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 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
13.2K
+ 25.8%
$1.37M - $1.39M
64.6K $6.81M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
13.2K
New
$1.36M - $1.38M
13.2K $1.39M
May 11, 2023 Q1 2023
Plancorp, LLC

BUY
 -
13K
New
$1.34M - $1.37M
13K $1.37M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
13K
+ 47.3%
$1.34M - $1.36M
40.4K $4.26M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
12.9K
+ 21.93%
$1.33M - $1.35M
71.5K $7.55M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
12.7K
New
$1.32M - $1.34M
12.7K $1.34M
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
12.2K
+ 25.86%
$1.26M - $1.28M
59.5K $6.27M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
12.2K
+ 5.64%
$1.26M - $1.28M
228K $24.1M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
11.5K
+ 5.57%
$1.19M - $1.21M
218K $23M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
11.5K
+ 18.5%
$1.19M - $1.21M
73.6K $7.77M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
11.1K
+ 191.43%
$1.15M - $1.17M
16.9K $1.79M
May 15, 2023 Q1 2023
1607 Capital Partners, LLC

Richmond, VA
BUY
 -
10.7K
+ 14.52%
$1.11M - $1.12M
84.4K $8.9M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
10.6K
New
$1.1M - $1.12M
10.6K $1.12M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
10.6K
+ 16.16%
$1.09M - $1.11M
76.1K $8.02M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
10.5K
New
$1.09M - $1.1M
10.5K $1.11M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
10.4K
New
$1.08M - $1.1M
10.4K $1.1M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
10.2K
+ 31.41%
$1.06M - $1.07M
42.7K $4.51M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.2K
+ 70.65%
$1.05M - $1.07M
24.6K $2.6M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
10.1K
+ 121.68%
$1.04M - $1.06M
18.4K $1.94M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
9.85K
+ 72.11%
$1.02M - $1.04M
23.5K $2.48M
Apr 10, 2023 Q1 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
9.68K
+ 20.6%
$1M - $1.02M
56.7K $5.98M
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
9.47K
+ 10.82%
$978K - $996K
97K $10.2M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
9.26K
+ 10.69%
$957K - $974K
95.9K $10.1M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.99K
+ 1.6%
$929K - $946K
573K $60.4M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
8.47K
+ 3.22%
$875K - $890K
271K $28.6M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
8.37K
+ 23.64%
$865K - $880K
43.8K $4.62M
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
8.21K
+ 2851.74%
$848K - $864K
8.5K $897K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.17K
+ 16.53%
$844K - $859K
57.6K $6.07M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
8.03K
New
$830K - $845K
8.03K $848K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
7.97K
+ 171.75%
$823K - $838K
12.6K $1.33M
May 11, 2023 Q1 2023
Texas Capital Bancshares Inc

BUY
 -
7.91K
+ 125.24%
$817K - $832K
14.2K $1.5M
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
7.77K
+ 18.41%
$803K - $817K
50K $5.27M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
7.49K
+ 97.87%
$774K - $787K
15.1K $1.6M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
7.2K
+ 6.86%
$744K - $757K
112K $11.8M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
7.15K
+ 35.64%
$739K - $752K
27.2K $2.87M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
7.02K
+ 26.24%
$725K - $738K
33.8K $3.56M
Apr 03, 2023 Q1 2023
Symmetry Partners, LLC

BUY
 -
6.93K
+ 7.68%
$716K - $729K
97.2K $10.2M
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
6.79K
+ 15.27%
$701K - $714K
51.2K $5.41M
Apr 26, 2023 Q1 2023
Highview Capital Management LLC

BUY
 -
6.72K
+ 28.01%
$694K - $707K
30.7K $3.24M
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
6.71K
+ 15.11%
$693K - $705K
51.1K $5.39M
May 03, 2023 Q1 2023
Compass Financial Group, Inc.

BUY
 -
6.71K
+ 49.1%
$693K - $705K
20.4K $2.15M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
6.51K
+ 45.17%
$672K - $684K
20.9K $2.21M
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
6.48K
+ 29.88%
$670K - $682K
28.2K $2.97M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
6.47K
+ 28.52%
$669K - $681K
29.2K $3.08M
Apr 20, 2023 Q1 2023
Oak Harvest Investment Services

BUY
 -
6.34K
New
$655K - $667K
6.34K $669K
May 02, 2023 Q1 2023
1900 Wealth Management LLC

BUY
 -
6.18K
+ 5.14%
$639K - $650K
127K $13.3M
May 12, 2023 Q1 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
5.93K
+ 24.68%
$613K - $624K
30K $3.16M
Apr 19, 2023 Q1 2023
Raub Brock Capital Management LP

BUY
 -
5.79K
+ 2.02%
$598K - $608K
292K $30.8M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
5.76K
+ 5.26%
$594K - $605K
115K $12.2M

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