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 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 36.98% |
$122K - $124K
|
4.37K
$461K
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 4.25% |
$114K - $116K
|
27.1K
$2.85M
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.08KNew |
$112K - $113K
|
1.08K
$114K
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1K+ 2.42% |
$103K - $105K
|
42.3K
$4.46M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1K+ 208.33% |
$103K - $105K
|
1.48K
$156K
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1K+ 4.63% |
$103K - $105K
|
22.6K
$2.38M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
982+ 21.2% |
$101K - $103K
|
5.61K
$592K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
974+ 7.67% |
$101K - $102K
|
13.7K
$1.44M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
952+ 6.39% |
$98.4K - $99.8K
|
15.8K
$1.67M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
927New |
$95.8K - $97.2K
|
927
$97.8K
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
874+ 6.44% |
$90.3K - $91.7K
|
14.4K
$1.52M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
860+ 94.51% |
$88.8K - $90.2K
|
1.77K
$187K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
845+ 234.72% |
$87.3K - $88.6K
|
1.21K
$127K
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
845New |
$87.3K - $88.6K
|
845
$89.1K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
836+ 8.71% |
$86.4K - $87.7K
|
10.4K
$1.1M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
830New |
$85.7K - $87K
|
830
$87.6K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
781+ 29.36% |
$80.7K - $81.9K
|
3.44K
$363K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
768+ 12.81% |
$79.3K - $80.5K
|
6.77K
$714K
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
732+ 2.01% |
$75.6K - $76.8K
|
37.2K
$3.93M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
689+ 1.51% |
$71.2K - $72.3K
|
46.2K
$4.88M
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
687+ 37.02% |
$71K - $72K
|
2.54K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
686+ 8.14% |
$70.9K - $71.9K
|
9.11K
$961K
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
668+ 14.75% |
$69K - $70.1K
|
5.2K
$548K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
648+ 7.93% |
$66.9K - $68K
|
8.82K
$931K
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
622+ 22.11% |
$64.3K - $65.2K
|
3.44K
$362K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$62K - $62.9K
|
600
$63.3K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
574+ 127.56% |
$59.3K - $60.2K
|
1.02K
$108K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
545+ 1.68% |
$56.3K - $57.2K
|
32.9K
$3.47M
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
533+ 22.49% |
$55.1K - $55.9K
|
2.9K
$306K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
513+ 8.23% |
$53K - $53.8K
|
6.74K
$711K
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
511+ 5.95% |
$52.8K - $53.6K
|
9.09K
$959K
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
501New |
$51.8K - $52.5K
|
501
$52.9K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
492+ 65.95% |
$50.8K - $51.6K
|
1.24K
$131K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
458+ 6.71% |
$47.3K - $48K
|
7.29K
$769K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
450New |
$46.5K - $47.2K
|
450
$47.5K
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
445+ 9.85% |
$46K - $46.7K
|
4.96K
$523K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
431+ 20.33% |
$44.5K - $45.2K
|
2.55K
$269K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
414+ 12.55% |
$42.8K - $43.4K
|
3.71K
$392K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
402+ 6.0% |
$41.5K - $42.2K
|
7.11K
$750K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
400+ 1.65% |
$41.3K - $41.9K
|
24.7K
$2.61M
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
399+ 1.1% |
$41.2K - $41.8K
|
36.5K
$3.85M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
395+ 217.03% |
$40.8K - $41.4K
|
577
$60.9K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
349+ 7.22% |
$36.1K - $36.6K
|
5.19K
$547K
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
345+ 12.23% |
$35.6K - $36.2K
|
3.17K
$334K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
339New |
$35K - $35.6K
|
339
$35.8K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
337+ 3.11% |
$34.8K - $35.3K
|
11.2K
$1.18M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
334New |
$34.5K - $35K
|
334
$35.2K
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
319+ 11.44% |
$33K - $33.5K
|
3.11K
$328K
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
300+ 3.26% |
$31K - $31.5K
|
9.5K
$1M
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
295+ 5.97% |
$30.5K - $30.9K
|
5.24K
$552K
|