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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-11- 0.33% |
$1.13K - $1.15K
|
3.31K
$349K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-12- 0.55% |
$1.23K - $1.25K
|
2.16K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12- 6.42% |
$1.23K - $1.25K
|
175
$18.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.25% |
$1.44K - $1.46K
|
5.62K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-16- 0.06% |
$1.64K - $1.67K
|
26K
$2.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-20- 0.02% |
$2.05K - $2.09K
|
100K
$10.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-23- 0.79% |
$2.36K - $2.4K
|
2.9K
$306K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-27- 0.79% |
$2.77K - $2.82K
|
3.41K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-40- 0.44% |
$4.1K - $4.18K
|
9.15K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-46- 16.73% |
$4.72K - $4.81K
|
229
$24.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-48- 1.31% |
$4.92K - $5.02K
|
3.61K
$381K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-66- 1.09% |
$6.77K - $6.9K
|
5.97K
$629K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-72- 1.42% |
$7.38K - $7.52K
|
5.01K
$528K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-100- 1.37% |
$10.3K - $10.4K
|
7.18K
$757K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-114- 0.71% |
$11.7K - $11.9K
|
16K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-134- 1.17% |
$13.7K - $14K
|
11.4K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-163- 0.2% |
$16.7K - $17K
|
82.5K
$8.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-175- 7.12% |
$17.9K - $18.3K
|
2.28K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-176- 2.25% |
$18K - $18.4K
|
7.65K
$807K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-195- 2.77% |
$20K - $20.4K
|
6.86K
$723K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-201- 5.73% |
$20.6K - $21K
|
3.31K
$349K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-206- 2.91% |
$21.1K - $21.5K
|
6.87K
$725K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-228- 7.66% |
$23.4K - $23.8K
|
2.75K
$290K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-237- 5.36% |
$24.3K - $24.8K
|
4.19K
$442K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-240- 3.86% |
$24.6K - $25.1K
|
5.97K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-243- 28.09% |
$24.9K - $25.4K
|
622
$65.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-250- 15.63% |
$25.6K - $26.1K
|
1.35K
$142K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-253- 3.24% |
$25.9K - $26.4K
|
7.55K
$796K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-259- 7.44% |
$26.5K - $27.1K
|
3.22K
$340K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-259- 9.25% |
$26.5K - $27.1K
|
2.54K
$268K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-266- 2.61% |
$27.3K - $27.8K
|
9.93K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-272- 3.9% |
$27.9K - $28.4K
|
6.7K
$707K
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-280- 2.01% |
$28.7K - $29.3K
|
13.7K
$1.44M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-354- 17.75% |
$36.3K - $37K
|
1.64K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-359- 8.59% |
$36.8K - $37.5K
|
3.82K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-369- 4.5% |
$37.8K - $38.6K
|
7.84K
$827K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-370- 1.62% |
$37.9K - $38.7K
|
22.5K
$2.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-408- 9.96% |
$41.8K - $42.6K
|
3.69K
$389K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-413- 4.35% |
$42.3K - $43.2K
|
9.08K
$957K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-416- 6.7% |
$42.6K - $43.5K
|
5.79K
$611K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-468- 10.5% |
$48K - $48.9K
|
3.99K
$421K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-480- 14.67% |
$49.2K - $50.2K
|
2.79K
$295K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-489- 10.11% |
$50.1K - $51.1K
|
4.35K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-512- 15.6% |
$52.5K - $53.5K
|
2.77K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-519- 6.54% |
$53.2K - $54.2K
|
7.41K
$782K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-550- 11.73% |
$56.4K - $57.5K
|
4.14K
$437K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-590- 18.1% |
$60.5K - $61.6K
|
2.67K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-603- 17.4% |
$61.8K - $63K
|
2.86K
$302K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-626- 10.22% |
$64.2K - $65.4K
|
5.5K
$580K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-627- 0.97% |
$64.3K - $65.5K
|
64.2K
$6.77M
|