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
Jan 17, 2023 Q4 2022
Rede Wealth, LLC

BUY
 -
3.06K
+ 19.1%
$314K - $320K
19.1K $2.02M
Jan 31, 2023 Q4 2022
Kfa Private Wealth Group, LLC

BUY
 -
3.02K
New
$310K - $316K
3.02K $320K
Feb 13, 2023 Q4 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
3.02K
New
$309K - $315K
3.02K $319K
Feb 13, 2023 Q4 2022
Asb Consultores, LLC

Aventura, FL
BUY
 -
3.01K
New
$308K - $314K
3.01K $318K
Feb 08, 2023 Q4 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
2.94K
New
$301K - $307K
2.94K $310K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
2.94K
New
$301K - $307K
2.94K $310K
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

BUY
 -
2.93K
+ 91.32%
$300K - $306K
6.13K $648K
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

BUY
 -
2.92K
New
$300K - $306K
2.92K $309K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
2.92K
+ 23.12%
$299K - $305K
15.5K $1.64M
Feb 13, 2023 Q4 2022
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
2.91K
New
$298K - $304K
2.91K $307K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
2.76K
New
$283K - $288K
2.76K $291K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.75K
+ 39.11%
$282K - $288K
9.8K $1.04M
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

BUY
 -
2.75K
New
$281K - $287K
2.75K $290K
Feb 08, 2023 Q4 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
2.71K
New
$278K - $284K
2.71K $287K
Feb 06, 2023 Q4 2022
Ml & R Wealth Management LLC

BUY
 -
2.71K
+ 26.75%
$278K - $283K
12.9K $1.36M
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

BUY
 -
2.68K
New
$275K - $280K
2.68K $283K
Jan 18, 2023 Q4 2022
Stokes Capital Advisors, LLC

BUY
 -
2.62K
+ 4.33%
$269K - $274K
63.1K $6.67M
Feb 08, 2023 Q4 2022
Glenview Trust CO

Louisville, KY
BUY
 -
2.62K
+ 19.3%
$268K - $274K
16.2K $1.71M
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.6K
+ 60.02%
$267K - $272K
6.94K $733K
Feb 13, 2023 Q4 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
2.59K
New
$265K - $270K
2.59K $274K
Jan 25, 2023 Q4 2022
Shufro Rose & CO LLC

BUY
 -
2.59K
+ 17.52%
$265K - $270K
17.3K $1.83M
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.56K
+ 21.57%
$263K - $268K
14.4K $1.53M
Feb 13, 2023 Q4 2022
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
2.56K
New
$262K - $267K
2.56K $270K
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
2.53K
+ 13.33%
$259K - $264K
21.5K $2.27M
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

BUY
 -
2.51K
+ 19.47%
$257K - $262K
15.4K $1.63M
Feb 13, 2023 Q4 2022
Diversified, LLC

BUY
 -
2.49K
New
$256K - $261K
2.49K $264K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
2.46K
+ 32.68%
$252K - $257K
9.99K $1.06M
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
2.44K
New
$250K - $255K
2.44K $258K
Feb 06, 2023 Q4 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
2.42K
New
$248K - $252K
2.42K $255K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
2.38K
+ 3.25%
$244K - $248K
75.4K $7.97M
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.36K
+ 31.38%
$242K - $246K
9.88K $1.04M
Feb 14, 2023 Q4 2022
Apexium Financial, LP

BUY
 -
2.33K
+ 15.65%
$238K - $243K
17.2K $1.82M
Feb 09, 2023 Q4 2022
Firestone Capital Management

BUY
 -
2.32K
New
$237K - $242K
2.32K $245K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
2.3K
+ 3.64%
$236K - $240K
65.5K $6.92M
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
2.29K
+ 73.87%
$235K - $240K
5.4K $570K
Feb 07, 2023 Q4 2022
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
2.27K
New
$232K - $237K
2.27K $239K
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
2.27K
New
$232K - $237K
2.27K $239K
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
2.25K
+ 11.97%
$230K - $235K
21K $2.22M
Feb 08, 2023 Q4 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
2.24K
+ 12.57%
$229K - $234K
20K $2.12M
Jan 12, 2023 Q4 2022
Riverwater Partners LLC

BUY
 -
2.23K
New
$228K - $233K
2.23K $235K
Oct 12, 2023 Q4 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
2.23K
+ 27.36%
$228K - $232K
10.4K $1.09M
Jan 12, 2023 Q4 2022
Vista Private Wealth Partners. LLC

BUY
 -
2.22K
New
$228K - $232K
2.22K $235K
Feb 01, 2023 Q4 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
2.21K
New
$227K - $231K
2.21K $234K
Jan 10, 2023 Q4 2022
Single Point Partners, LLC

BUY
 -
2.18K
+ 3.64%
$224K - $228K
62.1K $6.57M
Feb 14, 2023 Q4 2022
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
2.18K
New
$224K - $228K
2.18K $231K
Feb 13, 2023 Q4 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
2.18K
+ 2.5%
$224K - $228K
89.4K $9.44M
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
2.18K
+ 0.73%
$223K - $228K
301K $31.8M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
2.18K
New
$223K - $228K
2.18K $230K
Feb 23, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.17K
New
$222K - $226K
2.17K $229K

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