Purchases and Sales Made in Q3 2023 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
832KNew |
$85.6M - $86.8M
|
832K
$87.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
537K+ 516.01% |
$55.2M - $56M
|
641K
$67.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
308K+ 1683.02% |
$31.7M - $32.1M
|
326K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
294K+ 6.39% |
$30.2M - $30.6M
|
4.89M
$516M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
280K+ 17.08% |
$28.8M - $29.2M
|
1.92M
$203M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
271KNew |
$27.8M - $28.2M
|
271K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
256KNew |
$26.3M - $26.7M
|
256K
$27M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
244K+ 1707.78% |
$25.1M - $25.4M
|
258K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223K+ 5290.42% |
$22.9M - $23.2M
|
227K
$23.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
207K+ 2158.53% |
$21.3M - $21.6M
|
217K
$22.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
183KNew |
$18.9M - $19.1M
|
183K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
71.8K+ 19.18% |
$7.38M - $7.48M
|
446K
$47M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
64.8KNew |
$6.66M - $6.76M
|
64.8K
$6.84M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
63.9K+ 114.99% |
$6.57M - $6.66M
|
119K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63.1K+ 65.78% |
$6.49M - $6.58M
|
159K
$16.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
60.8KNew |
$6.25M - $6.33M
|
60.8K
$6.41M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
56.1KNew |
$5.77M - $5.85M
|
56.1K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.6K+ 6.83% |
$5.62M - $5.7M
|
855K
$90.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
50.7K+ 5174.67% |
$5.21M - $5.28M
|
51.6K
$5.45M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
46.7K+ 1646.55% |
$4.8M - $4.87M
|
49.6K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
46.2KNew |
$4.75M - $4.82M
|
46.2K
$4.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
45.6KNew |
$4.69M - $4.76M
|
45.6K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
45.6KNew |
$4.68M - $4.75M
|
45.6K
$4.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42KNew |
$4.32M - $4.38M
|
42K
$4.43M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
37.1K+ 676.01% |
$3.82M - $3.87M
|
42.6K
$4.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
37.1K+ 676.01% |
$3.82M - $3.87M
|
42.6K
$4.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.7K+ 9.8% |
$3.68M - $3.73M
|
400K
$42.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 13.74% |
$3.06M - $3.11M
|
247K
$26M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
28.4KNew |
$2.91M - $2.96M
|
28.4K
$2.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
28.1K+ 872.12% |
$2.89M - $2.93M
|
31.3K
$3.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27.3KNew |
$2.8M - $2.84M
|
27.3K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 2.39% |
$2.8M - $2.84M
|
1.17M
$123M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27K+ 1.18% |
$2.78M - $2.82M
|
2.32M
$244M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2K+ 365.84% |
$2.59M - $2.62M
|
32K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
24.8K+ 727.14% |
$2.55M - $2.59M
|
28.2K
$2.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.1K+ 54.57% |
$2.48M - $2.51M
|
68.3K
$7.21M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
23.7KNew |
$2.43M - $2.47M
|
23.7K
$2.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
22.1K+ 56.13% |
$2.27M - $2.3M
|
61.5K
$6.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.9K+ 124.17% |
$2.25M - $2.28M
|
39.5K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.9KNew |
$2.15M - $2.18M
|
20.9K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
20.9KNew |
$2.14M - $2.17M
|
20.9K
$2.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.2K+ 13.37% |
$2.08M - $2.1M
|
171K
$18.1M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
19.2K+ 6.82% |
$1.98M - $2.01M
|
301K
$31.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
19.1KNew |
$1.96M - $1.99M
|
19.1K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
17.4K+ 55.97% |
$1.79M - $1.81M
|
48.4K
$5.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
17.3KNew |
$1.78M - $1.8M
|
17.3K
$1.82M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
17.2K+ 34.93% |
$1.77M - $1.79M
|
66.4K
$7.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16.5K+ 10.69% |
$1.7M - $1.72M
|
171K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
16K+ 583.08% |
$1.65M - $1.67M
|
18.8K
$1.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
15.4KNew |
$1.58M - $1.61M
|
15.4K
$1.62M
|