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 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-343- 1.38% |
$36.8K - $36.9K
|
24.4K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-358- 4.79% |
$38.4K - $38.5K
|
7.12K
$751K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-367- 7.82% |
$39.4K - $39.5K
|
4.33K
$456K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-370- 2.18% |
$39.7K - $39.8K
|
16.6K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-385- 15.22% |
$41.3K - $41.4K
|
2.15K
$226K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-440- 8.39% |
$47.2K - $47.3K
|
4.81K
$507K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-452- 3.33% |
$48.5K - $48.6K
|
13.1K
$1.38M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-466Closed |
$50K - $50.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-487- 4.48% |
$52.2K - $52.4K
|
10.4K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 0.65% |
$53.6K - $53.8K
|
76.1K
$8.02M
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-500- 8.7% |
$53.6K - $53.8K
|
5.25K
$554K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-517- 11.29% |
$55.4K - $55.6K
|
4.06K
$429K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-525- 2.29% |
$56.3K - $56.5K
|
22.4K
$2.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-535- 6.57% |
$57.4K - $57.5K
|
7.61K
$802K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-550- 11.38% |
$59K - $59.2K
|
4.28K
$452K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-628- 6.45% |
$67.3K - $67.5K
|
9.11K
$961K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-640- 65.64% |
$68.6K - $68.8K
|
335
$35.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-656- 23.92% |
$70.3K - $70.6K
|
2.09K
$220K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-682- 2.51% |
$73.1K - $73.4K
|
26.5K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-682- 2.51% |
$73.1K - $73.4K
|
26.5K
$2.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-714- 1.89% |
$76.6K - $76.8K
|
37K
$3.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-726- 10.49% |
$77.9K - $78.1K
|
6.19K
$653K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-783- 0.87% |
$84K - $84.2K
|
89K
$9.39M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-790Closed |
$84.7K - $85K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-795- 26.3% |
$85.3K - $85.5K
|
2.23K
$235K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-800- 3.01% |
$85.8K - $86K
|
25.8K
$2.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-825- 2.79% |
$88.5K - $88.7K
|
28.8K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-844- 30.21% |
$90.5K - $90.8K
|
1.95K
$206K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-849- 10.3% |
$91K - $91.3K
|
7.39K
$780K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-850- 21.38% |
$91.2K - $91.4K
|
3.13K
$330K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-852Closed |
$91.4K - $91.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-874- 34.37% |
$93.7K - $94K
|
1.67K
$176K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-882- 48.14% |
$94.6K - $94.9K
|
950
$100K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-901- 20.22% |
$96.6K - $96.9K
|
3.56K
$375K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-945Closed |
$101K - $102K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-945- 56.45% |
$101K - $102K
|
729
$76.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-975- 17.55% |
$105K - $105K
|
4.58K
$483K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-996- 5.14% |
$107K - $107K
|
18.4K
$1.94M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.01K- 2.26% |
$109K - $109K
|
43.8K
$4.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 9.94% |
$112K - $113K
|
9.5K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.07K- 19.13% |
$115K - $116K
|
4.54K
$479K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.1K- 5.77% |
$118K - $119K
|
18K
$1.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.11K- 23.17% |
$119K - $120K
|
3.69K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.12KClosed |
$120K - $121K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.21K- 10.36% |
$129K - $130K
|
10.4K
$1.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 20.74% |
$130K - $130K
|
4.63K
$489K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.33K- 6.3% |
$143K - $143K
|
19.8K
$2.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.34K- 15.01% |
$144K - $145K
|
7.61K
$803K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.35K- 6.59% |
$144K - $145K
|
19.1K
$2.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.58K- 43.41% |
$169K - $170K
|
2.06K
$217K
|