Purchases and Sales Made in Q4 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
8.11KNew |
$869K - $872K
|
8.11K
$853K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8K+ 4000.0% |
$858K - $860K
|
8.2K
$863K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.93K+ 8.56% |
$851K - $853K
|
101K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.87K+ 13.51% |
$844K - $847K
|
66.1K
$6.96M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
7.83KNew |
$840K - $842K
|
7.83K
$824K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.76K+ 13.16% |
$832K - $835K
|
66.7K
$7.02M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7.47KNew |
$801K - $803K
|
7.47K
$785K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.35K+ 94.35% |
$788K - $790K
|
15.1K
$1.59M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
7.26K+ 36.52% |
$779K - $781K
|
27.2K
$2.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 9.92% |
$774K - $776K
|
80K
$8.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
7.12K+ 22.19% |
$763K - $765K
|
39.2K
$4.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.07K+ 136.23% |
$758K - $760K
|
12.3K
$1.29M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.97KNew |
$747K - $749K
|
6.97K
$733K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.85KNew |
$734K - $736K
|
6.85K
$720K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.55K+ 40.55% |
$702K - $704K
|
22.7K
$2.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.4K+ 49.08% |
$686K - $688K
|
19.4K
$2.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$679K - $681K
|
6.34K
$666K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.2K+ 11.7% |
$665K - $667K
|
59.2K
$6.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.12K+ 4.0% |
$656K - $658K
|
159K
$16.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
6.09K+ 6.56% |
$653K - $655K
|
98.9K
$10.4M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
5.98K+ 108.21% |
$641K - $643K
|
11.5K
$1.21M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.97KNew |
$640K - $642K
|
5.97K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.81KNew |
$623K - $625K
|
5.81K
$611K
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
5.79KNew |
$621K - $623K
|
5.79K
$609K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
5.73K+ 73.33% |
$615K - $616K
|
13.5K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
5.62KNew |
$602K - $604K
|
5.62K
$591K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.58K+ 6.36% |
$598K - $600K
|
93.3K
$9.81M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
5.55K+ 39.34% |
$595K - $597K
|
19.7K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
5.52KNew |
$592K - $593K
|
5.52K
$580K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.41KNew |
$580K - $581K
|
5.41K
$569K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.29K+ 211.82% |
$567K - $568K
|
7.78K
$818K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.25KNew |
$563K - $564K
|
5.25K
$552K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.15KNew |
$553K - $554K
|
5.15K
$542K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.12KNew |
$549K - $551K
|
5.12K
$539K
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.07KNew |
$543K - $545K
|
5.07K
$533K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.04K+ 17.57% |
$541K - $542K
|
33.7K
$3.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4.94K+ 59.1% |
$529K - $531K
|
13.3K
$1.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.82K+ 4.65% |
$517K - $519K
|
108K
$11.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.81K+ 52.08% |
$515K - $517K
|
14K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.69KNew |
$503K - $505K
|
4.69K
$494K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.63KNew |
$496K - $498K
|
4.63K
$487K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
4.62K+ 11.67% |
$496K - $497K
|
44.2K
$4.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
4.6K+ 418.27% |
$493K - $495K
|
5.7K
$600K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
4.6K+ 59.52% |
$493K - $495K
|
12.3K
$1.3M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.6KNew |
$493K - $494K
|
4.6K
$484K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.52KNew |
$485K - $486K
|
4.52K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.33K+ 28.38% |
$464K - $465K
|
19.6K
$2.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.29KNew |
$460K - $461K
|
4.29K
$451K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.19KNew |
$449K - $450K
|
4.19K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.01K+ 16.09% |
$430K - $431K
|
28.9K
$3.04M
|