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 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 20.92% |
$1.25M - $1.27M
|
69.9K
$7.37M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.9KNew |
$1.23M - $1.25M
|
11.9K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.8K+ 27.82% |
$1.22M - $1.24M
|
54.4K
$5.73M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6KNew |
$1.2M - $1.22M
|
11.6K
$1.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.6K+ 13.55% |
$1.2M - $1.22M
|
97.5K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
11.6KNew |
$1.2M - $1.22M
|
11.6K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
11.6K+ 154.03% |
$1.2M - $1.22M
|
19.1K
$2.02M
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
11.5K+ 534.32% |
$1.19M - $1.21M
|
13.7K
$1.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11.4K+ 3570.53% |
$1.18M - $1.19M
|
11.7K
$1.24M
|
|
|
Jul 11, 2022
Q2 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
11.1KNew |
$1.14M - $1.16M
|
11.1K
$1.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
10.9KNew |
$1.12M - $1.14M
|
10.9K
$1.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
10.6KNew |
$1.1M - $1.11M
|
10.6K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 7.67% |
$1.09M - $1.11M
|
149K
$15.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.6KNew |
$1.09M - $1.11M
|
10.6K
$1.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
10.6KNew |
$1.09M - $1.11M
|
10.6K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.4KNew |
$1.07M - $1.09M
|
10.4K
$1.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
10.1KNew |
$1.04M - $1.06M
|
10.1K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
10.1K+ 247.87% |
$1.04M - $1.05M
|
14.1K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.82K+ 37.41% |
$1.01M - $1.03M
|
36.1K
$3.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.63K+ 295.85% |
$995K - $1.01M
|
12.9K
$1.36M
|
|
|
Nov 14, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.57KNew |
$988K - $1M
|
9.57K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
9.46K+ 30.01% |
$977K - $992K
|
41K
$4.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
9.08K+ 211.29% |
$938K - $952K
|
13.4K
$1.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$935K - $949K
|
9.05K
$955K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
8.87K+ 501.36% |
$916K - $930K
|
10.6K
$1.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.65K+ 54.36% |
$893K - $907K
|
24.6K
$2.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8.62KNew |
$891K - $904K
|
8.62K
$909K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.48K+ 5.38% |
$876K - $889K
|
166K
$17.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
8.45KNew |
$873K - $886K
|
8.45K
$891K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.44KNew |
$872K - $885K
|
8.44K
$891K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8.39K+ 184.7% |
$867K - $880K
|
12.9K
$1.36M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.07K+ 54.97% |
$833K - $846K
|
22.7K
$2.4M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.95KNew |
$822K - $834K
|
7.95K
$839K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7.85K+ 300.46% |
$811K - $823K
|
10.5K
$1.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.76K+ 192.29% |
$801K - $813K
|
11.8K
$1.24M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.7K+ 44.33% |
$795K - $807K
|
25.1K
$2.64M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.06K+ 87.0% |
$730K - $741K
|
15.2K
$1.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.05K+ 51.11% |
$728K - $739K
|
20.8K
$2.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7KNew |
$723K - $734K
|
7K
$738K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.72KNew |
$694K - $704K
|
6.72K
$709K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
6.55KNew |
$676K - $687K
|
6.55K
$691K
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.52K+ 115.64% |
$674K - $684K
|
12.2K
$1.28M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.39K+ 48.58% |
$660K - $670K
|
19.5K
$2.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.35K+ 37.54% |
$656K - $666K
|
23.3K
$2.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
6.35KNew |
$656K - $666K
|
6.35K
$670K
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
BUY
|
- |
6.18KNew |
$638K - $648K
|
6.18K
$652K
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
6.12K+ 230.25% |
$632K - $642K
|
8.78K
$926K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$615K - $624K
|
5.95K
$628K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.76KNew |
$595K - $604K
|
5.76K
$607K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.75K+ 4.05% |
$594K - $603K
|
148K
$15.6M
|