Purchases and Sales Made in Q1 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.45K- 29.0% |
$255K - $262K
|
5.99K
$632K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.46K- 11.26% |
$257K - $264K
|
19.4K
$2.05M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.5K- 17.2% |
$261K - $268K
|
12K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.52K- 4.17% |
$264K - $271K
|
58K
$6.12M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.78KClosed |
$291K - $299K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.8K- 12.73% |
$292K - $300K
|
19.2K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.87K- 13.06% |
$300K - $308K
|
19.1K
$2.02M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.92K- 18.39% |
$305K - $313K
|
13K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-2.94K- 8.24% |
$307K - $316K
|
32.8K
$3.46M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3KClosed |
$313K - $322K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.08K- 1.99% |
$322K - $331K
|
152K
$16M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 29.38% |
$325K - $334K
|
7.47K
$789K
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.12KClosed |
$325K - $334K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.13K- 16.71% |
$327K - $336K
|
15.6K
$1.64M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.13KClosed |
$327K - $336K
|
0
$0
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.14KClosed |
$328K - $337K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.16K- 68.19% |
$330K - $339K
|
1.47K
$155K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.17K- 35.49% |
$331K - $340K
|
5.75K
$607K
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 62.48% |
$334K - $344K
|
1.92K
$203K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.22K- 7.69% |
$336K - $345K
|
38.6K
$4.08M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.3K- 20.63% |
$345K - $354K
|
12.7K
$1.34M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.34K- 4.07% |
$349K - $359K
|
78.7K
$8.31M
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.46K- 15.89% |
$362K - $372K
|
18.3K
$1.93M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-3.74K- 24.28% |
$391K - $402K
|
11.7K
$1.23M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-3.99K- 34.63% |
$416K - $428K
|
7.52K
$794K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.99KClosed |
$417K - $429K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-4.03K- 46.99% |
$421K - $432K
|
4.54K
$479K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-4.05K- 2.13% |
$423K - $435K
|
186K
$19.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-4.11K- 20.88% |
$429K - $441K
|
15.6K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.19KClosed |
$437K - $450K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.21K- 2.12% |
$440K - $452K
|
194K
$20.5M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.46K- 74.68% |
$466K - $478K
|
1.51K
$159K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.74K- 24.16% |
$495K - $509K
|
14.9K
$1.57M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-4.75K- 62.51% |
$497K - $510K
|
2.85K
$301K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.98K- 60.94% |
$520K - $534K
|
3.19K
$337K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.07KClosed |
$529K - $544K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.08K- 19.16% |
$530K - $545K
|
21.4K
$2.26M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.08K- 19.16% |
$530K - $545K
|
21.4K
$2.26M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.13K- 19.67% |
$535K - $550K
|
20.9K
$2.21M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-5.26K- 36.28% |
$549K - $565K
|
9.24K
$975K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.3K- 13.01% |
$554K - $569K
|
35.4K
$3.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.47K- 40.34% |
$571K - $587K
|
8.08K
$853K
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-5.52KClosed |
$576K - $592K
|
0
$0
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-5.58K- 73.45% |
$583K - $599K
|
2.02K
$213K
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-5.62KClosed |
$587K - $603K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.66K- 88.43% |
$592K - $608K
|
741
$78.2K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.76K- 25.34% |
$601K - $618K
|
17K
$1.79M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.86K- 30.16% |
$612K - $629K
|
13.6K
$1.43M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.91K- 21.49% |
$617K - $634K
|
21.6K
$2.28M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.12K- 58.9% |
$639K - $657K
|
4.27K
$451K
|