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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 8.24% |
$1.23M - $1.27M
|
158K
$16.7M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
12K+ 70.3% |
$1.23M - $1.26M
|
29.1K
$3.07M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 438.45% |
$1.19M - $1.22M
|
14.2K
$1.51M
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11.4K+ 84.3% |
$1.17M - $1.2M
|
25K
$2.64M
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.4K+ 19.01% |
$1.17M - $1.2M
|
71.3K
$7.55M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$1.1M - $1.13M
|
10.7K
$1.13M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
10.5KNew |
$1.08M - $1.11M
|
10.5K
$1.11M
|
|
Oct 13, 2022
Q3 2022
|
Hamlin Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$1.07M - $1.1M
|
10.5K
$1.11M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.2K+ 14.18% |
$1.04M - $1.07M
|
82K
$8.68M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$1.04M - $1.07M
|
10.1K
$1.07M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1K+ 18.21% |
$1.03M - $1.06M
|
65.5K
$6.93M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.83KNew |
$1.01M - $1.04M
|
9.83K
$1.04M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
9.77K+ 91.86% |
$1M - $1.03M
|
20.4K
$2.16M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
9.56K+ 0.69% |
$981K - $1.01M
|
1.4M
$149M
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.51KNew |
$976K - $1M
|
9.51K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
9.25K+ 31.02% |
$948K - $974K
|
39K
$4.13M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
9.11K+ 18.92% |
$934K - $960K
|
57.3K
$6.06M
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
9.06K+ 21.01% |
$929K - $955K
|
52.2K
$5.52M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9K+ 279.24% |
$923K - $949K
|
12.2K
$1.29M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.86K+ 109.88% |
$909K - $934K
|
16.9K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8.71KNew |
$894K - $918K
|
8.71K
$922K
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$847K - $870K
|
8.26K
$874K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.23K+ 60.18% |
$844K - $867K
|
21.9K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.19KNew |
$840K - $863K
|
8.19K
$866K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.01KNew |
$822K - $845K
|
8.01K
$848K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8K+ 177.62% |
$821K - $843K
|
12.5K
$1.32M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.96K+ 140.74% |
$817K - $839K
|
13.6K
$1.44M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
7.73K+ 22.27% |
$793K - $815K
|
42.4K
$4.49M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.38K+ 149.88% |
$757K - $778K
|
12.3K
$1.3M
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.23K+ 11.46% |
$742K - $762K
|
70.3K
$7.44M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.16K+ 13.17% |
$734K - $754K
|
61.5K
$6.51M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 18.42% |
$734K - $754K
|
46K
$4.86M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.05K+ 21354.55% |
$723K - $743K
|
7.08K
$749K
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.87K+ 17.52% |
$705K - $724K
|
46.1K
$4.87M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.69K+ 310.63% |
$687K - $706K
|
8.85K
$936K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.64KNew |
$681K - $700K
|
6.64K
$702K
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.43K+ 6.94% |
$659K - $677K
|
99K
$10.5M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.37K+ 46.75% |
$653K - $671K
|
20K
$2.11M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.3K+ 42.21% |
$647K - $664K
|
21.2K
$2.25M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.19KNew |
$635K - $653K
|
6.19K
$655K
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
6.17K+ 9.52% |
$633K - $651K
|
71K
$7.51M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.17K+ 14.67% |
$633K - $651K
|
48.3K
$5.1M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.13K+ 3.69% |
$629K - $646K
|
172K
$18.2M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.12K+ 433.83% |
$628K - $645K
|
7.53K
$796K
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
6.08K+ 69.24% |
$624K - $641K
|
14.9K
$1.57M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.06K+ 12.07% |
$622K - $639K
|
56.3K
$5.95M
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
5.92K+ 58.57% |
$608K - $624K
|
16K
$1.7M
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.82K+ 68.86% |
$597K - $613K
|
14.3K
$1.51M
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.8K+ 35.31% |
$595K - $611K
|
22.2K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5.75K+ 324.86% |
$590K - $606K
|
7.52K
$795K
|