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 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.31K- 30.49% |
$134K - $138K
|
2.98K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.32K- 76.3% |
$136K - $140K
|
411
$43.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.35K- 2.91% |
$138K - $142K
|
44.9K
$4.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.41K- 33.37% |
$144K - $148K
|
2.81K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.46K- 22.76% |
$149K - $154K
|
4.94K
$521K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.5K- 4.84% |
$154K - $158K
|
29.4K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.53K- 2.74% |
$157K - $161K
|
54.2K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.54K- 9.63% |
$158K - $162K
|
14.4K
$1.52M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.56K- 16.48% |
$160K - $164K
|
7.88K
$831K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.56K- 23.58% |
$160K - $164K
|
5.05K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.57K- 4.3% |
$161K - $166K
|
34.9K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.66K- 33.98% |
$170K - $175K
|
3.22K
$339K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.66K- 45.44% |
$170K - $175K
|
1.99K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.68K- 14.9% |
$173K - $177K
|
9.61K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 8.2% |
$173K - $178K
|
18.9K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.7K- 61.66% |
$174K - $179K
|
1.05K
$111K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 10.84% |
$179K - $184K
|
14.3K
$1.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.79K- 12.25% |
$183K - $188K
|
12.8K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.82K- 33.7% |
$187K - $192K
|
3.58K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.87K- 12.14% |
$192K - $197K
|
13.5K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.88K- 36.84% |
$193K - $199K
|
3.23K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.93K- 0.84% |
$198K - $204K
|
228K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.94K- 41.36% |
$199K - $204K
|
2.75K
$290K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.97K- 6.37% |
$202K - $208K
|
28.9K
$3.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2K- 4.97% |
$205K - $211K
|
38.3K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2K- 26.67% |
$205K - $211K
|
5.5K
$580K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.04K- 21.43% |
$209K - $215K
|
7.46K
$787K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.04K- 3.14% |
$209K - $215K
|
62.7K
$6.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.07K- 8.92% |
$212K - $218K
|
21.1K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.22K- 2.07% |
$228K - $234K
|
105K
$11.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.29K- 32.96% |
$235K - $241K
|
4.65K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.3K- 15.16% |
$236K - $242K
|
12.8K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.44K- 43.5% |
$250K - $257K
|
3.17K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.44K- 49.81% |
$251K - $258K
|
2.46K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.51K- 39.13% |
$258K - $265K
|
3.91K
$412K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.52K- 5.17% |
$259K - $266K
|
46.2K
$4.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.53K- 5.6% |
$259K - $267K
|
42.6K
$4.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.55K- 43.36% |
$261K - $269K
|
3.33K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.55K- 21.78% |
$261K - $269K
|
9.15K
$965K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.57K- 42.02% |
$264K - $271K
|
3.55K
$374K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.59K- 3.32% |
$266K - $273K
|
75.5K
$7.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.63K- 8.34% |
$269K - $277K
|
28.8K
$3.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.69K- 10.86% |
$276K - $284K
|
22.1K
$2.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.7K- 35.68% |
$277K - $284K
|
4.86K
$513K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.7K- 26.4% |
$277K - $285K
|
7.53K
$794K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-2.77K- 23.52% |
$285K - $293K
|
9.02K
$951K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.81K- 7.83% |
$288K - $296K
|
33K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.89K- 33.66% |
$297K - $305K
|
5.71K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.9K- 89.01% |
$298K - $306K
|
358
$37.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.08K- 23.5% |
$316K - $325K
|
10K
$1.06M
|