Purchases and Sales Made in Q4 2023 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
321
+ 100.0%
$32.9K - $33.9K
642 $67.7K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

BUY
 -
300
+ 11.8%
$30.8K - $31.6K
2.84K $300K
Feb 08, 2024 Q4 2023
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
300
+ 10.26%
$30.8K - $31.6K
3.23K $340K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
299
+ 2.79%
$30.7K - $31.5K
11K $1.16M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
290
+ 1526.32%
$29.8K - $30.6K
309 $32.6K
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
289
New
$29.7K - $30.5K
289 $30.5K
Jan 30, 2024 Q4 2023
Financial Strategies Group, Inc.

BUY
 -
271
+ 3.42%
$27.8K - $28.6K
8.2K $864K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
267
New
$27.4K - $28.2K
267 $28.2K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
259
+ 9.5%
$26.6K - $27.3K
2.98K $315K
Jan 18, 2024 Q4 2023
De Dora Capital, Inc.

BUY
 -
239
+ 7.35%
$24.5K - $25.2K
3.49K $368K
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
210
New
$21.6K - $22.1K
210 $22.2K
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
197
New
$20.2K - $20.8K
197 $20.8K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
194
+ 96.52%
$19.9K - $20.5K
395 $41.7K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
190
+ 3.71%
$19.5K - $20K
5.31K $560K
Feb 09, 2024 Q4 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
187
+ 1.74%
$19.2K - $19.7K
10.9K $1.15M
Jan 03, 2024 Q4 2023
Fc Advisory LLC

BUY
 -
185
+ 1.86%
$19K - $19.5K
10.1K $1.07M
Feb 07, 2024 Q4 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
181
+ 7.56%
$18.6K - $19.1K
2.58K $272K
Feb 14, 2024 Q4 2023
Zacks Investment Management

Chicago, IL
BUY
 -
177
+ 1.35%
$18.2K - $18.7K
13.3K $1.4M
Jan 24, 2024 Q4 2023
Avitas Wealth Management LLC

BUY
 -
174
+ 5.48%
$17.9K - $18.4K
3.35K $353K
Feb 09, 2024 Q4 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
173
+ 0.36%
$17.8K - $18.2K
48.2K $5.09M
Jan 30, 2024 Q4 2023
First American Trust, Fsb

BUY
 -
168
+ 0.66%
$17.2K - $17.7K
25.5K $2.69M
Jan 18, 2024 Q4 2023
Austin Private Wealth, LLC

BUY
 -
155
+ 0.29%
$15.9K - $16.3K
53.5K $5.65M
Feb 14, 2024 Q4 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
151
+ 1.47%
$15.5K - $15.9K
10.4K $1.1M
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
150
+ 4.1%
$15.4K - $15.8K
3.81K $401K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
143
+ 8.73%
$14.7K - $15.1K
1.78K $188K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
140
New
$14.4K - $14.8K
140 $14.8K
Jan 12, 2024 Q4 2023
Iam Advisory, LLC

BUY
 -
127
+ 1.28%
$13K - $13.4K
10K $1.06M
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
126
+ 38.89%
$12.9K - $13.3K
450 $47.5K
Feb 12, 2024 Q4 2023
Hsbc Holdings PLC

London, X0
BUY
 -
119
+ 3.15%
$12.2K - $12.5K
3.9K $412K
Jan 29, 2024 Q4 2023
Graypoint LLC

BUY
 -
109
+ 3.22%
$11.2K - $11.5K
3.49K $368K
Jan 24, 2024 Q4 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
108
+ 2.91%
$11.1K - $11.4K
3.82K $403K
Jan 24, 2024 Q4 2023
Proffitt & Goodson Inc

BUY
 -
100
+ 4.89%
$10.3K - $10.5K
2.15K $226K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
94
+ 117.5%
$9.65K - $9.91K
174 $18.4K
Jan 30, 2024 Q4 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
87
+ 0.17%
$8.93K - $9.18K
51K $5.38M
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
86
+ 4.44%
$8.83K - $9.07K
2.02K $214K
Jan 05, 2024 Q4 2023
Bromfield Sneider Wealth Advisors

BUY
 -
85
+ 0.13%
$8.72K - $8.96K
66.5K $7.02M
Jan 30, 2024 Q4 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
76
+ 1.6%
$7.8K - $8.01K
4.83K $510K
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

BUY
 -
75
+ 0.26%
$7.7K - $7.91K
28.4K $3M
Jan 31, 2024 Q4 2023
Annapolis Financial Services, LLC

BUY
 -
74
New
$7.59K - $7.8K
74 $7.81K
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
70
New
$7.18K - $7.38K
70 $7.38K
Jan 19, 2024 Q4 2023
Unison Advisors LLC

BUY
 -
63
+ 0.29%
$6.47K - $6.64K
22K $2.32M
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
62
+ 0.35%
$6.36K - $6.54K
17.8K $1.88M
Feb 12, 2024 Q4 2023
Tag Stone Capital, Inc.

BUY
 -
59
+ 1.03%
$6.05K - $6.22K
5.78K $610K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
55
+ 2.45%
$5.64K - $5.8K
2.3K $243K
Feb 07, 2024 Q4 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
54
+ 1.15%
$5.54K - $5.69K
4.76K $502K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
52
+ 0.41%
$5.34K - $5.48K
12.7K $1.33M
Jan 18, 2024 Q4 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
51
+ 0.58%
$5.23K - $5.38K
8.83K $931K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
51
New
$5.23K - $5.38K
51 $5.38K
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

BUY
 -
49
+ 0.43%
$5.03K - $5.17K
11.4K $1.2M

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