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 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-77- 0.48% |
$7.9K - $8.12K
|
16.1K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-81- 2.38% |
$8.31K - $8.54K
|
3.32K
$351K
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-85- 0.88% |
$8.72K - $8.96K
|
9.56K
$1.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-98- 8.33% |
$10.1K - $10.3K
|
1.08K
$114K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 1.47% |
$10.3K - $10.5K
|
6.69K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-100- 2.56% |
$10.3K - $10.5K
|
3.81K
$403K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-103- 66.03% |
$10.6K - $10.9K
|
53
$5.61K
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-111- 4.16% |
$11.4K - $11.7K
|
2.56K
$271K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-115- 0.12% |
$11.8K - $12.1K
|
96.5K
$10.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-155- 0.57% |
$15.9K - $16.3K
|
27.1K
$2.87M
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-158- 3.02% |
$16.2K - $16.7K
|
5.08K
$537K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-159- 1.13% |
$16.3K - $16.8K
|
13.9K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-166- 7.25% |
$17K - $17.5K
|
2.12K
$225K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-175- 3.6% |
$18K - $18.4K
|
4.69K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-180- 0.73% |
$18.5K - $19K
|
24.5K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180- 9.63% |
$18.5K - $19K
|
1.69K
$179K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-182- 15.62% |
$18.7K - $19.2K
|
983
$104K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-191- 0.44% |
$19.6K - $20.1K
|
43K
$4.55M
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-198- 3.88% |
$20.3K - $20.9K
|
4.91K
$519K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200- 7.52% |
$20.5K - $21.1K
|
2.46K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-210- 2.96% |
$21.5K - $22.1K
|
6.89K
$728K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-215- 4.89% |
$22.1K - $22.7K
|
4.19K
$443K
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-230- 1.06% |
$23.6K - $24.2K
|
21.4K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-252- 3.93% |
$25.9K - $26.6K
|
6.16K
$651K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-258- 2.22% |
$26.5K - $27.2K
|
11.3K
$1.2M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-259- 9.25% |
$26.6K - $27.3K
|
2.54K
$269K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-288- 10.09% |
$29.5K - $30.4K
|
2.57K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-290- 85.55% |
$29.8K - $30.6K
|
49
$5.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-315- 5.47% |
$32.3K - $33.2K
|
5.44K
$576K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-367- 7.79% |
$37.7K - $38.7K
|
4.35K
$460K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-372- 11.28% |
$38.2K - $39.2K
|
2.93K
$310K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-390- 10.25% |
$40K - $41.1K
|
3.42K
$361K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-393- 5.83% |
$40.3K - $41.4K
|
6.35K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-395- 68.46% |
$40.5K - $41.6K
|
182
$19.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-441- 0.44% |
$45.2K - $46.5K
|
100K
$10.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-463- 14.9% |
$47.5K - $48.8K
|
2.65K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-466- 65.73% |
$47.8K - $49.1K
|
243
$25.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-484- 10.57% |
$49.7K - $51K
|
4.1K
$433K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-495- 6.56% |
$50.8K - $52.2K
|
7.05K
$746K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-498- 5.14% |
$51.1K - $52.5K
|
9.19K
$972K
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-500- 9.52% |
$51.3K - $52.7K
|
4.75K
$502K
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 7.87% |
$51.3K - $52.7K
|
5.85K
$619K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-503- 7.08% |
$51.6K - $53K
|
6.6K
$698K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-524- 1.72% |
$53.8K - $55.2K
|
30K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-532- 21.04% |
$54.6K - $56.1K
|
2K
$211K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-547- 93.03% |
$56.1K - $57.7K
|
41
$4.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-550- 2.17% |
$56.4K - $58K
|
24.8K
$2.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-556- 4.72% |
$57K - $58.6K
|
11.2K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-557- 7.03% |
$57.1K - $58.7K
|
7.37K
$779K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-602- 7.38% |
$61.8K - $63.5K
|
7.55K
$799K
|