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 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.8KNew |
$799K - $815K
|
7.8K
$823K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.8K+ 18.32% |
$799K - $815K
|
50.4K
$5.31M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
7.64K+ 26.27% |
$783K - $798K
|
36.7K
$3.87M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.56K+ 27.15% |
$775K - $790K
|
35.4K
$3.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
7.55KNew |
$773K - $788K
|
7.55K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.52K+ 86.3% |
$771K - $786K
|
16.2K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.51K+ 98.84% |
$770K - $785K
|
15.1K
$1.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.5KNew |
$769K - $784K
|
7.5K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.47K+ 16.25% |
$766K - $781K
|
53.5K
$5.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.37K+ 56.53% |
$756K - $770K
|
20.4K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.31KNew |
$749K - $764K
|
7.31K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7.19KNew |
$737K - $752K
|
7.19K
$759K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.17K+ 17.89% |
$735K - $749K
|
47.2K
$4.98M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.15K+ 319.29% |
$733K - $747K
|
9.39K
$991K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.13K+ 90.96% |
$731K - $745K
|
15K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
7.1K+ 21.05% |
$728K - $742K
|
40.8K
$4.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.09K+ 9.94% |
$727K - $741K
|
78.4K
$8.27M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7.08KNew |
$725K - $740K
|
7.08K
$747K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.79K+ 62.34% |
$696K - $709K
|
17.7K
$1.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$693K - $707K
|
6.76K
$713K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
6.76K+ 108.37% |
$693K - $706K
|
13K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.72K+ 57.92% |
$689K - $703K
|
18.3K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.71K+ 68.23% |
$688K - $701K
|
16.5K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
6.61K+ 61.27% |
$677K - $690K
|
17.4K
$1.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.36KNew |
$652K - $665K
|
6.36K
$671K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6.32KNew |
$647K - $660K
|
6.32K
$666K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.28K+ 45.55% |
$644K - $656K
|
20.1K
$2.12M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
6.25K+ 7.44% |
$640K - $653K
|
90.2K
$9.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.23K+ 295.78% |
$639K - $651K
|
8.34K
$880K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
6.18KNew |
$634K - $646K
|
6.18K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.18KNew |
$633K - $645K
|
6.18K
$652K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.18K+ 12.02% |
$633K - $645K
|
57.6K
$6.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.14K+ 8.61% |
$630K - $642K
|
77.5K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.06KNew |
$622K - $634K
|
6.06K
$640K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$610K - $622K
|
5.95K
$628K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.92K+ 13.46% |
$607K - $619K
|
49.9K
$5.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.89K+ 20.2% |
$604K - $615K
|
35.1K
$3.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.83KNew |
$598K - $610K
|
5.83K
$615K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
5.82KNew |
$597K - $608K
|
5.82K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.82KNew |
$597K - $608K
|
5.82K
$614K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.8K+ 168.49% |
$595K - $606K
|
9.24K
$975K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
5.77K+ 80.69% |
$591K - $603K
|
12.9K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.71K+ 10.62% |
$585K - $596K
|
59.4K
$6.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.57K+ 4.17% |
$571K - $582K
|
139K
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.56KNew |
$570K - $581K
|
5.56K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.35KNew |
$549K - $559K
|
5.35K
$565K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.35KNew |
$548K - $559K
|
5.35K
$564K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5.33K+ 16.27% |
$546K - $557K
|
38.1K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$544K - $555K
|
5.31K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.31KNew |
$544K - $555K
|
5.31K
$560K
|