Purchases and Sales Made in Q4 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
805K+ 32.73% |
$86.3M - $86.5M
|
3.26M
$343M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
589KNew |
$63.2M - $63.4M
|
589K
$61.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
440K+ 18.7% |
$47.2M - $47.3M
|
2.79M
$293M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
425KNew |
$45.6M - $45.7M
|
425K
$44.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
417K+ 53.26% |
$44.7M - $44.9M
|
1.2M
$126M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
333K+ 10.04% |
$35.8M - $35.9M
|
3.65M
$384M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
300KNew |
$32.2M - $32.3M
|
300K
$31.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
287K+ 27.72% |
$30.7M - $30.8M
|
1.32M
$139M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
275K+ 37.53% |
$29.5M - $29.6M
|
1.01M
$106M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
174K+ 126.01% |
$18.6M - $18.7M
|
312K
$32.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
168KNew |
$18M - $18M
|
168K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
127K+ 5.55% |
$13.6M - $13.6M
|
2.41M
$253M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 22.97% |
$12.9M - $12.9M
|
644K
$67.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.3K+ 12.86% |
$10.1M - $10.1M
|
828K
$87.1M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
87.3K+ 192.75% |
$9.36M - $9.39M
|
133K
$13.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
85.6K+ 365.43% |
$9.18M - $9.21M
|
109K
$11.5M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
84.4K+ 79.61% |
$9.05M - $9.08M
|
190K
$20M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.3K+ 40.58% |
$8.4M - $8.42M
|
271K
$28.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
73.2K+ 16.32% |
$7.85M - $7.87M
|
521K
$54.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
70.4K+ 408.37% |
$7.55M - $7.57M
|
87.6K
$9.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67K+ 13.45% |
$7.18M - $7.21M
|
565K
$59.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
63.3K+ 33.52% |
$6.79M - $6.81M
|
252K
$26.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
56.4KNew |
$6.04M - $6.06M
|
56.4K
$5.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
54.5KNew |
$5.84M - $5.86M
|
54.5K
$5.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
54.2KNew |
$5.81M - $5.83M
|
54.2K
$5.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.3K+ 70.9% |
$5.71M - $5.73M
|
128K
$13.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
50.3KNew |
$5.4M - $5.41M
|
50.3K
$5.29M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
48.8K+ 3384.96% |
$5.24M - $5.25M
|
50.3K
$5.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.1K+ 20.44% |
$4.63M - $4.64M
|
254K
$26.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
41.1K+ 227.92% |
$4.4M - $4.42M
|
59.1K
$6.21M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
40.5K+ 28.48% |
$4.34M - $4.35M
|
183K
$19.2M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
37.2KNew |
$3.99M - $4.01M
|
37.2K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.2K+ 29.96% |
$3.88M - $3.89M
|
157K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lindenwold Advisors
|
BUY
|
- |
36KNew |
$3.86M - $3.87M
|
36K
$3.78M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 116.47% |
$3.58M - $3.59M
|
62K
$6.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
32.2K+ 17.0% |
$3.45M - $3.46M
|
222K
$23.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
31.2K+ 72.04% |
$3.34M - $3.35M
|
74.5K
$7.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.7K+ 442.33% |
$3.29M - $3.3M
|
37.7K
$3.96M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
30.2K+ 56.45% |
$3.24M - $3.25M
|
83.6K
$8.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27.6KNew |
$2.96M - $2.97M
|
27.6K
$2.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
25.5K+ 12.12% |
$2.74M - $2.74M
|
236K
$24.8M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
24.6KNew |
$2.64M - $2.65M
|
24.6K
$2.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23.9KNew |
$2.56M - $2.57M
|
23.9K
$2.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$2.52M - $2.53M
|
23.5K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
23.1KNew |
$2.48M - $2.49M
|
23.1K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
23.1K+ 66.15% |
$2.47M - $2.48M
|
58K
$6.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
22.9K+ 122.66% |
$2.46M - $2.46M
|
41.6K
$4.37M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
22.1K+ 22.93% |
$2.37M - $2.38M
|
118K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
21.6K+ 940.22% |
$2.32M - $2.33M
|
23.9K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.2K+ 15.07% |
$2.17M - $2.17M
|
154K
$16.2M
|