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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.44K+ 12.45% |
$866K - $890K
|
76.3K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.44K+ 176.25% |
$866K - $890K
|
13.2K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
8.35KNew |
$857K - $881K
|
8.35K
$881K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.35K+ 23.48% |
$856K - $880K
|
43.9K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.11KNew |
$832K - $855K
|
8.11K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.01K+ 47.93% |
$822K - $845K
|
24.7K
$2.61M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.93KNew |
$813K - $836K
|
7.93K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
7.84KNew |
$805K - $827K
|
7.84K
$827K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.78K+ 14.55% |
$799K - $821K
|
61.3K
$6.46M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
7.76KNew |
$796K - $818K
|
7.76K
$819K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.72KNew |
$792K - $814K
|
7.72K
$815K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.72K+ 16.6% |
$792K - $814K
|
54.2K
$5.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.71K+ 254.05% |
$791K - $813K
|
10.7K
$1.13M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.69KNew |
$789K - $811K
|
7.69K
$811K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.53K+ 49.51% |
$773K - $794K
|
22.7K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.4K+ 44.57% |
$759K - $780K
|
24K
$2.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.4K+ 183.48% |
$759K - $780K
|
11.4K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.31KNew |
$750K - $771K
|
7.31K
$771K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7.26K+ 104.61% |
$745K - $766K
|
14.2K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
7.23K+ 120.61% |
$742K - $763K
|
13.2K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.22KNew |
$741K - $762K
|
7.22K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.13K+ 4.16% |
$731K - $752K
|
178K
$18.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.12K+ 22.49% |
$730K - $750K
|
38.8K
$4.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.94K+ 54.19% |
$712K - $731K
|
19.7K
$2.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
6.54KNew |
$671K - $690K
|
6.54K
$690K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.5K+ 4.73% |
$667K - $685K
|
144K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.31K+ 122.24% |
$647K - $665K
|
11.5K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
6.24KNew |
$640K - $658K
|
6.24K
$658K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.21KNew |
$637K - $655K
|
6.21K
$655K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.15K+ 3793.21% |
$631K - $648K
|
6.31K
$665K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.09K+ 4.78% |
$625K - $642K
|
133K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.96K+ 39.85% |
$612K - $629K
|
20.9K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5.75K+ 30.88% |
$590K - $606K
|
24.4K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
5.58KNew |
$572K - $588K
|
5.58K
$588K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.51K+ 119.07% |
$565K - $581K
|
10.1K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.2K+ 0.39% |
$533K - $548K
|
1.34M
$142M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.05KNew |
$518K - $532K
|
5.05K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.92K+ 3.92% |
$505K - $519K
|
130K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.87K+ 22.76% |
$500K - $514K
|
26.3K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.74KNew |
$486K - $499K
|
4.74K
$500K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.62KNew |
$474K - $487K
|
4.62K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.58K+ 103.15% |
$470K - $483K
|
9.02K
$952K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.56KNew |
$467K - $480K
|
4.56K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.5KNew |
$461K - $474K
|
4.5K
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.48KNew |
$459K - $472K
|
4.48K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.41KNew |
$453K - $465K
|
4.41K
$465K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
4.3K+ 25.71% |
$442K - $454K
|
21K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.3K+ 2.93% |
$441K - $454K
|
151K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.3K+ 156.36% |
$441K - $453K
|
7.05K
$744K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.29K+ 14.16% |
$440K - $452K
|
34.6K
$3.65M
|