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 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.23K- 15.5% |
$229K - $233K
|
12.2K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.41K- 38.89% |
$247K - $251K
|
3.78K
$399K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.46K- 7.21% |
$253K - $256K
|
31.6K
$3.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.53K- 10.46% |
$260K - $264K
|
21.7K
$2.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.54K- 50.42% |
$261K - $265K
|
2.5K
$264K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.67K- 7.81% |
$274K - $278K
|
31.5K
$3.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.74K- 25.68% |
$282K - $285K
|
7.92K
$836K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.76K- 3.97% |
$284K - $288K
|
66.8K
$7.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 3.92% |
$285K - $288K
|
67.8K
$7.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.79K- 37.19% |
$287K - $291K
|
4.71K
$497K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.85K- 32.17% |
$293K - $297K
|
6K
$633K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.9K- 3.03% |
$298K - $302K
|
92.7K
$9.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.91K- 8.21% |
$299K - $303K
|
32.5K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.99K- 4.69% |
$307K - $311K
|
60.7K
$6.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.02K- 41.33% |
$311K - $315K
|
4.29K
$453K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3.03K- 4.92% |
$311K - $316K
|
58.6K
$6.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.03K- 8.86% |
$312K - $316K
|
31.2K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.05K- 17.32% |
$314K - $318K
|
14.6K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.06K- 39.45% |
$315K - $319K
|
4.7K
$496K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 15.56% |
$322K - $326K
|
17K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.19K- 46.56% |
$327K - $332K
|
3.66K
$386K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.2K- 69.16% |
$329K - $334K
|
1.43K
$151K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.21K- 0.76% |
$330K - $335K
|
418K
$44.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.22K- 6.66% |
$331K - $336K
|
45.1K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.33K- 2.29% |
$342K - $347K
|
142K
$15M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.33K- 30.9% |
$342K - $347K
|
7.45K
$786K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.4K- 60.47% |
$350K - $355K
|
2.23K
$235K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 7.3% |
$359K - $364K
|
44.3K
$4.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.58K- 6.31% |
$368K - $373K
|
53.1K
$5.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.7K- 30.07% |
$380K - $385K
|
8.6K
$907K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.82K- 5.58% |
$393K - $399K
|
64.7K
$6.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.85K- 11.28% |
$396K - $402K
|
30.3K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.87K- 21.43% |
$398K - $404K
|
14.2K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.9K- 43.36% |
$401K - $407K
|
5.1K
$537K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.94K- 6.96% |
$405K - $411K
|
52.6K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4K- 9.64% |
$411K - $417K
|
37.5K
$3.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4K- 40.0% |
$411K - $417K
|
6K
$633K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4.01K- 16.82% |
$412K - $418K
|
19.8K
$2.09M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.08K- 28.46% |
$420K - $426K
|
10.3K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.34K- 29.36% |
$446K - $452K
|
10.4K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.35K- 1.86% |
$447K - $454K
|
230K
$24.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.37K- 38.28% |
$449K - $455K
|
7.04K
$742K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.8K- 3.81% |
$493K - $500K
|
121K
$12.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-4.81K- 1.8% |
$495K - $502K
|
263K
$27.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.92K- 4.81% |
$505K - $512K
|
97.3K
$10.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-5.04K- 1.7% |
$518K - $525K
|
291K
$30.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-5.14K- 9.99% |
$529K - $536K
|
46.3K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.41K- 1.91% |
$556K - $564K
|
278K
$29.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.43K- 29.28% |
$558K - $566K
|
13.1K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.67K- 16.2% |
$583K - $591K
|
29.3K
$3.09M
|