Purchases and Sales Made in Q2 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-370- 3.04% |
$38.2K - $38.8K
|
11.8K
$1.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-375- 8.75% |
$38.7K - $39.3K
|
3.91K
$412K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-385- 13.32% |
$39.8K - $40.4K
|
2.51K
$264K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-400- 13.33% |
$41.3K - $41.9K
|
2.6K
$274K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-437Closed |
$45.1K - $45.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-440- 0.81% |
$45.5K - $46.1K
|
53.6K
$5.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-450- 3.01% |
$46.5K - $47.2K
|
14.5K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-455- 4.23% |
$47K - $47.7K
|
10.3K
$1.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-463- 3.3% |
$47.8K - $48.6K
|
13.6K
$1.43M
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-463- 14.78% |
$47.8K - $48.6K
|
2.67K
$281K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-468Closed |
$48.3K - $49.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-475Closed |
$49.1K - $49.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-482- 12.28% |
$49.8K - $50.5K
|
3.44K
$363K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-488- 8.06% |
$50.4K - $51.2K
|
5.56K
$586K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-500- 58.82% |
$51.7K - $52.4K
|
350
$36.9K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-531- 10.55% |
$54.9K - $55.7K
|
4.5K
$474K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-637Closed |
$65.8K - $66.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-656Closed |
$67.8K - $68.8K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-659- 5.53% |
$68.1K - $69.1K
|
11.3K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-695Closed |
$71.8K - $72.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-695- 19.61% |
$71.8K - $72.9K
|
2.85K
$300K
|
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-700- 6.7% |
$72.3K - $73.4K
|
9.75K
$1.03M
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-708- 16.58% |
$73.1K - $74.2K
|
3.56K
$375K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-716- 9.08% |
$74K - $75.1K
|
7.17K
$755K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-741Closed |
$76.6K - $77.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-746- 6.04% |
$77.1K - $78.2K
|
11.6K
$1.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-785- 23.33% |
$81.1K - $82.3K
|
2.58K
$272K
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-818- 14.79% |
$84.5K - $85.8K
|
4.71K
$497K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-871- 2.61% |
$90K - $91.3K
|
32.5K
$3.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-874- 23.99% |
$90.3K - $91.7K
|
2.77K
$292K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-884- 60.05% |
$91.3K - $92.7K
|
588
$61.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-898- 14.96% |
$92.8K - $94.2K
|
5.1K
$538K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-930- 24.57% |
$96.1K - $97.5K
|
2.86K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-946- 47.85% |
$97.7K - $99.2K
|
1.03K
$109K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1K- 26.83% |
$104K - $105K
|
2.73K
$288K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.01K- 1.45% |
$104K - $106K
|
68.8K
$7.25M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.02K- 2.43% |
$106K - $107K
|
41.2K
$4.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.06K- 19.01% |
$110K - $111K
|
4.53K
$477K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.08K- 11.96% |
$111K - $113K
|
7.93K
$836K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 9.68% |
$116K - $118K
|
10.5K
$1.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 6.6% |
$118K - $120K
|
16.1K
$1.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.15K- 36.21% |
$119K - $121K
|
2.03K
$213K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.22K- 4.31% |
$126K - $128K
|
27.1K
$2.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.26K- 26.22% |
$130K - $132K
|
3.53K
$372K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.34K- 23.33% |
$139K - $141K
|
4.41K
$465K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.35K- 37.42% |
$139K - $141K
|
2.25K
$237K
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.37K- 0.74% |
$141K - $143K
|
183K
$19.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.46K- 15.52% |
$150K - $153K
|
7.92K
$835K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.46K- 14.19% |
$151K - $153K
|
8.83K
$930K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.53K- 27.35% |
$158K - $160K
|
4.05K
$427K
|