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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.7K+ 67.78% |
$589K - $598K
|
14.1K
$1.49M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.66K+ 5.48% |
$585K - $594K
|
109K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.66K+ 108.08% |
$584K - $593K
|
10.9K
$1.15M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.5K+ 6.75% |
$568K - $577K
|
87K
$9.16M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
BUY
|
- |
5.45K+ 48.16% |
$563K - $572K
|
16.8K
$1.77M
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5.45KNew |
$563K - $571K
|
5.45K
$574K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 12.88% |
$563K - $571K
|
47.8K
$5.03M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.3K+ 15.18% |
$547K - $555K
|
40.2K
$4.23M
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
5.11K+ 8.1% |
$528K - $536K
|
68.2K
$7.19M
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$521K - $529K
|
5.05K
$532K
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.91KNew |
$508K - $515K
|
4.91K
$518K
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
4.86K+ 36.6% |
$502K - $510K
|
18.1K
$1.91M
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.78KNew |
$494K - $501K
|
4.78K
$503K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.77K+ 144.63% |
$492K - $500K
|
8.06K
$849K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.74KNew |
$490K - $497K
|
4.74K
$500K
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.73K+ 40.79% |
$488K - $496K
|
16.3K
$1.72M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.67K+ 24.19% |
$482K - $489K
|
24K
$2.52M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.63KNew |
$478K - $485K
|
4.63K
$488K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.61KNew |
$476K - $483K
|
4.61K
$485K
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.52KNew |
$467K - $474K
|
4.52K
$476K
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
4.44K+ 48.04% |
$458K - $465K
|
13.7K
$1.44M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.16K+ 151.09% |
$429K - $436K
|
6.91K
$727K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
3.96KNew |
$409K - $415K
|
3.96K
$417K
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.94KNew |
$407K - $413K
|
3.94K
$415K
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
3.92KNew |
$405K - $411K
|
3.92K
$413K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.92KNew |
$405K - $411K
|
3.92K
$413K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.89KNew |
$402K - $408K
|
3.89K
$410K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.85K+ 46.25% |
$398K - $404K
|
12.2K
$1.28M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.78KNew |
$391K - $397K
|
3.78K
$398K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.73K+ 5.29% |
$386K - $391K
|
74.3K
$7.83M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.61KNew |
$373K - $379K
|
3.61K
$381K
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
3.59KNew |
$371K - $376K
|
3.59K
$378K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 46.56% |
$360K - $365K
|
11K
$1.15M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.44KNew |
$355K - $361K
|
3.44K
$363K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.43K+ 16.19% |
$354K - $360K
|
24.6K
$2.59M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.39KNew |
$350K - $355K
|
3.39K
$357K
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.37KNew |
$348K - $353K
|
3.37K
$355K
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.31K+ 167.97% |
$342K - $347K
|
5.28K
$556K
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.3KNew |
$341K - $346K
|
3.3K
$347K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.25KNew |
$336K - $341K
|
3.25K
$343K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.22KNew |
$333K - $338K
|
3.22K
$340K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.17K+ 22.56% |
$327K - $332K
|
17.2K
$1.81M
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.13KNew |
$323K - $328K
|
3.13K
$330K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$323K - $328K
|
3.13K
$330K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.04KNew |
$314K - $319K
|
3.04K
$320K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.96KNew |
$306K - $311K
|
2.96K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.96KNew |
$306K - $311K
|
2.96K
$312K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 87.19% |
$305K - $310K
|
6.34K
$668K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.94K+ 146.97% |
$303K - $308K
|
4.93K
$520K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.92K+ 68.84% |
$301K - $306K
|
7.16K
$754K
|