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
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.86KNew |
$296K - $300K
|
2.86K
$301K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.83K+ 4.29% |
$292K - $296K
|
68.7K
$7.24M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.82K+ 52.75% |
$291K - $295K
|
8.15K
$859K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.82K+ 52.75% |
$291K - $295K
|
8.15K
$859K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$288K - $293K
|
2.79K
$294K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.68KNew |
$277K - $281K
|
2.68K
$283K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.63K+ 124.44% |
$271K - $275K
|
4.74K
$499K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
2.61K+ 4.68% |
$270K - $274K
|
58.4K
$6.16M
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.55KNew |
$263K - $267K
|
2.55K
$268K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.49KNew |
$257K - $261K
|
2.49K
$262K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.45K+ 25.82% |
$253K - $256K
|
11.9K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.41KNew |
$249K - $253K
|
2.41K
$254K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
2.37KNew |
$244K - $248K
|
2.37K
$249K
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.36KNew |
$244K - $247K
|
2.36K
$249K
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.34KNew |
$242K - $246K
|
2.34K
$247K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 31.94% |
$238K - $242K
|
9.53K
$1M
|
|
Aug 11, 2022
Q2 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.3KNew |
$238K - $241K
|
2.3K
$242K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.3KNew |
$237K - $241K
|
2.3K
$242K
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.3K+ 15.15% |
$237K - $241K
|
17.5K
$1.84M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.23KNew |
$230K - $234K
|
2.23K
$235K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.21KNew |
$229K - $232K
|
2.21K
$233K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.21KNew |
$229K - $232K
|
2.21K
$233K
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
2.2KNew |
$227K - $230K
|
2.2K
$231K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.18KNew |
$225K - $228K
|
2.18K
$229K
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$224K - $227K
|
2.17K
$228K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.16KNew |
$223K - $226K
|
2.16K
$227K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.11K+ 59.7% |
$218K - $222K
|
5.66K
$596K
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$212K - $215K
|
2.05K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.04KNew |
$211K - $214K
|
2.04K
$215K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.02K+ 18.18% |
$209K - $212K
|
13.1K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01K+ 11.61% |
$208K - $211K
|
19.4K
$2.04M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.99KNew |
$205K - $208K
|
1.99K
$209K
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
1.97K+ 17.81% |
$204K - $207K
|
13K
$1.37M
|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.95K+ 10.38% |
$201K - $204K
|
20.7K
$2.18M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 32.62% |
$201K - $204K
|
7.9K
$833K
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.92KNew |
$198K - $201K
|
1.92K
$202K
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.9K+ 25.41% |
$196K - $199K
|
9.36K
$986K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.73K+ 111.94% |
$178K - $181K
|
3.27K
$344K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.61K+ 66.92% |
$167K - $169K
|
4.02K
$424K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.6KNew |
$165K - $168K
|
1.6K
$169K
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 42.25% |
$156K - $159K
|
5.09K
$536K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.51K+ 6.68% |
$156K - $158K
|
24.1K
$2.54M
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.5K+ 41.55% |
$155K - $157K
|
5.11K
$538K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.5KNew |
$155K - $157K
|
1.5K
$158K
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 33.63% |
$155K - $157K
|
5.96K
$628K
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.47K+ 73.69% |
$152K - $154K
|
3.47K
$366K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.45K+ 12.52% |
$150K - $152K
|
13K
$1.37M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.45K+ 12.52% |
$150K - $152K
|
13K
$1.37M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.37K+ 3425.0% |
$142K - $144K
|
1.41K
$149K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.21K+ 17.52% |
$125K - $126K
|
8.09K
$852K
|