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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-26.1K- 51.03% |
$2.69M - $2.74M
|
25K
$2.64M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26.2K- 14.13% |
$2.7M - $2.75M
|
159K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-28.2K- 18.82% |
$2.92M - $2.97M
|
122K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 14.8% |
$2.94M - $2.99M
|
164K
$17.3M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28.9K- 91.3% |
$2.98M - $3.04M
|
2.75K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-28.9K- 43.06% |
$2.99M - $3.04M
|
38.3K
$4.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-28.9K- 76.53% |
$2.99M - $3.04M
|
8.88K
$936K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.1K- 17.43% |
$3.01M - $3.06M
|
138K
$14.6M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-29.9K- 22.7% |
$3.09M - $3.15M
|
102K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.1K- 8.86% |
$3.42M - $3.48M
|
341K
$35.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33.4K- 36.23% |
$3.45M - $3.51M
|
58.7K
$6.19M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-34.1K- 51.58% |
$3.53M - $3.59M
|
32.1K
$3.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-37.1K- 97.47% |
$3.83M - $3.9M
|
964
$102K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.2K- 17.17% |
$3.84M - $3.91M
|
179K
$18.9M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-39K- 52.13% |
$4.03M - $4.1M
|
35.8K
$3.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-44.9K- 54.45% |
$4.64M - $4.72M
|
37.6K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.2K- 23.64% |
$4.67M - $4.76M
|
146K
$15.4M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-46.5K- 72.37% |
$4.8M - $4.89M
|
17.7K
$1.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-47.7K- 8.08% |
$4.93M - $5.01M
|
542K
$57.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-47.7K- 61.92% |
$4.93M - $5.02M
|
29.4K
$3.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-48.6K- 75.18% |
$5.02M - $5.11M
|
16.1K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-51.3K- 89.91% |
$5.3M - $5.4M
|
5.76K
$608K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-55.2K- 67.29% |
$5.7M - $5.8M
|
26.8K
$2.83M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-56K- 31.73% |
$5.79M - $5.89M
|
120K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.2K- 23.87% |
$6.63M - $6.75M
|
205K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.8K- 34.14% |
$7.11M - $7.23M
|
133K
$14M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-69.5K- 92.35% |
$7.18M - $7.31M
|
5.76K
$608K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-76.5K- 23.43% |
$7.9M - $8.04M
|
250K
$26.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85K- 30.87% |
$8.79M - $8.94M
|
190K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-85.4K- 8.54% |
$8.83M - $8.98M
|
915K
$96.6M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-89.3K- 27.68% |
$9.22M - $9.39M
|
233K
$24.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-101K- 9.43% |
$10.4M - $10.6M
|
969K
$102M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-101K- 24.66% |
$10.5M - $10.7M
|
309K
$32.6M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-105K- 93.35% |
$10.9M - $11.1M
|
7.49K
$790K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 12.09% |
$11.4M - $11.6M
|
801K
$84.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125K- 7.45% |
$12.9M - $13.2M
|
1.56M
$164M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-142K- 15.53% |
$14.6M - $14.9M
|
771K
$81.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-145K- 85.31% |
$15M - $15.2M
|
25K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-175K- 72.4% |
$18.1M - $18.4M
|
66.7K
$7.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-195K- 99.83% |
$20.1M - $20.5M
|
338
$35.7K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-195K- 14.4% |
$20.2M - $20.5M
|
1.16M
$122M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-221K- 33.88% |
$22.8M - $23.2M
|
430K
$45.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-236K- 24.61% |
$24.4M - $24.9M
|
724K
$76.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-237K- 24.35% |
$24.5M - $25M
|
737K
$77.8M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-261K- 99.96% |
$27M - $27.5M
|
105
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-345K- 96.38% |
$35.6M - $36.3M
|
12.9K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-464K- 7.61% |
$47.9M - $48.8M
|
5.63M
$593M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-565K- 72.35% |
$58.4M - $59.4M
|
216K
$22.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-565K- 72.35% |
$58.4M - $59.4M
|
216K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-577K- 14.79% |
$59.6M - $60.7M
|
3.32M
$351M
|