Purchases and Sales Made in Q3 2023 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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 03, 2023 Q3 2023
Compass Financial Group, Inc.

BUY
 -
1.02K
+ 5.03%
$105K - $106K
21.3K $2.25M
Oct 10, 2023 Q3 2023
Boltwood Capital Management

BUY
 -
1.01K
+ 5.75%
$104K - $105K
18.5K $1.95M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1K
+ 27.95%
$103K - $105K
4.59K $484K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
996
+ 1.92%
$102K - $104K
52.9K $5.58M
Oct 30, 2023 Q3 2023
Ackerman Capital Advisors, LLC

BUY
 -
991
+ 5.99%
$102K - $103K
17.5K $1.85M
Nov 15, 2023 Q3 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
970
+ 7.54%
$99.7K - $101K
13.8K $1.46M
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
960
+ 3.65%
$98.7K - $100K
27.2K $2.87M
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
960
+ 9.82%
$98.7K - $100K
10.7K $1.13M
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
952
+ 15.48%
$97.9K - $99.3K
7.1K $749K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
946
+ 31.87%
$97.3K - $98.6K
3.91K $413K
Oct 16, 2023 Q3 2023
One Advisory Partners, LLC

BUY
 -
853
+ 9.28%
$87.7K - $88.9K
10K $1.06M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
791
+ 19.37%
$81.3K - $82.5K
4.87K $514K
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
781
+ 14.95%
$80.3K - $81.4K
6K $633K
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
778
+ 3.14%
$80K - $81.1K
25.6K $2.7M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
775
+ 2.38%
$79.7K - $80.8K
33.3K $3.51M
Nov 14, 2023 Q3 2023
Brandywine Oak Private Wealth LLC

BUY
 -
763
+ 0.61%
$78.5K - $79.6K
125K $13.2M
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
763
+ 24.39%
$78.5K - $79.6K
3.89K $410K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
754
+ 1.12%
$77.5K - $78.6K
68.2K $7.19M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
744
+ 3.11%
$76.5K - $77.6K
24.7K $2.61M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
723
+ 12.45%
$74.3K - $75.4K
6.53K $689K
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
723
+ 7.66%
$74.3K - $75.4K
10.2K $1.07M
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
716
+ 12.56%
$73.6K - $74.7K
6.42K $677K
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
684
+ 2.84%
$70.3K - $71.3K
24.8K $2.62M
Jan 18, 2024 Q3 2023
Flc Capital Advisors

BUY
 -
672
+ 6.42%
$69.1K - $70.1K
11.1K $1.18M
Oct 25, 2023 Q3 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
647
+ 27.11%
$66.5K - $67.5K
3.03K $320K
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
642
+ 4.41%
$66K - $66.9K
15.2K $1.6M
Oct 19, 2023 Q3 2023
Intergy Private Wealth, LLC

BUY
 -
640
+ 3.02%
$65.8K - $66.7K
21.8K $2.3M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
613
+ 46.26%
$63K - $63.9K
1.94K $204K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
594
New
$61.1K - $61.9K
594 $62.7K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
593
+ 293.56%
$61K - $61.8K
795 $83.9K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
586
+ 19.31%
$60.3K - $61.1K
3.62K $382K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
578
+ 2.52%
$59.4K - $60.3K
23.5K $2.48M
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
545
+ 27.29%
$56K - $56.8K
2.54K $268K
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
528
+ 9.85%
$54.3K - $55K
5.89K $621K
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
502
+ 3.71%
$51.6K - $52.3K
14K $1.48M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
496
+ 3.05%
$51K - $51.7K
16.8K $1.77M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
492
+ 11.9%
$50.6K - $51.3K
4.63K $488K
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
485
+ 13.76%
$49.9K - $50.6K
4.01K $423K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
468
+ 40.0%
$48.1K - $48.8K
1.64K $173K
Oct 24, 2023 Q3 2023
Apexium Financial, LP

BUY
 -
437
+ 2.81%
$44.9K - $45.6K
16K $1.69M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
435
+ 9.73%
$44.7K - $45.4K
4.91K $518K
Oct 18, 2023 Q3 2023
Brand Asset Management Group, Inc.

BUY
 -
434
+ 3.31%
$44.6K - $45.2K
13.6K $1.43M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
425
+ 1.49%
$43.7K - $44.3K
28.9K $3.04M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
421
+ 3.46%
$43.3K - $43.9K
12.6K $1.33M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
407
+ 3.95%
$41.8K - $42.4K
10.7K $1.13M
Nov 09, 2023 Q3 2023
Rinkey Investments

San Diego, CA
BUY
 -
392
+ 11.08%
$40.3K - $40.9K
3.93K $415K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
387
+ 151.76%
$39.8K - $40.3K
642 $67.7K
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
324
+ 16.56%
$33.3K - $33.8K
2.28K $241K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
313
New
$32.2K - $32.6K
313 $33K

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