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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
31.3K+ 155.68% |
$3.21M - $3.3M
|
51.4K
$5.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.4K+ 16.38% |
$3.12M - $3.21M
|
216K
$22.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
29.1K+ 1086.2% |
$2.99M - $3.07M
|
31.8K
$3.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
28.5KNew |
$2.92M - $3.01M
|
28.5K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
26.8KNew |
$2.75M - $2.83M
|
26.8K
$2.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
26.7KNew |
$2.74M - $2.82M
|
26.7K
$2.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
25.5K+ 5.82% |
$2.62M - $2.69M
|
464K
$48.9M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
22.8KNew |
$2.34M - $2.4M
|
22.8K
$2.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
22.5KNew |
$2.31M - $2.38M
|
22.5K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
21.4K+ 4.1% |
$2.2M - $2.26M
|
543K
$57.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
21.1K+ 74.87% |
$2.17M - $2.23M
|
49.4K
$5.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20.7K+ 4894.56% |
$2.12M - $2.18M
|
21.1K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
20.3K+ 127.93% |
$2.08M - $2.14M
|
36.2K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.5KNew |
$1.9M - $1.95M
|
18.5K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$1.86M - $1.92M
|
18.2K
$1.91M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
17.9KNew |
$1.84M - $1.89M
|
17.9K
$1.89M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
17.7KNew |
$1.82M - $1.87M
|
17.7K
$1.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
17.3KNew |
$1.78M - $1.83M
|
17.3K
$1.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
16.5KNew |
$1.69M - $1.74M
|
16.5K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15.4K+ 392.9% |
$1.58M - $1.63M
|
19.4K
$2.04M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
15.3KNew |
$1.57M - $1.62M
|
15.3K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
15.1K+ 99.96% |
$1.55M - $1.59M
|
30.1K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
15K+ 32.56% |
$1.54M - $1.58M
|
61.1K
$6.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.9K+ 503.96% |
$1.53M - $1.57M
|
17.8K
$1.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
14.9K+ 171.12% |
$1.53M - $1.57M
|
23.6K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.3K+ 190.96% |
$1.47M - $1.51M
|
21.9K
$2.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
13.7KNew |
$1.41M - $1.45M
|
13.7K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 36.48% |
$1.36M - $1.4M
|
49.7K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.6K+ 301.39% |
$1.29M - $1.33M
|
16.8K
$1.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.2KNew |
$1.25M - $1.29M
|
12.2K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
12.1KNew |
$1.24M - $1.28M
|
12.1K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.1K+ 8.52% |
$1.24M - $1.28M
|
154K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12KNew |
$1.23M - $1.26M
|
12K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
11.8KNew |
$1.21M - $1.24M
|
11.8K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
10.7KNew |
$1.1M - $1.13M
|
10.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.3K+ 4.86% |
$1.06M - $1.09M
|
223K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.92K+ 289.44% |
$1.02M - $1.05M
|
13.3K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
9.78K+ 121.46% |
$1M - $1.03M
|
17.8K
$1.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
9.44K+ 3.99% |
$968K - $995K
|
246K
$25.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.34K+ 34.15% |
$958K - $985K
|
36.7K
$3.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
9.3K+ 13.66% |
$955K - $981K
|
77.4K
$8.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
9.3KNew |
$954K - $980K
|
9.3K
$979K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.25K+ 52.29% |
$950K - $976K
|
26.9K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.07KNew |
$931K - $957K
|
9.07K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9K+ 131.78% |
$923K - $949K
|
15.8K
$1.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.98K+ 12.06% |
$922K - $947K
|
83.5K
$8.79M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.62K+ 60.78% |
$884K - $909K
|
22.8K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.61KNew |
$884K - $908K
|
8.61K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.6K+ 47.5% |
$882K - $907K
|
26.7K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.58K+ 4.68% |
$880K - $905K
|
192K
$20.2M
|