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 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
970+ 47.6% |
$99.4K - $101K
|
3.01K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
950New |
$97.4K - $99.3K
|
950
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
929+ 91.44% |
$95.2K - $97.1K
|
1.95K
$206K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
916+ 1.57% |
$93.9K - $95.7K
|
59.3K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
898+ 12.13% |
$92K - $93.8K
|
8.3K
$878K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
855+ 0.3% |
$87.6K - $89.3K
|
286K
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
844New |
$86.5K - $88.2K
|
844
$89.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
832+ 25.27% |
$85.3K - $86.9K
|
4.13K
$436K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
805+ 18.46% |
$82.5K - $84.1K
|
5.17K
$546K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
805+ 18.9% |
$82.5K - $84.1K
|
5.07K
$535K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
802+ 44.38% |
$82.2K - $83.8K
|
2.61K
$276K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
800+ 132.23% |
$82K - $83.6K
|
1.41K
$148K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
800+ 34.68% |
$82K - $83.6K
|
3.11K
$328K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
777New |
$79.6K - $81.2K
|
777
$82.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
761+ 11.87% |
$78K - $79.5K
|
7.17K
$758K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
760New |
$77.9K - $79.4K
|
760
$80.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
751+ 1.51% |
$77K - $78.5K
|
50.5K
$5.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
727+ 22.26% |
$74.5K - $76K
|
3.99K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
700+ 9.38% |
$71.8K - $73.1K
|
8.16K
$863K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
700+ 3043.48% |
$71.8K - $73.1K
|
723
$76.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
669+ 3.5% |
$68.6K - $69.9K
|
19.8K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
650+ 2.54% |
$66.6K - $67.9K
|
26.2K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
645+ 30.77% |
$66.1K - $67.4K
|
2.74K
$290K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
643+ 19.34% |
$65.9K - $67.2K
|
3.97K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
640+ 15.29% |
$65.6K - $66.9K
|
4.83K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
638+ 16.69% |
$65.4K - $66.7K
|
4.46K
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
610+ 119.84% |
$62.5K - $63.7K
|
1.12K
$118K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
607New |
$62.2K - $63.4K
|
607
$64.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
599New |
$61.4K - $62.6K
|
599
$63.3K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
596+ 8.09% |
$61.1K - $62.3K
|
7.97K
$842K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
591+ 10.89% |
$60.6K - $61.8K
|
6.02K
$636K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
588+ 7.79% |
$60.3K - $61.4K
|
8.14K
$860K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
588+ 7.79% |
$60.3K - $61.4K
|
8.14K
$860K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
516+ 1258.54% |
$52.9K - $53.9K
|
557
$58.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
500New |
$51.3K - $52.2K
|
500
$52.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500+ 495.05% |
$51.3K - $52.2K
|
601
$63.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
500+ 0.96% |
$51.3K - $52.2K
|
52.8K
$5.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
489+ 4.69% |
$50.1K - $51.1K
|
10.9K
$1.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
472+ 9.61% |
$48.4K - $49.3K
|
5.39K
$569K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
471+ 0.44% |
$48.3K - $49.2K
|
108K
$11.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
445+ 18.34% |
$45.6K - $46.5K
|
2.87K
$304K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
436+ 0.5% |
$44.7K - $45.6K
|
87.9K
$9.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
418+ 0.84% |
$42.8K - $43.7K
|
50.4K
$5.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
412+ 11.76% |
$42.2K - $43K
|
3.92K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
403+ 203.54% |
$41.3K - $42.1K
|
601
$63.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
392+ 1.07% |
$40.2K - $41K
|
36.9K
$3.9M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
363+ 18.4% |
$37.2K - $37.9K
|
2.34K
$247K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
348+ 11.67% |
$35.7K - $36.4K
|
3.33K
$352K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
348+ 7.42% |
$35.7K - $36.4K
|
5.04K
$533K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
346+ 0.13% |
$35.5K - $36.2K
|
261K
$27.6M
|