Purchases and Sales Made in Q2 2023 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.4K+ 20.49% |
$1.28M - $1.3M
|
73K
$7.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.9K+ 37.53% |
$1.23M - $1.25M
|
43.6K
$4.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.7K+ 426.55% |
$1.21M - $1.23M
|
14.5K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.5K+ 129.19% |
$1.18M - $1.2M
|
20.4K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
11K+ 26.8% |
$1.13M - $1.15M
|
51.8K
$5.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.8K+ 420.96% |
$1.12M - $1.14M
|
13.4K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
9.76KNew |
$1.01M - $1.02M
|
9.76K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.53K+ 56.27% |
$984K - $1M
|
26.5K
$2.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9.28K+ 24.69% |
$958K - $974K
|
46.9K
$4.94M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.82K+ 85.78% |
$911K - $926K
|
19.1K
$2.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
8.73K+ 68.29% |
$901K - $916K
|
21.5K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.29K+ 9.13% |
$856K - $871K
|
99.1K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.12K+ 1.97% |
$838K - $852K
|
421K
$44.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.99K+ 14.42% |
$825K - $839K
|
63.4K
$6.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
7.64K+ 96.26% |
$789K - $802K
|
15.6K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.58K+ 102.81% |
$783K - $796K
|
15K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.55K+ 14.77% |
$779K - $792K
|
58.7K
$6.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.44K+ 14.53% |
$769K - $782K
|
58.7K
$6.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.4K+ 60.42% |
$764K - $777K
|
19.7K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.39KNew |
$763K - $776K
|
7.39K
$780K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.39KNew |
$763K - $776K
|
7.39K
$779K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.31K+ 12.3% |
$755K - $768K
|
66.8K
$7.04M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.26K+ 64.35% |
$750K - $762K
|
18.5K
$1.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.24KNew |
$747K - $760K
|
7.24K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
6.95K+ 0.6% |
$718K - $730K
|
1.16M
$123M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.88KNew |
$710K - $722K
|
6.88K
$726K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.7K+ 5.76% |
$691K - $703K
|
123K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.58K+ 25.34% |
$679K - $690K
|
32.5K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.44KNew |
$665K - $676K
|
6.44K
$679K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.24KNew |
$644K - $655K
|
6.24K
$658K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
6.22K+ 6.4% |
$642K - $653K
|
103K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.15K+ 10.69% |
$635K - $646K
|
63.7K
$6.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.06K+ 28.95% |
$625K - $636K
|
27K
$2.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.91K+ 15.43% |
$610K - $620K
|
44.2K
$4.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.57K+ 0.36% |
$575K - $585K
|
1.56M
$165M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5.54K+ 444.7% |
$572K - $582K
|
6.79K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.52KNew |
$570K - $579K
|
5.52K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.09K+ 40.6% |
$525K - $534K
|
17.6K
$1.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.08K+ 11.61% |
$525K - $534K
|
48.9K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.89K+ 106.4% |
$505K - $513K
|
9.48K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.58K+ 10.57% |
$473K - $481K
|
47.9K
$5.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
4.41K+ 1.51% |
$455K - $463K
|
296K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.38K+ 67.26% |
$452K - $459K
|
10.9K
$1.15M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.29KNew |
$443K - $451K
|
4.29K
$453K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.25KNew |
$439K - $447K
|
4.25K
$449K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$406K - $413K
|
3.94K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.93K+ 4.1% |
$406K - $413K
|
99.9K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.74K+ 26.12% |
$386K - $393K
|
18.1K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.74KNew |
$386K - $392K
|
3.74K
$394K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.7K+ 11.45% |
$382K - $388K
|
36K
$3.8M
|