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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.3KNew |
$2.62M - $2.66M
|
25.3K
$2.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.3K+ 187.79% |
$2.51M - $2.55M
|
37.3K
$3.92M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
23.2K+ 66.63% |
$2.4M - $2.43M
|
58.1K
$6.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
22.9K+ 41.86% |
$2.37M - $2.4M
|
77.7K
$8.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
22.8K+ 62.48% |
$2.35M - $2.39M
|
59.2K
$6.23M
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
22.3KNew |
$2.31M - $2.34M
|
22.3K
$2.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.1K+ 281.15% |
$2.28M - $2.32M
|
29.9K
$3.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
21.6K+ 36.04% |
$2.24M - $2.27M
|
81.7K
$8.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.2KNew |
$2.19M - $2.22M
|
21.2K
$2.23M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
20.9K+ 511.06% |
$2.16M - $2.2M
|
25K
$2.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20.5K+ 147.09% |
$2.12M - $2.15M
|
34.5K
$3.63M
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
20.2KNew |
$2.09M - $2.12M
|
20.2K
$2.13M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
20.2KNew |
$2.09M - $2.12M
|
20.2K
$2.13M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20.2K+ 105.47% |
$2.08M - $2.11M
|
39.3K
$4.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
19.7K+ 1283.92% |
$2.04M - $2.07M
|
21.3K
$2.24M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
19.6K+ 555.31% |
$2.03M - $2.06M
|
23.2K
$2.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.6K+ 125.78% |
$2.02M - $2.05M
|
35.2K
$3.7M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
19.4K+ 37.27% |
$2M - $2.03M
|
71.4K
$7.51M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
19.4KNew |
$2M - $2.03M
|
19.4K
$2.04M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
19.2K+ 877.71% |
$1.98M - $2.01M
|
21.4K
$2.25M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
18.6KNew |
$1.92M - $1.95M
|
18.6K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.5K+ 10.99% |
$1.91M - $1.94M
|
187K
$19.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
18.4KNew |
$1.9M - $1.93M
|
18.4K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.8K+ 13.49% |
$1.84M - $1.87M
|
150K
$15.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7KNew |
$1.83M - $1.86M
|
17.7K
$1.87M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
16.8KNew |
$1.74M - $1.76M
|
16.8K
$1.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
16.4KNew |
$1.7M - $1.72M
|
16.4K
$1.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 316.08% |
$1.61M - $1.63M
|
20.5K
$2.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
15.3KNew |
$1.58M - $1.61M
|
15.3K
$1.61M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.3K+ 71.38% |
$1.58M - $1.6M
|
36.7K
$3.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.3K+ 71.38% |
$1.58M - $1.6M
|
36.7K
$3.86M
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
14.9K+ 103.25% |
$1.54M - $1.56M
|
29.4K
$3.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14.7K+ 169.63% |
$1.52M - $1.54M
|
23.3K
$2.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.6K+ 97.93% |
$1.51M - $1.53M
|
29.6K
$3.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 10.83% |
$1.51M - $1.53M
|
149K
$15.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
14.6K+ 143.31% |
$1.51M - $1.53M
|
24.7K
$2.6M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
14.2KNew |
$1.47M - $1.49M
|
14.2K
$1.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.2K+ 27.64% |
$1.46M - $1.49M
|
65.5K
$6.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
14.1K+ 69.78% |
$1.46M - $1.48M
|
34.4K
$3.61M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14K+ 5678.05% |
$1.44M - $1.46M
|
14.2K
$1.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
13.6KNew |
$1.4M - $1.42M
|
13.6K
$1.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
13.5KNew |
$1.4M - $1.42M
|
13.5K
$1.42M
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
13.2K+ 15.1% |
$1.37M - $1.39M
|
101K
$10.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
13.1KNew |
$1.36M - $1.38M
|
13.1K
$1.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.9K+ 117.26% |
$1.33M - $1.35M
|
23.9K
$2.51M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
12.7K+ 479.19% |
$1.31M - $1.33M
|
15.3K
$1.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12.5KNew |
$1.29M - $1.31M
|
12.5K
$1.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.3K+ 15.31% |
$1.27M - $1.29M
|
92.6K
$9.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12.3K+ 43.79% |
$1.27M - $1.29M
|
40.3K
$4.24M
|
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$1.25M - $1.27M
|
12.1K
$1.27M
|