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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23- 1.16% |
$2.38K - $2.41K
|
1.95K
$206K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25Closed |
$2.58K - $2.62K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-27- 24.32% |
$2.79K - $2.83K
|
84
$8.88K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-39- 0.81% |
$4.03K - $4.09K
|
4.75K
$502K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 1.06% |
$4.03K - $4.09K
|
3.65K
$386K
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-45- 0.34% |
$4.65K - $4.72K
|
13.4K
$1.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-47- 0.56% |
$4.86K - $4.93K
|
8.29K
$876K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-53- 64.63% |
$5.48K - $5.56K
|
29
$3.07K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-55- 1.85% |
$5.68K - $5.77K
|
2.92K
$309K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-62- 0.1% |
$6.41K - $6.5K
|
59.8K
$6.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-76- 0.63% |
$7.85K - $7.97K
|
12K
$1.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-88- 2.05% |
$9.09K - $9.23K
|
4.21K
$445K
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-90- 1.93% |
$9.3K - $9.44K
|
4.58K
$484K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-92- 1.04% |
$9.5K - $9.65K
|
8.73K
$922K
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-93- 0.49% |
$9.61K - $9.75K
|
19K
$2.01M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-95- 2.05% |
$9.81K - $9.96K
|
4.53K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 1.8% |
$10.3K - $10.5K
|
5.44K
$575K
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-104- 0.41% |
$10.7K - $10.9K
|
25.2K
$2.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-105- 1.08% |
$10.8K - $11K
|
9.65K
$1.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-125Closed |
$12.9K - $13.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-130- 0.94% |
$13.4K - $13.6K
|
13.7K
$1.44M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-133- 3.76% |
$13.7K - $13.9K
|
3.4K
$360K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-136- 4.0% |
$14.1K - $14.3K
|
3.27K
$345K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-139- 0.67% |
$14.4K - $14.6K
|
20.5K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-145- 3.94% |
$15K - $15.2K
|
3.53K
$374K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-155- 7.15% |
$16K - $16.3K
|
2.01K
$213K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-156- 7.17% |
$16.1K - $16.4K
|
2.02K
$213K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-156- 2.68% |
$16.1K - $16.4K
|
5.67K
$599K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-161- 6.6% |
$16.6K - $16.9K
|
2.28K
$241K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-164- 0.43% |
$16.9K - $17.2K
|
37.9K
$4.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$17.7K - $17.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-176- 2.42% |
$18.2K - $18.5K
|
7.1K
$750K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-190Closed |
$19.6K - $19.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-200- 6.99% |
$20.7K - $21K
|
2.66K
$281K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-200- 0.41% |
$20.7K - $21K
|
48.2K
$5.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 5.07% |
$24.3K - $24.6K
|
4.4K
$465K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-250- 10.94% |
$25.8K - $26.2K
|
2.04K
$215K
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-250- 5.31% |
$25.8K - $26.2K
|
4.46K
$471K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-276- 12.87% |
$28.5K - $28.9K
|
1.87K
$198K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-278- 10.83% |
$28.7K - $29.2K
|
2.29K
$242K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-280- 73.68% |
$28.9K - $29.4K
|
100
$10.6K
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-297- 4.44% |
$30.7K - $31.1K
|
6.39K
$675K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 12.76% |
$31K - $31.5K
|
2.05K
$217K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-301- 3.84% |
$31.1K - $31.6K
|
7.55K
$798K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-328- 5.57% |
$33.9K - $34.4K
|
5.56K
$587K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-332- 14.15% |
$34.3K - $34.8K
|
2.01K
$213K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-338- 3.48% |
$34.9K - $35.4K
|
9.38K
$991K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-340- 1.16% |
$35.1K - $35.7K
|
28.9K
$3.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-358- 2.84% |
$37K - $37.5K
|
12.2K
$1.29M
|