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 |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.31K+ 32.39% |
$136K - $140K
|
5.34K
$563K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.31K+ 32.39% |
$136K - $140K
|
5.34K
$563K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.29K+ 20.33% |
$134K - $138K
|
7.61K
$804K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.29K+ 18.05% |
$134K - $138K
|
8.41K
$888K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 9.17% |
$129K - $132K
|
14.7K
$1.55M
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.23K+ 1.38% |
$128K - $132K
|
90.3K
$9.53M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.15K+ 12.58% |
$120K - $123K
|
10.3K
$1.09M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.14K+ 0.45% |
$120K - $123K
|
258K
$27.2M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.14K+ 2.95% |
$119K - $123K
|
39.8K
$4.21M
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.14K+ 3.41% |
$119K - $122K
|
34.4K
$3.63M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.07K+ 18.46% |
$112K - $115K
|
6.88K
$727K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.02K+ 7.3% |
$106K - $109K
|
14.9K
$1.58M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.01K+ 23.04% |
$105K - $108K
|
5.38K
$568K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
983+ 17.13% |
$103K - $106K
|
6.72K
$709K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
972+ 27.8% |
$102K - $104K
|
4.47K
$472K
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
972+ 7.0% |
$102K - $104K
|
14.9K
$1.57M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
952+ 4.7% |
$99.4K - $102K
|
21.2K
$2.24M
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
950+ 7.71% |
$99.2K - $102K
|
13.3K
$1.4M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
950+ 57.16% |
$99.2K - $102K
|
2.61K
$276K
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
920+ 23.49% |
$96.1K - $98.8K
|
4.84K
$511K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
911New |
$95.2K - $97.8K
|
911
$96.2K
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
888+ 18.69% |
$92.8K - $95.3K
|
5.64K
$595K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
855+ 5.53% |
$89.3K - $91.8K
|
16.3K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
814+ 9.93% |
$85K - $87.4K
|
9.01K
$951K
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
799+ 7.74% |
$83.5K - $85.8K
|
11.1K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
763+ 14.43% |
$79.7K - $81.9K
|
6.05K
$639K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
750+ 25.13% |
$78.3K - $80.5K
|
3.73K
$394K
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
750+ 28.68% |
$78.3K - $80.5K
|
3.37K
$355K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
740+ 9.44% |
$77.3K - $79.4K
|
8.58K
$906K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
726+ 6.34% |
$75.8K - $77.9K
|
12.2K
$1.29M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
704+ 4.25% |
$73.5K - $75.6K
|
17.3K
$1.82M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
696New |
$72.7K - $74.7K
|
696
$73.5K
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
685+ 6.1% |
$71.6K - $73.5K
|
11.9K
$1.26M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
656+ 3.32% |
$68.5K - $70.4K
|
20.4K
$2.15M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
633+ 3.82% |
$66.1K - $67.9K
|
17.2K
$1.82M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
621+ 6.09% |
$64.9K - $66.7K
|
10.8K
$1.14M
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
584+ 8.0% |
$61K - $62.7K
|
7.89K
$832K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
523+ 36.02% |
$54.6K - $56.1K
|
1.98K
$208K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
515+ 6.31% |
$53.8K - $55.3K
|
8.68K
$916K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500+ 142.86% |
$52.2K - $53.7K
|
850
$89.7K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
475New |
$49.6K - $51K
|
475
$50.1K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
450New |
$47K - $48.3K
|
450
$47.5K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
388+ 9.37% |
$40.5K - $41.6K
|
4.53K
$478K
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
385+ 1.61% |
$40.2K - $41.3K
|
24.3K
$2.57M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
382+ 15.23% |
$39.9K - $41K
|
2.89K
$305K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
375+ 70.09% |
$39.2K - $40.3K
|
910
$96.1K
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
374+ 13.56% |
$39.1K - $40.1K
|
3.13K
$331K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
366+ 6.7% |
$38.2K - $39.3K
|
5.83K
$615K
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
359+ 0.81% |
$37.5K - $38.5K
|
44.6K
$4.71M
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
314+ 9.62% |
$32.8K - $33.7K
|
3.58K
$378K
|