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 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
765+ 2.09% |
$78.5K - $80.6K
|
37.3K
$3.95M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
753+ 15.32% |
$77.3K - $79.4K
|
5.67K
$600K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
753+ 15.32% |
$77.3K - $79.4K
|
5.67K
$600K
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
704+ 30.89% |
$72.2K - $74.2K
|
2.98K
$316K
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
695+ 19.86% |
$71.3K - $73.3K
|
4.19K
$444K
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
667+ 12.21% |
$68.4K - $70.3K
|
6.13K
$648K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
667+ 12.04% |
$68.4K - $70.3K
|
6.21K
$656K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
666+ 190.29% |
$68.3K - $70.2K
|
1.02K
$107K
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
625+ 26.6% |
$64.1K - $65.9K
|
2.98K
$315K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
618+ 9.46% |
$63.4K - $65.1K
|
7.15K
$757K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
604+ 29.99% |
$62K - $63.7K
|
2.62K
$277K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
598+ 23.86% |
$61.3K - $63K
|
3.1K
$328K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
589+ 19.87% |
$60.4K - $62.1K
|
3.55K
$376K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
562+ 0.67% |
$57.7K - $59.2K
|
84K
$8.88M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
550New |
$56.4K - $58K
|
550
$58.2K
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
540+ 8.4% |
$55.4K - $56.9K
|
6.97K
$737K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
515+ 1.5% |
$52.8K - $54.3K
|
34.8K
$3.68M
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
500+ 19.05% |
$51.3K - $52.7K
|
3.13K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
499+ 23.73% |
$51.2K - $52.6K
|
2.6K
$275K
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
490+ 4.76% |
$50.3K - $51.6K
|
10.8K
$1.14M
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
475+ 7.97% |
$48.7K - $50.1K
|
6.44K
$681K
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
460+ 3.44% |
$47.2K - $48.5K
|
13.8K
$1.46M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
455New |
$46.7K - $48K
|
455
$48.1K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
437+ 22.02% |
$44.8K - $46.1K
|
2.42K
$256K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
437+ 1.81% |
$44.8K - $46.1K
|
24.6K
$2.6M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
427+ 18.09% |
$43.8K - $45K
|
2.79K
$295K
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
425+ 0.92% |
$43.6K - $44.8K
|
46.8K
$4.95M
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
395+ 1.58% |
$40.5K - $41.6K
|
25.5K
$2.69M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
386+ 27.16% |
$39.6K - $40.7K
|
1.81K
$191K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
375+ 11.63% |
$38.5K - $39.5K
|
3.6K
$381K
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
358+ 4.0% |
$36.7K - $37.7K
|
9.31K
$985K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
358+ 4.7% |
$36.7K - $37.7K
|
7.97K
$843K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
355+ 5.07% |
$36.4K - $37.4K
|
7.36K
$778K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
355+ 4.96% |
$36.4K - $37.4K
|
7.51K
$795K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
347New |
$35.6K - $36.6K
|
347
$36.7K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
334+ 4.66% |
$34.3K - $35.2K
|
7.5K
$794K
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
327+ 3.49% |
$33.5K - $34.5K
|
9.71K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
310+ 4.06% |
$31.8K - $32.7K
|
7.95K
$841K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
301+ 1.86% |
$30.9K - $31.7K
|
16.5K
$1.74M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
299+ 16.79% |
$30.7K - $31.5K
|
2.08K
$220K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
281New |
$28.8K - $29.6K
|
281
$29.7K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
280+ 42.81% |
$28.7K - $29.5K
|
934
$98.8K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
272+ 0.75% |
$27.9K - $28.7K
|
36.4K
$3.85M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
271+ 81.14% |
$27.8K - $28.6K
|
605
$64K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
266+ 2.01% |
$27.3K - $28K
|
13.5K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
265+ 13.42% |
$27.2K - $27.9K
|
2.24K
$237K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
231+ 3.17% |
$23.7K - $24.3K
|
7.52K
$795K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
221+ 0.52% |
$22.7K - $23.3K
|
42.5K
$4.49M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
217+ 6.51% |
$22.3K - $22.9K
|
3.55K
$376K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
216+ 1.15% |
$22.2K - $22.8K
|
18.9K
$2M
|