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 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
47
+ 0.48%
$4.82K - $4.96K
9.87K $1.04M
Jan 29, 2024 Q4 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
47
+ 1.53%
$4.82K - $4.96K
3.12K $329K
Jan 24, 2024 Q4 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
43
+ 1.13%
$4.41K - $4.53K
3.84K $405K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
41
+ 5.16%
$4.21K - $4.32K
836 $88.2K
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
35
+ 0.73%
$3.59K - $3.69K
4.81K $507K
Feb 09, 2024 Q4 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
31
+ 0.78%
$3.18K - $3.27K
4.03K $425K
Jan 24, 2024 Q4 2023
Jacobsen Capital Management

BUY
 -
31
+ 0.64%
$3.18K - $3.27K
4.89K $516K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
29
+ 6.49%
$2.98K - $3.06K
476 $50.2K
Feb 12, 2024 Q4 2023
Madison Wealth Partners, Inc

BUY
 -
28
+ 0.42%
$2.87K - $2.95K
6.65K $701K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
28
New
$2.87K - $2.95K
28 $2.95K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
25
+ 0.51%
$2.57K - $2.64K
4.92K $518K
Feb 05, 2024 Q4 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
25
+ 0.92%
$2.57K - $2.64K
2.73K $288K
Feb 13, 2024 Q4 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
24
+ 1.12%
$2.46K - $2.53K
2.17K $228K
Jan 29, 2024 Q4 2023
Horst & Graben Wealth Management LLC

BUY
 -
18
+ 0.61%
$1.85K - $1.9K
2.99K $316K
Feb 12, 2024 Q4 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
17
+ 0.25%
$1.74K - $1.79K
6.94K $732K
Feb 08, 2024 Q4 2023
Bcgm Wealth Management, LLC

BUY
 -
16
+ 0.33%
$1.64K - $1.69K
4.85K $512K
Feb 05, 2024 Q4 2023
Firestone Capital Management

BUY
 -
15
+ 0.64%
$1.54K - $1.58K
2.36K $249K
Feb 14, 2024 Q4 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
14
+ 0.63%
$1.44K - $1.48K
2.24K $236K
Jan 08, 2024 Q4 2023
First Affirmative Financial Network

BUY
 -
13
+ 0.17%
$1.33K - $1.37K
7.79K $821K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
12
+ 0.32%
$1.23K - $1.27K
3.78K $399K
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
10
+ 0.45%
$1.03K - $1.05K
2.24K $236K
Jan 09, 2024 Q4 2023
Austin Asset Management CO Inc

BUY
 -
10
+ 0.1%
$1.03K - $1.05K
9.61K $1.01M
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

BUY
 -
10
+ 0.28%
$1.03K - $1.05K
3.63K $383K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
8
New
$821 - $844
8 $844
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
6
+ 0.31%
$616 - $633
1.94K $205K
Jan 16, 2024 Q4 2023
Fsc Wealth Advisors, LLC

BUY
 -
5
+ 0.65%
$513 - $527
779 $82.2K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3
+ 0.63%
$308 - $316
482 $50.8K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 0.09%
$205 - $211
2.12K $223K
Jan 26, 2024 Q4 2023
Eagle Strategies LLC

New York, NY
BUY
 -
2
+ 0.1%
$205 - $211
2.11K $222K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
1
+ 0.03%
$103 - $105
3.54K $373K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1
+ 0.02%
$103 - $105
5.94K $626K
Jan 31, 2024 Q4 2023
Kathleen S. Wright Associates Inc.

BUY
 -
1
+ 0.65%
$103 - $105
154 $16.2K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

SELL
 -
-1
- 9.09%
$103 - $105
10 $1.05K
Feb 05, 2024 Q4 2023
Brighton Jones LLC

SELL
 -
-1
- 0.01%
$103 - $105
9.15K $965K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-7
- 7.14%
$718 - $738
91 $9.6K
Feb 07, 2024 Q4 2023
Nvwm, LLC

SELL
 -
-7
- 3.38%
$718 - $738
200 $21.1K
Jan 11, 2024 Q4 2023
Intergy Private Wealth, LLC

SELL
 -
-8
- 0.04%
$821 - $844
21.8K $2.3M
Feb 06, 2024 Q4 2023
South State Corp

SELL
 -
-9
- 1.65%
$924 - $949
538 $56.8K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-15
- 7.18%
$1.54K - $1.58K
194 $20.5K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
SELL
 -
-16
- 55.17%
$1.64K - $1.69K
13 $1.37K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

SELL
 -
-18
- 0.89%
$1.85K - $1.9K
2.01K $212K
Jan 09, 2024 Q4 2023
Wbh Advisory Inc

SELL
 -
-19
- 0.36%
$1.95K - $2K
5.32K $561K
Nov 14, 2024 Q4 2023
High Probability Advisors, LLC

Pittsford, NY
SELL
 -
-21
- 1.08%
$2.16K - $2.21K
1.92K $202K
Jan 26, 2024 Q4 2023
Charter Oak Capital Management, LLC

SELL
 -
-26
- 0.98%
$2.67K - $2.74K
2.62K $276K
Jan 30, 2024 Q4 2023
Tnf LLC

SELL
 -
-53
- 1.03%
$5.44K - $5.59K
5.09K $537K
Feb 06, 2024 Q4 2023
Shore Haven Wealth Partners, LLC

SELL
 -
-57
- 0.82%
$5.85K - $6.01K
6.92K $730K
Jan 16, 2024 Q4 2023
Archvest Wealth Advisors, Inc.

SELL
 -
-63
- 0.61%
$6.47K - $6.64K
10.2K $1.08M
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
SELL
 -
-68
- 2.56%
$6.98K - $7.17K
2.59K $273K
Feb 14, 2024 Q4 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-69
- 0.46%
$7.08K - $7.28K
14.9K $1.57M

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