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 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.3K- 17.21% |
$135K - $139K
|
6.23K
$658K
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.32K- 6.47% |
$138K - $142K
|
19.1K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.34K- 14.02% |
$140K - $144K
|
8.2K
$865K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.36K- 18.24% |
$142K - $146K
|
6.11K
$644K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.37K- 27.55% |
$143K - $147K
|
3.59K
$379K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.46K- 25.41% |
$153K - $157K
|
4.29K
$452K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.49KClosed |
$155K - $160K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.51K- 29.32% |
$157K - $162K
|
3.63K
$383K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 11.71% |
$161K - $165K
|
11.6K
$1.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.6K- 2.75% |
$167K - $171K
|
56.5K
$5.96M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 17.43% |
$173K - $178K
|
7.85K
$828K
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-1.67K- 38.56% |
$174K - $179K
|
2.66K
$281K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.69K- 72.03% |
$176K - $181K
|
656
$69.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.7K- 26.51% |
$177K - $182K
|
4.71K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 6.16% |
$178K - $182K
|
25.9K
$2.73M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 7.03% |
$185K - $190K
|
23.4K
$2.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 22.92% |
$186K - $191K
|
6K
$633K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.85K- 45.51% |
$193K - $198K
|
2.21K
$234K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.87KClosed |
$195K - $200K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.87KClosed |
$196K - $201K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.92K- 16.5% |
$201K - $206K
|
9.72K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.92KClosed |
$201K - $206K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.97K- 3.01% |
$206K - $211K
|
63.4K
$6.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.98K- 20.13% |
$207K - $213K
|
7.87K
$831K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2KClosed |
$209K - $215K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2KClosed |
$209K - $215K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.01K- 28.94% |
$209K - $215K
|
4.92K
$520K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 5.79% |
$210K - $215K
|
32.6K
$3.44M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.02K- 7.83% |
$211K - $217K
|
23.8K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.05K- 35.7% |
$214K - $220K
|
3.69K
$390K
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.06KClosed |
$215K - $221K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-2.06K- 8.12% |
$215K - $221K
|
23.3K
$2.46M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.1K- 27.33% |
$220K - $226K
|
5.59K
$590K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.11K- 11.7% |
$220K - $226K
|
15.9K
$1.68M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.12KClosed |
$222K - $228K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.13KClosed |
$223K - $229K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.13K- 5.3% |
$223K - $229K
|
38.1K
$4.02M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.16K- 2.58% |
$225K - $232K
|
81.5K
$8.6M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.17K- 47.79% |
$227K - $233K
|
2.37K
$250K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.17KClosed |
$227K - $233K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.18KClosed |
$228K - $234K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.19K- 50.5% |
$229K - $235K
|
2.15K
$226K
|
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.2K- 27.14% |
$230K - $236K
|
5.91K
$623K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.26KClosed |
$236K - $242K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.34KClosed |
$244K - $251K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.36K- 0.59% |
$247K - $254K
|
398K
$42M
|
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-2.41K- 2.67% |
$252K - $258K
|
87.7K
$9.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.41K- 28.18% |
$252K - $259K
|
6.15K
$649K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.43K- 4.6% |
$253K - $260K
|
50.3K
$5.3M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.43KClosed |
$253K - $260K
|
0
$0
|