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 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.61K- 3.08% |
$172K - $173K
|
50.5K
$5.33M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.61K- 13.57% |
$173K - $173K
|
10.3K
$1.08M
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.82K- 2.34% |
$195K - $196K
|
76K
$8.01M
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-1.86KClosed |
$200K - $200K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.99K- 86.54% |
$214K - $214K
|
310
$32.7K
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-2.12KClosed |
$228K - $228K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.2KClosed |
$236K - $237K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.23KClosed |
$239K - $240K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-2.28K- 6.01% |
$245K - $245K
|
35.7K
$3.77M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.31KClosed |
$248K - $249K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.44K- 19.33% |
$262K - $263K
|
10.2K
$1.08M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.54K- 23.69% |
$273K - $274K
|
8.19K
$864K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.55K- 32.72% |
$273K - $274K
|
5.24K
$552K
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.6KClosed |
$279K - $280K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.62KClosed |
$281K - $282K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.64K- 45.53% |
$283K - $284K
|
3.15K
$333K
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.68K- 5.95% |
$288K - $289K
|
42.4K
$4.47M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.73K- 6.35% |
$292K - $293K
|
40.2K
$4.24M
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2.8K- 46.7% |
$300K - $301K
|
3.2K
$337K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.81K- 12.46% |
$301K - $302K
|
19.7K
$2.08M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.9KClosed |
$311K - $312K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.94K- 46.6% |
$316K - $317K
|
3.37K
$356K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.04K- 17.92% |
$326K - $327K
|
13.9K
$1.47M
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
SELL
|
- |
-3.05K- 0.76% |
$327K - $328K
|
400K
$42.2M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.05KClosed |
$327K - $328K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.3KClosed |
$353K - $355K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.35KClosed |
$359K - $360K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.55K- 42.34% |
$381K - $382K
|
4.84K
$510K
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.1K- 9.23% |
$440K - $441K
|
40.3K
$4.25M
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.03K- 59.82% |
$539K - $540K
|
3.38K
$356K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-5.4KClosed |
$579K - $581K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-5.66K- 41.48% |
$607K - $609K
|
7.98K
$842K
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.01K- 6.29% |
$645K - $646K
|
89.5K
$9.44M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.31K- 19.51% |
$677K - $679K
|
26.1K
$2.75M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-6.67KClosed |
$716K - $718K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.71K- 47.32% |
$719K - $721K
|
7.47K
$788K
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-7.23KClosed |
$775K - $777K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-7.4K- 2.8% |
$794K - $796K
|
257K
$27.1M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.86K- 0.58% |
$842K - $845K
|
1.34M
$141M
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-7.98KClosed |
$856K - $858K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.13K- 6.58% |
$872K - $875K
|
115K
$12.2M
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-8.27KClosed |
$886K - $889K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.95K- 4.46% |
$959K - $962K
|
192K
$20.2M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.02K- 29.19% |
$968K - $971K
|
21.9K
$2.31M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-9.32KClosed |
$999K - $1M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.34K- 7.81% |
$1M - $1M
|
110K
$11.6M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.2KClosed |
$1.1M - $1.1M
|
0
$0
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.4K- 55.89% |
$1.11M - $1.12M
|
8.2K
$865K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.6K- 5.07% |
$1.14M - $1.14M
|
199K
$20.9M
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
SELL
|
- |
-10.7KClosed |
$1.15M - $1.15M
|
0
$0
|