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 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-6- 0.09% |
$627 - $644
|
6.7K
$707K
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.1% |
$836 - $859
|
8.33K
$879K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-14- 0.39% |
$1.46K - $1.5K
|
3.59K
$378K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-15- 0.77% |
$1.57K - $1.61K
|
1.94K
$204K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-19- 0.59% |
$1.98K - $2.04K
|
3.18K
$335K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-21Closed |
$2.19K - $2.25K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-21Closed |
$2.19K - $2.25K
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-32- 17.39% |
$3.34K - $3.43K
|
152
$16K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 1.44% |
$3.76K - $3.86K
|
2.46K
$259K
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-39- 1.06% |
$4.07K - $4.19K
|
3.64K
$384K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-45- 10.59% |
$4.7K - $4.83K
|
380
$40.1K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-49- 0.17% |
$5.12K - $5.26K
|
28.4K
$2.99M
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-50- 2.46% |
$5.22K - $5.37K
|
1.99K
$209K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-50Closed |
$5.22K - $5.37K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-52- 2.33% |
$5.43K - $5.58K
|
2.18K
$230K
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-62- 1.56% |
$6.48K - $6.66K
|
3.93K
$414K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-66- 2.67% |
$6.89K - $7.08K
|
2.41K
$254K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-69- 3.75% |
$7.21K - $7.41K
|
1.77K
$187K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-71- 23.13% |
$7.42K - $7.62K
|
236
$24.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76- 2.25% |
$7.94K - $8.16K
|
3.3K
$348K
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-85- 0.35% |
$8.88K - $9.12K
|
24.5K
$2.59M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-94Closed |
$9.82K - $10.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-113- 1.53% |
$11.8K - $12.1K
|
7.28K
$768K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-118- 1.3% |
$12.3K - $12.7K
|
8.99K
$948K
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-119- 3.5% |
$12.4K - $12.8K
|
3.28K
$346K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-123- 1.96% |
$12.8K - $13.2K
|
6.14K
$648K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-141- 3.9% |
$14.7K - $15.1K
|
3.47K
$366K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-148- 1.05% |
$15.5K - $15.9K
|
13.9K
$1.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-149- 4.77% |
$15.6K - $16K
|
2.98K
$314K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-155- 0.9% |
$16.2K - $16.6K
|
17.1K
$1.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-166- 3.54% |
$17.3K - $17.8K
|
4.52K
$476K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-170- 3.54% |
$17.8K - $18.2K
|
4.64K
$489K
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-185- 59.68% |
$19.3K - $19.9K
|
125
$13.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-185- 4.99% |
$19.3K - $19.9K
|
3.53K
$372K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-185- 55.22% |
$19.3K - $19.9K
|
150
$15.8K
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-197- 3.88% |
$20.6K - $21.1K
|
4.88K
$514K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-199- 14.48% |
$20.8K - $21.4K
|
1.18K
$124K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-199- 2.63% |
$20.8K - $21.4K
|
7.37K
$777K
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-211- 4.09% |
$22K - $22.6K
|
4.94K
$521K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-211- 4.18% |
$22K - $22.6K
|
4.84K
$510K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-215- 5.52% |
$22.5K - $23.1K
|
3.68K
$388K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-234- 26.87% |
$24.4K - $25.1K
|
637
$67.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-239- 4.95% |
$25K - $25.7K
|
4.59K
$485K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-250- 7.04% |
$26.1K - $26.8K
|
3.3K
$348K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-260- 2.94% |
$27.2K - $27.9K
|
8.58K
$905K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-281- 9.87% |
$29.4K - $30.2K
|
2.57K
$271K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-285- 7.73% |
$29.8K - $30.6K
|
3.4K
$359K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-285- 2.48% |
$29.8K - $30.6K
|
11.2K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-295- 11.5% |
$30.8K - $31.7K
|
2.27K
$239K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$31.3K - $32.2K
|
0
$0
|