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 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36.4K- 83.83% |
$3.73M - $3.8M
|
7.01K
$741K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.7K- 32.07% |
$3.86M - $3.94M
|
79.8K
$8.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-38.6K- 14.95% |
$3.96M - $4.03M
|
220K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-40.2K- 23.34% |
$4.12M - $4.2M
|
132K
$13.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-42.1K- 11.42% |
$4.31M - $4.4M
|
326K
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-43.8K- 94.39% |
$4.49M - $4.57M
|
2.6K
$275K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-46.4K- 66.07% |
$4.76M - $4.85M
|
23.9K
$2.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-48.1K- 80.03% |
$4.93M - $5.03M
|
12K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-53.3K- 60.49% |
$5.47M - $5.57M
|
34.8K
$3.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.7K- 16.19% |
$6.33M - $6.45M
|
320K
$33.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-64.7KClosed |
$6.63M - $6.76M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-68.9K- 7.02% |
$7.07M - $7.2M
|
913K
$96.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-81.7K- 52.19% |
$8.38M - $8.54M
|
74.9K
$7.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-86.8K- 56.74% |
$8.9M - $9.07M
|
66.2K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-122K- 63.75% |
$12.5M - $12.7M
|
69.3K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-204K- 92.57% |
$20.9M - $21.3M
|
16.4K
$1.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-221K- 55.64% |
$22.7M - $23.1M
|
177K
$18.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-333K- 23.71% |
$34.1M - $34.8M
|
1.07M
$113M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-500K- 80.46% |
$51.3M - $52.3M
|
122K
$12.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.42M- 29.42% |
$350M - $357M
|
8.2M
$866M
|