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
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-374- 12.87% |
$38.5K - $39K
|
2.53K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-375- 7.54% |
$38.6K - $39.1K
|
4.6K
$485K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-384- 1.75% |
$39.5K - $40K
|
21.6K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 7.23% |
$39.6K - $40.1K
|
4.94K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-392- 1.77% |
$40.3K - $40.9K
|
21.7K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-412- 0.4% |
$42.4K - $43K
|
103K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-419- 12.29% |
$43.1K - $43.7K
|
2.99K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-423- 4.27% |
$43.5K - $44.1K
|
9.49K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-435- 14.29% |
$44.7K - $45.4K
|
2.61K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-445- 0.92% |
$45.8K - $46.4K
|
48K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-452- 16.84% |
$46.5K - $47.1K
|
2.23K
$235K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-472- 16.73% |
$48.5K - $49.2K
|
2.35K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-473- 2.32% |
$48.6K - $49.3K
|
19.9K
$2.1M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-479- 13.11% |
$49.3K - $49.9K
|
3.18K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-480- 22.77% |
$49.4K - $50K
|
1.63K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-487- 0.87% |
$50.1K - $50.8K
|
55.7K
$5.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-504- 15.82% |
$51.8K - $52.5K
|
2.68K
$283K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-507- 9.39% |
$52.1K - $52.9K
|
4.89K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-531- 19.87% |
$54.6K - $55.4K
|
2.14K
$226K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-540- 11.39% |
$55.5K - $56.3K
|
4.2K
$443K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-540- 11.39% |
$55.5K - $56.3K
|
4.2K
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-550- 12.93% |
$56.6K - $57.3K
|
3.7K
$391K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-592- 73.91% |
$60.9K - $61.7K
|
209
$22K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-610- 15.7% |
$62.7K - $63.6K
|
3.28K
$345K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-618- 3.71% |
$63.5K - $64.4K
|
16K
$1.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-671- 2.39% |
$69K - $70K
|
27.4K
$2.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-676- 7.89% |
$69.5K - $70.5K
|
7.89K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-680- 8.65% |
$69.9K - $70.9K
|
7.18K
$758K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-694- 10.58% |
$71.4K - $72.4K
|
5.87K
$619K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-698- 21.53% |
$71.8K - $72.8K
|
2.54K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-737- 13.22% |
$75.8K - $76.8K
|
4.84K
$510K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-763- 2.7% |
$78.5K - $79.6K
|
27.5K
$2.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-768- 4.42% |
$79K - $80.1K
|
16.6K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-774- 2.65% |
$79.6K - $80.7K
|
28.5K
$3M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-795- 8.75% |
$81.7K - $82.9K
|
8.29K
$875K
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-808- 6.41% |
$83.1K - $84.2K
|
11.8K
$1.24M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-842- 12.1% |
$86.6K - $87.8K
|
6.12K
$645K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-843- 2.66% |
$86.7K - $87.9K
|
30.9K
$3.26M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-861- 0.31% |
$88.5K - $89.8K
|
278K
$29.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-865- 6.0% |
$88.9K - $90.2K
|
13.6K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-882- 11.28% |
$90.7K - $92K
|
6.94K
$732K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-921- 19.37% |
$94.7K - $96K
|
3.84K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-925- 60.3% |
$95.1K - $96.4K
|
609
$64.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-925- 1.78% |
$95.1K - $96.4K
|
51.2K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-943- 31.67% |
$97K - $98.3K
|
2.04K
$215K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-946- 2.36% |
$97.3K - $98.6K
|
39.1K
$4.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-956- 3.97% |
$98.3K - $99.7K
|
23.1K
$2.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-961- 6.9% |
$98.8K - $100K
|
13K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-972- 10.19% |
$99.9K - $101K
|
8.56K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-993- 10.02% |
$102K - $104K
|
8.92K
$941K
|