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 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.41K- 27.33% |
$247K - $254K
|
6.41K
$678K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.51K- 19.44% |
$258K - $265K
|
10.4K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-2.65K- 11.42% |
$272K - $279K
|
20.5K
$2.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.65K- 38.51% |
$272K - $279K
|
4.23K
$447K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.65K- 6.88% |
$272K - $280K
|
35.9K
$3.79M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.73KClosed |
$280K - $288K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.79K- 2.52% |
$286K - $294K
|
108K
$11.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.83K- 6.01% |
$290K - $298K
|
44.2K
$4.68M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.85K- 19.85% |
$292K - $300K
|
11.5K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2.94K- 34.83% |
$302K - $310K
|
5.5K
$582K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.19K- 9.26% |
$327K - $336K
|
31.3K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.2K- 47.69% |
$328K - $337K
|
3.51K
$371K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.33K- 20.51% |
$341K - $351K
|
12.9K
$1.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 30.63% |
$344K - $354K
|
7.6K
$804K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.38K- 25.72% |
$347K - $356K
|
9.76K
$1.03M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-3.46K- 19.08% |
$355K - $365K
|
14.7K
$1.55M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.59K- 30.84% |
$368K - $378K
|
8.05K
$852K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.87K- 11.03% |
$397K - $408K
|
31.2K
$3.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.19K- 61.86% |
$429K - $441K
|
2.58K
$273K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.23K- 1.79% |
$434K - $446K
|
232K
$24.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.23K- 15.6% |
$434K - $446K
|
22.9K
$2.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.27K- 48.9% |
$438K - $450K
|
4.46K
$472K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.29K- 49.74% |
$440K - $452K
|
4.33K
$458K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-4.38K- 6.21% |
$449K - $461K
|
66K
$6.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.38K- 9.16% |
$449K - $461K
|
43.4K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-4.39K- 27.59% |
$450K - $463K
|
11.5K
$1.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-4.42K- 20.77% |
$453K - $465K
|
16.8K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.52K- 0.53% |
$464K - $477K
|
843K
$89.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-4.67K- 88.8% |
$479K - $492K
|
589
$62.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-4.7K- 3.06% |
$482K - $496K
|
149K
$15.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.02K- 1.95% |
$515K - $529K
|
252K
$26.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.13K- 12.71% |
$526K - $540K
|
35.2K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.15K- 38.55% |
$528K - $543K
|
8.21K
$868K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.16K- 8.89% |
$530K - $544K
|
52.9K
$5.6M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-5.27K- 16.24% |
$541K - $556K
|
27.2K
$2.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.33K- 30.97% |
$547K - $562K
|
11.9K
$1.26M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.54K- 22.81% |
$569K - $584K
|
18.8K
$1.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-5.65K- 1.51% |
$579K - $595K
|
369K
$39M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.89K- 45.17% |
$604K - $621K
|
7.15K
$756K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-5.99K- 44.4% |
$614K - $631K
|
7.5K
$793K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.05K- 4.03% |
$620K - $637K
|
144K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.06K- 43.63% |
$622K - $639K
|
7.83K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-6.19K- 40.39% |
$635K - $653K
|
9.14K
$967K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.29K- 12.14% |
$645K - $663K
|
45.5K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.45K- 8.56% |
$661K - $680K
|
68.8K
$7.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6.6K- 45.72% |
$678K - $696K
|
7.84K
$829K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.71K- 4.54% |
$688K - $707K
|
141K
$14.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.84K- 65.39% |
$702K - $721K
|
3.62K
$383K
|
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-7.11K- 64.29% |
$729K - $749K
|
3.95K
$418K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.33K- 35.15% |
$752K - $772K
|
13.5K
$1.43M
|