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 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-7.57K- 23.32% |
$776K - $798K
|
24.9K
$2.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.81K- 23.71% |
$801K - $823K
|
25.1K
$2.66M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-7.81K- 56.48% |
$801K - $823K
|
6.02K
$636K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.08K- 68.7% |
$829K - $852K
|
3.68K
$389K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-8.13K- 4.19% |
$834K - $857K
|
186K
$19.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-8.13K- 36.44% |
$834K - $857K
|
14.2K
$1.5M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8.26K- 60.91% |
$847K - $870K
|
5.3K
$561K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-8.27K- 12.12% |
$848K - $872K
|
59.9K
$6.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.98K- 15.88% |
$921K - $946K
|
47.6K
$5.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-10K- 11.05% |
$1.03M - $1.05M
|
80.5K
$8.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-10.1K- 83.4% |
$1.04M - $1.07M
|
2.02K
$214K
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-10.7KClosed |
$1.1M - $1.13M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-10.7K- 68.97% |
$1.1M - $1.13M
|
4.83K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-10.7K- 22.18% |
$1.1M - $1.13M
|
37.7K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 47.16% |
$1.13M - $1.16M
|
12.3K
$1.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.1K- 11.56% |
$1.14M - $1.17M
|
85.1K
$9M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.3K- 10.75% |
$1.15M - $1.19M
|
93.4K
$9.88M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-11.4K- 55.69% |
$1.17M - $1.2M
|
9.08K
$961K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-11.7K- 58.03% |
$1.2M - $1.24M
|
8.49K
$898K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-12.4K- 31.21% |
$1.27M - $1.3M
|
27.3K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.7K- 42.83% |
$1.3M - $1.34M
|
16.9K
$1.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.2K- 9.32% |
$1.35M - $1.39M
|
128K
$13.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.2K- 14.37% |
$1.35M - $1.39M
|
78.7K
$8.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 42.29% |
$1.4M - $1.44M
|
18.7K
$1.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-14K- 58.03% |
$1.43M - $1.47M
|
10.1K
$1.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-14K- 20.46% |
$1.44M - $1.48M
|
54.5K
$5.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-14K- 19.62% |
$1.44M - $1.48M
|
57.4K
$6.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-14.2K- 32.31% |
$1.46M - $1.5M
|
29.8K
$3.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.8K- 9.96% |
$1.52M - $1.56M
|
133K
$14.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.8K- 14.08% |
$1.62M - $1.67M
|
96.4K
$10.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-16K- 70.83% |
$1.64M - $1.69M
|
6.59K
$697K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-17.5K- 43.65% |
$1.8M - $1.85M
|
22.7K
$2.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-17.7K- 29.14% |
$1.82M - $1.87M
|
43.1K
$4.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-18.2K- 22.62% |
$1.87M - $1.92M
|
62.2K
$6.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20.1K- 88.37% |
$2.06M - $2.12M
|
2.65K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-20.2KClosed |
$2.07M - $2.13M
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.4K- 57.92% |
$2.09M - $2.15M
|
14.8K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-21.4K- 34.36% |
$2.19M - $2.25M
|
40.8K
$4.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-21.5K- 27.4% |
$2.2M - $2.26M
|
56.9K
$6.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-21.8K- 49.01% |
$2.23M - $2.3M
|
22.7K
$2.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.9K- 18.28% |
$2.24M - $2.3M
|
97.7K
$10.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22K- 36.43% |
$2.26M - $2.32M
|
38.4K
$4.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.6K- 51.0% |
$2.43M - $2.49M
|
22.7K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-24.8K- 41.3% |
$2.54M - $2.61M
|
35.2K
$3.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-27.7KClosed |
$2.84M - $2.92M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-28.5K- 59.84% |
$2.93M - $3.01M
|
19.1K
$2.02M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-28.6K- 32.84% |
$2.93M - $3.01M
|
58.4K
$6.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-29K- 67.96% |
$2.97M - $3.05M
|
13.6K
$1.44M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.8K- 42.55% |
$3.05M - $3.14M
|
40.2K
$4.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-31.1K- 19.86% |
$3.19M - $3.28M
|
126K
$13.3M
|