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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
295+ 19.12% |
$31.6K - $31.7K
|
1.84K
$194K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
260+ 7.82% |
$27.9K - $28K
|
3.59K
$378K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
259New |
$27.8K - $27.9K
|
259
$27.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
250+ 10.0% |
$26.8K - $26.9K
|
2.75K
$290K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
244+ 5.91% |
$26.2K - $26.2K
|
4.37K
$461K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
240+ 6.15% |
$25.7K - $25.8K
|
4.14K
$437K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
216+ 8.21% |
$23.2K - $23.2K
|
2.85K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
213+ 8.08% |
$22.8K - $22.9K
|
2.85K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
211+ 3.58% |
$22.6K - $22.7K
|
6.11K
$645K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
202+ 2.42% |
$21.7K - $21.7K
|
8.56K
$903K
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
178+ 0.35% |
$19.1K - $19.1K
|
51.4K
$5.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
172+ 5.88% |
$18.4K - $18.5K
|
3.1K
$327K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
158New |
$16.9K - $17K
|
158
$16.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
153+ 4.89% |
$16.4K - $16.5K
|
3.28K
$346K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
152+ 5.42% |
$16.3K - $16.3K
|
2.95K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
140+ 6.81% |
$15K - $15.1K
|
2.2K
$232K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
131+ 0.8% |
$14K - $14.1K
|
16.6K
$1.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
130+ 0.32% |
$13.9K - $14K
|
40.7K
$4.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
129+ 2.74% |
$13.8K - $13.9K
|
4.83K
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
125+ 1.81% |
$13.4K - $13.4K
|
7.02K
$740K
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
124+ 8.86% |
$13.3K - $13.3K
|
1.52K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 23.96% |
$11.7K - $11.7K
|
564
$59.5K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
100+ 4.93% |
$10.7K - $10.8K
|
2.13K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100+ 2.9% |
$10.7K - $10.8K
|
3.55K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82+ 1.74% |
$8.79K - $8.82K
|
4.79K
$505K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
80New |
$8.58K - $8.6K
|
80
$8.44K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
78+ 2.54% |
$8.36K - $8.39K
|
3.15K
$332K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
73+ 0.38% |
$7.83K - $7.85K
|
19.2K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
64+ 0.17% |
$6.86K - $6.88K
|
37.3K
$3.93M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 34.43% |
$6.76K - $6.78K
|
246
$26K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50New |
$5.36K - $5.38K
|
50
$5.27K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 0.17% |
$5.25K - $5.27K
|
28.2K
$2.97M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
40+ 1.04% |
$4.29K - $4.3K
|
3.89K
$411K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
40+ 1.64% |
$4.29K - $4.3K
|
2.48K
$261K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
35+ 0.41% |
$3.75K - $3.76K
|
8.54K
$900K
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
33+ 0.65% |
$3.54K - $3.55K
|
5.07K
$535K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
30+ 0.32% |
$3.22K - $3.23K
|
9.51K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
29+ 0.1% |
$3.11K - $3.12K
|
28.4K
$3M
|
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
25+ 0.17% |
$2.68K - $2.69K
|
15K
$1.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
21New |
$2.25K - $2.26K
|
21
$2.22K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
21+ 0.11% |
$2.25K - $2.26K
|
19.7K
$2.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
21New |
$2.25K - $2.26K
|
21
$2.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.95% |
$2.14K - $2.15K
|
2.12K
$224K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
14+ 0.04% |
$1.5K - $1.51K
|
34K
$3.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 0.25% |
$1.18K - $1.18K
|
4.33K
$457K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.13% |
$1.07K - $1.08K
|
7.53K
$794K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
10+ 0.17% |
$1.07K - $1.08K
|
5.73K
$605K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7+ 0.31% |
$751 - $753
|
2.26K
$238K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
7+ 0.05% |
$751 - $753
|
13.5K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
6+ 0.25% |
$643 - $645
|
2.43K
$256K
|