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 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
2.16K
New
$221K - $225K
2.16K $228K
Feb 02, 2023 Q4 2022
Columbus Macro, LLC

BUY
 -
2.1K
+ 42.7%
$215K - $220K
7.03K $742K
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.1K
New
$215K - $219K
2.1K $222K
Feb 02, 2023 Q4 2022
Abundance Wealth Counselors

BUY
 -
2.06K
New
$211K - $215K
2.06K $218K
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

BUY
 -
2K
New
$205K - $209K
2K $211K
Feb 14, 2023 Q4 2022
1607 Capital Partners, LLC

Richmond, VA
BUY
 -
2K
+ 2.79%
$205K - $209K
73.7K $7.79M
Jan 20, 2023 Q4 2022
Willis Johnson & Associates, Inc.

BUY
 -
1.99K
+ 3.65%
$204K - $208K
56.4K $5.97M
Jan 17, 2023 Q4 2022
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
1.96K
New
$201K - $205K
1.96K $207K
Jan 20, 2023 Q4 2022
Sterling Investment Counsel, LLC

BUY
 -
1.94K
New
$199K - $203K
1.94K $205K
Sep 15, 2023 Q4 2022
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
1.93K
New
$198K - $202K
1.93K $204K
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.82K
+ 14.58%
$187K - $190K
14.3K $1.51M
Feb 06, 2023 Q4 2022
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.82K
+ 8.19%
$187K - $190K
24K $2.54M
Jan 19, 2023 Q4 2022
Eagle Ridge Investment Management

BUY
 -
1.81K
+ 1.26%
$185K - $189K
146K $15.4M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.8K
+ 8.26%
$184K - $188K
23.6K $2.49M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.8K
New
$184K - $188K
1.8K $190K
Jan 19, 2023 Q4 2022
Mc Namara Financial Services, Inc.

BUY
 -
1.74K
+ 4.47%
$178K - $182K
40.7K $4.3M
Feb 10, 2023 Q4 2022
Patten Group, Inc.

BUY
 -
1.69K
+ 7.18%
$173K - $177K
25.3K $2.67M
Jan 31, 2023 Q4 2022
New World Advisors LLC

Hingham, MA
BUY
 -
1.67K
+ 4.07%
$171K - $174K
42.6K $4.5M
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
1.62K
+ 25.49%
$166K - $169K
7.97K $842K
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.57K
+ 1.84%
$161K - $164K
86.7K $9.16M
Feb 28, 2023 Q4 2022
Orin Green Financial, LLC

BUY
 -
1.57K
+ 10.54%
$160K - $164K
16.4K $1.74M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.54K
+ 8.17%
$158K - $161K
20.4K $2.15M
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
1.53K
New
$157K - $160K
1.53K $162K
Aug 03, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
1.52K
+ 57.34%
$156K - $159K
4.17K $441K
Feb 14, 2023 Q4 2022
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
1.52K
+ 5.11%
$156K - $159K
31.3K $3.3M
Jan 09, 2023 Q4 2022
Trust CO

BUY
 -
1.51K
New
$155K - $158K
1.51K $160K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
1.5K
New
$154K - $157K
1.5K $159K
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
1.46K
+ 15.72%
$150K - $153K
10.8K $1.14M
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
1.46K
+ 9.06%
$150K - $153K
17.6K $1.86M
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.43K
+ 6.73%
$147K - $149K
22.7K $2.4M
Feb 13, 2023 Q4 2022
Wealth Alliance

Mellville, NY
BUY
 -
1.41K
+ 23.46%
$145K - $148K
7.44K $786K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1.4K
+ 15.81%
$143K - $146K
10.2K $1.08M
Jan 10, 2023 Q4 2022
Kwmg, LLC

BUY
 -
1.36K
+ 5.53%
$139K - $142K
25.9K $2.74M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.34K
+ 51.5%
$137K - $140K
3.94K $417K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
1.3K
New
$133K - $135K
1.3K $137K
Feb 14, 2023 Q4 2022
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
1.26K
New
$129K - $131K
1.26K $133K
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
1.25K
+ 18.74%
$128K - $131K
7.92K $837K
Jan 30, 2023 Q4 2022
First Interstate Bank

Billings, MT
BUY
 -
1.25K
+ 37.02%
$128K - $130K
4.62K $488K
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
1.23K
+ 4.69%
$126K - $128K
27.4K $2.9M
Jan 20, 2023 Q4 2022
Stone House Investment Management, LLC

BUY
 -
1.22K
+ 38.33%
$125K - $128K
4.41K $466K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.17K
New
$120K - $122K
1.17K $124K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.13K
+ 54.83%
$116K - $118K
3.19K $337K
Feb 28, 2023 Q4 2022
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
1.11K
+ 32.27%
$113K - $116K
4.53K $479K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
1.08K
New
$111K - $113K
1.08K $114K
Feb 14, 2023 Q4 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.05K
+ 7.68%
$108K - $110K
14.8K $1.56M
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.02K
+ 49.02%
$105K - $107K
3.11K $329K
Jan 31, 2023 Q4 2022
Graypoint LLC

BUY
 -
1.02K
+ 43.04%
$104K - $106K
3.38K $358K
Jan 18, 2023 Q4 2022
Boyd Watterson Asset Management LLC

BUY
 -
1K
New
$103K - $104K
1K $106K
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

BUY
 -
987
+ 38.26%
$101K - $103K
3.57K $377K

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