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 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2.32K
New
$240K - $244K
2.32K $245K
May 15, 2023 Q1 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
2.31K
New
$239K - $243K
2.31K $244K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
2.29K
New
$236K - $241K
2.29K $241K
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
2.25K
+ 37.28%
$232K - $236K
8.27K $873K
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
2.22K
New
$229K - $233K
2.22K $234K
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
2.18K
+ 42.01%
$225K - $229K
7.38K $778K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.18K
New
$225K - $229K
2.18K $230K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.16K
New
$223K - $227K
2.16K $228K
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
2.15K
+ 13.33%
$222K - $226K
18.3K $1.93M
Apr 11, 2023 Q1 2023
Olio Financial Planning

BUY
 -
2.15K
New
$222K - $226K
2.15K $227K
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
2.13K
+ 16.36%
$220K - $224K
15.1K $1.6M
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
2.12K
+ 4.24%
$219K - $223K
52.1K $5.49M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
2.05K
+ 16.61%
$212K - $216K
14.4K $1.52M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.04K
+ 34.22%
$210K - $214K
7.98K $842K
May 15, 2023 Q1 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
2.01K
+ 14.63%
$207K - $211K
15.7K $1.66M
May 04, 2023 Q1 2023
Capital Wealth Alliance, LLC

BUY
 -
1.95K
+ 67.1%
$201K - $205K
4.85K $512K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
1.95K
New
$201K - $205K
1.95K $205K
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.95K
New
$201K - $204K
1.95K $205K
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.93K
+ 74.65%
$200K - $203K
4.52K $477K
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
1.9K
+ 29.94%
$197K - $200K
8.26K $872K
Apr 27, 2023 Q1 2023
Ironwood Wealth Management, Llc.

BUY
 -
1.85K
+ 5.97%
$191K - $195K
32.8K $3.46M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
1.81K
+ 1.9%
$186K - $190K
96.7K $10.2M
Apr 21, 2023 Q1 2023
Wealth Architects, LLC

BUY
 -
1.71K
+ 7.61%
$177K - $180K
24.2K $2.55M
May 15, 2023 Q1 2023
Dravo Bay LLC

Wilmington, DE
BUY
 -
1.68K
+ 60.57%
$173K - $176K
4.44K $469K
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.61K
+ 74.13%
$166K - $169K
3.77K $398K
May 15, 2023 Q1 2023
Meeder Asset Management Inc

BUY
 -
1.51K
+ 9.19%
$156K - $158K
17.9K $1.89M
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.5K
+ 16.18%
$155K - $157K
10.7K $1.13M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
1.48K
+ 3.64%
$153K - $156K
42.2K $4.45M
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.47K
+ 1.65%
$152K - $155K
90.8K $9.58M
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
1.46K
+ 2.45%
$151K - $153K
60.9K $6.42M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
1.44K
+ 7.01%
$149K - $151K
22K $2.32M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
1.41K
+ 39.24%
$145K - $148K
4.99K $526K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1.4K
+ 83.07%
$145K - $148K
3.09K $326K
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
1.4K
+ 0.63%
$145K - $147K
223K $23.6M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
1.37K
+ 50.02%
$142K - $144K
4.11K $434K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.34K
+ 16.46%
$138K - $141K
9.48K $1M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.34K
+ 16.46%
$138K - $141K
9.48K $1M
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
1.28K
+ 2.68%
$132K - $134K
48.9K $5.16M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.24K
+ 8.7%
$128K - $130K
15.5K $1.63M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.11K
+ 78.11%
$115K - $117K
2.53K $267K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
1.02K
+ 4.28%
$105K - $107K
24.8K $2.61M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
996
+ 9.56%
$103K - $105K
11.4K $1.2M
May 12, 2023 Q1 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
991
+ 2.84%
$102K - $104K
35.8K $3.78M
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
972
+ 10.41%
$100K - $102K
10.3K $1.09M
Apr 10, 2023 Q1 2023
Mc Namara Financial Services, Inc.

BUY
 -
950
+ 2.33%
$98.1K - $99.9K
41.7K $4.4M
Apr 18, 2023 Q1 2023
Alhambra Investment Partners LLC

BUY
 -
933
+ 5.78%
$96.4K - $98.1K
17.1K $1.8M
Apr 03, 2023 Q1 2023
Boltwood Capital Management

BUY
 -
930
+ 6.29%
$96.1K - $97.8K
15.7K $1.66M
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
927
+ 5.08%
$95.8K - $97.5K
19.2K $2.02M
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
927
+ 20.09%
$95.8K - $97.5K
5.54K $585K

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