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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.39K+ 8.06% |
$143K - $147K
|
18.7K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.39K+ 2.9% |
$142K - $146K
|
49.1K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.38K+ 16.23% |
$141K - $145K
|
9.85K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.34K+ 12.05% |
$138K - $142K
|
12.5K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.31K+ 29.06% |
$135K - $138K
|
5.82K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$133K - $137K
|
1.3K
$137K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 3.14% |
$123K - $126K
|
39.3K
$4.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.13K+ 22.13% |
$116K - $119K
|
6.24K
$657K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.05K+ 16.28% |
$108K - $111K
|
7.5K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.02K+ 8.95% |
$104K - $107K
|
12.4K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01KNew |
$103K - $106K
|
1.01K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1K+ 8.1% |
$103K - $105K
|
13.4K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
980+ 1.01% |
$101K - $103K
|
98.3K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
937New |
$96.2K - $98.8K
|
937
$98.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
934New |
$95.8K - $98.5K
|
934
$98.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
913+ 18.29% |
$93.7K - $96.3K
|
5.91K
$622K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
868+ 17.26% |
$89.1K - $91.5K
|
5.9K
$621K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
817+ 19.45% |
$83.8K - $86.2K
|
5.02K
$529K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
817+ 19.45% |
$83.8K - $86.2K
|
5.02K
$529K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
810+ 15.64% |
$83.1K - $85.4K
|
5.99K
$631K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
741+ 2.29% |
$76K - $78.1K
|
33.2K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
715+ 3.6% |
$73.4K - $75.4K
|
20.6K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
704+ 0.45% |
$72.2K - $74.2K
|
156K
$16.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
692+ 9.29% |
$71K - $73K
|
8.14K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
677New |
$69.5K - $71.4K
|
677
$71.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
664+ 4.14% |
$68.1K - $70K
|
16.7K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
653New |
$67K - $68.9K
|
653
$68.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
606+ 17.68% |
$62.2K - $63.9K
|
4.03K
$425K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
585+ 2.59% |
$60K - $61.7K
|
23.2K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
578+ 0.85% |
$59.3K - $61K
|
68.8K
$7.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
576+ 4.46% |
$59.1K - $60.7K
|
13.5K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
572+ 27.59% |
$58.7K - $60.3K
|
2.65K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
541+ 13.9% |
$55.5K - $57.1K
|
4.43K
$467K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
530New |
$54.4K - $55.9K
|
530
$55.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
520+ 23.48% |
$53.4K - $54.8K
|
2.74K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
519+ 6.16% |
$53.3K - $54.7K
|
8.95K
$943K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
502+ 1.28% |
$51.5K - $52.9K
|
39.6K
$4.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
500+ 3.62% |
$51.3K - $52.7K
|
14.3K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
496+ 22.02% |
$50.9K - $52.3K
|
2.75K
$290K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
487+ 247.21% |
$50K - $51.4K
|
684
$72.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
484+ 14.48% |
$49.7K - $51K
|
3.83K
$403K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
480+ 12.86% |
$49.3K - $50.6K
|
4.21K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
444+ 0.66% |
$45.6K - $46.8K
|
67.6K
$7.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
429+ 4.02% |
$44K - $45.2K
|
11.1K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
416+ 16.94% |
$42.7K - $43.9K
|
2.87K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
399+ 2.94% |
$40.9K - $42.1K
|
13.9K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
398+ 2.17% |
$40.8K - $42K
|
18.7K
$1.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
398+ 10.33% |
$40.8K - $42K
|
4.25K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
384+ 0.64% |
$39.4K - $40.5K
|
60.3K
$6.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
375+ 8.16% |
$38.5K - $39.5K
|
4.97K
$524K
|