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 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$20.5K - $21.1K
|
200
$21.2K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
198New |
$20.3K - $20.9K
|
198
$20.9K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
194+ 6.2% |
$19.9K - $20.4K
|
3.33K
$352K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
179+ 4.1% |
$18.4K - $18.9K
|
4.55K
$481K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
158New |
$16.2K - $16.7K
|
158
$16.7K
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
150+ 3.1% |
$15.4K - $15.8K
|
4.98K
$527K
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
139+ 6.28% |
$14.3K - $14.7K
|
2.35K
$249K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
135+ 0.85% |
$13.8K - $14.2K
|
16K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
133+ 1.69% |
$13.6K - $14K
|
8K
$846K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
120+ 8.11% |
$12.3K - $12.6K
|
1.6K
$169K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 69.75% |
$11.6K - $11.9K
|
275
$29.1K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
104+ 4.16% |
$10.7K - $11K
|
2.6K
$275K
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
100+ 3.42% |
$10.3K - $10.5K
|
3.03K
$320K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$10.3K - $10.5K
|
100
$10.6K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
99+ 0.36% |
$10.2K - $10.4K
|
27.7K
$2.93M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 22.36% |
$9.54K - $9.8K
|
509
$53.8K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
72New |
$7.39K - $7.59K
|
72
$7.62K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
66+ 2.54% |
$6.77K - $6.96K
|
2.67K
$282K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
37+ 9.2% |
$3.8K - $3.9K
|
439
$46.4K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37+ 0.07% |
$3.8K - $3.9K
|
51.8K
$5.48M
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
24+ 19.2% |
$2.46K - $2.53K
|
149
$15.8K
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
21+ 0.72% |
$2.15K - $2.21K
|
2.94K
$311K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
21+ 0.55% |
$2.15K - $2.21K
|
3.85K
$407K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18+ 0.23% |
$1.85K - $1.9K
|
7.97K
$843K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.47% |
$1.74K - $1.79K
|
3.6K
$381K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$1.64K - $1.69K
|
16
$1.69K
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
16+ 0.12% |
$1.64K - $1.69K
|
13.7K
$1.45M
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
15+ 0.18% |
$1.54K - $1.58K
|
8.13K
$860K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.54K - $1.58K
|
15
$1.59K
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11+ 0.43% |
$1.13K - $1.16K
|
2.55K
$270K
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
BUY
|
- |
10+ 0.21% |
$1.03K - $1.05K
|
4.79K
$506K
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$718 - $738
|
4.69K
$496K
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.06% |
$616 - $632
|
10.5K
$1.11M
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$513 - $527
|
2.17K
$230K
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$205 - $211
|
31.5K
$3.33M
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2+ 0.07% |
$205 - $211
|
2.91K
$307K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 6.9% |
$205 - $211
|
31
$3.28K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$103 - $105
|
472
$49.9K
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $105
|
2.25K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$103 - $105
|
3.66K
$387K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 3.21% |
$513 - $527
|
151
$16K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7- 9.72% |
$718 - $738
|
65
$6.88K
|
|
Nov 14, 2022
Q3 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-8- 0.19% |
$821 - $843
|
4.18K
$442K
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-27- 0.07% |
$2.77K - $2.85K
|
41K
$4.33M
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-29- 0.02% |
$2.98K - $3.06K
|
191K
$20.2M
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-36- 0.31% |
$3.69K - $3.79K
|
11.6K
$1.23M
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-44- 0.11% |
$4.51K - $4.64K
|
39K
$4.12M
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-47- 1.17% |
$4.82K - $4.95K
|
3.97K
$420K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-53- 0.85% |
$5.44K - $5.59K
|
6.16K
$652K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-69- 1.95% |
$7.08K - $7.27K
|
3.47K
$367K
|