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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 0.22% |
$313K - $318K
|
1.35M
$143M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.04K- 77.5% |
$313K - $319K
|
881
$93.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.05K- 16.95% |
$315K - $320K
|
14.9K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.06K- 33.57% |
$316K - $321K
|
6.06K
$642K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.15K- 20.32% |
$326K - $331K
|
12.4K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.16K- 8.96% |
$326K - $332K
|
32.1K
$3.4M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.17K- 57.27% |
$328K - $333K
|
2.37K
$251K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.25K- 3.26% |
$335K - $341K
|
96.4K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.25K- 30.22% |
$335K - $341K
|
7.49K
$794K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.39K- 9.66% |
$350K - $356K
|
31.7K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.4K- 41.69% |
$351K - $357K
|
4.76K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.43K- 24.68% |
$354K - $360K
|
10.5K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.48K- 25.96% |
$359K - $365K
|
9.92K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.53K- 49.74% |
$364K - $370K
|
3.57K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.73K- 37.59% |
$385K - $391K
|
6.19K
$656K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-3.79K- 18.89% |
$391K - $398K
|
16.3K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.82K- 51.01% |
$395K - $401K
|
3.67K
$389K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.84K- 6.34% |
$396K - $403K
|
56.7K
$6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.86K- 9.52% |
$399K - $406K
|
36.7K
$3.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.89K- 30.19% |
$402K - $408K
|
9K
$953K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.92K- 23.78% |
$404K - $411K
|
12.6K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.01K- 9.63% |
$414K - $421K
|
37.6K
$3.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.03K- 62.38% |
$416K - $423K
|
2.43K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-4.06K- 10.62% |
$420K - $427K
|
34.2K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 8.77% |
$428K - $436K
|
43.2K
$4.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.16K- 14.27% |
$430K - $437K
|
25K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.29K- 5.64% |
$443K - $451K
|
71.8K
$7.6M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.41K- 3.91% |
$455K - $463K
|
108K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.55K- 57.14% |
$470K - $478K
|
3.41K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.61K- 27.94% |
$476K - $484K
|
11.9K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.76K- 5.65% |
$491K - $500K
|
79.5K
$8.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-5.05K- 7.21% |
$521K - $530K
|
65K
$6.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.08K- 12.84% |
$524K - $533K
|
34.5K
$3.65M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.11KClosed |
$527K - $536K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.11K- 49.59% |
$528K - $537K
|
5.2K
$550K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-5.12K- 48.67% |
$528K - $537K
|
5.4K
$572K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.15K- 7.04% |
$531K - $540K
|
67.9K
$7.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.15K- 23.98% |
$532K - $541K
|
16.3K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.22K- 13.64% |
$539K - $548K
|
33K
$3.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-5.25K- 7.85% |
$541K - $551K
|
61.6K
$6.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-5.5K- 2.63% |
$568K - $578K
|
203K
$21.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-5.71K- 28.72% |
$590K - $600K
|
14.2K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.85K- 32.87% |
$604K - $614K
|
11.9K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.92K- 11.81% |
$611K - $622K
|
44.2K
$4.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-6.07K- 29.13% |
$627K - $637K
|
14.8K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.18K- 10.73% |
$638K - $648K
|
51.4K
$5.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.34K- 25.72% |
$655K - $666K
|
18.3K
$1.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.37K- 6.65% |
$657K - $668K
|
89.3K
$9.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.53K- 22.8% |
$674K - $686K
|
22.1K
$2.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.72K- 5.52% |
$694K - $706K
|
115K
$12.2M
|