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
Apr 25, 2022 Q1 2022	Wealth Cmt	BUY	-	11.3K New	$1.18M - $1.22M	11.3K $1.19M
Apr 29, 2022 Q1 2022	Prairie View Partners, LLC	BUY	-	11.1K + 26.74%	$1.16M - $1.19M	52.7K $5.56M
Apr 27, 2022 Q1 2022	Financial Management Professionals, Inc.	BUY	-	11K New	$1.14M - $1.18M	11K $1.16M
Apr 27, 2022 Q1 2022	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	10.6K + 57.26%	$1.11M - $1.14M	29.2K $3.08M
Apr 12, 2022 Q1 2022	Brookstone Capital Management	BUY	-	10.2K New	$1.06M - $1.09M	10.2K $1.07M
Apr 29, 2022 Q1 2022	Brown Financial Advisory	BUY	-	10.1K New	$1.05M - $1.08M	10.1K $1.07M
May 03, 2022 Q1 2022	Bray Capital Advisors	BUY	-	9.5K + 750.99%	$992K - $1.02M	10.8K $1.14M
May 02, 2022 Q1 2022	Roberts Glore & CO Inc Deerfield, IL	BUY	-	9.2K New	$961K - $988K	9.2K $971K
May 16, 2022 Q1 2022	Wescott Financial Advisory Group, LLC	BUY	-	8.65K New	$903K - $928K	8.65K $912K
Apr 28, 2022 Q1 2022	Single Point Partners, LLC	BUY	-	8.62K + 15.81%	$900K - $925K	63.1K $6.66M
May 05, 2022 Q1 2022	Greenup Street Wealth Management LLC	BUY	-	8.33K + 121.6%	$870K - $894K	15.2K $1.6M
May 13, 2022 Q1 2022	Merit Financial Group, LLC	BUY	-	7.7K New	$804K - $826K	7.7K $812K
May 16, 2022 Q1 2022	Fairview Capital Investment Management, LLC Greenbrae, CA	BUY	-	7.5K + 37.59%	$783K - $805K	27.5K $2.9M
May 13, 2022 Q1 2022	Thrivent Financial For Lutherans Minneapolis, MN	BUY	-	7.45K + 17.0%	$778K - $800K	51.3K $5.41M
May 11, 2022 Q1 2022	Dorsey & Whitney Trust CO LLC Sioux Falls, SD	BUY	-	7.37K + 140.92%	$770K - $791K	12.6K $1.33M
May 16, 2022 Q1 2022	Wealth Advisory Solutions, LLC	BUY	-	6.98K + 13.81%	$729K - $749K	57.5K $6.07M
May 16, 2022 Q1 2022	Goodwin Investment Advisory Woodstock, GA	BUY	-	6.49K + 184.36%	$678K - $697K	10K $1.06M
May 02, 2022 Q1 2022	Acima Private Wealth, LLC Richmond, VA	BUY	-	6.48K + 425.34%	$677K - $695K	8K $844K
May 11, 2022 Q1 2022	Glenview Trust CO Louisville, KY	BUY	-	6.41K + 84.25%	$670K - $688K	14K $1.48M
May 11, 2022 Q1 2022	Raymond James & Associates St Petersburg, FL	BUY	-	6.23K + 2.45%	$651K - $669K	260K $27.5M
May 09, 2022 Q1 2022	Capasso Planning Partners LLC Charleston, SC	BUY	-	6.21K + 47.51%	$649K - $667K	19.3K $2.03M
May 10, 2022 Q1 2022	Valmark Advisers, Inc.	BUY	-	6.13K + 47.99%	$640K - $658K	18.9K $1.99M
Apr 21, 2022 Q1 2022	Flagship Private Wealth, LLC	BUY	-	5.95K + 201.32%	$621K - $638K	8.9K $939K
May 13, 2022 Q1 2022	Zeke Capital Advisors, LLC Berwyn, PA	BUY	-	5.72K + 3.14%	$597K - $614K	188K $19.8M
May 13, 2022 Q1 2022	Dakota Wealth Management	BUY	-	5.67K + 29.92%	$592K - $608K	24.6K $2.59M
May 06, 2022 Q1 2022	Auxano Advisors, LLC	BUY	-	5.58K New	$582K - $598K	5.58K $588K
Apr 25, 2022 Q1 2022	Omega Financial Group, LLC	BUY	-	5.54K + 28.08%	$579K - $595K	25.3K $2.67M
May 04, 2022 Q1 2022	Arkfeld Wealth Strategies, L.L.C.	BUY	-	5.5K + 41.4%	$575K - $590K	18.8K $1.98M
