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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.61KNew |
$377K - $387K
|
3.61K
$381K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.61K+ 18.78% |
$377K - $387K
|
22.8K
$2.41M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.5KNew |
$365K - $375K
|
3.5K
$369K
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.39K+ 6.74% |
$354K - $364K
|
53.7K
$5.67M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.38K+ 41.27% |
$353K - $363K
|
11.6K
$1.22M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.38K+ 41.27% |
$353K - $363K
|
11.6K
$1.22M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.23K+ 2.98% |
$337K - $347K
|
112K
$11.8M
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.22KNew |
$337K - $346K
|
3.22K
$340K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$330K - $339K
|
3.16K
$333K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.11KNew |
$325K - $334K
|
3.11K
$328K
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
3KNew |
$313K - $322K
|
3K
$317K
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.85K+ 3.97% |
$297K - $305K
|
74.6K
$7.87M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.81KNew |
$294K - $302K
|
2.81K
$297K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$292K - $301K
|
2.8K
$296K
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.65KNew |
$277K - $284K
|
2.65K
$279K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.64K+ 45.49% |
$275K - $283K
|
8.43K
$889K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.61K+ 49.77% |
$273K - $280K
|
7.86K
$829K
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.47KNew |
$258K - $265K
|
2.47K
$261K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.44KNew |
$255K - $262K
|
2.44K
$258K
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.44K+ 45.05% |
$254K - $261K
|
7.84K
$828K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.43KNew |
$254K - $261K
|
2.43K
$257K
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.35K+ 3.09% |
$245K - $252K
|
78.4K
$8.28M
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.31K+ 24.26% |
$242K - $248K
|
11.8K
$1.25M
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.31K+ 24.9% |
$241K - $248K
|
11.6K
$1.22M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.31K+ 13.27% |
$241K - $248K
|
19.7K
$2.08M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27K+ 8.62% |
$237K - $244K
|
28.6K
$3.02M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
2.19KNew |
$229K - $235K
|
2.19K
$231K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.12KNew |
$221K - $228K
|
2.12K
$224K
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.11KNew |
$221K - $227K
|
2.11K
$223K
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.1K+ 95.72% |
$219K - $226K
|
4.3K
$453K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2K+ 8.82% |
$209K - $215K
|
24.7K
$2.61M
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2KNew |
$209K - $214K
|
2K
$211K
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$206K - $211K
|
1.97K
$208K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91K+ 3.29% |
$199K - $205K
|
59.9K
$6.32M
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.89K+ 100.21% |
$198K - $203K
|
3.78K
$399K
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.89KNew |
$197K - $203K
|
1.89K
$199K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.7KNew |
$177K - $182K
|
1.7K
$179K
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
1.66K+ 3.07% |
$174K - $179K
|
55.8K
$5.89M
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.65K+ 3.21% |
$172K - $177K
|
53.1K
$5.6M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.63K+ 51.52% |
$170K - $175K
|
4.78K
$505K
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.62K+ 3.68% |
$169K - $173K
|
45.5K
$4.81M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.61K+ 20.17% |
$168K - $173K
|
9.59K
$1.01M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.56K+ 58.41% |
$163K - $168K
|
4.24K
$447K
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.54K+ 13.09% |
$161K - $166K
|
13.3K
$1.41M
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.42K+ 2.7% |
$149K - $153K
|
54.1K
$5.71M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
1.41K+ 5.18% |
$147K - $151K
|
28.6K
$3.01M
|
|
Apr 27, 2022
Q1 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 5.92% |
$145K - $149K
|
24.8K
$2.62M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 5.88% |
$144K - $148K
|
24.8K
$2.62M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.38K+ 57.05% |
$144K - $148K
|
3.79K
$400K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.34KNew |
$140K - $144K
|
1.34K
$142K
|