Purchases and Sales Made in Q4 2022 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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 02, 2023 Q4 2022
Bailard, Inc.

BUY
 -
13.8K
+ 4.48%
$1.42M - $1.44M
323K $33.9M
Feb 01, 2023 Q4 2022
Morton Brown Family Wealth, LLC

BUY
 -
13.6K
+ 22.94%
$1.39M - $1.42M
72.7K $7.65M
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
13.6K
New
$1.39M - $1.42M
13.6K $1.43M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
13.4K
+ 81.07%
$1.37M - $1.4M
29.8K $3.14M
Jan 18, 2023 Q4 2022
Intergy Private Wealth, LLC

BUY
 -
13.3K
+ 242.4%
$1.37M - $1.39M
18.8K $1.98M
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
13.3K
+ 205.16%
$1.36M - $1.39M
19.8K $2.08M
Feb 14, 2023 Q4 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
13.1K
+ 3751.43%
$1.35M - $1.37M
13.5K $1.42M
Jan 30, 2023 Q4 2022
Highview Capital Management LLC

BUY
 -
13.1K
+ 120.58%
$1.34M - $1.37M
24K $2.52M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
12.9K
+ 56.27%
$1.33M - $1.35M
35.9K $3.78M
Feb 14, 2023 Q4 2022
Hsbc Holdings PLC

London, X0
BUY
 -
12.9K
New
$1.32M - $1.35M
12.9K $1.36M
Feb 03, 2023 Q4 2022
Dubuque Bank & Trust CO

BUY
 -
12.7K
+ 104.74%
$1.3M - $1.33M
24.9K $2.62M
Feb 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
12.5K
+ 39.1%
$1.28M - $1.31M
44.5K $4.68M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
12.2K
+ 6.78%
$1.25M - $1.27M
192K $20.2M
Feb 07, 2023 Q4 2022
Financial Life Advisors

BUY
 -
12.1K
New
$1.24M - $1.26M
12.1K $1.27M
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
11.9K
+ 530.86%
$1.22M - $1.24M
14.1K $1.48M
Feb 14, 2023 Q4 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
11.7K
+ 35.6%
$1.19M - $1.22M
44.4K $4.67M
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
11.3K
+ 2.04%
$1.16M - $1.19M
566K $59.6M
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
11.3K
+ 63.14%
$1.16M - $1.18M
29.1K $3.06M
Jan 19, 2023 Q4 2022
Chesley Taft & Associates LLC

BUY
 -
11K
+ 102.33%
$1.12M - $1.15M
21.7K $2.28M
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

BUY
 -
11K
+ 1115.97%
$1.12M - $1.15M
12K $1.26M
Feb 14, 2023 Q4 2022
Moore Capital Management, LP

New York, NY
BUY
 -
10.4K
New
$1.07M - $1.09M
10.4K $1.09M
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
10K
New
$1.03M - $1.04M
10K $1.05M
Feb 10, 2023 Q4 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
9.98K
New
$1.02M - $1.04M
9.98K $1.05M
Feb 03, 2023 Q4 2022
Allen Capital Group, LLC

BUY
 -
9.93K
New
$1.02M - $1.04M
9.93K $1.04M
Feb 07, 2023 Q4 2022
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
9.74K
New
$998K - $1.02M
9.74K $1.02M
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
9.73K
New
$997K - $1.02M
9.73K $1.02M
Feb 10, 2023 Q4 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
9.7K
+ 310.4%
$994K - $1.01M
12.8K $1.35M
Feb 15, 2023 Q4 2022
Wj Wealth Management, LLC

BUY
 -
9.55K
+ 66.98%
$979K - $998K
23.8K $2.51M
Jan 19, 2023 Q4 2022
Alhambra Investment Partners LLC

BUY
 -
9.51K
+ 143.41%
$975K - $994K
16.1K $1.7M
Jan 27, 2023 Q4 2022
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
9.5K
New
$974K - $993K
9.5K $1M
Feb 14, 2023 Q4 2022
Crestwood Advisors Group LLC

BUY
 -
9.44K
+ 4.07%
$967K - $986K
241K $25.4M
Feb 14, 2023 Q4 2022
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
9.33K
New
$957K - $975K
9.33K $982K
Feb 10, 2023 Q4 2022
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
9.19K
New
$942K - $960K
9.19K $967K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9.15K
New
$938K - $957K
9.15K $963K
Jan 30, 2023 Q4 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
8.97K
New
$919K - $937K
8.97K $943K
Apr 10, 2023 Q4 2022
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
8.92K
New
$914K - $932K
8.92K $938K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
8.8K
+ 52.01%
$902K - $920K
25.7K $2.71M
Jan 23, 2023 Q4 2022
Trinity Wealth Management, LLC

BUY
 -
8.72K
+ 105.55%
$893K - $911K
17K $1.79M
Jan 27, 2023 Q4 2022
Paragon Wealth Strategies, LLC

BUY
 -
8.71K
New
$892K - $910K
8.71K $916K
Feb 07, 2023 Q4 2022
Brio Consultants, LLC

BUY
 -
8.55K
+ 5.8%
$876K - $893K
156K $16.4M
Feb 03, 2023 Q4 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
8.53K
New
$874K - $891K
8.53K $897K
Mar 01, 2023 Q4 2022
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
8.47K
New
$868K - $885K
8.47K $891K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
8.46K
New
$867K - $884K
8.46K $890K
Jan 06, 2023 Q4 2022
Tompkins Financial Corp

BUY
 -
8.02K
New
$822K - $838K
8.02K $844K
Jan 20, 2023 Q4 2022
Sage Financial Management Group, Inc.

BUY
 -
8K
+ 324.28%
$820K - $836K
10.5K $1.1M
Jan 20, 2023 Q4 2022
Prairiewood Capital, LLC

BUY
 -
7.95K
New
$815K - $831K
7.95K $836K
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
7.92K
New
$812K - $828K
7.92K $834K
Feb 08, 2023 Q4 2022
Levy Wealth Management Group, LLC

BUY
 -
7.86K
+ 188.37%
$805K - $821K
12K $1.27M
Feb 02, 2023 Q4 2022
First National Trust CO

BUY
 -
7.84K
+ 57.29%
$804K - $820K
21.5K $2.27M

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