Apr 08, 2022 Q1 2022	Mc Naughton Wealth Management, LLC	BUY	-	5.39K + 49.88%	$563K - $578K	16.2K $1.71M
Apr 20, 2022 Q1 2022	Sigma Planning Corp Ann Arbor, MI	BUY	-	5.37K + 44.84%	$561K - $576K	17.3K $1.83M
Apr 20, 2022 Q1 2022	Great Valley Advisor Group, Inc.	BUY	-	5.36K + 140.16%	$560K - $575K	9.18K $968K
May 10, 2022 Q1 2022	Maryland Capital Advisors Inc.	BUY	-	5.3K + 22.17%	$554K - $569K	29.2K $3.08M
May 10, 2022 Q1 2022	Steel Peak Wealth Management LLC	BUY	-	5.17K + 19.01%	$540K - $555K	32.4K $3.42M
May 13, 2022 Q1 2022	Ancora Advisors, LLC Cleveland, OH	BUY	-	5.16K + 416.04%	$539K - $554K	6.4K $676K
May 03, 2022 Q1 2022	Walkner Condon Financial Advisors LLC	BUY	-	4.89K + 65.42%	$510K - $524K	12.4K $1.3M
May 04, 2022 Q1 2022	Legacy Financial Advisors, Inc.	BUY	-	4.85K New	$507K - $521K	4.85K $512K
Apr 07, 2022 Q1 2022	My Legacy Advisors, LLC	BUY	-	4.79K New	$501K - $514K	4.79K $506K
Apr 27, 2022 Q1 2022	Vestmark Advisory Solutions, Inc.	BUY	-	4.78K + 101.73%	$499K - $513K	9.47K $999K
May 04, 2022 Q1 2022	Commonwealth Equity Services, LLC	BUY	-	4.76K + 2.61%	$497K - $511K	187K $19.8M
May 16, 2022 Q1 2022	New Vernon Capital Holdings Ii LLC Morristown, NJ	BUY	-	4.76K New	$497K - $511K	4.76K $502K
May 19, 2022 Q1 2022	Strategic Wealth Partners, Ltd. Independence, OH	BUY	-	4.62K + 75.6%	$483K - $496K	10.7K $1.13M
Apr 18, 2022 Q1 2022	Colton Groome Financial Advisors, LLC	BUY	-	4.61K + 136.44%	$481K - $494K	7.98K $842K
Jul 14, 2022 Q1 2022	Juncture Wealth Strategies, LLC	BUY	-	4.46K + 34.57%	$466K - $479K	17.4K $1.83M
Apr 22, 2022 Q1 2022	Evergreen Wealth Solutions, LLC Williamsport, PA	BUY	-	4.25K New	$444K - $456K	4.25K $448K
May 16, 2022 Q1 2022	One Wealth Advisors, LLC San Francisco, CA	BUY	-	4.18K + 19.22%	$437K - $449K	26K $2.74M
May 02, 2022 Q1 2022	Integrated Advisors Network LLC Palos Verdes Estates, CA	BUY	-	4.11K + 2.62%	$429K - $441K	161K $17M
May 10, 2022 Q1 2022	Willis Johnson & Associates, Inc.	BUY	-	4K + 5.62%	$418K - $429K	75.2K $7.93M
May 04, 2022 Q1 2022	Gladstone Institutional Advisory LLC Boca Raton, FL	BUY	-	3.98K + 54.36%	$416K - $427K	11.3K $1.19M
Jan 27, 2023 Q1 2022	Gladstone Institutional Advisory LLC Boca Raton, FL	BUY	-	3.98K + 54.36%	$416K - $427K	11.3K $1.19M
May 25, 2022 Q1 2022	Ever Source Wealth Advisors, LLC	BUY	-	3.62K + 154.66%	$378K - $388K	5.96K $629K

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Account

Purchases and Sales Made in Q1 2022 in Ishares Short Term National Mu (SUB)

11.3K

11.1K

11K

10.6K

10.2K

10.1K

9.5K

9.2K

8.65K

8.62K

8.33K

7.7K

7.5K

7.45K

7.37K

6.98K

6.49K

6.48K

6.41K

6.23K

6.21K

6.13K

5.95K

5.72K

5.67K

5.58K

5.54K

5.5K

5.39K

5.37K

5.36K

5.3K

5.17K

5.16K

4.89K

4.85K

4.79K

4.78K

4.76K

4.76K

4.62K

4.61K

4.46K

4.25K

4.18K

4.11K

4K

3.98K

3.98K

3.62K

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