Purchases and Sales Made in Q4 2022 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 2022. 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, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
10.5M
New
$1.08B - $1.1B
10.5M $1.11B
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.75M
+ 49818.77%
$179M - $183M
1.75M $185M
Jan 17, 2023 Q4 2022
Orgel Wealth Management, LLC

BUY
 -
1.17M
+ 57848.39%
$120M - $122M
1.17M $123M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
1.15M
+ 23.25%
$118M - $120M
6.09M $642M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.14M
+ 47.7%
$117M - $119M
3.54M $373M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
848K
+ 65.78%
$87M - $88.6M
2.14M $226M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
766K
+ 24.42%
$78.5M - $80M
3.9M $412M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
635K
+ 230.07%
$65.1M - $66.4M
912K $96.2M
Jan 25, 2023 Q4 2022
Grimes & Company, Inc.

BUY
 -
629K
New
$64.5M - $65.8M
629K $66.4M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
605K
+ 133.06%
$62M - $63.2M
1.06M $112M
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
600K
+ 331.92%
$61.5M - $62.7M
781K $82.4M
Feb 13, 2023 Q4 2022
Merriman Wealth Management, LLC

BUY
 -
553K
+ 566.03%
$56.7M - $57.8M
651K $68.7M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
530K
+ 112.55%
$54.3M - $55.4M
1M $106M
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
513K
+ 470.38%
$52.6M - $53.6M
622K $65.6M
Feb 06, 2023 Q4 2022
Heritage Investment Group, Inc.

BUY
 -
494K
+ 1146.31%
$50.6M - $51.6M
537K $56.6M
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
339K
+ 1829.52%
$34.8M - $35.4M
358K $37.7M
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
339K
+ 1829.52%
$34.8M - $35.4M
358K $37.7M
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
312K
+ 18.84%
$31.9M - $32.6M
1.97M $207M
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
301K
New
$30.8M - $31.4M
301K $31.7M
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
262K
New
$26.9M - $27.4M
262K $27.6M
Feb 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
BUY
 -
259K
+ 12.95%
$26.6M - $27.1M
2.26M $238M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
223K
+ 41.85%
$22.9M - $23.3M
757K $79.8M
Feb 08, 2023 Q4 2022
Salomon & Ludwin, LLC

BUY
 -
216K
New
$22.2M - $22.6M
216K $22.8M
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
207K
+ 27.54%
$21.3M - $21.7M
960K $101M
Feb 14, 2023 Q4 2022
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
206K
New
$21.2M - $21.6M
206K $21.8M
Feb 02, 2023 Q4 2022
Nisa Investment Advisors, LLC

BUY
 -
206K
New
$21.1M - $21.5M
206K $21.7M
Feb 10, 2023 Q4 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
205K
+ 52.17%
$21M - $21.4M
597K $63M
Feb 14, 2023 Q4 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
202K
+ 249.53%
$20.7M - $21.1M
283K $29.8M
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
202K
New
$20.7M - $21.1M
202K $21.3M
Jan 18, 2023 Q4 2022
Cardinal Strategic Wealth Guidance

BUY
 -
195K
New
$20M - $20.4M
195K $20.6M
Feb 15, 2023 Q4 2022
Green Square Capital Advisors LLC

BUY
 -
175K
New
$17.9M - $18.2M
175K $18.4M
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
165K
+ 17.44%
$16.9M - $17.2M
1.11M $117M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
158K
+ 62.8%
$16.2M - $16.6M
411K $43.3M
Jan 26, 2023 Q4 2022
Financial Council Asset Management Inc

BUY
 -
156K
New
$16M - $16.3M
156K $16.5M
Feb 13, 2023 Q4 2022
Lake Street Advisors Group, LLC

BUY
 -
156K
+ 211.74%
$16M - $16.3M
230K $24.3M
Feb 08, 2023 Q4 2022
Estate Counselors, LLC

BUY
 -
153K
New
$15.7M - $16M
153K $16.2M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
148K
+ 9.63%
$15.2M - $15.4M
1.68M $177M
Feb 06, 2023 Q4 2022
Column Capital Advisors, LLC

BUY
 -
147K
+ 100.52%
$15.1M - $15.4M
294K $31M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
147K
+ 12.19%
$15.1M - $15.4M
1.36M $143M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
132K
+ 342.3%
$13.5M - $13.7M
170K $17.9M
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
130K
+ 1051.26%
$13.3M - $13.5M
142K $15M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
124K
+ 472.74%
$12.7M - $12.9M
150K $15.8M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
119K
+ 12.52%
$12.2M - $12.4M
1.07M $113M
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
118K
+ 37.78%
$12.1M - $12.3M
430K $45.4M
Feb 02, 2023 Q4 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
109K
New
$11.2M - $11.4M
109K $11.5M
Feb 06, 2023 Q4 2022
Arkansas Financial Group, Inc.

BUY
 -
107K
New
$11M - $11.2M
107K $11.3M
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
98.4K
+ 66.13%
$10.1M - $10.3M
247K $26.1M
Feb 10, 2023 Q4 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
92.3K
+ 453.41%
$9.46M - $9.64M
113K $11.9M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
88.1K
+ 18.51%
$9.03M - $9.2M
564K $59.5M

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