Purchases and Sales Made in Q1 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.87M+ 242.72% |
$926M - $952M
|
12.5M
$1.32B
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2M+ 3431.57% |
$209M - $215M
|
2.06M
$216M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
605K+ 144.14% |
$63.2M - $65M
|
1.03M
$108M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
450K+ 342.2% |
$47M - $48.3M
|
581K
$61.1M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
330K+ 27.48% |
$34.4M - $35.4M
|
1.53M
$161M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
318K+ 363.5% |
$33.3M - $34.2M
|
406K
$42.7M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
295K+ 22.33% |
$30.8M - $31.7M
|
1.62M
$170M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
244K+ 4959.77% |
$25.5M - $26.2M
|
249K
$26.2M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
232K+ 5135.18% |
$24.2M - $24.9M
|
237K
$24.9M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
221KNew |
$23.1M - $23.7M
|
221K
$23.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
163K+ 170.09% |
$17.1M - $17.5M
|
259K
$27.3M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
163K+ 1380.3% |
$17.1M - $17.5M
|
175K
$18.4M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
157KNew |
$16.4M - $16.9M
|
157K
$16.5M
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
122K+ 138.14% |
$12.7M - $13.1M
|
210K
$22.1M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
118KNew |
$12.4M - $12.7M
|
118K
$12.4M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
109K+ 4.06% |
$11.4M - $11.7M
|
2.79M
$293M
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
84.9K+ 35.97% |
$8.87M - $9.11M
|
321K
$33.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
84.4KNew |
$8.82M - $9.06M
|
84.4K
$8.87M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
80.3KNew |
$8.39M - $8.62M
|
80.3K
$8.45M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
79.2K+ 186.73% |
$8.27M - $8.5M
|
122K
$12.8M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
74.3K+ 724.07% |
$7.77M - $7.98M
|
84.6K
$8.9M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
73.4KNew |
$7.67M - $7.88M
|
73.4K
$7.72M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
72K+ 2.21% |
$7.52M - $7.72M
|
3.33M
$351M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
71.4K+ 255.98% |
$7.46M - $7.66M
|
99.3K
$10.4M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
66.7K+ 13.83% |
$6.97M - $7.16M
|
549K
$57.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
66.7K+ 2153.03% |
$6.97M - $7.16M
|
69.8K
$7.34M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
64K+ 2.29% |
$6.68M - $6.87M
|
2.85M
$300M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
63.5KNew |
$6.64M - $6.82M
|
63.5K
$6.68M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
61.4K+ 24.37% |
$6.42M - $6.59M
|
313K
$33M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
61KNew |
$6.37M - $6.54M
|
61K
$6.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
58.8K+ 101.94% |
$6.14M - $6.31M
|
116K
$12.2M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.7K+ 88.88% |
$5.51M - $5.66M
|
112K
$11.8M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
51.5K+ 601.89% |
$5.38M - $5.53M
|
60.1K
$6.32M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.4K+ 15.59% |
$5.27M - $5.42M
|
374K
$39.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.1KNew |
$5.24M - $5.38M
|
50.1K
$5.27M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
47.3K+ 127.74% |
$4.94M - $5.08M
|
84.3K
$8.86M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
45.5KNew |
$4.75M - $4.88M
|
45.5K
$4.78M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45K+ 48.22% |
$4.7M - $4.83M
|
138K
$14.5M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.4K+ 68.43% |
$4.43M - $4.55M
|
104K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
40.3K+ 1.68% |
$4.21M - $4.33M
|
2.45M
$257M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.2K+ 1893.97% |
$4.2M - $4.31M
|
42.3K
$4.45M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
39.9K+ 3.59% |
$4.16M - $4.28M
|
1.15M
$121M
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
38.4K+ 235.35% |
$4.02M - $4.13M
|
54.8K
$5.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
37.3K+ 589.53% |
$3.9M - $4.01M
|
43.7K
$4.59M
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
36.4KNew |
$3.8M - $3.91M
|
36.4K
$3.83M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
36.4K+ 104.4% |
$3.8M - $3.9M
|
71.2K
$7.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
34.4K+ 58.19% |
$3.59M - $3.69M
|
93.4K
$9.83M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
33.5KNew |
$3.5M - $3.6M
|
33.5K
$3.52M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32K+ 111.57% |
$3.34M - $3.44M
|
60.7K
$6.38M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
31.8K+ 6.1% |
$3.32M - $3.42M
|
553K
$58.2M
|