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 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-300Closed |
$31.3K - $32.2K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-300- 2.79% |
$31.3K - $32.2K
|
10.4K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-303- 13.63% |
$31.7K - $32.5K
|
1.92K
$203K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-306Closed |
$32K - $32.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-315- 10.87% |
$32.9K - $33.8K
|
2.58K
$272K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-325- 90.78% |
$33.9K - $34.9K
|
33
$3.48K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-330- 4.21% |
$34.5K - $35.4K
|
7.5K
$791K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-350Closed |
$36.6K - $37.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-354- 11.15% |
$37K - $38K
|
2.82K
$298K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-360- 4.22% |
$37.6K - $38.6K
|
8.18K
$862K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-368Closed |
$38.4K - $39.5K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-372- 9.62% |
$38.9K - $39.9K
|
3.5K
$369K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-375- 7.76% |
$39.2K - $40.3K
|
4.46K
$470K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-377- 9.63% |
$39.4K - $40.5K
|
3.54K
$373K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-380Closed |
$39.7K - $40.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-393- 0.05% |
$41.1K - $42.2K
|
828K
$87.3M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-395- 0.36% |
$41.3K - $42.4K
|
109K
$11.5M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-399- 14.51% |
$41.7K - $42.8K
|
2.35K
$248K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-436- 36.89% |
$45.5K - $46.8K
|
746
$78.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-463- 1.61% |
$48.4K - $49.7K
|
28.3K
$2.99M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-471- 52.68% |
$49.2K - $50.6K
|
423
$44.6K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-490- 50.52% |
$51.2K - $52.6K
|
480
$50.6K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-510- 21.56% |
$53.3K - $54.7K
|
1.86K
$196K
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-548- 19.61% |
$57.2K - $58.8K
|
2.25K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-564- 3.27% |
$58.9K - $60.5K
|
16.7K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-573- 34.33% |
$59.9K - $61.5K
|
1.1K
$116K
|
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-599- 13.97% |
$62.6K - $64.3K
|
3.69K
$389K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-620- 18.13% |
$64.8K - $66.6K
|
2.8K
$295K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-649- 10.48% |
$67.8K - $69.7K
|
5.54K
$585K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-651Closed |
$68K - $69.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-655- 1.16% |
$68.4K - $70.3K
|
55.7K
$5.88M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-729Closed |
$76.2K - $78.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-737- 17.21% |
$77K - $79.1K
|
3.55K
$374K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-810- 19.98% |
$84.6K - $86.9K
|
3.24K
$342K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-828- 7.41% |
$86.5K - $88.9K
|
10.3K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-838- 21.49% |
$87.5K - $90K
|
3.06K
$323K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-873- 24.55% |
$91.2K - $93.7K
|
2.68K
$283K
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-890- 7.65% |
$93K - $95.5K
|
10.7K
$1.13M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-925- 25.8% |
$96.6K - $99.3K
|
2.66K
$281K
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-931- 25.22% |
$97.3K - $99.9K
|
2.76K
$291K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-950Closed |
$99.2K - $102K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-963- 16.8% |
$101K - $103K
|
4.77K
$503K
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.05K- 13.74% |
$110K - $113K
|
6.59K
$695K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-1.05K- 3.68% |
$110K - $113K
|
27.6K
$2.91M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.06K- 10.14% |
$111K - $114K
|
9.38K
$989K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.08K- 32.83% |
$112K - $115K
|
2.2K
$232K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 14.53% |
$113K - $116K
|
6.37K
$672K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.14K- 3.35% |
$119K - $122K
|
32.9K
$3.47M
|
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.21K- 8.05% |
$126K - $129K
|
13.8K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.25K- 10.19% |
$130K - $134K
|
11K
$1.16M
|