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 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4.25KNew |
$436K - $448K
|
4.25K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.23K+ 85.24% |
$434K - $446K
|
9.18K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.2KNew |
$431K - $443K
|
4.2K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
4.17KNew |
$428K - $440K
|
4.17K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.15KNew |
$425K - $437K
|
4.15K
$437K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.1K+ 9.77% |
$421K - $433K
|
46.1K
$4.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.01K+ 7160.71% |
$412K - $423K
|
4.07K
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
4K+ 24.95% |
$410K - $421K
|
20K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.9K+ 18.05% |
$401K - $412K
|
25.5K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.87K+ 2463.69% |
$397K - $408K
|
4.03K
$425K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3.85K+ 5.95% |
$395K - $406K
|
68.6K
$7.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.84K+ 97.71% |
$394K - $404K
|
7.76K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.83KNew |
$393K - $403K
|
3.83K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
3.82KNew |
$392K - $402K
|
3.82K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.81KNew |
$391K - $402K
|
3.81K
$402K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.81KNew |
$391K - $402K
|
3.81K
$402K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.78K+ 30.28% |
$388K - $399K
|
16.3K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.77KNew |
$387K - $398K
|
3.77K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.73KNew |
$383K - $393K
|
3.73K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$383K - $393K
|
3.73K
$393K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.72KNew |
$382K - $392K
|
3.72K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.71K+ 20.81% |
$381K - $392K
|
21.6K
$2.27M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.65KNew |
$375K - $385K
|
3.65K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.59K+ 5.92% |
$369K - $379K
|
64.3K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.57K+ 100.0% |
$366K - $376K
|
7.13K
$752K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.5K+ 81.74% |
$359K - $369K
|
7.77K
$820K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.49K+ 24.57% |
$358K - $368K
|
17.7K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.48K+ 5.69% |
$357K - $367K
|
64.6K
$6.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.4KNew |
$349K - $359K
|
3.4K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.4K+ 241.02% |
$348K - $358K
|
4.81K
$507K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 6.82% |
$342K - $352K
|
52.2K
$5.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.33KNew |
$341K - $351K
|
3.33K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.31K+ 5.38% |
$339K - $349K
|
64.8K
$6.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.28K+ 60.92% |
$336K - $346K
|
8.66K
$913K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.25K+ 6.93% |
$334K - $343K
|
50.1K
$5.29M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.22K+ 46.37% |
$330K - $339K
|
10.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.22KNew |
$330K - $339K
|
3.22K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.19K+ 16.03% |
$327K - $336K
|
23.1K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.05KNew |
$313K - $322K
|
3.05K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98K+ 5.88% |
$306K - $314K
|
53.6K
$5.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.98KNew |
$305K - $314K
|
2.98K
$314K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.97KNew |
$304K - $313K
|
2.97K
$313K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2.95KNew |
$303K - $311K
|
2.95K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.86K+ 103.1% |
$294K - $302K
|
5.64K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.85KNew |
$292K - $300K
|
2.85K
$300K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.81K+ 5.32% |
$289K - $297K
|
55.6K
$5.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.78K+ 33.65% |
$285K - $293K
|
11K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.78KNew |
$285K - $293K
|
2.78K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.78KNew |
$285K - $293K
|
2.78K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.76K+ 21.25% |
$283K - $291K
|
15.7K
$1.66M
|