483K - $491K
|
24K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.95K- 7.92% |
$511K - $520K
|
57.5K
$6.07M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.97K- 58.72% |
$513K - $522K
|
3.49K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-5K- 43.07% |
$516K - $525K
|
6.61K
$697K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-5.26K- 60.43% |
$543K - $553K
|
3.45K
$363K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.41K- 25.19% |
$558K - $568K
|
16.1K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.45K- 24.82% |
$563K - $573K
|
16.5K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-5.5K- 58.53% |
$568K - $578K
|
3.9K
$411K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.56K- 9.62% |
$574K - $584K
|
52.2K
$5.51M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.6K- 39.32% |
$579K - $589K
|
8.64K
$912K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.77K- 67.69% |
$596K - $607K
|
2.76K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.94K- 21.67% |
$614K - $625K
|
21.5K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.13K- 11.46% |
$633K - $644K
|
47.3K
$4.99M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6.24K- 4.48% |
$644K - $656K
|
133K
$14M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-6.24K- 17.27% |
$644K - $656K
|
29.9K
$3.15M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-6.24K- 48.59% |
$645K - $656K
|
6.61K
$697K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.42K- 64.25% |
$663K - $675K
|
3.57K
$377K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.42K- 73.08% |
$663K - $675K
|
2.37K
$250K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.44K- 15.44% |
$665K - $677K
|
35.3K
$3.72M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.71K- 23.54% |
$693K - $705K
|
21.8K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-7.04K- 42.53% |
$727K - $740K
|
9.51K
$1M
|