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 Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-109- 26.33% |
$11.2K - $11.4K
|
305
$32.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-110- 1.99% |
$11.3K - $11.5K
|
5.42K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-111- 47.03% |
$11.4K - $11.6K
|
125
$13.2K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-118- 4.27% |
$12.1K - $12.3K
|
2.64K
$279K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-123- 2.23% |
$12.6K - $12.8K
|
5.38K
$568K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-126- 0.6% |
$13K - $13.1K
|
21K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-138- 0.28% |
$14.2K - $14.4K
|
49.3K
$5.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-139- 1.21% |
$14.3K - $14.5K
|
11.4K
$1.2M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-147- 0.62% |
$15.1K - $15.3K
|
23.4K
$2.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-151- 3.11% |
$15.5K - $15.7K
|
4.7K
$496K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-155- 6.58% |
$15.9K - $16.2K
|
2.2K
$232K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-155- 3.82% |
$15.9K - $16.2K
|
3.9K
$412K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-155- 25.75% |
$15.9K - $16.2K
|
447
$47.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-156- 75.0% |
$16K - $16.3K
|
52
$5.49K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-161- 0.45% |
$16.6K - $16.8K
|
35.8K
$3.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-166- 5.73% |
$17.1K - $17.3K
|
2.73K
$288K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-179- 2.18% |
$18.4K - $18.7K
|
8.04K
$848K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-179- 2.63% |
$18.4K - $18.7K
|
6.62K
$698K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-183- 4.63% |
$18.8K - $19.1K
|
3.77K
$397K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-186- 1.97% |
$19.1K - $19.4K
|
9.24K
$975K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-186- 0.59% |
$19.1K - $19.4K
|
31.5K
$3.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-193- 8.55% |
$19.8K - $20.1K
|
2.07K
$218K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-194- 1.99% |
$19.9K - $20.2K
|
9.56K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-195- 7.08% |
$20K - $20.3K
|
2.56K
$270K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-200- 0.53% |
$20.6K - $20.9K
|
37.4K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-201- 2.21% |
$20.7K - $21K
|
8.91K
$940K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-208- 3.39% |
$21.4K - $21.7K
|
5.93K
$626K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-213- 8.73% |
$21.9K - $22.2K
|
2.23K
$235K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-232- 1.37% |
$23.9K - $24.2K
|
16.7K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-233- 4.32% |
$24K - $24.3K
|
5.16K
$544K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-235- 8.11% |
$24.2K - $24.5K
|
2.66K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-237- 0.56% |
$24.4K - $24.7K
|
42.2K
$4.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-239- 2.06% |
$24.6K - $24.9K
|
11.3K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-240- 0.37% |
$24.7K - $25K
|
64.7K
$6.83M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-251- 7.16% |
$25.8K - $26.2K
|
3.25K
$343K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-259- 62.86% |
$26.6K - $27K
|
153
$16.1K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-262- 3.26% |
$26.9K - $27.3K
|
7.77K
$820K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-268- 5.17% |
$27.6K - $27.9K
|
4.91K
$518K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-271- 2.66% |
$27.9K - $28.3K
|
9.94K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-286- 2.14% |
$29.4K - $29.8K
|
13.1K
$1.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-288- 3.18% |
$29.6K - $30K
|
8.77K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-289- 4.49% |
$29.7K - $30.1K
|
6.15K
$649K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-292- 2.44% |
$30K - $30.4K
|
11.7K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-297- 3.24% |
$30.5K - $31K
|
8.86K
$934K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-306- 32.31% |
$31.5K - $31.9K
|
641
$67.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-321- 21.29% |
$33K - $33.5K
|
1.19K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-323- 5.73% |
$33.2K - $33.7K
|
5.32K
$561K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-334- 8.82% |
$34.3K - $34.8K
|
3.45K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-350- 14.29% |
$36K - $36.5K
|
2.1K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-351- 4.46% |
$36.1K - $36.6K
|
7.51K
$792K
|