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 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.99KNew |
$428K - $429K
|
3.99K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.99KNew |
$428K - $429K
|
3.99K
$421K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.98K+ 21.61% |
$427K - $429K
|
22.4K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 19.82% |
$415K - $417K
|
23.4K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.77K+ 15.61% |
$404K - $405K
|
27.9K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.58K+ 5.24% |
$384K - $385K
|
71.8K
$7.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.57K+ 6.61% |
$383K - $384K
|
57.7K
$6.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.49K+ 4.74% |
$375K - $376K
|
77.2K
$8.16M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.46K+ 28.89% |
$371K - $373K
|
15.5K
$1.63M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 47.99% |
$368K - $369K
|
10.6K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3.4KNew |
$365K - $366K
|
3.4K
$359K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.37K+ 32.07% |
$362K - $363K
|
13.9K
$1.47M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
3.27KNew |
$351K - $352K
|
3.27K
$346K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.27KNew |
$350K - $351K
|
3.27K
$345K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.22K+ 36.72% |
$345K - $346K
|
12K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.2KNew |
$343K - $344K
|
3.2K
$338K
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.18KNew |
$340K - $342K
|
3.18K
$336K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.14KNew |
$337K - $338K
|
3.14K
$332K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
3.13K+ 8.08% |
$335K - $336K
|
41.8K
$4.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3.1KNew |
$332K - $333K
|
3.1K
$327K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.03K+ 1.68% |
$324K - $325K
|
183K
$19.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.96K+ 46.96% |
$318K - $319K
|
9.28K
$980K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.92K+ 10.61% |
$313K - $314K
|
30.4K
$3.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.9KNew |
$311K - $312K
|
2.9K
$307K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.9K+ 36.64% |
$311K - $312K
|
10.8K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.9KNew |
$311K - $312K
|
2.9K
$306K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.86KNew |
$307K - $308K
|
2.86K
$302K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.84K+ 16.71% |
$304K - $305K
|
19.8K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2.83KNew |
$303K - $304K
|
2.83K
$299K
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.8KNew |
$300K - $301K
|
2.8K
$295K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.79K+ 55.25% |
$299K - $300K
|
7.84K
$829K
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.79KNew |
$299K - $300K
|
2.79K
$295K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.76KNew |
$296K - $297K
|
2.76K
$291K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
2.72K+ 6.21% |
$291K - $292K
|
46.5K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.71KNew |
$290K - $291K
|
2.71K
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
2.7KNew |
$290K - $290K
|
2.7K
$285K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
2.68KNew |
$288K - $288K
|
2.68K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
2.62KNew |
$280K - $281K
|
2.62K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.57KNew |
$275K - $276K
|
2.57K
$271K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.51KNew |
$269K - $270K
|
2.51K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.47K+ 87.65% |
$265K - $266K
|
5.29K
$559K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.43K+ 25.88% |
$261K - $261K
|
11.8K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.42K+ 7.41% |
$259K - $260K
|
35K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$258K - $259K
|
2.41K
$255K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.38KNew |
$255K - $256K
|
2.38K
$251K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 11.68% |
$255K - $256K
|
22.7K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 46.5% |
$254K - $254K
|
7.45K
$788K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 21.26% |
$253K - $253K
|
13.4K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.35K+ 0.67% |
$252K - $253K
|
354K
$37.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$251K - $252K
|
2.34K
$247K
|