Purchases and Sales Made in Q2 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 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
Chesley Taft & Associates LLC

BUY
 -
250
+ 0.89%
$25.8K - $26.3K
28.4K $3M
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
243
+ 3.71%
$25.1K - $25.5K
6.8K $717K
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
240
+ 9.55%
$24.8K - $25.2K
2.75K $291K
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
215
+ 6.5%
$22.2K - $22.6K
3.53K $372K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
212
+ 0.73%
$21.9K - $22.3K
29.2K $3.09M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
211
+ 10.91%
$21.8K - $22.2K
2.15K $226K
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
208
New
$21.5K - $21.8K
208 $21.9K
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
207
+ 0.65%
$21.4K - $21.7K
32.3K $3.4M
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
200
+ 2.31%
$20.6K - $21K
8.84K $933K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
197
+ 17.46%
$20.3K - $20.7K
1.33K $140K
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
157
+ 8.06%
$16.2K - $16.5K
2.11K $222K
Jul 10, 2023 Q2 2023
Trust CO

BUY
 -
149
+ 8.24%
$15.4K - $15.6K
1.96K $206K
Aug 08, 2023 Q2 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
134
+ 0.43%
$13.8K - $14.1K
31.6K $3.33M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
116
+ 1.52%
$12K - $12.2K
7.76K $819K
Jul 13, 2023 Q2 2023
Iam Advisory, LLC

BUY
 -
111
+ 1.3%
$11.5K - $11.7K
8.68K $916K
Aug 23, 2023 Q2 2023
Tnf LLC

BUY
 -
109
+ 1.59%
$11.3K - $11.4K
6.98K $736K
Jul 20, 2023 Q2 2023
Lockerman Financial Group, Inc.

BUY
 -
107
+ 3.58%
$11K - $11.2K
3.1K $327K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
100
+ 1.02%
$10.3K - $10.5K
9.91K $1.04M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
95
+ 13.57%
$9.81K - $9.98K
795 $83.9K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
88
New
$9.09K - $9.24K
88 $9.28K
Jul 13, 2023 Q2 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
88
+ 3.83%
$9.09K - $9.24K
2.39K $252K
Jul 19, 2023 Q2 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
85
+ 1.96%
$8.78K - $8.93K
4.42K $466K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
81
+ 0.71%
$8.36K - $8.51K
11.5K $1.21M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
80
New
$8.26K - $8.4K
80 $8.44K
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
80
+ 1.72%
$8.26K - $8.4K
4.73K $499K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
78
New
$8.05K - $8.19K
78 $8.23K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
66
+ 2.39%
$6.81K - $6.93K
2.82K $298K
Jul 13, 2023 Q2 2023
Olio Financial Planning

BUY
 -
65
+ 3.03%
$6.71K - $6.83K
2.21K $233K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
55
+ 2.45%
$5.68K - $5.78K
2.3K $243K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
47
+ 34.06%
$4.85K - $4.94K
185 $19.5K
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
45
+ 0.55%
$4.65K - $4.73K
8.24K $869K
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
40
+ 0.9%
$4.13K - $4.2K
4.49K $474K
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

BUY
 -
37
+ 0.23%
$3.82K - $3.89K
15.9K $1.68M
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
32
+ 0.41%
$3.3K - $3.36K
7.82K $825K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
31
+ 281.82%
$3.2K - $3.26K
42 $4.43K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
28
+ 0.4%
$2.89K - $2.94K
6.96K $734K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
28
New
$2.89K - $2.94K
28 $2.95K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
26
New
$2.68K - $2.73K
26 $2.74K
Aug 10, 2023 Q2 2023
Tag Stone Capital, Inc.

BUY
 -
23
+ 0.4%
$2.37K - $2.42K
5.73K $605K
Aug 02, 2023 Q2 2023
Jacobsen Capital Management

BUY
 -
20
+ 0.42%
$2.06K - $2.1K
4.84K $510K
Jul 24, 2023 Q2 2023
De Dora Capital, Inc.

BUY
 -
19
+ 0.55%
$1.96K - $2K
3.5K $370K
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
19
+ 0.12%
$1.96K - $2K
16.1K $1.7M
Jul 13, 2023 Q2 2023
Riversedge Advisors, LLC

BUY
 -
16
+ 0.33%
$1.65K - $1.68K
4.85K $512K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
15
+ 107.14%
$1.55K - $1.58K
29 $3.06K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
13
+ 15.66%
$1.34K - $1.37K
96 $10.1K
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
13
+ 0.56%
$1.34K - $1.37K
2.33K $246K
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
11
+ 0.37%
$1.14K - $1.16K
2.96K $312K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
11
+ 0.29%
$1.14K - $1.16K
3.78K $399K
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
10
+ 0.11%
$1.03K - $1.05K
9.06K $956K

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