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
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.07K+ 55.44% |
$115K - $115K
|
3K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.06K+ 16.61% |
$114K - $114K
|
7.47K
$790K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.05K+ 2.79% |
$112K - $113K
|
38.5K
$4.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.04K+ 5.37% |
$112K - $112K
|
20.5K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.04K+ 1.74% |
$111K - $112K
|
60.5K
$6.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
986+ 46.03% |
$106K - $106K
|
3.13K
$331K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
984+ 5.57% |
$106K - $106K
|
18.7K
$1.97M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
973+ 1.51% |
$104K - $105K
|
65.4K
$6.91M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
971+ 15.3% |
$104K - $104K
|
7.32K
$774K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
971+ 15.3% |
$104K - $104K
|
7.32K
$774K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
954+ 2.7% |
$102K - $103K
|
36.3K
$3.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
945New |
$101K - $102K
|
945
$99.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
925+ 10.48% |
$99.2K - $99.5K
|
9.75K
$1.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
921+ 14.43% |
$98.8K - $99.1K
|
7.3K
$772K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
832+ 26.0% |
$89.2K - $89.5K
|
4.03K
$426K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
832+ 26.0% |
$89.2K - $89.5K
|
4.03K
$426K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
829+ 3.15% |
$88.9K - $89.2K
|
27.2K
$2.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
826+ 21.58% |
$88.6K - $88.8K
|
4.65K
$492K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
801+ 25.85% |
$85.9K - $86.2K
|
3.9K
$412K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
800+ 6.61% |
$85.8K - $86K
|
12.9K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
800+ 26.47% |
$85.8K - $86K
|
3.82K
$404K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
779+ 8.9% |
$83.5K - $83.8K
|
9.54K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
763+ 13.71% |
$81.8K - $82.1K
|
6.33K
$669K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
728+ 4.61% |
$78.1K - $78.3K
|
16.5K
$1.75M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
728+ 438.55% |
$78.1K - $78.3K
|
894
$94.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
676+ 6.17% |
$72.5K - $72.7K
|
11.6K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
651New |
$69.8K - $70K
|
651
$68.8K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
640+ 2.49% |
$68.6K - $68.8K
|
26.3K
$2.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
604New |
$64.8K - $65K
|
604
$63.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
586+ 54.46% |
$62.8K - $63K
|
1.66K
$176K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
564+ 7.42% |
$60.5K - $60.7K
|
8.17K
$864K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
544+ 16.13% |
$58.3K - $58.5K
|
3.92K
$414K
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
533+ 11.58% |
$57.2K - $57.3K
|
5.14K
$543K
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
470+ 2.48% |
$50.4K - $50.6K
|
19.4K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
464+ 16.38% |
$49.8K - $49.9K
|
3.3K
$349K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
439+ 4.83% |
$47.1K - $47.2K
|
9.53K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
419+ 2.69% |
$44.9K - $45.1K
|
16K
$1.69M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
410+ 0.78% |
$44K - $44.1K
|
52.7K
$5.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
400+ 3.5% |
$42.9K - $43K
|
11.8K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
381+ 3.21% |
$40.9K - $41K
|
12.2K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
380New |
$40.8K - $40.9K
|
380
$40.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
380+ 11.41% |
$40.8K - $40.9K
|
3.71K
$392K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
378New |
$40.5K - $40.7K
|
378
$40K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
368New |
$39.5K - $39.6K
|
368
$38.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
327+ 11.18% |
$35.1K - $35.2K
|
3.25K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
308+ 4.24% |
$33K - $33.1K
|
7.57K
$800K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
306New |
$32.8K - $32.9K
|
306
$32.4K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
300+ 127.66% |
$32.2K - $32.3K
|
535
$56.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
300New |
$32.2K - $32.3K
|
300
$31.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
300New |
$32.2K - $32.3K
|
300
$31.7K
|