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 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-31.4K- 82.89% |
$3.22M - $3.3M
|
6.47K
$683K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-33.9K- 11.6% |
$3.47M - $3.57M
|
258K
$27.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-35.5K- 45.7% |
$3.64M - $3.74M
|
42.2K
$4.45M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-38.7K- 56.33% |
$3.97M - $4.08M
|
30K
$3.17M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-39.2K- 95.15% |
$4.02M - $4.13M
|
1.99K
$210K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.7K- 47.59% |
$4.07M - $4.18M
|
43.7K
$4.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
SELL
|
- |
-43.1K- 41.74% |
$4.42M - $4.54M
|
60.1K
$6.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-44.1K- 58.66% |
$4.52M - $4.64M
|
31.1K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-47.8K- 48.99% |
$4.9M - $5.03M
|
49.7K
$5.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48.9K- 75.25% |
$5.01M - $5.15M
|
16.1K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-49.3K- 85.45% |
$5.05M - $5.19M
|
8.39K
$885K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-57.7K- 73.95% |
$5.92M - $6.09M
|
20.3K
$2.15M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-71.2K- 32.73% |
$7.31M - $7.51M
|
146K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-104K- 27.94% |
$10.7M - $11M
|
269K
$28.4M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-118K- 29.91% |
$12.1M - $12.4M
|
276K
$29.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-127K- 45.26% |
$13M - $13.3M
|
153K
$16.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-155K- 91.3% |
$15.9M - $16.3M
|
14.8K
$1.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-228K- 93.81% |
$23.4M - $24M
|
15K
$1.58M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-291K- 94.01% |
$29.9M - $30.7M
|
18.5K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-291K- 94.01% |
$29.9M - $30.7M
|
18.5K
$1.96M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-304K- 62.73% |
$31.2M - $32.1M
|
181K
$19.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-304K- 62.73% |
$31.2M - $32.1M
|
181K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-337K- 98.44% |
$34.6M - $35.5M
|
5.33K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-344K- 14.68% |
$35.3M - $36.3M
|
2M
$211M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.44M- 52.76% |
$148M - $152M
|
1.29M
$136M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.95M- 14.37% |
$200M - $205M
|
11.6M
$1.22B
|