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 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
19+ 0.54% |
$1.95K - $1.98K
|
3.51K
$371K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
15+ 0.74% |
$1.54K - $1.56K
|
2.05K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14+ 0.47% |
$1.44K - $1.46K
|
2.97K
$314K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13+ 0.34% |
$1.34K - $1.36K
|
3.79K
$400K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.6% |
$1.23K - $1.25K
|
2.02K
$213K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.49% |
$1.13K - $1.15K
|
2.24K
$236K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$1.13K - $1.15K
|
12.4K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 0.02% |
$1.03K - $1.04K
|
61K
$6.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
7+ 0.3% |
$720 - $730
|
2.34K
$247K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
7+ 3.5% |
$720 - $730
|
207
$21.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7+ 0.19% |
$720 - $730
|
3.71K
$391K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.14% |
$514 - $521
|
3.52K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5+ 0.25% |
$514 - $521
|
2.04K
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
4New |
$411 - $417
|
4
$422
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.04% |
$411 - $417
|
9.15K
$965K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$308 - $313
|
21.9K
$2.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.39% |
$308 - $313
|
774
$81.6K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 2.08% |
$206 - $209
|
98
$10.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.27% |
$103 - $104
|
80
$8.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4- 0.19% |
$411 - $417
|
2.07K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.22% |
$514 - $521
|
2.23K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-5- 0.18% |
$514 - $521
|
2.7K
$285K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.08% |
$617 - $626
|
7.68K
$810K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7- 1.16% |
$720 - $730
|
594
$62.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-9- 0.16% |
$925 - $938
|
5.73K
$604K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-10- 1.8% |
$1.03K - $1.04K
|
547
$57.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-11- 0.18% |
$1.13K - $1.15K
|
5.99K
$631K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-11- 0.05% |
$1.13K - $1.15K
|
21.4K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-13- 0.67% |
$1.34K - $1.36K
|
1.93K
$204K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-14- 0.15% |
$1.44K - $1.46K
|
9.47K
$999K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-16- 0.06% |
$1.65K - $1.67K
|
28.7K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.56% |
$2.47K - $2.5K
|
4.28K
$451K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-29- 1.35% |
$2.98K - $3.02K
|
2.12K
$223K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-29- 1.36% |
$2.98K - $3.02K
|
2.1K
$221K
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-30- 0.45% |
$3.08K - $3.13K
|
6.64K
$701K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-39- 0.63% |
$4.01K - $4.07K
|
6.16K
$649K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 13.19% |
$5.14K - $5.21K
|
329
$34.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 0.12% |
$5.14K - $5.21K
|
42K
$4.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-55- 0.24% |
$5.66K - $5.73K
|
23K
$2.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-55- 2.39% |
$5.66K - $5.73K
|
2.25K
$237K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 5.98% |
$5.66K - $5.73K
|
865
$91.2K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-62- 2.17% |
$6.37K - $6.46K
|
2.79K
$294K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-63- 0.5% |
$6.48K - $6.57K
|
12.5K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-65- 0.5% |
$6.68K - $6.78K
|
12.9K
$1.37M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-66- 2.61% |
$6.79K - $6.88K
|
2.46K
$259K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-70- 3.37% |
$7.2K - $7.3K
|
2.01K
$212K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-73- 31.06% |
$7.51K - $7.61K
|
162
$17.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-89- 4.88% |
$9.15K - $9.28K
|
1.73K
$183K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-100- 2.42% |
$10.3K - $10.4K
|
4.03K
$425K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-106- 7.48% |
$10.9K - $11.1K
|
1.31K
$138K
|