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 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 31.31% |
$3.29M - $3.38M
|
132K
$13.9M
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
29.8KNew |
$3.11M - $3.2M
|
29.8K
$3.14M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29K+ 8.18% |
$3.03M - $3.11M
|
383K
$40.4M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
28.7K+ 100.5% |
$3M - $3.09M
|
57.4K
$6.05M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.5K+ 5.35% |
$2.76M - $2.84M
|
521K
$54.9M
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
26.2K+ 34.0% |
$2.74M - $2.81M
|
103K
$10.9M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.9K+ 8.31% |
$2.71M - $2.78M
|
338K
$35.6M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.5K+ 177.09% |
$2.67M - $2.74M
|
39.9K
$4.21M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
25.3KNew |
$2.64M - $2.71M
|
25.3K
$2.67M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.9K+ 16.15% |
$2.6M - $2.67M
|
179K
$18.9M
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
24.3K+ 37.92% |
$2.54M - $2.61M
|
88.5K
$9.33M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23KNew |
$2.4M - $2.47M
|
23K
$2.43M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22K+ 24.61% |
$2.3M - $2.36M
|
112K
$11.8M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
21.1K+ 60.41% |
$2.21M - $2.27M
|
56.1K
$5.92M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21K+ 7.73% |
$2.19M - $2.25M
|
292K
$30.8M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
20.9KNew |
$2.19M - $2.25M
|
20.9K
$2.21M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
19.8KNew |
$2.07M - $2.12M
|
19.8K
$2.09M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
19.2K+ 66.87% |
$2.01M - $2.07M
|
48K
$5.06M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
19.1KNew |
$1.99M - $2.04M
|
19.1K
$2.01M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
18.7K+ 878.66% |
$1.95M - $2.01M
|
20.8K
$2.2M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
18.5KNew |
$1.94M - $1.99M
|
18.5K
$1.96M
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18.4K+ 100.05% |
$1.92M - $1.97M
|
36.8K
$3.88M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
18.4K+ 200.99% |
$1.92M - $1.97M
|
27.5K
$2.9M
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
17.2K+ 4.05% |
$1.8M - $1.85M
|
442K
$46.6M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
16.9K+ 36.43% |
$1.77M - $1.82M
|
63.4K
$6.69M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
16.9KNew |
$1.77M - $1.82M
|
16.9K
$1.79M
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
16.7K+ 9.96% |
$1.74M - $1.79M
|
184K
$19.4M
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
16.3K+ 200.52% |
$1.7M - $1.75M
|
24.4K
$2.57M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
16.1K+ 13.61% |
$1.68M - $1.73M
|
135K
$14.2M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
16K+ 244.36% |
$1.67M - $1.72M
|
22.6K
$2.38M
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16K+ 517.34% |
$1.67M - $1.72M
|
19.1K
$2.02M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.6K+ 51.42% |
$1.63M - $1.68M
|
46.1K
$4.86M
|
|
May 02, 2022
Q1 2022
|
Investment Management Associates Inc
|
BUY
|
- |
15.1KNew |
$1.58M - $1.62M
|
15.1K
$1.59M
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 51.83% |
$1.47M - $1.51M
|
41.3K
$4.35M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14KNew |
$1.47M - $1.51M
|
14K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14KNew |
$1.46M - $1.5M
|
14K
$1.47M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$1.45M - $1.49M
|
13.9K
$1.46M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
13.8KNew |
$1.44M - $1.48M
|
13.8K
$1.46M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
13.7K+ 64.99% |
$1.44M - $1.48M
|
34.9K
$3.68M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.7K+ 10.65% |
$1.43M - $1.47M
|
142K
$15M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 46.97% |
$1.42M - $1.46M
|
42.5K
$4.49M
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
13.5K+ 517.82% |
$1.41M - $1.44M
|
16.1K
$1.69M
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
13.1K+ 282.38% |
$1.37M - $1.41M
|
17.8K
$1.88M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.9K+ 855.92% |
$1.35M - $1.39M
|
14.4K
$1.52M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12.9K+ 85.37% |
$1.35M - $1.39M
|
28.1K
$2.96M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.9K+ 19.51% |
$1.35M - $1.38M
|
79K
$8.34M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 1.91% |
$1.29M - $1.32M
|
656K
$69.2M
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12.3K+ 153.39% |
$1.28M - $1.31M
|
20.2K
$2.13M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.7K+ 355.64% |
$1.22M - $1.25M
|
14.9K
$1.58M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.4K+ 15.26% |
$1.19M - $1.22M
|
85.8K
$9.06M
|