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 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5+ 0.15% |
$536 - $538
|
3.41K
$360K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.18% |
$536 - $538
|
2.71K
$286K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5+ 0.19% |
$536 - $538
|
2.6K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.2% |
$429 - $430
|
1.98K
$208K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.13% |
$322 - $323
|
2.35K
$247K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$214 - $215
|
1.52K
$160K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$107 - $108
|
470
$49.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$107 - $108
|
707
$74.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1+ 0.08% |
$107 - $108
|
1.18K
$125K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$107 - $108
|
468
$49.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.04% |
$107 - $108
|
50
$5.27K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$107 - $108
|
2.51K
$265K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-3- 0.16% |
$322 - $323
|
1.92K
$203K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9- 0.21% |
$965 - $968
|
4.3K
$453K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15Closed |
$1.61K - $1.61K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-22- 0.46% |
$2.36K - $2.37K
|
4.75K
$501K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-28- 0.42% |
$3K - $3.01K
|
6.69K
$705K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-29- 0.78% |
$3.11K - $3.12K
|
3.68K
$388K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.66% |
$3.97K - $3.98K
|
5.53K
$584K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-39- 9.77% |
$4.18K - $4.19K
|
360
$38K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-43Closed |
$4.61K - $4.63K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-44- 0.93% |
$4.72K - $4.73K
|
4.68K
$494K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-47- 0.27% |
$5.04K - $5.06K
|
17.4K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-50- 3.8% |
$5.36K - $5.38K
|
1.27K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-50- 0.56% |
$5.36K - $5.38K
|
8.92K
$941K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-52- 1.02% |
$5.58K - $5.59K
|
5.05K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-59- 2.45% |
$6.33K - $6.35K
|
2.35K
$247K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-99- 2.69% |
$10.6K - $10.6K
|
3.59K
$378K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.58% |
$11.6K - $11.6K
|
18.6K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-117- 1.83% |
$12.5K - $12.6K
|
6.27K
$661K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-138- 1.19% |
$14.8K - $14.8K
|
11.4K
$1.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-139- 3.92% |
$14.9K - $15K
|
3.41K
$360K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-148- 1.73% |
$15.9K - $15.9K
|
8.43K
$889K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-149- 0.52% |
$16K - $16K
|
28.6K
$3.02M
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-165- 1.51% |
$17.7K - $17.7K
|
10.7K
$1.13M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-192- 9.29% |
$20.6K - $20.7K
|
1.87K
$198K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-197- 3.31% |
$21.1K - $21.2K
|
5.75K
$607K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-222- 20.31% |
$23.8K - $23.9K
|
871
$91.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-230- 4.04% |
$24.7K - $24.7K
|
5.46K
$576K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-233- 13.13% |
$25K - $25.1K
|
1.54K
$163K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-234- 2.0% |
$25.1K - $25.2K
|
11.5K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-250- 8.33% |
$26.8K - $26.9K
|
2.75K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-253- 6.07% |
$27.1K - $27.2K
|
3.92K
$413K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-261Closed |
$28K - $28.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-273- 0.62% |
$29.3K - $29.4K
|
43.9K
$4.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-287- 1.29% |
$30.8K - $30.9K
|
22K
$2.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-300- 8.68% |
$32.2K - $32.3K
|
3.16K
$333K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-300- 1.46% |
$32.2K - $32.3K
|
20.2K
$2.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-300- 7.07% |
$32.2K - $32.3K
|
3.94K
$416K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-318- 1.65% |
$34.1K - $34.2K
|
18.9K
$2M
|