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 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1K- 2.42% |
$103K - $104K
|
40.3K
$4.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 1.95% |
$103K - $105K
|
50.4K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.09K- 24.26% |
$112K - $114K
|
3.4K
$359K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 12.06% |
$112K - $114K
|
7.96K
$840K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 17.59% |
$117K - $118K
|
5.32K
$561K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.15K- 14.79% |
$118K - $120K
|
6.61K
$697K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 4.73% |
$118K - $120K
|
23.2K
$2.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.16K- 11.55% |
$120K - $121K
|
8.91K
$940K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.18K- 3.22% |
$122K - $123K
|
35.5K
$3.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 9.58% |
$124K - $126K
|
11.4K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.25K- 27.15% |
$128K - $130K
|
3.34K
$353K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25K- 99.13% |
$128K - $130K
|
11
$1.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.26K- 0.98% |
$129K - $131K
|
127K
$13.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.27K- 24.45% |
$131K - $132K
|
3.93K
$414K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.27K- 6.4% |
$131K - $133K
|
18.6K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.31K- 6.2% |
$135K - $137K
|
19.9K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.32K- 1.35% |
$135K - $137K
|
96.1K
$10.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.32K- 29.3% |
$135K - $137K
|
3.18K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.32K- 16.0% |
$136K - $137K
|
6.92K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.42K- 6.6% |
$146K - $148K
|
20.1K
$2.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-1.44K- 4.69% |
$148K - $150K
|
29.2K
$3.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.44K- 25.51% |
$148K - $150K
|
4.21K
$444K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.45K- 10.07% |
$149K - $151K
|
12.9K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.46K- 2.96% |
$150K - $152K
|
47.9K
$5.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 81.88% |
$151K - $153K
|
324
$34.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.6K- 7.36% |
$164K - $166K
|
20.1K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.6K- 4.59% |
$164K - $167K
|
33.2K
$3.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.6K- 8.25% |
$165K - $167K
|
17.8K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62K- 8.83% |
$166K - $169K
|
16.7K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.62K- 44.94% |
$167K - $169K
|
1.99K
$209K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.62K- 11.54% |
$167K - $169K
|
12.4K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 16.03% |
$167K - $170K
|
8.53K
$900K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.64K- 43.87% |
$168K - $171K
|
2.1K
$221K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.66K- 11.24% |
$171K - $173K
|
13.1K
$1.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.68K- 6.81% |
$173K - $175K
|
23K
$2.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.7K- 26.89% |
$175K - $178K
|
4.63K
$489K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.76K- 20.93% |
$181K - $183K
|
6.65K
$701K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 26.25% |
$181K - $184K
|
4.96K
$523K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.8K- 17.41% |
$185K - $187K
|
8.52K
$899K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-1.84K- 26.29% |
$189K - $191K
|
5.15K
$543K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.87K- 9.77% |
$192K - $195K
|
17.2K
$1.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.88K- 17.29% |
$193K - $196K
|
8.99K
$948K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.94K- 7.88% |
$199K - $202K
|
22.6K
$2.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.97K- 10.01% |
$203K - $205K
|
17.7K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.97K- 6.0% |
$203K - $206K
|
30.9K
$3.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2K- 33.33% |
$206K - $209K
|
4K
$422K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.01K- 34.33% |
$207K - $210K
|
3.85K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.1K- 14.11% |
$216K - $219K
|
12.8K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.1K- 27.91% |
$216K - $219K
|
5.44K
$573K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-2.18K- 10.14% |
$224K - $227K
|
19.3K
$2.04M
|