Purchases and Sales Made in Q4 2023 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.29M+ 529.78% |
$132M - $136M
|
1.53M
$161M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.05M+ 2823.39% |
$107M - $110M
|
1.08M
$114M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300K+ 46.75% |
$30.7M - $31.6M
|
940K
$99.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
268K+ 310.74% |
$27.5M - $28.3M
|
355K
$37.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
254K+ 30.49% |
$26M - $26.8M
|
1.09M
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
247K+ 12.88% |
$25.4M - $26.1M
|
2.17M
$229M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
237K+ 1417.13% |
$24.3M - $25M
|
253K
$26.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
214KNew |
$21.9M - $22.5M
|
214K
$22.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
173K+ 167.23% |
$17.7M - $18.2M
|
276K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
158K+ 6.84% |
$16.3M - $16.7M
|
2.47M
$261M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
152K+ 4.24% |
$15.6M - $16.1M
|
3.75M
$396M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
151K+ 83.86% |
$15.5M - $15.9M
|
331K
$34.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
131K+ 745.55% |
$13.4M - $13.8M
|
148K
$15.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
129K+ 161.55% |
$13.2M - $13.6M
|
208K
$22M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
119K+ 2108.44% |
$12.2M - $12.5M
|
124K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
118KNew |
$12.1M - $12.4M
|
118K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 3.23% |
$12M - $12.4M
|
3.75M
$396M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
108KNew |
$11.1M - $11.4M
|
108K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
98K+ 174.68% |
$10.1M - $10.3M
|
154K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95K+ 116.68% |
$9.75M - $10M
|
176K
$18.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
86.8K+ 494.75% |
$8.91M - $9.16M
|
104K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
86KNew |
$8.82M - $9.07M
|
86K
$9.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
80.3KNew |
$8.24M - $8.46M
|
80.3K
$8.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
74.3K+ 149.87% |
$7.62M - $7.83M
|
124K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
73.3K+ 822.51% |
$7.52M - $7.73M
|
82.2K
$8.67M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
70.2KNew |
$7.2M - $7.4M
|
70.2K
$7.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70.1K+ 8.2% |
$7.2M - $7.4M
|
925K
$97.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
68.5K+ 25.3% |
$7.03M - $7.22M
|
339K
$35.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
67.9K+ 31.34% |
$6.97M - $7.17M
|
285K
$30M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
66KNew |
$6.77M - $6.96M
|
66K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
65.2K+ 1.33% |
$6.69M - $6.88M
|
4.95M
$523M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
62.5K+ 14.96% |
$6.41M - $6.59M
|
480K
$50.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50.9K+ 7.52% |
$5.23M - $5.37M
|
728K
$76.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48.8K+ 129.92% |
$5.01M - $5.14M
|
86.3K
$9.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
48.1K+ 40.52% |
$4.93M - $5.07M
|
167K
$17.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
45K+ 2144.29% |
$4.62M - $4.75M
|
47.1K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
43.7K+ 59.06% |
$4.48M - $4.6M
|
118K
$12.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
40.9KNew |
$4.19M - $4.31M
|
40.9K
$4.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
40.8KNew |
$4.19M - $4.31M
|
40.8K
$4.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
40.5KNew |
$4.16M - $4.27M
|
40.5K
$4.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
39.6K+ 43.12% |
$4.06M - $4.17M
|
131K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37K+ 0.55% |
$3.79M - $3.9M
|
6.71M
$708M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
36.7K+ 45.87% |
$3.77M - $3.87M
|
117K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
34.7K+ 148.07% |
$3.56M - $3.66M
|
58.1K
$6.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
34.2K+ 125.26% |
$3.51M - $3.6M
|
61.4K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
33.9KNew |
$3.48M - $3.58M
|
33.9K
$3.58M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33.4K+ 12.02% |
$3.43M - $3.52M
|
311K
$32.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
31.6K+ 74.17% |
$3.25M - $3.34M
|
74.3K
$7.83M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
31.6K+ 74.17% |
$3.25M - $3.34M
|
74.3K
$7.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
31.3K+ 155.68% |
$3.21M - $3.3M
|
51.4K
$5.42M
|