Purchases and Sales Made in Q2 2023 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.14K- 7.36% |
$118K - $120K
|
14.4K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 19.24% |
$124K - $126K
|
5.04K
$534K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.23K- 1.79% |
$127K - $129K
|
67.4K
$7.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.23K- 18.89% |
$127K - $129K
|
5.29K
$560K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.26K- 1.71% |
$130K - $132K
|
72.4K
$7.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.26K- 2.03% |
$130K - $133K
|
61K
$6.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.3K- 32.9% |
$134K - $137K
|
2.65K
$281K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.35K- 51.67% |
$139K - $141K
|
1.26K
$133K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.36K- 12.92% |
$140K - $142K
|
9.15K
$969K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.4K- 2.66% |
$145K - $147K
|
51.5K
$5.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.42K- 6.06% |
$147K - $149K
|
22.1K
$2.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.46K- 9.4% |
$151K - $153K
|
14K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.49K- 7.25% |
$154K - $157K
|
19.1K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.51K- 6.41% |
$155K - $158K
|
22K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.51K- 4.1% |
$156K - $159K
|
35.4K
$3.75M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.53K- 25.38% |
$158K - $160K
|
4.49K
$476K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.54K- 2.5% |
$159K - $162K
|
60.2K
$6.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.63K- 7.06% |
$168K - $171K
|
21.5K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.64K- 0.29% |
$169K - $172K
|
555K
$58.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.69K- 3.58% |
$174K - $177K
|
45.5K
$4.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.69K- 4.73% |
$175K - $178K
|
34.1K
$3.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.73K- 1.47% |
$179K - $182K
|
117K
$12.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.76K- 39.52% |
$181K - $184K
|
2.69K
$285K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.81K- 8.42% |
$187K - $190K
|
19.7K
$2.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 6.98% |
$189K - $192K
|
24.3K
$2.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.84K- 81.32% |
$190K - $193K
|
423
$44.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.85K- 14.61% |
$191K - $195K
|
10.8K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.89K- 11.48% |
$195K - $198K
|
14.6K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.9K- 35.83% |
$196K - $199K
|
3.4K
$360K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.9K- 22.03% |
$196K - $200K
|
6.72K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.91K- 36.02% |
$197K - $201K
|
3.4K
$360K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.92K- 24.69% |
$198K - $202K
|
5.86K
$621K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.93K- 99.03% |
$199K - $203K
|
19
$2.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.05K- 3.37% |
$212K - $215K
|
58.8K
$6.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.08K- 33.13% |
$215K - $219K
|
4.21K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.16K- 28.61% |
$223K - $227K
|
5.39K
$571K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.2K- 9.21% |
$227K - $231K
|
21.7K
$2.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.31K- 3.22% |
$239K - $243K
|
69.5K
$7.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.4K- 77.42% |
$248K - $252K
|
700
$74.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.43K- 10.13% |
$251K - $255K
|
21.5K
$2.28M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.49K- 23.48% |
$257K - $261K
|
8.12K
$860K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.57K- 4.37% |
$265K - $270K
|
56.2K
$5.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.6K- 5.1% |
$268K - $273K
|
48.4K
$5.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.63K- 18.73% |
$271K - $276K
|
11.4K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.7K- 7.2% |
$279K - $284K
|
34.8K
$3.69M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.74K- 10.19% |
$283K - $288K
|
24.2K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.79K- 37.78% |
$288K - $293K
|
4.59K
$486K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.82K- 55.93% |
$292K - $297K
|
2.23K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 0.37% |
$297K - $303K
|
768K
$81.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.95K- 8.25% |
$305K - $310K
|
32.9K
$3.48M
|