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 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-73- 0.65% |
$7.49K - $7.7K
|
11.2K
$1.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-79- 0.64% |
$8.11K - $8.33K
|
12.3K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-84- 2.43% |
$8.62K - $8.86K
|
3.37K
$355K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.82% |
$9.65K - $9.91K
|
11.3K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-94- 0.99% |
$9.65K - $9.91K
|
9.37K
$989K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-95- 11.95% |
$9.75K - $10K
|
700
$73.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-96- 1.81% |
$9.85K - $10.1K
|
5.22K
$551K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-100- 1.85% |
$10.3K - $10.5K
|
5.32K
$561K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-101- 3.87% |
$10.4K - $10.7K
|
2.51K
$264K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-101- 1.06% |
$10.4K - $10.7K
|
9.46K
$998K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-103- 2.19% |
$10.6K - $10.9K
|
4.6K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-104- 0.21% |
$10.7K - $11K
|
49.2K
$5.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-105- 0.7% |
$10.8K - $11.1K
|
14.9K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-105- 56.76% |
$10.8K - $11.1K
|
80
$8.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-111- 4.36% |
$11.4K - $11.7K
|
2.43K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-112- 1.69% |
$11.5K - $11.8K
|
6.53K
$689K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-136- 0.85% |
$14K - $14.3K
|
15.8K
$1.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-137- 2.1% |
$14.1K - $14.4K
|
6.39K
$674K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-164- 0.69% |
$16.8K - $17.3K
|
23.5K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-180- 1.63% |
$18.5K - $19K
|
10.9K
$1.15M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-231- 2.25% |
$23.7K - $24.4K
|
10K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-234- 0.74% |
$24K - $24.7K
|
31.3K
$3.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-245- 0.79% |
$25.1K - $25.8K
|
30.8K
$3.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-250- 1.4% |
$25.7K - $26.4K
|
17.5K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-251- 1.25% |
$25.8K - $26.5K
|
19.9K
$2.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-253- 9.98% |
$26K - $26.7K
|
2.28K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-272- 7.51% |
$27.9K - $28.7K
|
3.35K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-275- 4.55% |
$28.2K - $29K
|
5.77K
$608K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-285- 2.79% |
$29.2K - $30.1K
|
9.95K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-286- 11.95% |
$29.3K - $30.2K
|
2.11K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-291- 13.04% |
$29.9K - $30.7K
|
1.94K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-297- 0.7% |
$30.5K - $31.3K
|
41.9K
$4.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-300- 7.69% |
$30.8K - $31.6K
|
3.6K
$380K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-300- 6.45% |
$30.8K - $31.6K
|
4.35K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-309- 2.42% |
$31.7K - $32.6K
|
12.5K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-321- 11.98% |
$32.9K - $33.9K
|
2.36K
$249K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-326- 5.45% |
$33.5K - $34.4K
|
5.66K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-354- 58.13% |
$36.3K - $37.3K
|
255
$26.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 4.16% |
$39.4K - $40.5K
|
8.86K
$934K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-390- 6.48% |
$40K - $41.1K
|
5.63K
$594K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-391- 20.41% |
$40.1K - $41.2K
|
1.53K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-403- 0.34% |
$41.4K - $42.5K
|
119K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-423- 15.26% |
$43.4K - $44.6K
|
2.35K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-443- 29.13% |
$45.5K - $46.7K
|
1.08K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-459- 12.11% |
$47.1K - $48.4K
|
3.33K
$351K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-464- 2.88% |
$47.6K - $48.9K
|
15.6K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-469- 1.6% |
$48.1K - $49.5K
|
28.8K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-475- 15.89% |
$48.7K - $50.1K
|
2.51K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-482- 17.27% |
$49.5K - $50.8K
|
2.31K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-490- 2.35% |
$50.3K - $51.7K
|
20.4K
$2.15M
|