Purchases and Sales Made in Q4 2022 in Ishares Short Term National Mu (SUB)
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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
332+ 5.91% |
$34K - $34.7K
|
5.95K
$627K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
316+ 2.9% |
$32.4K - $33K
|
11.2K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
310+ 8.77% |
$31.8K - $32.4K
|
3.84K
$405K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
288New |
$29.5K - $30.1K
|
288
$30.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
266+ 2.2% |
$27.3K - $27.8K
|
12.4K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
251+ 9.68% |
$25.7K - $26.2K
|
2.85K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
240+ 5.42% |
$24.6K - $25.1K
|
4.67K
$492K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
238+ 5.2% |
$24.4K - $24.9K
|
4.81K
$508K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
234+ 2.05% |
$24K - $24.5K
|
11.7K
$1.23M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
230+ 37.46% |
$23.6K - $24K
|
844
$89K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
196New |
$20.1K - $20.5K
|
196
$20.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
186+ 2.8% |
$19.1K - $19.4K
|
6.83K
$720K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
181+ 5.95% |
$18.6K - $18.9K
|
3.22K
$340K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
152+ 15.75% |
$15.6K - $15.9K
|
1.12K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
151+ 99.34% |
$15.5K - $15.8K
|
303
$32K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
123+ 3.46% |
$12.6K - $12.9K
|
3.68K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
121+ 6.06% |
$12.4K - $12.6K
|
2.12K
$223K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
115+ 0.78% |
$11.8K - $12K
|
14.8K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
110+ 2.28% |
$11.3K - $11.5K
|
4.94K
$521K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
106+ 3.65% |
$10.9K - $11.1K
|
3.01K
$318K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 82.73% |
$9.33K - $9.51K
|
201
$21.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
87New |
$8.92K - $9.09K
|
87
$9.18K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
82+ 0.15% |
$8.41K - $8.57K
|
55.7K
$5.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79New |
$8.1K - $8.25K
|
79
$8.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
76+ 0.87% |
$7.79K - $7.94K
|
8.79K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
68New |
$6.97K - $7.11K
|
68
$7.17K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.13% |
$6.15K - $6.27K
|
47K
$4.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
58+ 2.7% |
$5.95K - $6.06K
|
2.2K
$232K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.84K - $5.96K
|
57
$6.01K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
54New |
$5.54K - $5.64K
|
54
$5.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 0.83% |
$5.23K - $5.33K
|
6.21K
$655K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
47+ 1.2% |
$4.82K - $4.91K
|
3.97K
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
33+ 0.93% |
$3.38K - $3.45K
|
3.58K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 100.0% |
$3.18K - $3.24K
|
62
$6.54K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
25+ 6.04% |
$2.56K - $2.61K
|
439
$46.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
20+ 0.75% |
$2.05K - $2.09K
|
2.68K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 0.4% |
$1.95K - $1.99K
|
4.81K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
19+ 0.26% |
$1.95K - $1.99K
|
7.37K
$778K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16+ 0.33% |
$1.64K - $1.67K
|
4.84K
$510K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
16+ 10.74% |
$1.64K - $1.67K
|
165
$17.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.37% |
$1.13K - $1.15K
|
2.95K
$312K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$718 - $731
|
7
$738
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$718 - $731
|
7
$738
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.46% |
$513 - $522
|
1.08K
$114K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.24% |
$410 - $418
|
1.7K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $104
|
1
$105
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$103 - $104
|
1
$105
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.41% |
$103 - $104
|
244
$25.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.66% |
$103 - $104
|
152
$16K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.06% |
$103 - $104
|
1.79K
$189K
|