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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
75.9K+ 173.76% |
$7.84M - $7.96M
|
120K
$12.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
69.6KNew |
$7.19M - $7.3M
|
69.6K
$7.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
66.3K+ 51.94% |
$6.85M - $6.95M
|
194K
$20.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
65.1K+ 347.81% |
$6.73M - $6.83M
|
83.8K
$8.84M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
65KNew |
$6.71M - $6.81M
|
65K
$6.85M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
64.9K+ 2012.25% |
$6.7M - $6.8M
|
68.1K
$7.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
64.8KNew |
$6.7M - $6.8M
|
64.8K
$6.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
63.6KNew |
$6.58M - $6.67M
|
63.6K
$6.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
63.4K+ 2755.57% |
$6.55M - $6.65M
|
65.7K
$6.93M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
61.4K+ 322.55% |
$6.35M - $6.44M
|
80.5K
$8.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
60.8KNew |
$6.28M - $6.37M
|
60.8K
$6.41M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
59.9KNew |
$6.19M - $6.29M
|
59.9K
$6.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
57.7KNew |
$5.96M - $6.05M
|
57.7K
$6.08M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
57.4KNew |
$5.92M - $6.01M
|
57.4K
$6.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
53.5K+ 1103.57% |
$5.53M - $5.62M
|
58.4K
$6.16M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
52.7KNew |
$5.45M - $5.53M
|
52.7K
$5.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
51.7KNew |
$5.34M - $5.42M
|
51.7K
$5.46M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
51.7K+ 12.74% |
$5.34M - $5.42M
|
458K
$48.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.5K+ 572.57% |
$5.32M - $5.4M
|
60.5K
$6.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.2K+ 206.35% |
$5.29M - $5.37M
|
76K
$8.02M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.9K+ 26.62% |
$5.15M - $5.23M
|
237K
$25M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
49.9K+ 129.11% |
$5.15M - $5.23M
|
88.5K
$9.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
49.6K+ 242.98% |
$5.12M - $5.2M
|
69.9K
$7.38M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
48.3K+ 1391.36% |
$4.99M - $5.07M
|
51.8K
$5.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
47.7KNew |
$4.92M - $5M
|
47.7K
$5.03M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
47.2K+ 14.72% |
$4.88M - $4.95M
|
368K
$38.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
45K+ 98.9% |
$4.65M - $4.72M
|
90.5K
$9.55M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43K+ 149.85% |
$4.44M - $4.51M
|
71.7K
$7.56M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.5K+ 39.76% |
$4.29M - $4.35M
|
146K
$15.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
41.5K+ 385.56% |
$4.29M - $4.35M
|
52.3K
$5.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
40.6KNew |
$4.19M - $4.25M
|
40.6K
$4.28M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
39.7KNew |
$4.1M - $4.16M
|
39.7K
$4.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
38.8KNew |
$4.01M - $4.07M
|
38.8K
$4.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
37.8KNew |
$3.91M - $3.97M
|
37.8K
$3.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
35.4K+ 974.85% |
$3.66M - $3.71M
|
39K
$4.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35.1KNew |
$3.63M - $3.68M
|
35.1K
$3.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
33.9K+ 115.95% |
$3.5M - $3.55M
|
63.1K
$6.65M
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
32.8KNew |
$3.39M - $3.44M
|
32.8K
$3.46M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
32.4KNew |
$3.34M - $3.39M
|
32.4K
$3.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
31.5KNew |
$3.26M - $3.3M
|
31.5K
$3.32M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.4K+ 96.13% |
$3.24M - $3.29M
|
64K
$6.75M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
31.2K+ 16.76% |
$3.23M - $3.28M
|
218K
$23M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
29.9K+ 161.15% |
$3.09M - $3.13M
|
48.4K
$5.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.7K+ 26.56% |
$3.07M - $3.11M
|
141K
$14.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
29.5KNew |
$3.05M - $3.09M
|
29.5K
$3.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
29.3K+ 362.33% |
$3.02M - $3.07M
|
37.4K
$3.94M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
29.2K+ 1045.06% |
$3.02M - $3.06M
|
32K
$3.37M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
28.5K+ 33.82% |
$2.94M - $2.99M
|
113K
$11.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
27.6KNew |
$2.85M - $2.89M
|
27.6K
$2.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
26.6KNew |
$2.75M - $2.79M
|
26.6K
$2.81M
|