Purchases and Sales Made in Q2 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 8.32% |
$108M - $109M
|
13.6M
$1.43B
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
955K+ 59.14% |
$98.7M - $100M
|
2.57M
$272M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
616K+ 18.48% |
$63.6M - $64.6M
|
3.95M
$417M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
588K+ 226.82% |
$60.8M - $61.7M
|
847K
$89.5M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
444K+ 80.43% |
$45.9M - $46.6M
|
996K
$105M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
421K+ 27.52% |
$43.5M - $44.1M
|
1.95M
$206M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
391K+ 222.95% |
$40.4M - $41M
|
567K
$59.9M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
381K+ 73.13% |
$39.3M - $39.9M
|
902K
$95.2M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
379KNew |
$39.2M - $39.8M
|
379K
$40.1M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
370K+ 36.1% |
$38.2M - $38.8M
|
1.4M
$147M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
359K+ 31.28% |
$37.1M - $37.7M
|
1.51M
$159M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
332K+ 3191.57% |
$34.3M - $34.8M
|
342K
$36.1M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
306K+ 170.82% |
$31.6M - $32.1M
|
485K
$51.3M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
301K+ 3319.36% |
$31.1M - $31.5M
|
310K
$32.7M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
295K+ 2066.73% |
$30.5M - $31M
|
310K
$32.7M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
282K+ 251.77% |
$29.1M - $29.6M
|
394K
$41.6M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
280KNew |
$28.9M - $29.3M
|
280K
$29.5M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
274K+ 64.67% |
$28.3M - $28.8M
|
698K
$73.8M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
243KNew |
$25.1M - $25.5M
|
243K
$25.6M
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
238KNew |
$24.6M - $24.9M
|
238K
$25.1M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
232K+ 5043.43% |
$23.9M - $24.3M
|
236K
$25M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
228KNew |
$23.6M - $23.9M
|
228K
$24.1M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
221KNew |
$22.8M - $23.1M
|
221K
$23.3M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
220K+ 51.63% |
$22.8M - $23.1M
|
647K
$68.4M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
177K+ 770.87% |
$18.3M - $18.6M
|
200K
$21.2M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
173K+ 17632.14% |
$17.9M - $18.1M
|
174K
$18.4M
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
170KNew |
$17.5M - $17.8M
|
170K
$17.9M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
169K+ 49.92% |
$17.4M - $17.7M
|
506K
$53.5M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
155K+ 46.83% |
$16M - $16.2M
|
485K
$51.3M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
142K+ 167.76% |
$14.7M - $14.9M
|
227K
$23.9M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
140K+ 5760.35% |
$14.5M - $14.7M
|
142K
$15M
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
137K+ 126.34% |
$14.2M - $14.4M
|
246K
$26M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
136K+ 20.77% |
$14.1M - $14.3M
|
793K
$83.7M
|
|
Aug 15, 2022
Q2 2022
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
121KNew |
$12.5M - $12.7M
|
121K
$12.8M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 4.23% |
$12.5M - $12.7M
|
2.98M
$314M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 4.23% |
$12.5M - $12.7M
|
2.98M
$314M
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
120K+ 1216.87% |
$12.4M - $12.6M
|
130K
$13.7M
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
120K+ 429.15% |
$12.4M - $12.6M
|
148K
$15.6M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
111KNew |
$11.4M - $11.6M
|
111K
$11.7M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
110K+ 662.78% |
$11.3M - $11.5M
|
126K
$13.3M
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
103KNew |
$10.7M - $10.8M
|
103K
$10.9M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92.8K+ 35.61% |
$9.58M - $9.73M
|
353K
$37.3M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
91.3K+ 436.24% |
$9.43M - $9.57M
|
112K
$11.9M
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
90.7K+ 246.74% |
$9.37M - $9.52M
|
128K
$13.5M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
90.2KNew |
$9.32M - $9.46M
|
90.2K
$9.53M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
88.3K+ 2480.62% |
$9.12M - $9.26M
|
91.9K
$9.7M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.1K+ 22.74% |
$8.79M - $8.92M
|
459K
$48.5M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.7K+ 15.68% |
$8.75M - $8.88M
|
625K
$66M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
82.1KNew |
$8.48M - $8.61M
|
82.1K
$8.67M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78.1KNew |
$8.07M - $8.19M
|
78.1K
$8.25M
|