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
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-7.09K- 30.55% |
$727K - $741K
|
16.1K
$1.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.39K- 7.78% |
$757K - $772K
|
87.5K
$9.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-7.4K- 77.89% |
$759K - $773K
|
2.1K
$222K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.46K- 76.44% |
$765K - $780K
|
2.3K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.64K- 33.73% |
$783K - $798K
|
15K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.76K- 24.63% |
$796K - $811K
|
23.7K
$2.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-7.91K- 75.55% |
$811K - $826K
|
2.56K
$270K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.96K- 98.87% |
$816K - $832K
|
91
$9.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7.97K- 27.03% |
$817K - $833K
|
21.5K
$2.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.09K- 10.15% |
$829K - $845K
|
71.6K
$7.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.73K- 51.64% |
$895K - $912K
|
8.18K
$863K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-8.77K- 52.07% |
$899K - $916K
|
8.07K
$852K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.86K- 39.02% |
$908K - $925K
|
13.8K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-8.87K- 45.32% |
$909K - $926K
|
10.7K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-9.05K- 18.1% |
$928K - $946K
|
41K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.25K- 23.68% |
$948K - $966K
|
29.8K
$3.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-9.37K- 45.61% |
$960K - $979K
|
11.2K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-9.97K- 73.74% |
$1.02M - $1.04M
|
3.55K
$374K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.3K- 63.86% |
$1.05M - $1.07M
|
5.81K
$613K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.5K- 46.17% |
$1.07M - $1.09M
|
12.2K
$1.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-10.5K- 18.83% |
$1.08M - $1.1M
|
45.5K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8K- 4.0% |
$1.1M - $1.12M
|
258K
$27.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-10.9K- 15.41% |
$1.12M - $1.14M
|
60.1K
$6.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-11.3K- 74.91% |
$1.15M - $1.18M
|
3.77K
$398K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 8.11% |
$1.22M - $1.24M
|
135K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12.2K- 29.87% |
$1.25M - $1.27M
|
28.6K
$3.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-12.8K- 24.73% |
$1.31M - $1.34M
|
39K
$4.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-13.4K- 62.32% |
$1.37M - $1.4M
|
8.08K
$852K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-13.8K- 85.05% |
$1.42M - $1.44M
|
2.43K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-15.6K- 76.62% |
$1.6M - $1.63M
|
4.76K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.2K- 33.82% |
$1.66M - $1.69M
|
31.6K
$3.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-16.6K- 28.93% |
$1.7M - $1.73M
|
40.7K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-17K- 66.06% |
$1.74M - $1.77M
|
8.72K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.2K- 47.36% |
$1.76M - $1.8M
|
19.1K
$2.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.2K- 7.57% |
$1.86M - $1.9M
|
222K
$23.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-18.4K- 89.62% |
$1.88M - $1.92M
|
2.13K
$224K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-20K- 85.06% |
$2.05M - $2.09M
|
3.51K
$370K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-20.1K- 39.59% |
$2.06M - $2.1M
|
30.7K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-20.8K- 44.01% |
$2.14M - $2.18M
|
26.5K
$2.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20.9K- 26.6% |
$2.14M - $2.19M
|
57.7K
$6.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-22K- 88.13% |
$2.26M - $2.3M
|
2.96K
$313K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-23.3K- 84.33% |
$2.39M - $2.44M
|
4.34K
$458K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-25.3K- 92.74% |
$2.59M - $2.64M
|
1.98K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-26.5K- 62.52% |
$2.72M - $2.77M
|
15.9K
$1.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-27K- 23.55% |
$2.76M - $2.82M
|
87.6K
$9.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-28.1K- 63.62% |
$2.88M - $2.94M
|
16.1K
$1.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-29.1K- 59.61% |
$2.98M - $3.04M
|
19.7K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-29.8K- 20.04% |
$3.06M - $3.12M
|
119K
$12.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30.9K- 68.19% |
$3.17M - $3.23M
|
14.4K
$1.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-34.5K- 74.82% |
$3.53M - $3.6M
|
11.6K
$1.22M
|