Purchases and Sales Made in Q2 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 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
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-18.4K
- 11.27%
$1.9M - $1.94M
145K $15.4M
Aug 14, 2023 Q2 2023
Stephens Inc

SELL
 -
-19.9K
- 90.51%
$2.05M - $2.09M
2.09K $221K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

SELL
 -
-20.5K
- 14.47%
$2.11M - $2.15M
121K $12.8M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-21.2K
- 17.91%
$2.19M - $2.22M
97.1K $10.3M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

SELL
 -
-21.5K
- 13.54%
$2.22M - $2.26M
137K $14.6M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-21.7K
- 50.81%
$2.24M - $2.28M
21K $2.23M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

SELL
 -
-24K
- 10.88%
$2.48M - $2.52M
197K $20.9M
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

SELL
 -
-25.7K
- 64.08%
$2.65M - $2.7M
14.4K $1.53M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-25.8K
- 96.35%
$2.67M - $2.71M
979 $104K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
SELL
 -
-26.3K
- 23.37%
$2.72M - $2.77M
86.3K $9.15M
Aug 14, 2023 Q2 2023
Scs Capital Management LLC

Boston, MA
SELL
 -
-28.6K
Closed
$2.95M - $3M
0 $0
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-30.5K
- 20.89%
$3.15M - $3.21M
116K $12.3M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
SELL
 -
-31.7K
- 49.1%
$3.27M - $3.33M
32.8K $3.48M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-33.1K
- 25.62%
$3.41M - $3.47M
96K $10.2M
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

SELL
 -
-34.4K
- 12.61%
$3.55M - $3.61M
238K $25.2M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

SELL
 -
-35.7K
- 19.94%
$3.69M - $3.75M
143K $15.2M
Aug 04, 2023 Q2 2023
Lincoln National Corp

SELL
 -
-37.8K
- 58.5%
$3.9M - $3.97M
26.8K $2.84M
Jul 28, 2023 Q2 2023
Bray Capital Advisors

SELL
 -
-39.8K
- 75.36%
$4.11M - $4.18M
13K $1.38M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

SELL
 -
-39.9K
- 58.21%
$4.12M - $4.19M
28.6K $3.03M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-40.9K
- 18.93%
$4.22M - $4.29M
175K $18.6M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-40.9K
- 18.93%
$4.22M - $4.29M
175K $18.6M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-42.4K
- 39.11%
$4.38M - $4.45M
66K $6.99M
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
SELL
 -
-47.3K
- 59.84%
$4.88M - $4.97M
31.7K $3.36M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-47.4K
- 15.33%
$4.9M - $4.98M
262K $27.8M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-51.3K
- 6.97%
$5.3M - $5.39M
686K $72.6M
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
SELL
 -
-51.6K
- 2.21%
$5.33M - $5.42M
2.29M $242M
Aug 11, 2023 Q2 2023
Nisa Investment Advisors, LLC

SELL
 -
-51.9K
- 25.19%
$5.36M - $5.45M
154K $16.3M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-54.2K
- 39.3%
$5.6M - $5.69M
83.8K $8.88M
Aug 31, 2023 Q2 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-56.7K
- 24.12%
$5.85M - $5.95M
178K $18.9M
Jul 31, 2023 Q2 2023
Neirg Wealth Management, LLC

SELL
 -
-57.2K
- 48.63%
$5.91M - $6.01M
60.5K $6.41M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-57.6K
- 49.71%
$5.94M - $6.04M
58.2K $6.17M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-59.9K
- 35.94%
$6.18M - $6.29M
107K $11.3M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-67.9K
- 8.98%
$7.01M - $7.13M
689K $73M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-74.9K
- 21.98%
$7.73M - $7.86M
266K $28.2M
Jul 21, 2023 Q2 2023
Capital Insight Partners, LLC

SELL
 -
-76.5K
- 92.51%
$7.9M - $8.03M
6.2K $656K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-78.9K
- 8.28%
$8.14M - $8.28M
874K $92.6M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-114K
- 1.68%
$11.8M - $12M
6.67M $707M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
SELL
 -
-123K
- 11.68%
$12.7M - $12.9M
931K $98.7M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
SELL
 -
-155K
- 21.12%
$16M - $16.3M
579K $61.4M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-164K
- 14.1%
$16.9M - $17.2M
997K $106M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-244K
- 94.47%
$25.2M - $25.6M
14.3K $1.51M
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

SELL
 -
-360K
- 66.34%
$37.2M - $37.8M
183K $19.3M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-434K
- 21.68%
$44.8M - $45.6M
1.57M $166M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-584K
- 72.93%
$60.3M - $61.4M
217K $23M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

SELL
 -
-1.18M
- 96.5%
$122M - $124M
43K $4.55M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-2.32M
- 95.72%
$240M - $244M
104K $11M
Aug 21, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-4.31M
- 90.32%
$445M - $452M
461K $48.9M

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