Purchases and Sales Made in Q3 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-602- 7.38% |
$61.8K - $63.5K
|
7.55K
$797K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-611- 11.78% |
$62.7K - $64.4K
|
4.58K
$483K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-634- 11.41% |
$65K - $66.8K
|
4.92K
$519K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-657- 63.72% |
$67.4K - $69.2K
|
374
$39.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-670- 3.31% |
$68.7K - $70.6K
|
19.6K
$2.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-697- 6.68% |
$71.5K - $73.5K
|
9.73K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-720- 86.75% |
$73.9K - $75.9K
|
110
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-729- 1.96% |
$74.8K - $76.8K
|
36.5K
$3.85M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-754- 26.35% |
$77.4K - $79.5K
|
2.11K
$222K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-761- 18.93% |
$78.1K - $80.2K
|
3.26K
$344K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-764- 1.06% |
$78.4K - $80.5K
|
71.4K
$7.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-769- 4.18% |
$78.9K - $81.1K
|
17.6K
$1.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-781- 22.7% |
$80.1K - $82.3K
|
2.66K
$281K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-805- 26.47% |
$82.6K - $84.8K
|
2.24K
$236K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-828- 2.82% |
$84.9K - $87.3K
|
28.5K
$3.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-835- 14.72% |
$85.7K - $88K
|
4.84K
$510K
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-846- 1.29% |
$86.8K - $89.2K
|
64.8K
$6.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-877- 3.46% |
$90K - $92.4K
|
24.4K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-900- 30.37% |
$92.3K - $94.9K
|
2.06K
$218K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-915- 3.83% |
$93.9K - $96.4K
|
23K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-923- 90.14% |
$94.7K - $97.3K
|
101
$10.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-959- 16.59% |
$98.4K - $101K
|
4.82K
$509K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-995- 21.97% |
$102K - $105K
|
3.53K
$373K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 22.61% |
$105K - $108K
|
3.5K
$370K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.03K- 5.38% |
$105K - $108K
|
18.1K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 70.66% |
$110K - $113K
|
446
$47K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.11K- 4.41% |
$114K - $117K
|
24.1K
$2.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.16K- 29.33% |
$119K - $122K
|
2.8K
$295K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.2K- 5.79% |
$123K - $126K
|
19.5K
$2.06M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.23K- 26.0% |
$126K - $130K
|
3.51K
$370K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.25K- 6.03% |
$128K - $132K
|
19.5K
$2.06M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.3K- 2.53% |
$133K - $137K
|
50K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.36K- 11.13% |
$140K - $144K
|
10.9K
$1.15M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.38K- 11.88% |
$141K - $145K
|
10.2K
$1.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.45K- 5.88% |
$148K - $153K
|
23.2K
$2.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.45K- 11.91% |
$149K - $153K
|
10.7K
$1.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.5K- 20.81% |
$154K - $158K
|
5.71K
$603K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.61K- 19.86% |
$165K - $169K
|
6.48K
$684K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.63K- 11.82% |
$167K - $172K
|
12.1K
$1.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.74K- 32.89% |
$178K - $183K
|
3.54K
$374K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.81K- 35.53% |
$186K - $191K
|
3.28K
$346K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.89K- 15.86% |
$194K - $199K
|
10K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.92K- 14.17% |
$196K - $202K
|
11.6K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2K- 21.98% |
$205K - $211K
|
7.11K
$750K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.18K- 24.72% |
$223K - $230K
|
6.63K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.22K- 92.61% |
$228K - $234K
|
177
$18.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.25K- 7.9% |
$230K - $237K
|
26.2K
$2.76M
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.3K- 16.15% |
$236K - $242K
|
11.9K
$1.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.31K- 48.37% |
$237K - $244K
|
2.47K
$260K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-2.32K- 19.63% |
$238K - $244K
|
9.49K
$1M
|