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
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.61K+ 77.96% |
$370K - $380K
|
8.24K
$871K
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
3.53KNew |
$362K - $372K
|
3.53K
$374K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.48KNew |
$357K - $367K
|
3.48K
$368K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.43KNew |
$352K - $362K
|
3.43K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.39K+ 5.67% |
$348K - $357K
|
63.2K
$6.68M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 32.31% |
$345K - $355K
|
13.8K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.29KNew |
$338K - $347K
|
3.29K
$348K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.25K+ 116.85% |
$333K - $342K
|
6.02K
$637K
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.19KNew |
$327K - $336K
|
3.19K
$337K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.15K+ 16.12% |
$323K - $332K
|
22.7K
$2.4M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.1K+ 12.54% |
$318K - $327K
|
27.8K
$2.95M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.1KNew |
$318K - $327K
|
3.1K
$328K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 21.32% |
$311K - $319K
|
17.2K
$1.82M
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.03KNew |
$311K - $319K
|
3.03K
$320K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.03KNew |
$310K - $319K
|
3.03K
$320K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.99K+ 55.03% |
$306K - $315K
|
8.41K
$890K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.95K+ 83.46% |
$302K - $311K
|
6.48K
$685K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.91KNew |
$298K - $306K
|
2.91K
$307K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.9K+ 968.0% |
$298K - $306K
|
3.2K
$339K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.89K+ 88.9% |
$297K - $305K
|
6.15K
$650K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.78KNew |
$285K - $293K
|
2.78K
$294K
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
2.78K+ 16.57% |
$285K - $293K
|
19.6K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.73K+ 45.63% |
$280K - $288K
|
8.72K
$922K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.71KNew |
$278K - $286K
|
2.71K
$287K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.71KNew |
$278K - $285K
|
2.71K
$286K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.67KNew |
$274K - $281K
|
2.67K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.62KNew |
$269K - $276K
|
2.62K
$277K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.62K+ 55.05% |
$268K - $276K
|
7.37K
$780K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$266K - $273K
|
2.59K
$274K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.58K+ 2043.65% |
$264K - $271K
|
2.7K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.56K+ 387.16% |
$263K - $270K
|
3.23K
$341K
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.55KNew |
$262K - $269K
|
2.55K
$270K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.54K+ 88.98% |
$260K - $267K
|
5.39K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.52KNew |
$258K - $266K
|
2.52K
$266K
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.46KNew |
$253K - $260K
|
2.46K
$261K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.41K+ 12.44% |
$247K - $254K
|
21.8K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.4K+ 10.27% |
$246K - $252K
|
25.7K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.31KNew |
$237K - $243K
|
2.31K
$244K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.24KNew |
$230K - $236K
|
2.24K
$237K
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
2.22K+ 10.39% |
$228K - $234K
|
23.6K
$2.49M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.21K+ 88.76% |
$227K - $233K
|
4.7K
$497K
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2.2KNew |
$226K - $232K
|
2.2K
$233K
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 63.99% |
$225K - $232K
|
5.63K
$596K
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.15KNew |
$220K - $226K
|
2.15K
$227K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.13K+ 2.87% |
$218K - $224K
|
76.4K
$8.08M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 67.21% |
$218K - $224K
|
5.29K
$560K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.12K+ 18.11% |
$218K - $224K
|
13.8K
$1.46M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.1KNew |
$215K - $221K
|
2.1K
$222K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.09KNew |
$214K - $220K
|
2.09K
$221K
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2.07K+ 19.56% |
$212K - $218K
|
12.6K
$1.34M
|