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
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.06K+ 1.12% |
$211K - $217K
|
187K
$19.7M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.06KNew |
$211K - $217K
|
2.06K
$217K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2KNew |
$205K - $211K
|
2K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.99KNew |
$205K - $210K
|
1.99K
$210K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.96K+ 3.66% |
$201K - $207K
|
55.6K
$5.86M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.96K+ 9.56% |
$201K - $206K
|
22.4K
$2.37M
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.91K+ 23.05% |
$196K - $201K
|
10.2K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.9K+ 34.17% |
$195K - $200K
|
7.46K
$787K
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 4.64% |
$193K - $198K
|
42.4K
$4.48M
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
1.88K+ 36.19% |
$193K - $198K
|
7.08K
$747K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.75K+ 21.39% |
$179K - $184K
|
9.91K
$1.05M
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.71K+ 34.42% |
$175K - $180K
|
6.67K
$704K
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.65K+ 12.05% |
$169K - $173K
|
15.3K
$1.61M
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.64K+ 18.07% |
$168K - $172K
|
10.7K
$1.13M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.59K+ 34.07% |
$163K - $167K
|
6.24K
$658K
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.56KNew |
$160K - $165K
|
1.56K
$165K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.55K+ 0.33% |
$159K - $163K
|
471K
$49.7M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.55KNew |
$159K - $163K
|
1.55K
$163K
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.53K+ 16.34% |
$157K - $161K
|
10.9K
$1.15M
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.48K+ 9.07% |
$152K - $156K
|
17.8K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 23.06% |
$150K - $154K
|
7.8K
$823K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.43K+ 7.52% |
$147K - $151K
|
20.5K
$2.16M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 1.83% |
$143K - $147K
|
77.4K
$8.16M
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.37K+ 4.81% |
$140K - $144K
|
29.7K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 6.11% |
$138K - $142K
|
23.4K
$2.47M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.35K+ 54.55% |
$138K - $142K
|
3.82K
$403K
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.35K+ 124.72% |
$138K - $142K
|
2.43K
$256K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.35K+ 8.16% |
$138K - $142K
|
17.9K
$1.88M
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 2.24% |
$136K - $140K
|
60.5K
$6.38M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.32K+ 9.37% |
$136K - $139K
|
15.4K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.2K+ 80.0% |
$123K - $126K
|
2.7K
$285K
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.2K+ 8.77% |
$123K - $126K
|
14.9K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.2K+ 20.48% |
$123K - $126K
|
7.04K
$743K
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
1.17K+ 53.16% |
$120K - $123K
|
3.37K
$355K
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.15K+ 9.72% |
$118K - $121K
|
13K
$1.37M
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.1K+ 21.53% |
$113K - $116K
|
6.21K
$655K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.05K+ 9.52% |
$108K - $110K
|
12.1K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.02K+ 9.67% |
$105K - $108K
|
11.6K
$1.22M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.01K+ 3.86% |
$104K - $107K
|
27.2K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1K+ 7.49% |
$103K - $106K
|
14.4K
$1.52M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$103K - $105K
|
1K
$105K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
969+ 21.97% |
$99.4K - $102K
|
5.38K
$568K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
965New |
$99K - $102K
|
965
$102K
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
954+ 27.48% |
$97.9K - $101K
|
4.43K
$467K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
940+ 8.43% |
$96.4K - $99.1K
|
12.1K
$1.28M
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
918+ 108.64% |
$94.2K - $96.8K
|
1.76K
$186K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
874+ 11.06% |
$89.7K - $92.1K
|
8.78K
$926K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
800+ 0.96% |
$82.1K - $84.3K
|
84.4K
$8.91M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
792+ 22.35% |
$81.3K - $83.5K
|
4.34K
$457K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
781New |
$80.1K - $82.3K
|
781
$82.4K
|