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
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
295+ 11.0% |
$30.5K - $30.9K
|
2.98K
$314K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
271+ 8.85% |
$28K - $28.4K
|
3.33K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
242+ 3.28% |
$25K - $25.4K
|
7.61K
$803K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
226+ 3.23% |
$23.3K - $23.7K
|
7.21K
$761K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
200New |
$20.7K - $21K
|
200
$21.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
190+ 63.33% |
$19.6K - $19.9K
|
490
$51.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
183+ 9.53% |
$18.9K - $19.2K
|
2.1K
$222K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
170New |
$17.6K - $17.8K
|
170
$17.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
164+ 2.57% |
$16.9K - $17.2K
|
6.54K
$689K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
156+ 6.58% |
$16.1K - $16.4K
|
2.53K
$267K
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
146+ 4.45% |
$15.1K - $15.3K
|
3.43K
$362K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
143+ 55.21% |
$14.8K - $15K
|
402
$42.4K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
134+ 28.76% |
$13.8K - $14.1K
|
600
$63.3K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
127+ 4.79% |
$13.1K - $13.3K
|
2.78K
$293K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
126New |
$13K - $13.2K
|
126
$13.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
121+ 7.29% |
$12.5K - $12.7K
|
1.78K
$188K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
80+ 3.52% |
$8.26K - $8.39K
|
2.35K
$248K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69+ 6.3% |
$7.13K - $7.24K
|
1.17K
$123K
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
68+ 1.11% |
$7.03K - $7.13K
|
6.22K
$656K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
68+ 2.63% |
$7.03K - $7.13K
|
2.65K
$280K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
59+ 1.98% |
$6.1K - $6.19K
|
3.04K
$321K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
55+ 0.62% |
$5.68K - $5.77K
|
8.96K
$945K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
53+ 51.46% |
$5.48K - $5.56K
|
156
$16.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
49+ 0.91% |
$5.06K - $5.14K
|
5.43K
$572K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
45+ 1.29% |
$4.65K - $4.72K
|
3.54K
$374K
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
27+ 0.17% |
$2.79K - $2.83K
|
16.2K
$1.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
23+ 0.3% |
$2.38K - $2.41K
|
7.64K
$806K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 0.13% |
$1.34K - $1.36K
|
10.4K
$1.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
10+ 0.07% |
$1.03K - $1.05K
|
13.5K
$1.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
BUY
|
- |
9+ 0.19% |
$930 - $944
|
4.78K
$504K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.18% |
$517 - $524
|
2.72K
$287K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4+ 0.16% |
$413 - $419
|
2.47K
$261K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.06% |
$310 - $315
|
5.31K
$560K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$207 - $210
|
2.25K
$237K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$207 - $210
|
1.52K
$160K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$207 - $210
|
1.18K
$124K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.96% |
$103 - $105
|
105
$11.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$103 - $105
|
471
$49.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$103 - $105
|
709
$74.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$103 - $105
|
605
$63.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1- 0.02% |
$103 - $105
|
4.57K
$482K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$103 - $105
|
4.83K
$510K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2- 2.7% |
$207 - $210
|
72
$7.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2- 1.27% |
$207 - $210
|
156
$16.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-6Closed |
$620 - $629
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 1.65% |
$723 - $734
|
416
$43.9K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-8- 0.22% |
$826 - $839
|
3.59K
$379K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9Closed |
$930 - $944
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-10- 0.5% |
$1.03K - $1.05K
|
1.98K
$208K
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-12- 0.04% |
$1.24K - $1.26K
|
28.4K
$2.99M
|