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 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.22K- 23.5% |
$746K - $759K
|
23.5K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.35K- 19.3% |
$760K - $773K
|
30.7K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.64K- 33.69% |
$789K - $803K
|
15K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.93K- 27.61% |
$820K - $834K
|
20.8K
$2.19M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.98K- 49.03% |
$825K - $839K
|
8.3K
$875K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.52K- 32.5% |
$880K - $896K
|
17.7K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.54K- 18.24% |
$882K - $898K
|
38.3K
$4.04M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.78K- 15.09% |
$907K - $923K
|
49.4K
$5.21M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-8.8K- 7.24% |
$909K - $925K
|
113K
$11.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-8.84K- 19.45% |
$914K - $930K
|
36.6K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-8.87K- 52.69% |
$916K - $932K
|
7.96K
$840K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.2K- 14.43% |
$950K - $967K
|
54.5K
$5.75M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-9.25K- 53.81% |
$955K - $972K
|
7.94K
$837K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.41K- 6.79% |
$972K - $989K
|
129K
$13.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.5K- 62.87% |
$981K - $999K
|
5.61K
$592K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-9.79K- 1.73% |
$1.01M - $1.03M
|
557K
$58.7M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.89K- 19.59% |
$1.02M - $1.04M
|
40.6K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.2K- 4.16% |
$1.05M - $1.07M
|
235K
$24.8M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-10.3K- 1.92% |
$1.07M - $1.08M
|
526K
$55.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 12.86% |
$1.1M - $1.12M
|
71.9K
$7.58M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.9K- 62.72% |
$1.13M - $1.15M
|
6.51K
$686K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.1K- 23.99% |
$1.14M - $1.16M
|
35.1K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-11.1K- 11.02% |
$1.14M - $1.16M
|
89.4K
$9.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-11.6K- 48.56% |
$1.19M - $1.22M
|
12.3K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.6K- 16.76% |
$1.2M - $1.22M
|
57.5K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.7K- 23.78% |
$1.21M - $1.23M
|
37.5K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.9K- 63.1% |
$1.33M - $1.35M
|
7.53K
$795K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.8K- 12.6% |
$1.42M - $1.45M
|
95.7K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.8K- 18.17% |
$1.43M - $1.45M
|
62.3K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-13.9K- 75.87% |
$1.44M - $1.46M
|
4.42K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-14.9K- 41.77% |
$1.54M - $1.57M
|
20.8K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-15K- 20.31% |
$1.55M - $1.57M
|
58.8K
$6.2M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-15.2K- 24.04% |
$1.57M - $1.59M
|
47.9K
$5.05M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.6K- 10.53% |
$1.72M - $1.75M
|
141K
$14.9M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17.1K- 58.78% |
$1.77M - $1.8M
|
12K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.2K- 1.6% |
$1.77M - $1.81M
|
1.05M
$111M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.3K- 88.19% |
$1.89M - $1.92M
|
2.45K
$258K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.1K- 37.52% |
$1.97M - $2M
|
31.7K
$3.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-19.6K- 10.51% |
$2.02M - $2.06M
|
167K
$17.6M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-19.8K- 29.67% |
$2.04M - $2.08M
|
46.8K
$4.94M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.2K- 19.0% |
$2.09M - $2.13M
|
86.3K
$9.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.4K- 6.37% |
$2.1M - $2.14M
|
299K
$31.6M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-21.4K- 7.28% |
$2.21M - $2.25M
|
273K
$28.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.6K- 74.05% |
$2.23M - $2.27M
|
7.55K
$797K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.6K- 60.11% |
$2.23M - $2.27M
|
14.3K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.7K- 43.14% |
$2.25M - $2.29M
|
28.6K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.4K- 19.8% |
$2.31M - $2.36M
|
90.8K
$9.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22.4K- 12.84% |
$2.32M - $2.36M
|
152K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 16.69% |
$2.45M - $2.49M
|
118K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.4K- 3.33% |
$2.62M - $2.67M
|
737K
$77.7M
|