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 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
300+ 5.26% |
$31.3K - $32.2K
|
6K
$633K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
300+ 11.11% |
$31.3K - $32.2K
|
3K
$317K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
286+ 13.71% |
$29.9K - $30.7K
|
2.37K
$250K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
263+ 7.98% |
$27.5K - $28.2K
|
3.56K
$376K
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
252+ 3.59% |
$26.3K - $27K
|
7.27K
$767K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
233+ 7.39% |
$24.3K - $25K
|
3.39K
$357K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
224+ 7.12% |
$23.4K - $24K
|
3.37K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
209+ 15.75% |
$21.8K - $22.4K
|
1.54K
$162K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
208+ 2.49% |
$21.7K - $22.3K
|
8.57K
$904K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
199+ 0.55% |
$20.8K - $21.4K
|
36.5K
$3.85M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
190New |
$19.8K - $20.4K
|
190
$20.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
185+ 2.14% |
$19.3K - $19.9K
|
8.82K
$931K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
184New |
$19.2K - $19.8K
|
184
$19.4K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
182New |
$19K - $19.5K
|
182
$19.2K
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
182+ 0.51% |
$19K - $19.5K
|
36.1K
$3.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
175+ 3.8% |
$18.3K - $18.8K
|
4.79K
$505K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
171New |
$17.9K - $18.4K
|
171
$18K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
153+ 7.96% |
$16K - $16.4K
|
2.07K
$219K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
133+ 2.31% |
$13.9K - $14.3K
|
5.89K
$621K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
131+ 23.23% |
$13.7K - $14.1K
|
695
$73.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
126+ 3.7% |
$13.2K - $13.5K
|
3.54K
$373K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125+ 4.39% |
$13.1K - $13.4K
|
2.97K
$314K
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
100+ 3.54% |
$10.4K - $10.7K
|
2.93K
$309K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
92+ 2.01% |
$9.61K - $9.88K
|
4.67K
$493K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
85+ 3.58% |
$8.88K - $9.12K
|
2.46K
$260K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80+ 1.08% |
$8.36K - $8.59K
|
7.51K
$793K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60+ 2.05% |
$6.27K - $6.44K
|
2.98K
$315K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.23% |
$5.64K - $5.8K
|
23.2K
$2.45M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
40New |
$4.18K - $4.29K
|
40
$4.22K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
39+ 0.41% |
$4.07K - $4.19K
|
9.54K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33+ 0.32% |
$3.45K - $3.54K
|
10.4K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 0.08% |
$3.13K - $3.22K
|
37.3K
$3.94M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
25New |
$2.61K - $2.68K
|
25
$2.64K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 1.12% |
$2.51K - $2.58K
|
2.17K
$229K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
19+ 0.13% |
$1.98K - $2.04K
|
15.1K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
13+ 0.25% |
$1.36K - $1.4K
|
5.23K
$552K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9New |
$940 - $966
|
9
$950
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
6New |
$627 - $644
|
6
$633
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
5+ 0.04% |
$522 - $537
|
13.5K
$1.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.08% |
$418 - $429
|
5.31K
$560K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.09% |
$418 - $429
|
4.59K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.06% |
$209 - $215
|
3.41K
$360K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 2.5% |
$209 - $215
|
82
$8.66K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.07% |
$209 - $215
|
2.71K
$286K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$104 - $107
|
3.25K
$343K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$104 - $107
|
708
$74.7K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.05% |
$104 - $107
|
1.98K
$209K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1+ 0.04% |
$104 - $107
|
2.28K
$241K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2- 0.01% |
$209 - $215
|
26.1K
$2.75M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3- 3.9% |
$313 - $322
|
74
$7.81K
|