Purchases and Sales Made in Q3 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.46M+ 134.65% |
$355M - $365M
|
6.03M
$638M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
990K+ 25.06% |
$102M - $104M
|
4.94M
$523M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
633K+ 70.17% |
$64.9M - $66.7M
|
1.53M
$162M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
446K+ 22.84% |
$45.7M - $47M
|
2.4M
$254M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
386K+ 561.33% |
$39.6M - $40.6M
|
454K
$48.1M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
379K+ 66.83% |
$38.9M - $39.9M
|
946K
$100M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
334K+ 51.63% |
$34.3M - $35.2M
|
982K
$104M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
298K+ 2805.45% |
$30.6M - $31.4M
|
309K
$32.7M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
212K+ 21.29% |
$21.8M - $22.4M
|
1.21M
$128M
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
175KNew |
$17.9M - $18.4M
|
175K
$18.5M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 5.38% |
$16.4M - $16.9M
|
3.14M
$332M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 19.92% |
$16.2M - $16.6M
|
951K
$101M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
146K+ 9.67% |
$15M - $15.4M
|
1.65M
$175M
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
144KNew |
$14.8M - $15.2M
|
144K
$15.2M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
135K+ 29.56% |
$13.9M - $14.3M
|
593K
$62.7M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
119K+ 52.28% |
$12.2M - $12.6M
|
347K
$36.7M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
91K+ 13.75% |
$9.34M - $9.6M
|
753K
$79.7M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81.2K+ 13.0% |
$8.33M - $8.56M
|
706K
$74.7M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
79.3K+ 116.43% |
$8.13M - $8.36M
|
147K
$15.6M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
75.5K+ 31.91% |
$7.75M - $7.96M
|
312K
$33M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
73.8KNew |
$7.57M - $7.78M
|
73.8K
$7.8M
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
71.3K+ 745.14% |
$7.31M - $7.51M
|
80.9K
$8.55M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
62.7K+ 49.73% |
$6.43M - $6.61M
|
189K
$20M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
57.3KNew |
$5.88M - $6.04M
|
57.3K
$6.06M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
54.9K+ 67.21% |
$5.63M - $5.79M
|
137K
$14.5M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
52.1KNew |
$5.35M - $5.49M
|
52.1K
$5.51M
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
49.4K+ 197.46% |
$5.07M - $5.21M
|
74.5K
$7.88M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.6K+ 139.76% |
$4.98M - $5.12M
|
83.3K
$8.81M
|
|
Oct 13, 2022
Q3 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
47.7K+ 20.06% |
$4.89M - $5.02M
|
285K
$30.2M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
47.4KNew |
$4.86M - $4.99M
|
47.4K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
46.8K+ 26.96% |
$4.81M - $4.94M
|
221K
$23.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46.6K+ 489.36% |
$4.78M - $4.91M
|
56.1K
$5.94M
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
46.4KNew |
$4.76M - $4.89M
|
46.4K
$4.91M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
45.9K+ 30.77% |
$4.71M - $4.84M
|
195K
$20.6M
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
45.8K+ 192.25% |
$4.7M - $4.83M
|
69.6K
$7.36M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40.9K+ 591.96% |
$4.19M - $4.31M
|
47.8K
$5.05M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 21.04% |
$4.04M - $4.15M
|
227K
$24M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
37.1K+ 173.12% |
$3.8M - $3.91M
|
58.5K
$6.18M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
36.1K+ 32.01% |
$3.7M - $3.8M
|
149K
$15.7M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35.4K+ 43.18% |
$3.64M - $3.74M
|
118K
$12.4M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
34.1KNew |
$3.5M - $3.6M
|
34.1K
$3.61M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
32.8KNew |
$3.36M - $3.45M
|
32.8K
$3.47M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.7KNew |
$3.36M - $3.45M
|
32.7K
$3.46M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
32KNew |
$3.28M - $3.37M
|
32K
$3.38M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
31.9K+ 208.23% |
$3.28M - $3.37M
|
47.3K
$5M
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
31.8K+ 1658.71% |
$3.26M - $3.35M
|
33.7K
$3.57M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31K+ 20.85% |
$3.18M - $3.27M
|
180K
$19M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
30.6K+ 95.64% |
$3.14M - $3.23M
|
62.6K
$6.62M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
30KNew |
$3.08M - $3.16M
|
30K
$3.17M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
29.9K+ 160.84% |
$3.06M - $3.15M
|
48.4K
$5.12M
|