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 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.51K- 40.83% |
$257K - $262K
|
3.64K
$383K
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2.56KClosed |
$262K - $267K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.58K- 79.94% |
$264K - $269K
|
647
$68.1K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-2.75K- 14.09% |
$282K - $287K
|
16.8K
$1.76M
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.82K- 29.45% |
$289K - $294K
|
6.75K
$710K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.87K- 0.48% |
$294K - $300K
|
590K
$62.1M
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-2.89K- 2.12% |
$297K - $302K
|
134K
$14.1M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.95K- 66.2% |
$303K - $308K
|
1.51K
$159K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.99K- 8.58% |
$306K - $312K
|
31.8K
$3.35M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.99K- 12.25% |
$307K - $313K
|
21.4K
$2.26M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.08K- 41.04% |
$316K - $322K
|
4.43K
$466K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.09K- 15.6% |
$316K - $322K
|
16.7K
$1.76M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.1K- 25.74% |
$318K - $324K
|
8.95K
$942K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.2K- 20.05% |
$328K - $335K
|
12.8K
$1.34M
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.55K- 5.38% |
$364K - $371K
|
62.5K
$6.57M
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.62K- 14.13% |
$371K - $378K
|
22K
$2.31M
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.68K- 37.92% |
$377K - $385K
|
6.03K
$634K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.72K- 8.76% |
$381K - $389K
|
38.8K
$4.08M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 65.88% |
$386K - $393K
|
1.95K
$205K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.77K- 23.15% |
$386K - $394K
|
12.5K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-3.99K- 5.73% |
$409K - $417K
|
65.6K
$6.9M
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-4.04K- 2.01% |
$414K - $422K
|
197K
$20.7M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.09K- 3.93% |
$420K - $428K
|
100K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.11K- 4.15% |
$421K - $429K
|
94.9K
$9.99M
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.13K- 30.23% |
$424K - $432K
|
9.54K
$1M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-4.33K- 17.41% |
$444K - $453K
|
20.6K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.34K- 61.08% |
$445K - $454K
|
2.77K
$291K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.35K- 79.94% |
$446K - $455K
|
1.09K
$115K
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.36K- 12.66% |
$446K - $455K
|
30.1K
$3.16M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.38K- 17.43% |
$449K - $457K
|
20.7K
$2.18M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.62K- 65.31% |
$474K - $483K
|
2.46K
$258K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.68K- 38.25% |
$479K - $488K
|
7.55K
$794K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.73K- 99.83% |
$485K - $494K
|
8
$842
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.92K- 34.3% |
$505K - $514K
|
9.43K
$992K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.99K- 22.25% |
$512K - $522K
|
17.5K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.02K- 14.27% |
$514K - $524K
|
30.2K
$3.17M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-5.1K- 10.9% |
$523K - $533K
|
41.7K
$4.39M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.11K- 8.93% |
$524K - $534K
|
52.2K
$5.49M
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.13K- 20.16% |
$526K - $536K
|
20.3K
$2.14M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 33.72% |
$533K - $544K
|
10.2K
$1.08M
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.33K- 11.21% |
$546K - $557K
|
42.2K
$4.44M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.36K- 5.55% |
$549K - $560K
|
91.2K
$9.59M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.36K- 9.54% |
$549K - $560K
|
50.8K
$5.34M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.53K- 75.58% |
$567K - $578K
|
1.79K
$188K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.58K- 9.8% |
$572K - $583K
|
51.3K
$5.4M
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.68K- 71.08% |
$583K - $594K
|
2.31K
$243K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-5.75K- 71.43% |
$589K - $601K
|
2.3K
$242K
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6K- 46.23% |
$615K - $627K
|
6.98K
$734K
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-6.25K- 44.05% |
$640K - $653K
|
7.94K
$835K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-7.07K- 14.6% |
$725K - $739K
|
41.3K
$4.35M
|