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 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
831+ 6.5% |
$85.8K - $87.3K
|
13.6K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
810+ 15.17% |
$83.6K - $85.1K
|
6.15K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
810+ 2.43% |
$83.6K - $85.1K
|
34.2K
$3.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
788+ 1.89% |
$81.4K - $82.7K
|
42.5K
$4.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
786+ 64.91% |
$81.1K - $82.5K
|
2K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
771New |
$79.6K - $81K
|
771
$81.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
770+ 9.23% |
$79.5K - $80.9K
|
9.11K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
740+ 26.45% |
$76.4K - $77.7K
|
3.54K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
725+ 2.12% |
$74.8K - $76.1K
|
35K
$3.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
723+ 8.15% |
$74.6K - $75.9K
|
9.6K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
692+ 13.68% |
$71.4K - $72.7K
|
5.75K
$607K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
657+ 17.22% |
$67.8K - $69K
|
4.47K
$472K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
653+ 2.7% |
$67.4K - $68.6K
|
24.8K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
651+ 13.05% |
$67.2K - $68.4K
|
5.64K
$595K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
637New |
$65.8K - $66.9K
|
637
$67.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
623+ 26.45% |
$64.3K - $65.4K
|
2.98K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
622+ 5.67% |
$64.2K - $65.3K
|
11.6K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
586+ 4.36% |
$60.5K - $61.5K
|
14K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
584+ 16.69% |
$60.3K - $61.3K
|
4.08K
$431K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
567+ 9.82% |
$58.5K - $59.5K
|
6.34K
$669K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
564+ 1.18% |
$58.2K - $59.2K
|
48.5K
$5.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
544+ 17.59% |
$56.2K - $57.1K
|
3.64K
$384K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
539+ 12.8% |
$55.6K - $56.6K
|
4.75K
$501K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
509+ 1.97% |
$52.5K - $53.4K
|
26.3K
$2.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
508+ 2.14% |
$52.4K - $53.3K
|
24.2K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
508+ 6.19% |
$52.4K - $53.3K
|
8.72K
$920K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
491+ 2.08% |
$50.7K - $51.6K
|
24.1K
$2.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
478+ 9.85% |
$49.3K - $50.2K
|
5.33K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
462+ 2.23% |
$47.7K - $48.5K
|
21.2K
$2.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
458New |
$47.3K - $48.1K
|
458
$48.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
451+ 2.81% |
$46.6K - $47.4K
|
16.5K
$1.74M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
450New |
$46.5K - $47.3K
|
450
$47.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
446+ 4.63% |
$46K - $46.8K
|
10.1K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
414New |
$42.7K - $43.5K
|
414
$43.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
407+ 4.65% |
$42K - $42.7K
|
9.15K
$966K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
405+ 0.42% |
$41.8K - $42.5K
|
97.4K
$10.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
392+ 10.45% |
$40.5K - $41.2K
|
4.14K
$437K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
388+ 15.04% |
$40.1K - $40.7K
|
2.97K
$313K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
375+ 7.74% |
$38.7K - $39.4K
|
5.22K
$551K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
369+ 3.89% |
$38.1K - $38.7K
|
9.85K
$1.04M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
369+ 3.89% |
$38.1K - $38.7K
|
9.85K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
354+ 6.49% |
$36.5K - $37.2K
|
5.81K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
352+ 4.99% |
$36.3K - $37K
|
7.4K
$781K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351+ 9.75% |
$36.2K - $36.9K
|
3.95K
$417K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
344+ 4.57% |
$35.5K - $36.1K
|
7.86K
$830K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
338+ 1.89% |
$34.9K - $35.5K
|
18.2K
$1.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
335+ 0.69% |
$34.6K - $35.2K
|
49.2K
$5.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
272+ 9.91% |
$28.1K - $28.6K
|
3.02K
$318K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
271+ 3.41% |
$28K - $28.5K
|
8.21K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
266+ 2.8% |
$27.5K - $27.9K
|
9.77K
$1.03M
|