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 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.09K- 3.33% |
$317K - $326K
|
89.7K
$9.46M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.11K- 3.02% |
$319K - $328K
|
99.9K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.12K- 6.09% |
$320K - $329K
|
48K
$5.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.16K- 22.22% |
$324K - $333K
|
11.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 8.05% |
$326K - $335K
|
36.3K
$3.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 41.72% |
$329K - $338K
|
4.48K
$472K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3.21K- 58.99% |
$329K - $338K
|
2.23K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.4K- 3.15% |
$349K - $359K
|
105K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.44K- 48.37% |
$353K - $362K
|
3.67K
$387K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.45K- 37.85% |
$354K - $364K
|
5.67K
$598K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.55K- 42.87% |
$365K - $375K
|
4.74K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.77K- 7.87% |
$386K - $397K
|
44.1K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3.93K- 44.1% |
$403K - $414K
|
4.98K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.01K- 33.2% |
$412K - $423K
|
8.07K
$852K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.04K- 10.8% |
$415K - $426K
|
33.4K
$3.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.05K- 67.44% |
$416K - $427K
|
1.96K
$206K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.06K- 58.21% |
$417K - $428K
|
2.92K
$308K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-4.07K- 8.47% |
$418K - $430K
|
44K
$4.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.13K- 60.85% |
$424K - $436K
|
2.66K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-4.26K- 20.33% |
$437K - $450K
|
16.7K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.34K- 36.53% |
$446K - $458K
|
7.55K
$796K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.35K- 2.65% |
$446K - $459K
|
160K
$16.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.4K- 46.62% |
$452K - $464K
|
5.04K
$532K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-4.55K- 36.62% |
$467K - $480K
|
7.88K
$831K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.61K- 15.71% |
$473K - $486K
|
24.7K
$2.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.62K- 44.18% |
$475K - $488K
|
5.84K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.69K- 54.98% |
$481K - $495K
|
3.84K
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5K- 16.8% |
$513K - $527K
|
24.8K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-5.15K- 17.76% |
$529K - $543K
|
23.9K
$2.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.28K- 22.92% |
$542K - $557K
|
17.8K
$1.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.29K- 22.81% |
$543K - $558K
|
17.9K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-5.3K- 5.52% |
$544K - $559K
|
90.8K
$9.58M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.38K- 91.75% |
$553K - $568K
|
484
$51.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.44K- 12.97% |
$558K - $574K
|
36.5K
$3.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.46K- 61.69% |
$561K - $576K
|
3.39K
$358K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.5K- 29.89% |
$565K - $580K
|
12.9K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.55K- 7.16% |
$569K - $585K
|
71.9K
$7.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.59K- 23.93% |
$573K - $589K
|
17.8K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.84K- 20.36% |
$599K - $616K
|
22.8K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.96K- 12.3% |
$612K - $628K
|
42.5K
$4.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.11K- 10.38% |
$627K - $644K
|
52.8K
$5.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-6.18K- 7.99% |
$634K - $652K
|
71.1K
$7.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-6.22K- 31.45% |
$638K - $656K
|
13.6K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.25K- 0.82% |
$641K - $659K
|
752K
$79.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.32K- 10.36% |
$649K - $667K
|
54.7K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.33K- 22.79% |
$650K - $668K
|
21.5K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-6.39K- 4.35% |
$656K - $674K
|
140K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.43K- 19.8% |
$660K - $678K
|
26K
$2.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.43K- 27.75% |
$660K - $678K
|
16.7K
$1.77M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.44K- 64.1% |
$661K - $679K
|
3.61K
$380K
|