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 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
919+ 1.9% |
$94.9K - $96.6K
|
49.3K
$5.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
910+ 27.56% |
$94K - $95.7K
|
4.21K
$444K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
886+ 1.22% |
$91.5K - $93.2K
|
73.6K
$7.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
873+ 5.14% |
$90.2K - $91.8K
|
17.8K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
851+ 17.0% |
$87.9K - $89.5K
|
5.86K
$618K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
827+ 82.7% |
$85.4K - $87K
|
1.83K
$193K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
826+ 10.43% |
$85.3K - $86.8K
|
8.75K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
795+ 10.72% |
$82.1K - $83.6K
|
8.21K
$866K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
780+ 4.14% |
$80.6K - $82K
|
19.6K
$2.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
751+ 7.34% |
$77.6K - $79K
|
11K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
749+ 3.68% |
$77.4K - $78.7K
|
21.1K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
711+ 1.28% |
$73.4K - $74.8K
|
56.4K
$5.95M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
710+ 10.03% |
$73.3K - $74.6K
|
7.79K
$822K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
691+ 5.72% |
$71.4K - $72.7K
|
12.8K
$1.35M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
686+ 1.61% |
$70.9K - $72.1K
|
43.3K
$4.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
662+ 14.84% |
$68.4K - $69.6K
|
5.12K
$540K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
654+ 117.41% |
$67.6K - $68.8K
|
1.21K
$128K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
632+ 11.49% |
$65.3K - $66.4K
|
6.13K
$647K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
602New |
$62.2K - $63.3K
|
602
$63.5K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
598+ 5.15% |
$61.8K - $62.9K
|
12.2K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
591+ 29.85% |
$61.1K - $62.1K
|
2.57K
$271K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
571+ 5.75% |
$59K - $60K
|
10.5K
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
570+ 17.92% |
$58.9K - $59.9K
|
3.75K
$396K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
543+ 7.73% |
$56.1K - $57.1K
|
7.57K
$798K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
521+ 12.58% |
$53.8K - $54.8K
|
4.66K
$492K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
515+ 5.48% |
$53.2K - $54.1K
|
9.91K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
500+ 25.0% |
$51.7K - $52.6K
|
2.5K
$264K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
494New |
$51K - $51.9K
|
494
$52.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
485+ 2.31% |
$50.1K - $51K
|
21.5K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
481+ 74.34% |
$49.7K - $50.6K
|
1.13K
$119K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
480New |
$49.6K - $50.5K
|
480
$50.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
480+ 19.25% |
$49.6K - $50.5K
|
2.97K
$314K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
479+ 5.14% |
$49.5K - $50.4K
|
9.81K
$1.03M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
475+ 20.33% |
$49.1K - $49.9K
|
2.81K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
475New |
$49.1K - $49.9K
|
475
$50.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
465+ 1.32% |
$48K - $48.9K
|
35.8K
$3.78M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
445+ 5.44% |
$46K - $46.8K
|
8.62K
$910K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
408+ 8.48% |
$42.1K - $42.9K
|
5.22K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
394+ 5.22% |
$40.7K - $41.4K
|
7.94K
$838K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
391+ 7.27% |
$40.4K - $41.1K
|
5.77K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
371+ 4.54% |
$38.3K - $39K
|
8.54K
$900K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
366+ 32.71% |
$37.8K - $38.5K
|
1.49K
$157K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
363+ 6.73% |
$37.5K - $38.2K
|
5.76K
$608K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
345+ 17.25% |
$35.6K - $36.3K
|
2.35K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
321New |
$33.2K - $33.7K
|
321
$33.9K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 0.73% |
$31K - $31.5K
|
41.3K
$4.35M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
296+ 19.58% |
$30.6K - $31.1K
|
1.81K
$191K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
289+ 0.43% |
$29.9K - $30.4K
|
66.8K
$7.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
282+ 2.07% |
$29.1K - $29.6K
|
13.9K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
275New |
$28.4K - $28.9K
|
275
$29K
|