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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76.9K+ 125.1% |
$7.89M - $8.04M
|
138K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
76.9K+ 3120.25% |
$7.88M - $8.03M
|
79.3K
$8.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.8KNew |
$7.88M - $8.03M
|
76.8K
$8.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
74.8K+ 433.9% |
$7.67M - $7.82M
|
92.1K
$9.73M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
74.1K+ 156.72% |
$7.59M - $7.74M
|
121K
$12.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
73.8KNew |
$7.56M - $7.71M
|
73.8K
$7.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73.2K+ 494.59% |
$7.5M - $7.65M
|
88K
$9.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
71.5K+ 188.57% |
$7.33M - $7.47M
|
109K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
64KNew |
$6.56M - $6.69M
|
64K
$6.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
58.7KNew |
$6.01M - $6.13M
|
58.7K
$6.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
58.6K+ 31.39% |
$6M - $6.12M
|
245K
$25.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
57.8K+ 194.23% |
$5.92M - $6.04M
|
87.6K
$9.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
57.1KNew |
$5.85M - $5.97M
|
57.1K
$6.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.5K+ 8.01% |
$5.79M - $5.91M
|
762K
$80.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
54.6K+ 651.25% |
$5.6M - $5.71M
|
63K
$6.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
54.2K+ 517.71% |
$5.56M - $5.66M
|
64.7K
$6.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49K+ 21.64% |
$5.02M - $5.12M
|
276K
$29.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
49K+ 1273.97% |
$5.02M - $5.12M
|
52.8K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
48.3K+ 32.9% |
$4.95M - $5.04M
|
195K
$20.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
48.2KNew |
$4.94M - $5.03M
|
48.2K
$5.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
48.1KNew |
$4.93M - $5.02M
|
48.1K
$5.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 5.66% |
$4.89M - $4.99M
|
891K
$94.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
45.9K+ 2601.53% |
$4.7M - $4.79M
|
47.6K
$5.03M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.3K+ 31.38% |
$4.54M - $4.63M
|
185K
$19.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
44K+ 23.7% |
$4.51M - $4.6M
|
230K
$24.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
42.3K+ 67.62% |
$4.34M - $4.42M
|
105K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.7KNew |
$4.27M - $4.36M
|
41.7K
$4.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41K+ 180.53% |
$4.2M - $4.29M
|
63.7K
$6.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
40.9KNew |
$4.19M - $4.28M
|
40.9K
$4.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
40.7KNew |
$4.17M - $4.25M
|
40.7K
$4.3M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40.2K+ 149.85% |
$4.12M - $4.2M
|
67K
$7.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
39.3K+ 144.39% |
$4.03M - $4.11M
|
66.6K
$7.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
38.9KNew |
$3.99M - $4.06M
|
38.9K
$4.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
38.3K+ 112.19% |
$3.92M - $4M
|
72.4K
$7.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
38KNew |
$3.9M - $3.97M
|
38K
$4.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37.8KNew |
$3.88M - $3.95M
|
37.8K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37.3K+ 48.82% |
$3.82M - $3.9M
|
114K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
36.8K+ 143.04% |
$3.77M - $3.84M
|
62.5K
$6.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
36.3KNew |
$3.72M - $3.8M
|
36.3K
$3.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
36.1KNew |
$3.7M - $3.77M
|
36.1K
$3.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.8K+ 46.26% |
$3.67M - $3.74M
|
113K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
35.8KNew |
$3.67M - $3.74M
|
35.8K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 21.16% |
$3.43M - $3.49M
|
191K
$20.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
33.4K+ 1103.2% |
$3.43M - $3.49M
|
36.4K
$3.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
33.3K+ 78.84% |
$3.41M - $3.48M
|
75.5K
$7.98M
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
31.6KNew |
$3.24M - $3.31M
|
31.6K
$3.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
31.3K+ 88.97% |
$3.21M - $3.27M
|
66.5K
$7.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
30.4K+ 172.51% |
$3.11M - $3.17M
|
48K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
30.3K+ 4314.81% |
$3.1M - $3.17M
|
31K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.9K+ 23.35% |
$3.07M - $3.13M
|
158K
$16.7M
|