Purchases and Sales Made in Q2 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.54K- 25.0% |
$159K - $161K
|
4.61K
$486K
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-1.56K- 27.14% |
$161K - $163K
|
4.19K
$442K
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.59K- 5.71% |
$164K - $167K
|
26.2K
$2.77M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.69K- 19.75% |
$175K - $177K
|
6.88K
$725K
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.72K- 15.04% |
$177K - $180K
|
9.7K
$1.02M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.74K- 33.17% |
$179K - $182K
|
3.5K
$369K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.76K- 6.75% |
$182K - $185K
|
24.3K
$2.56M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.76K- 8.46% |
$182K - $185K
|
19.1K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.79K- 21.84% |
$185K - $188K
|
6.41K
$676K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.89KClosed |
$195K - $198K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.92KClosed |
$199K - $202K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.92KClosed |
$199K - $202K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.93K- 8.31% |
$200K - $203K
|
21.4K
$2.25M
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.94KClosed |
$200K - $203K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.97K- 22.65% |
$203K - $206K
|
6.71K
$708K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.98K- 12.12% |
$204K - $207K
|
14.3K
$1.51M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.03K- 11.95% |
$209K - $213K
|
14.9K
$1.58M
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-2.07KClosed |
$214K - $218K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.09K- 8.79% |
$216K - $219K
|
21.7K
$2.29M
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.1K- 35.56% |
$217K - $220K
|
3.81K
$401K
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.12KClosed |
$219K - $222K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.15K- 21.5% |
$222K - $226K
|
7.86K
$829K
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.2KClosed |
$227K - $231K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.21KClosed |
$229K - $232K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.23K- 20.32% |
$230K - $233K
|
8.73K
$920K
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.28KClosed |
$236K - $239K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.29K- 9.3% |
$236K - $240K
|
22.3K
$2.35M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.31K- 77.73% |
$239K - $242K
|
662
$69.8K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.39K- 49.92% |
$247K - $250K
|
2.4K
$253K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.4K- 90.23% |
$248K - $252K
|
260
$27.4K
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.4K- 7.31% |
$248K - $252K
|
30.5K
$3.22M
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-2.41K- 13.15% |
$249K - $253K
|
15.9K
$1.68M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.45K- 26.68% |
$253K - $257K
|
6.73K
$710K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.46KClosed |
$254K - $258K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 9.82% |
$263K - $267K
|
23.3K
$2.46M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.56KClosed |
$265K - $269K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.57K- 23.93% |
$265K - $269K
|
8.16K
$861K
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.57K- 39.02% |
$266K - $270K
|
4.02K
$424K
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.6K- 10.53% |
$269K - $273K
|
22.1K
$2.33M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.61K- 4.5% |
$270K - $274K
|
55.4K
$5.84M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 13.92% |
$276K - $280K
|
16.5K
$1.74M
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.68KClosed |
$277K - $281K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.73K- 14.45% |
$282K - $287K
|
16.2K
$1.71M
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 57.22% |
$294K - $298K
|
2.13K
$224K
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.85KClosed |
$295K - $299K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.9KClosed |
$300K - $304K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.91K- 57.55% |
$301K - $305K
|
2.15K
$226K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3KClosed |
$310K - $315K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.1KClosed |
$320K - $325K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 39.04% |
$322K - $327K
|
4.87K
$513K
|