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 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.24KNew |
$537K - $548K
|
5.24K
$553K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.24KNew |
$537K - $548K
|
5.24K
$553K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.19KNew |
$532K - $543K
|
5.19K
$548K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
5.18K+ 154.0% |
$531K - $541K
|
8.55K
$902K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.18K+ 197.67% |
$530K - $541K
|
7.79K
$822K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
BUY
|
- |
5.03K+ 102.26% |
$515K - $525K
|
9.94K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.03KNew |
$515K - $525K
|
5.03K
$530K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
4.93K+ 110.27% |
$505K - $515K
|
9.4K
$991K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.87K+ 190.86% |
$499K - $509K
|
7.42K
$782K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.78K+ 25.08% |
$489K - $499K
|
23.8K
$2.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.65KNew |
$477K - $486K
|
4.65K
$491K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
4.62KNew |
$474K - $483K
|
4.62K
$487K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
4.54K+ 49.97% |
$465K - $474K
|
13.6K
$1.44M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.52KNew |
$464K - $473K
|
4.52K
$477K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.35K+ 43.85% |
$445K - $454K
|
14.3K
$1.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
4.34K+ 6.98% |
$445K - $454K
|
66.6K
$7.02M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.34K+ 143.37% |
$445K - $453K
|
7.36K
$777K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.33KNew |
$444K - $453K
|
4.33K
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.3KNew |
$441K - $449K
|
4.3K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.24KNew |
$434K - $443K
|
4.24K
$447K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.14KNew |
$424K - $432K
|
4.14K
$436K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.11K+ 156.99% |
$421K - $429K
|
6.73K
$710K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.11K+ 40.98% |
$421K - $429K
|
14.1K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 45.87% |
$413K - $421K
|
12.8K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4KNew |
$410K - $418K
|
4K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.99K+ 164.53% |
$408K - $416K
|
6.41K
$676K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.76K+ 9.37% |
$386K - $393K
|
43.9K
$4.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
3.75K+ 35.75% |
$384K - $392K
|
14.2K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
3.72KNew |
$381K - $389K
|
3.72K
$392K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.71K+ 396.9% |
$380K - $387K
|
4.64K
$490K
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.67KNew |
$376K - $383K
|
3.67K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.65K+ 45.77% |
$374K - $381K
|
11.6K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.64K+ 44.17% |
$373K - $380K
|
11.9K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.63K+ 5.55% |
$372K - $380K
|
69.1K
$7.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.55KNew |
$364K - $371K
|
3.55K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.54K+ 10.04% |
$363K - $370K
|
38.8K
$4.09M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.5KNew |
$358K - $365K
|
3.5K
$369K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.45K+ 0.74% |
$353K - $360K
|
472K
$49.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.43KNew |
$352K - $359K
|
3.43K
$362K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.3KNew |
$338K - $345K
|
3.3K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.3K+ 28.39% |
$338K - $345K
|
14.9K
$1.57M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.28K+ 18.13% |
$336K - $343K
|
21.4K
$2.25M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.28KNew |
$336K - $342K
|
3.28K
$346K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.28KNew |
$336K - $342K
|
3.28K
$346K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.27KNew |
$336K - $342K
|
3.27K
$345K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 45.72% |
$335K - $342K
|
10.4K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.24K+ 31.07% |
$332K - $338K
|
13.7K
$1.44M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.18KNew |
$326K - $332K
|
3.18K
$335K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.16KNew |
$324K - $330K
|
3.16K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.14K+ 689.89% |
$322K - $328K
|
3.59K
$379K
|