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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.34KNew |
$251K - $251K
|
2.34K
$247K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.33K+ 101.71% |
$249K - $250K
|
4.61K
$487K
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.28KNew |
$245K - $245K
|
2.28K
$241K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.24K+ 8.86% |
$240K - $241K
|
27.5K
$2.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.23K+ 2.85% |
$239K - $239K
|
80.4K
$8.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22KNew |
$238K - $239K
|
2.22K
$235K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.17KNew |
$233K - $233K
|
2.17K
$229K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.15K+ 31.22% |
$230K - $231K
|
9.02K
$954K
|
|
|
Jan 26, 2022
Q4 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 10.06% |
$229K - $230K
|
23.4K
$2.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
2.13KNew |
$229K - $229K
|
2.13K
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.1KNew |
$225K - $225K
|
2.1K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.09K+ 145.09% |
$224K - $224K
|
3.52K
$372K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.05K+ 55.55% |
$220K - $221K
|
5.74K
$607K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.04K+ 7.62% |
$219K - $219K
|
28.8K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.04KNew |
$218K - $219K
|
2.04K
$215K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.03K+ 34.08% |
$218K - $218K
|
7.99K
$844K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.02K+ 2.69% |
$216K - $217K
|
77K
$8.14M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2KNew |
$214K - $215K
|
2K
$211K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2KNew |
$214K - $215K
|
2K
$211K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.98K+ 3.92% |
$213K - $213K
|
52.6K
$5.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 23.24% |
$210K - $210K
|
10.4K
$1.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.94K+ 41.84% |
$208K - $208K
|
6.56K
$693K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.9K+ 2.73% |
$203K - $204K
|
71.2K
$7.53M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.89KNew |
$203K - $203K
|
1.89K
$200K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.87K+ 54.37% |
$200K - $201K
|
5.3K
$561K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.86K+ 32.46% |
$200K - $200K
|
7.6K
$803K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.83K+ 2.12% |
$197K - $197K
|
88.2K
$9.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.76K+ 15.98% |
$189K - $189K
|
12.8K
$1.35M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.71K+ 4.61% |
$183K - $183K
|
38.7K
$4.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.66KNew |
$178K - $179K
|
1.66K
$175K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.54K+ 11.35% |
$165K - $165K
|
15.1K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.53K+ 20.11% |
$164K - $165K
|
9.14K
$966K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.53K+ 8.43% |
$164K - $164K
|
19.6K
$2.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.51K+ 17.19% |
$162K - $163K
|
10.3K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.49K+ 16.43% |
$160K - $160K
|
10.6K
$1.12M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.49KNew |
$159K - $160K
|
1.49K
$157K
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.41K+ 10.02% |
$151K - $151K
|
15.4K
$1.63M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.39K+ 1.6% |
$149K - $149K
|
88.2K
$9.32M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.37KNew |
$147K - $148K
|
1.37K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.37K+ 24.58% |
$147K - $147K
|
6.93K
$732K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.34K+ 6.23% |
$143K - $144K
|
22.8K
$2.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.29K+ 4.96% |
$138K - $138K
|
27.2K
$2.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.23K+ 12.26% |
$132K - $132K
|
11.2K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 5.11% |
$131K - $131K
|
25.1K
$2.66M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.18K+ 20.8% |
$126K - $126K
|
6.83K
$722K
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.13K+ 17.41% |
$122K - $122K
|
7.64K
$808K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1.12K+ 19.99% |
$120K - $120K
|
6.71K
$709K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 29.02% |
$120K - $120K
|
4.96K
$524K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.09K+ 4.24% |
$117K - $118K
|
26.9K
$2.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09K+ 17.2% |
$117K - $117K
|
7.43K
$786K
|