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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-23K- 82.64% |
$2.36M - $2.39M
|
4.82K
$509K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-23.1K- 59.18% |
$2.37M - $2.41M
|
15.9K
$1.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.7K- 80.43% |
$2.54M - $2.58M
|
6.02K
$635K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.1K- 16.16% |
$2.58M - $2.62M
|
130K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26.2K- 10.43% |
$2.69M - $2.73M
|
225K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26.4K- 44.92% |
$2.72M - $2.76M
|
32.4K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-28.3K- 89.79% |
$2.91M - $2.95M
|
3.22K
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-32K- 29.56% |
$3.29M - $3.34M
|
76.3K
$8.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-33K- 16.73% |
$3.39M - $3.44M
|
164K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-33K- 5.94% |
$3.39M - $3.44M
|
522K
$55.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-33K- 2.11% |
$3.4M - $3.44M
|
1.53M
$162M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.5K- 4.13% |
$3.86M - $3.91M
|
871K
$91.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-37.9K- 35.47% |
$3.9M - $3.95M
|
68.9K
$7.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-44.7K- 32.51% |
$4.6M - $4.66M
|
92.8K
$9.79M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-45.6K- 45.63% |
$4.69M - $4.76M
|
54.4K
$5.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-51.5K- 85.67% |
$5.29M - $5.36M
|
8.6K
$908K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-59.5K- 92.95% |
$6.12M - $6.21M
|
4.51K
$476K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-65.4K- 54.08% |
$6.73M - $6.82M
|
55.6K
$5.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-67.3K- 37.76% |
$6.92M - $7.02M
|
111K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.8K- 27.77% |
$7.48M - $7.59M
|
189K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-76.6K- 78.85% |
$7.87M - $7.98M
|
20.5K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82.3K- 12.0% |
$8.46M - $8.58M
|
603K
$63.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-88.3K- 63.48% |
$9.08M - $9.2M
|
50.8K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-98.1K- 6.28% |
$10.1M - $10.2M
|
1.46M
$154M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-111K- 26.74% |
$11.4M - $11.5M
|
303K
$32M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-112K- 92.21% |
$11.6M - $11.7M
|
9.5K
$1M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-135K- 56.66% |
$13.9M - $14.1M
|
103K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-140K- 24.24% |
$14.4M - $14.6M
|
439K
$46.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-144K- 2.13% |
$14.8M - $15M
|
6.61M
$697M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-151K- 45.61% |
$15.5M - $15.7M
|
180K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-161K- 22.43% |
$16.6M - $16.8M
|
557K
$58.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-167K- 16.76% |
$17.2M - $17.4M
|
830K
$87.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-168K- 53.26% |
$17.3M - $17.5M
|
148K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-184K- 21.02% |
$18.9M - $19.1M
|
690K
$72.8M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-190K- 38.68% |
$19.5M - $19.8M
|
301K
$31.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-202K- 17.4% |
$20.8M - $21.1M
|
960K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-235K- 93.36% |
$24.1M - $24.5M
|
16.7K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-248K- 72.98% |
$25.5M - $25.8M
|
91.8K
$9.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-572K- 97.13% |
$58.8M - $59.6M
|
16.9K
$1.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-599K- 98.08% |
$61.6M - $62.4M
|
11.7K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.95M- 92.38% |
$303M - $307M
|
243K
$25.6M
|