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 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.15K- 40.23% |
$326K - $331K
|
4.69K
$494K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.2KClosed |
$331K - $336K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.22K- 40.89% |
$332K - $337K
|
4.65K
$490K
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.24KClosed |
$335K - $340K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.28K- 46.91% |
$338K - $343K
|
3.71K
$391K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.31K- 19.85% |
$342K - $347K
|
13.4K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.37KClosed |
$348K - $353K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.41KClosed |
$352K - $358K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.45K- 20.03% |
$356K - $362K
|
13.8K
$1.45M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.53KClosed |
$364K - $370K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.63K- 4.61% |
$375K - $381K
|
75.1K
$7.91M
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.65K- 27.34% |
$377K - $382K
|
9.69K
$1.02M
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3.69KClosed |
$381K - $387K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-3.73K- 13.54% |
$386K - $391K
|
23.8K
$2.51M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.75K- 4.74% |
$387K - $393K
|
75.3K
$7.93M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.89K- 51.72% |
$401K - $408K
|
3.63K
$382K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-3.89K- 7.74% |
$402K - $408K
|
46.4K
$4.89M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.94KClosed |
$407K - $413K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.08K- 42.43% |
$422K - $428K
|
5.54K
$583K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.15K- 86.39% |
$429K - $435K
|
654
$68.9K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-4.19K- 5.62% |
$433K - $439K
|
70.4K
$7.42M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-4.25KClosed |
$439K - $446K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.3KClosed |
$444K - $451K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.39K- 27.38% |
$454K - $461K
|
11.7K
$1.23M
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-4.44K- 15.55% |
$459K - $466K
|
24.1K
$2.54M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.45K- 2.76% |
$460K - $467K
|
157K
$16.5M
|
|
Jul 25, 2022
Q2 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 18.42% |
$472K - $479K
|
20.2K
$2.13M
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.59KClosed |
$474K - $481K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-4.76KClosed |
$491K - $499K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-4.88KClosed |
$504K - $511K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.03K- 5.68% |
$519K - $527K
|
83.4K
$8.79M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5.42K- 45.72% |
$560K - $568K
|
6.43K
$678K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.83K- 17.4% |
$602K - $611K
|
27.7K
$2.92M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.93K- 7.03% |
$612K - $621K
|
78.4K
$8.26M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.93K- 10.56% |
$613K - $622K
|
50.2K
$5.29M
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-6.05K- 40.72% |
$625K - $635K
|
8.81K
$928K
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-6.11KClosed |
$631K - $640K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.15K- 71.69% |
$636K - $645K
|
2.43K
$256K
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-6.22K- 53.24% |
$642K - $652K
|
5.46K
$575K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6.33K- 32.36% |
$654K - $664K
|
13.2K
$1.39M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.38K- 56.48% |
$659K - $669K
|
4.92K
$518K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.38K- 56.48% |
$659K - $669K
|
4.92K
$518K
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-6.74K- 8.97% |
$697K - $707K
|
68.5K
$7.21M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.82K- 35.7% |
$704K - $715K
|
12.3K
$1.29M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-7.4K- 18.56% |
$764K - $776K
|
32.5K
$3.42M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.7KClosed |
$795K - $807K
|
0
$0
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8KClosed |
$827K - $839K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-8.25K- 12.09% |
$852K - $865K
|
59.9K
$6.31M
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.63K- 16.26% |
$891K - $905K
|
44.4K
$4.68M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.71K- 44.19% |
$900K - $914K
|
11K
$1.16M
|