Purchases and Sales Made in Q4 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-635- 1.29% |
$65.1K - $66.4K
|
48.4K
$5.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-646- 4.78% |
$66.2K - $67.5K
|
12.9K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-702- 2.34% |
$72K - $73.4K
|
29.3K
$3.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-733- 9.22% |
$75.1K - $76.6K
|
7.21K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-758- 97.06% |
$77.7K - $79.2K
|
23
$2.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-843- 4.31% |
$86.4K - $88.1K
|
18.7K
$1.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-905- 31.15% |
$92.8K - $94.6K
|
2K
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-920- 4.6% |
$94.3K - $96.1K
|
19.1K
$2.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-936- 11.13% |
$95.9K - $97.8K
|
7.48K
$786K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-950- 14.76% |
$97.4K - $99.3K
|
5.49K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-959- 6.93% |
$98.3K - $100K
|
12.9K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-975- 2.61% |
$99.9K - $102K
|
36.3K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-979- 3.39% |
$100K - $102K
|
27.9K
$2.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 14.96% |
$103K - $104K
|
5.69K
$598K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.01K- 10.99% |
$103K - $105K
|
8.14K
$856K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.06K- 13.3% |
$109K - $111K
|
6.91K
$727K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.08K- 51.92% |
$111K - $113K
|
1K
$105K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.16K- 5.66% |
$118K - $121K
|
19.3K
$2.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.16K- 15.72% |
$119K - $121K
|
6.21K
$653K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.19K- 6.1% |
$122K - $124K
|
18.3K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.3% |
$126K - $128K
|
21.9K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 22.86% |
$126K - $129K
|
4.16K
$437K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.31K- 84.73% |
$134K - $137K
|
236
$24.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.36K- 5.67% |
$140K - $143K
|
22.7K
$2.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.4K- 28.46% |
$143K - $146K
|
3.51K
$369K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.46K- 55.95% |
$149K - $152K
|
1.15K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.49K- 24.12% |
$153K - $156K
|
4.7K
$494K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 32.4% |
$153K - $156K
|
3.12K
$328K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.52K- 23.45% |
$156K - $159K
|
4.96K
$522K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 40.38% |
$156K - $159K
|
2.25K
$236K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.55K- 15.98% |
$159K - $162K
|
8.15K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.56K- 0.97% |
$160K - $163K
|
160K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.58K- 10.35% |
$162K - $166K
|
13.7K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.62K- 29.84% |
$166K - $170K
|
3.82K
$402K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.72K- 34.59% |
$177K - $180K
|
3.26K
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.8K- 29.25% |
$185K - $188K
|
4.36K
$459K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.81K- 16.5% |
$186K - $189K
|
9.17K
$965K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.95K- 6.27% |
$199K - $203K
|
29.1K
$3.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.02K- 17.81% |
$207K - $211K
|
9.33K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.08K- 92.85% |
$213K - $217K
|
160
$16.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.08K- 18.53% |
$213K - $218K
|
9.15K
$963K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.13K- 4.4% |
$218K - $222K
|
46.1K
$4.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 41.52% |
$225K - $230K
|
3.1K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.21K- 52.65% |
$226K - $231K
|
1.99K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.34K- 86.75% |
$240K - $245K
|
358
$37.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.39K- 8.01% |
$244K - $249K
|
27.4K
$2.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.41K- 23.54% |
$247K - $252K
|
7.82K
$823K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.42K- 36.67% |
$248K - $252K
|
4.17K
$439K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 53.63% |
$250K - $255K
|
2.11K
$222K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.5K- 1.32% |
$256K - $261K
|
186K
$19.6M
|