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 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.36K+ 27.94% |
$551K - $559K
|
24.5K
$2.59M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.03KNew |
$517K - $524K
|
5.03K
$531K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.99KNew |
$513K - $521K
|
4.99K
$527K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.65K+ 2.66% |
$478K - $485K
|
180K
$19M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.5K+ 33.09% |
$463K - $469K
|
18.1K
$1.91M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.47K+ 21.25% |
$459K - $466K
|
25.5K
$2.69M
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
4.31K+ 6.75% |
$443K - $449K
|
68.1K
$7.18M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.31K+ 8.25% |
$443K - $449K
|
56.5K
$5.96M
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.29K+ 13.37% |
$441K - $447K
|
36.4K
$3.84M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.23K+ 15.98% |
$435K - $441K
|
30.7K
$3.24M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.97K+ 8.12% |
$408K - $413K
|
52.8K
$5.57M
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.96K+ 131.2% |
$407K - $413K
|
6.97K
$736K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.83K+ 1.69% |
$393K - $399K
|
230K
$24.3M
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
BUY
|
- |
3.71K+ 4.87% |
$382K - $387K
|
79.9K
$8.43M
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.62KNew |
$372K - $378K
|
3.62K
$382K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.62KNew |
$372K - $377K
|
3.62K
$382K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.6K+ 10.45% |
$370K - $375K
|
38.1K
$4.01M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.57K+ 128.2% |
$367K - $372K
|
6.35K
$670K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.51K+ 4.41% |
$361K - $366K
|
83K
$8.76M
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.51K+ 1.28% |
$360K - $366K
|
277K
$29.2M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.5K+ 2.44% |
$360K - $365K
|
147K
$15.5M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.46KNew |
$356K - $361K
|
3.46K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.43KNew |
$352K - $357K
|
3.43K
$362K
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.39K+ 45.88% |
$349K - $353K
|
10.8K
$1.14M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.37K+ 58.67% |
$347K - $352K
|
9.13K
$963K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.37K+ 2.74% |
$347K - $351K
|
126K
$13.3M
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.35K+ 4237.97% |
$344K - $349K
|
3.43K
$362K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 90.92% |
$340K - $345K
|
6.94K
$732K
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.29K+ 2.17% |
$338K - $343K
|
155K
$16.3M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.16K+ 86.0% |
$325K - $329K
|
6.83K
$720K
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.12K+ 5.18% |
$320K - $325K
|
63.3K
$6.68M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 10.73% |
$316K - $320K
|
31.7K
$3.35M
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.07KNew |
$316K - $320K
|
3.07K
$324K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.05K+ 2.64% |
$314K - $318K
|
119K
$12.5M
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3KNew |
$308K - $313K
|
3K
$316K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.9K+ 104.24% |
$298K - $303K
|
5.69K
$600K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.9K+ 810.06% |
$298K - $302K
|
3.26K
$344K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.89K+ 56.09% |
$298K - $302K
|
8.05K
$850K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 25.58% |
$292K - $297K
|
14K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 0.6% |
$285K - $289K
|
464K
$49M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.77K+ 5.92% |
$284K - $288K
|
49.4K
$5.21M
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
2.73K+ 48.79% |
$281K - $285K
|
8.33K
$879K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.73KNew |
$280K - $284K
|
2.73K
$287K
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$275K - $279K
|
2.67K
$282K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.66KNew |
$273K - $277K
|
2.66K
$280K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$268K - $272K
|
2.61K
$275K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.47K+ 4.21% |
$254K - $258K
|
61.2K
$6.45M
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.39K+ 85.43% |
$245K - $249K
|
5.18K
$546K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.29KNew |
$236K - $239K
|
2.29K
$242K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.25K+ 90.16% |
$232K - $235K
|
4.75K
$501K
|