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 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-537- 3.27% |
$55.5K - $56.5K
|
15.9K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-548- 3.28% |
$56.6K - $57.6K
|
16.1K
$1.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-550- 0.87% |
$56.8K - $57.8K
|
62.6K
$6.6M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-579- 15.07% |
$59.8K - $60.9K
|
3.26K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-587- 23.1% |
$60.6K - $61.7K
|
1.95K
$206K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-604- 9.73% |
$62.4K - $63.5K
|
5.6K
$591K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-608- 1.6% |
$62.8K - $63.9K
|
37.3K
$3.94M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-628- 9.16% |
$64.9K - $66K
|
6.23K
$657K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-630- 13.64% |
$65.1K - $66.2K
|
3.99K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-653- 9.48% |
$67.5K - $68.7K
|
6.23K
$657K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-655- 7.22% |
$67.7K - $68.9K
|
8.42K
$888K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-656- 15.79% |
$67.8K - $69K
|
3.5K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-658- 8.09% |
$68K - $69.2K
|
7.48K
$789K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-665- 70.0% |
$68.7K - $69.9K
|
285
$30.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-682- 11.13% |
$70.5K - $71.7K
|
5.45K
$575K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-708- 14.63% |
$73.1K - $74.4K
|
4.13K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-720- 22.58% |
$74.4K - $75.7K
|
2.47K
$260K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-756- 1.58% |
$78.1K - $79.5K
|
47.2K
$4.98M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-772- 21.05% |
$79.7K - $81.2K
|
2.9K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-787- 72.07% |
$81.3K - $82.7K
|
305
$32.2K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-787- 2.25% |
$81.3K - $82.7K
|
34.3K
$3.61M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-856- 9.35% |
$88.4K - $90K
|
8.3K
$875K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-870- 3.86% |
$89.9K - $91.5K
|
21.6K
$2.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-883- 5.9% |
$91.2K - $92.8K
|
14.1K
$1.49M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-889- 24.18% |
$91.8K - $93.5K
|
2.79K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-911Closed |
$94.1K - $95.8K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-933- 0.15% |
$96.4K - $98.1K
|
628K
$66.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-940- 8.06% |
$97.1K - $98.8K
|
10.7K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-950- 3.16% |
$98.1K - $99.9K
|
29.1K
$3.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-975- 29.78% |
$101K - $103K
|
2.3K
$243K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-978- 13.08% |
$101K - $103K
|
6.5K
$685K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-978- 24.51% |
$101K - $103K
|
3.01K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.02K- 26.0% |
$105K - $107K
|
2.9K
$306K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.03K- 2.05% |
$107K - $109K
|
49.4K
$5.21M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-1.04K- 8.66% |
$107K - $109K
|
11K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.05K- 29.08% |
$108K - $110K
|
2.55K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.05K- 12.37% |
$108K - $110K
|
7.42K
$783K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.06K- 0.93% |
$110K - $112K
|
113K
$11.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.08K- 7.17% |
$111K - $113K
|
13.9K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-1.14K- 29.72% |
$117K - $119K
|
2.68K
$283K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.15K- 4.62% |
$119K - $121K
|
23.7K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.16K- 6.07% |
$120K - $122K
|
18K
$1.9M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.18K- 37.95% |
$122K - $124K
|
1.93K
$204K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 13.23% |
$123K - $125K
|
7.78K
$821K
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.24K- 4.16% |
$128K - $130K
|
28.6K
$3.01M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 35.67% |
$129K - $132K
|
2.26K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.25K- 11.63% |
$130K - $132K
|
9.52K
$1M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 13.94% |
$132K - $134K
|
7.88K
$831K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.28K- 13.08% |
$132K - $135K
|
8.52K
$898K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 5.53% |
$135K - $137K
|
22.3K
$2.35M
|