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 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
10+ 0.11% |
$1.03K - $1.05K
|
9.06K
$957K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9+ 0.43% |
$929 - $945
|
2.08K
$219K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8+ 0.14% |
$826 - $840
|
5.87K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8+ 0.25% |
$826 - $840
|
3.23K
$341K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8+ 0.22% |
$826 - $840
|
3.7K
$391K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$723 - $735
|
7
$739
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.01% |
$619 - $630
|
51.9K
$5.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$619 - $630
|
3.49K
$369K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.2% |
$619 - $630
|
3.03K
$320K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.06% |
$516 - $525
|
8.27K
$873K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
4+ 0.11% |
$413 - $420
|
3.52K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4+ 0.15% |
$413 - $420
|
2.71K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.15% |
$310 - $315
|
2.01K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.07% |
$206 - $210
|
2.9K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.33% |
$206 - $210
|
601
$63.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$206 - $210
|
10.3K
$1.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$206 - $210
|
21.9K
$2.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.24% |
$103 - $105
|
412
$43.5K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.95% |
$103 - $105
|
106
$11.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$103 - $105
|
12.6K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$103 - $105
|
12.6K
$1.33M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7- 8.14% |
$723 - $735
|
79
$8.34K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12- 0.45% |
$1.24K - $1.26K
|
2.67K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-13- 0.51% |
$1.34K - $1.37K
|
2.54K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-14- 0.5% |
$1.45K - $1.47K
|
2.79K
$295K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.08% |
$1.65K - $1.68K
|
1.47K
$155K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-28- 0.2% |
$2.89K - $2.94K
|
14.1K
$1.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-29- 0.38% |
$2.99K - $3.05K
|
7.54K
$796K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-36- 0.29% |
$3.72K - $3.78K
|
12.2K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-37- 0.55% |
$3.82K - $3.89K
|
6.67K
$705K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-41- 1.8% |
$4.23K - $4.31K
|
2.23K
$236K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-42- 0.25% |
$4.34K - $4.41K
|
16.5K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-42- 0.8% |
$4.34K - $4.41K
|
5.18K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.19% |
$4.44K - $4.52K
|
22.7K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 16.39% |
$5.16K - $5.25K
|
255
$26.9K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-50- 1.72% |
$5.16K - $5.25K
|
2.85K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-53- 0.32% |
$5.47K - $5.57K
|
16.7K
$1.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-57- 39.86% |
$5.88K - $5.99K
|
86
$9.08K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-57- 9.28% |
$5.88K - $5.99K
|
557
$58.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-67- 0.68% |
$6.92K - $7.04K
|
9.84K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-68- 1.03% |
$7.02K - $7.14K
|
6.54K
$690K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-69- 0.89% |
$7.12K - $7.25K
|
7.68K
$811K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-73- 26.55% |
$7.54K - $7.67K
|
202
$21.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-85- 2.48% |
$8.78K - $8.93K
|
3.34K
$353K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-88- 3.06% |
$9.09K - $9.24K
|
2.78K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-100- 0.19% |
$10.3K - $10.5K
|
52.1K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-102- 4.68% |
$10.5K - $10.7K
|
2.08K
$219K
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-102- 0.5% |
$10.5K - $10.7K
|
20.3K
$2.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-106- 1.46% |
$10.9K - $11.1K
|
7.18K
$758K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-115- 0.37% |
$11.9K - $12.1K
|
30.8K
$3.25M
|