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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-6.26K- 23.27% |
$654K - $672K
|
20.6K
$2.18M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-6.28K- 11.5% |
$656K - $674K
|
48.4K
$5.1M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.51K- 8.57% |
$680K - $698K
|
69.5K
$7.33M
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-7.15K- 12.08% |
$746K - $767K
|
52K
$5.49M
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.3K- 39.73% |
$762K - $783K
|
11.1K
$1.17M
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-7.37KClosed |
$770K - $791K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-7.38K- 64.65% |
$770K - $792K
|
4.03K
$426K
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8K- 75.73% |
$835K - $858K
|
2.56K
$270K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8.11K- 16.13% |
$847K - $871K
|
42.2K
$4.45M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8.19K- 61.93% |
$856K - $879K
|
5.04K
$531K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.69K- 7.53% |
$908K - $933K
|
107K
$11.3M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.71K- 71.1% |
$910K - $935K
|
3.54K
$374K
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-8.87K- 68.41% |
$927K - $953K
|
4.1K
$432K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.93K- 13.39% |
$933K - $959K
|
57.8K
$6.1M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-9.02KClosed |
$943K - $969K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.35K- 8.48% |
$976K - $1M
|
101K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.37K- 2.16% |
$979K - $1.01M
|
424K
$44.7M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-9.44KClosed |
$986K - $1.01M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.98K- 7.53% |
$1.04M - $1.07M
|
123K
$12.9M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.2KClosed |
$1.06M - $1.09M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.2K- 21.83% |
$1.06M - $1.09M
|
36.5K
$3.85M
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-11.2KClosed |
$1.17M - $1.2M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.3K- 46.18% |
$1.18M - $1.21M
|
13.2K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 14.71% |
$1.19M - $1.22M
|
65.9K
$6.95M
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-11.5K- 69.41% |
$1.2M - $1.23M
|
5.06K
$534K
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 41.24% |
$1.21M - $1.25M
|
16.5K
$1.74M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-11.7K- 50.71% |
$1.23M - $1.26M
|
11.4K
$1.2M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-12.4K- 64.03% |
$1.3M - $1.34M
|
6.99K
$737K
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-12.5K- 31.02% |
$1.31M - $1.34M
|
27.8K
$2.93M
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-12.5K- 55.96% |
$1.31M - $1.35M
|
9.87K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-12.7K- 35.29% |
$1.33M - $1.37M
|
23.3K
$2.46M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-12.7K- 40.51% |
$1.33M - $1.37M
|
18.7K
$1.97M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-13K- 16.03% |
$1.36M - $1.4M
|
68.2K
$7.19M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-13.2K- 57.78% |
$1.38M - $1.41M
|
9.62K
$1.01M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-14.1K- 62.83% |
$1.47M - $1.51M
|
8.33K
$878K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-14.6K- 14.78% |
$1.53M - $1.57M
|
84.3K
$8.89M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.7K- 27.09% |
$1.53M - $1.58M
|
39.5K
$4.17M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-15.1KClosed |
$1.57M - $1.62M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.3K- 36.79% |
$1.6M - $1.64M
|
26.3K
$2.77M
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15.8K- 31.09% |
$1.65M - $1.69M
|
34.9K
$3.68M
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-17.2K- 61.0% |
$1.8M - $1.85M
|
11K
$1.16M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.7KClosed |
$1.95M - $2M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-18.7KClosed |
$1.95M - $2.01M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-18.7K- 98.24% |
$1.96M - $2.01M
|
335
$35.3K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-19.5K- 98.39% |
$2.04M - $2.09M
|
319
$33.7K
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-19.7K- 99.37% |
$2.05M - $2.11M
|
125
$13.2K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.1K- 8.95% |
$2.1M - $2.16M
|
204K
$21.5M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.8K- 82.57% |
$2.38M - $2.44M
|
4.81K
$507K
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-23.7K- 29.81% |
$2.48M - $2.54M
|
55.8K
$5.89M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24.6K- 30.61% |
$2.57M - $2.64M
|
55.8K
$5.88M
|