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
Jan 02, 2024 Q4 2022
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
28.5K
New
$2.92M - $2.98M
28.5K $3.01M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
27.9K
+ 11.59%
$2.86M - $2.92M
269K $28.4M
Jan 27, 2023 Q4 2022
Ade, LLC

BUY
 -
27.9K
+ 907.75%
$2.86M - $2.91M
31K $3.27M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
27.3K
+ 124.91%
$2.8M - $2.86M
49.2K $5.19M
Jan 27, 2023 Q4 2022
Joel Isaacson & Co., LLC

BUY
 -
27.2K
New
$2.79M - $2.84M
27.2K $2.87M
Feb 06, 2023 Q4 2022
1900 Wealth Management LLC

BUY
 -
26.9K
+ 28.81%
$2.76M - $2.81M
120K $12.7M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
26.8K
New
$2.74M - $2.8M
26.8K $2.82M
Jan 17, 2023 Q4 2022
Williams Financial, LLC

Bennington, VT
BUY
 -
25.1K
+ 43.71%
$2.57M - $2.62M
82.5K $8.7M
Feb 10, 2023 Q4 2022
Wealth Advisory Solutions, LLC

BUY
 -
24.2K
+ 56.15%
$2.48M - $2.53M
67.2K $7.09M
Feb 14, 2023 Q4 2022
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
23.9K
New
$2.45M - $2.5M
23.9K $2.52M
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
22.6K
+ 92.11%
$2.32M - $2.36M
47.1K $4.97M
Feb 02, 2023 Q4 2022
Neirg Wealth Management, LLC

BUY
 -
22.3K
+ 29.97%
$2.29M - $2.33M
96.8K $10.2M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
22.1K
+ 26.17%
$2.26M - $2.31M
107K $11.2M
Jan 23, 2023 Q4 2022
Unison Advisors LLC

BUY
 -
21.9K
New
$2.24M - $2.29M
21.9K $2.31M
Jan 27, 2023 Q4 2022
Tru Wealth Advisors, LLC

BUY
 -
21.9K
+ 51.52%
$2.24M - $2.28M
64.3K $6.78M
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
21.4K
+ 10.97%
$2.19M - $2.24M
216K $22.8M
Feb 09, 2023 Q4 2022
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
21.1K
New
$2.16M - $2.2M
21.1K $2.23M
Jan 31, 2023 Q4 2022
Exchange Capital Management, Inc.

BUY
 -
21K
+ 215.88%
$2.15M - $2.2M
30.7K $3.24M
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
20.8K
New
$2.13M - $2.17M
20.8K $2.19M
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
19.9K
+ 35.28%
$2.04M - $2.07M
76.1K $8.03M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
18.9K
+ 138.81%
$1.94M - $1.97M
32.5K $3.43M
Feb 15, 2023 Q4 2022
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
18.7K
New
$1.92M - $1.96M
18.7K $1.98M
Feb 07, 2023 Q4 2022
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
18.7K
New
$1.92M - $1.95M
18.7K $1.97M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
18.6K
+ 27.45%
$1.9M - $1.94M
86.3K $9.1M
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
18.5K
+ 7.55%
$1.89M - $1.93M
263K $27.7M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
18.3K
+ 35.07%
$1.88M - $1.91M
70.5K $7.44M
Feb 06, 2023 Q4 2022
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
18.3K
New
$1.87M - $1.91M
18.3K $1.93M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
17.9K
+ 102.22%
$1.83M - $1.87M
35.4K $3.73M
Feb 09, 2023 Q4 2022
Greenspring Advisors, LLC

BUY
 -
17.6K
+ 61.71%
$1.8M - $1.84M
46.1K $4.87M
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
17K
+ 106.13%
$1.74M - $1.77M
33K $3.48M
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
17K
+ 29.04%
$1.74M - $1.77M
75.4K $7.96M
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
16.9K
New
$1.73M - $1.77M
16.9K $1.78M
Feb 14, 2023 Q4 2022
Km Capital Management Ltd.

Austin, TX
BUY
 -
16.8K
New
$1.72M - $1.76M
16.8K $1.78M
Feb 14, 2023 Q4 2022
Angeles Wealth Management, LLC

BUY
 -
16.8K
+ 4.84%
$1.72M - $1.76M
364K $38.4M
Feb 06, 2023 Q4 2022
Gyl Financial Synergies, LLC

BUY
 -
16.7K
New
$1.71M - $1.75M
16.7K $1.76M
Jan 12, 2023 Q4 2022
Ackerman Capital Advisors, LLC

BUY
 -
16.6K
New
$1.7M - $1.73M
16.6K $1.75M
Feb 10, 2023 Q4 2022
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
16.3K
New
$1.67M - $1.7M
16.3K $1.72M
Feb 09, 2023 Q4 2022
Wealth Architects, LLC

BUY
 -
15.8K
+ 239.89%
$1.62M - $1.66M
22.4K $2.37M
Jan 30, 2023 Q4 2022
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
15.8K
New
$1.62M - $1.65M
15.8K $1.67M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
15.5K
+ 25.27%
$1.59M - $1.62M
77.1K $8.13M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
15.2K
+ 4.23%
$1.55M - $1.58M
374K $39.4M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
15.1K
+ 47.55%
$1.55M - $1.58M
46.8K $4.94M
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
15K
+ 21.8%
$1.54M - $1.57M
83.8K $8.84M
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
14.9K
+ 107.75%
$1.53M - $1.56M
28.7K $3.03M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
14.8K
+ 15.39%
$1.52M - $1.55M
111K $11.7M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.5K
+ 33.27%
$1.49M - $1.52M
58.2K $6.14M
Feb 01, 2023 Q4 2022
Oakwell Private Wealth Management, LLC

BUY
 -
14.3K
+ 38.72%
$1.46M - $1.49M
51.1K $5.39M
Jan 25, 2023 Q4 2022
Elmwood Wealth Management, Inc.

BUY
 -
14.2K
+ 60.44%
$1.45M - $1.48M
37.6K $3.97M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
13.9K
+ 51.18%
$1.42M - $1.45M
41K $4.33M

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