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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
29.7K+ 8.06% |
$3.04M - $3.13M
|
398K
$42.1M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
29.4K+ 110.68% |
$3.02M - $3.1M
|
56K
$5.93M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
29.1K+ 22.83% |
$2.99M - $3.07M
|
157K
$16.6M
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
28.8K+ 158.97% |
$2.96M - $3.04M
|
46.9K
$4.96M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28.7KNew |
$2.94M - $3.02M
|
28.7K
$3.03M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.2K+ 7.97% |
$2.89M - $2.97M
|
381K
$40.3M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.2K+ 5.37% |
$2.79M - $2.87M
|
533K
$56.4M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
26.2KNew |
$2.69M - $2.76M
|
26.2K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26KNew |
$2.67M - $2.74M
|
26K
$2.75M
|
|
Nov 14, 2022
Q3 2022
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
25.8K+ 21.34% |
$2.65M - $2.72M
|
147K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
25.6KNew |
$2.63M - $2.7M
|
25.6K
$2.71M
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
25.6K+ 227.17% |
$2.62M - $2.7M
|
36.8K
$3.9M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.6KNew |
$2.62M - $2.69M
|
25.6K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.1K+ 5.42% |
$2.47M - $2.54M
|
468K
$49.5M
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
23KNew |
$2.36M - $2.42M
|
23K
$2.43M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
20.6K+ 23.24% |
$2.11M - $2.17M
|
109K
$11.5M
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
20.2K+ 24.15% |
$2.08M - $2.13M
|
104K
$11M
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.9K+ 50.63% |
$2.04M - $2.1M
|
59.2K
$6.26M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
19.5K+ 8.85% |
$2M - $2.06M
|
240K
$25.4M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 158.4% |
$2M - $2.05M
|
31.7K
$3.36M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
19.5K+ 3.63% |
$2M - $2.05M
|
555K
$58.7M
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
18.8K+ 32.22% |
$1.93M - $1.98M
|
77.3K
$8.17M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.8KNew |
$1.92M - $1.98M
|
18.8K
$1.98M
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18.1K+ 26.28% |
$1.86M - $1.91M
|
87.2K
$9.22M
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
18.1K+ 9.9% |
$1.86M - $1.91M
|
201K
$21.3M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18K+ 7.93% |
$1.84M - $1.89M
|
245K
$25.9M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
17K+ 46.36% |
$1.75M - $1.79M
|
53.7K
$5.68M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
17K+ 46.36% |
$1.75M - $1.79M
|
53.7K
$5.68M
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
16.6K+ 12.78% |
$1.7M - $1.75M
|
147K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.5K+ 3.59% |
$1.69M - $1.74M
|
476K
$50.3M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.2K+ 49.36% |
$1.66M - $1.71M
|
49K
$5.19M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
16.1KNew |
$1.65M - $1.7M
|
16.1K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
15.9K+ 28.49% |
$1.63M - $1.68M
|
71.7K
$7.58M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.4K+ 51.28% |
$1.58M - $1.62M
|
45.3K
$4.79M
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.9K+ 6.07% |
$1.53M - $1.57M
|
261K
$27.6M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
14.5K+ 247.04% |
$1.49M - $1.53M
|
20.3K
$2.15M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
14.3K+ 24.42% |
$1.46M - $1.5M
|
72.7K
$7.69M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.2K+ 21.77% |
$1.46M - $1.5M
|
79.7K
$8.43M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.2K+ 308.85% |
$1.46M - $1.5M
|
18.8K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
13.9K+ 516.92% |
$1.42M - $1.46M
|
16.6K
$1.75M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8KNew |
$1.42M - $1.46M
|
13.8K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 250.45% |
$1.4M - $1.44M
|
19.1K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13.5K+ 9.11% |
$1.38M - $1.42M
|
161K
$17.1M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
13.5K+ 36.08% |
$1.38M - $1.42M
|
50.8K
$5.38M
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13.2K+ 105.16% |
$1.35M - $1.39M
|
25.7K
$2.72M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13KNew |
$1.34M - $1.37M
|
13K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13K+ 3.43% |
$1.33M - $1.37M
|
392K
$41.5M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
12.9K+ 172.33% |
$1.33M - $1.36M
|
20.4K
$2.16M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
12.9K+ 57.8% |
$1.32M - $1.36M
|
35.2K
$3.72M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 18.26% |
$1.31M - $1.34M
|
82.6K
$8.74M
|