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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-6.51K- 10.62% |
$668K - $687K
|
54.8K
$5.78M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.74K- 21.95% |
$692K - $711K
|
24K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6.96K- 40.34% |
$714K - $733K
|
10.3K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-6.96K- 49.17% |
$714K - $734K
|
7.19K
$759K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-7.42K- 56.67% |
$762K - $783K
|
5.68K
$599K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.58K- 94.8% |
$778K - $800K
|
416
$43.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.74K- 35.65% |
$794K - $816K
|
14K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7.76K- 50.0% |
$797K - $819K
|
7.76K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.79K- 17.09% |
$799K - $821K
|
37.8K
$3.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-7.83K- 16.91% |
$804K - $826K
|
38.5K
$4.06M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.86K- 56.8% |
$806K - $829K
|
5.98K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.01K- 0.97% |
$822K - $845K
|
822K
$86.7M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-8.06K- 84.82% |
$827K - $850K
|
1.44K
$152K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.44K- 98.13% |
$866K - $890K
|
161
$17K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.64K- 38.15% |
$886K - $911K
|
14K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.83K- 42.24% |
$906K - $931K
|
12.1K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-8.86K- 41.33% |
$910K - $935K
|
12.6K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-8.99K- 40.75% |
$922K - $948K
|
13.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.03K- 13.52% |
$926K - $952K
|
57.8K
$6.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-9.27K- 13.45% |
$951K - $978K
|
59.6K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.76K- 29.39% |
$1M - $1.03M
|
23.5K
$2.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-9.91K- 18.66% |
$1.02M - $1.04M
|
43.2K
$4.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-9.93K- 16.96% |
$1.02M - $1.05M
|
48.6K
$5.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.2K- 60.34% |
$1.05M - $1.08M
|
6.71K
$708K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.7K- 20.29% |
$1.1M - $1.13M
|
42K
$4.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 9.68% |
$1.1M - $1.13M
|
100K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.2K- 37.75% |
$1.15M - $1.18M
|
18.4K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.2K- 66.89% |
$1.15M - $1.18M
|
5.53K
$583K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.4K- 10.54% |
$1.17M - $1.2M
|
96.7K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-11.4K- 62.88% |
$1.17M - $1.2M
|
6.73K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 38.67% |
$1.17M - $1.2M
|
18.1K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-11.5K- 61.0% |
$1.18M - $1.21M
|
7.32K
$773K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 45.66% |
$1.19M - $1.23M
|
13.8K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-12K- 4.35% |
$1.24M - $1.27M
|
265K
$27.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.3K- 49.82% |
$1.26M - $1.3M
|
12.4K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.7K- 54.09% |
$1.31M - $1.34M
|
10.8K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-13.5K- 20.81% |
$1.38M - $1.42M
|
51.3K
$5.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-14.8K- 69.56% |
$1.52M - $1.56M
|
6.48K
$684K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-14.9K- 76.95% |
$1.53M - $1.57M
|
4.45K
$470K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 30.47% |
$1.58M - $1.62M
|
35K
$3.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-15.5K- 26.69% |
$1.59M - $1.63M
|
42.6K
$4.49M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.5K- 82.41% |
$1.59M - $1.64M
|
3.32K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.8K- 64.22% |
$1.62M - $1.66M
|
8.78K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-17K- 14.03% |
$1.74M - $1.79M
|
104K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-17.6K- 3.5% |
$1.81M - $1.86M
|
486K
$51.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-17.9K- 8.71% |
$1.84M - $1.89M
|
188K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.1K- 31.94% |
$1.85M - $1.9M
|
38.5K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-18.3K- 22.83% |
$1.87M - $1.93M
|
61.7K
$6.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-18.5K- 8.04% |
$1.9M - $1.95M
|
212K
$22.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.4K- 35.6% |
$1.99M - $2.04M
|
35K
$3.69M
|