Purchases and Sales Made in Q4 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 2021. 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 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.3K+ 86.69% |
$2.07M - $2.08M
|
41.5K
$4.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$2.01M - $2.01M
|
18.7K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 10.24% |
$1.99M - $2M
|
200K
$21.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18.6K+ 715.18% |
$1.99M - $2M
|
21.2K
$2.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.4K+ 51.27% |
$1.97M - $1.98M
|
54.2K
$5.73M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
18.4KNew |
$1.97M - $1.98M
|
18.4K
$1.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
17.7K+ 43.89% |
$1.9M - $1.91M
|
58.1K
$6.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$1.75M - $1.76M
|
16.3K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
15.7K+ 89.61% |
$1.69M - $1.69M
|
33.3K
$3.51M
|
|
|
Feb 08, 2022
Q4 2021
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
15.5KNew |
$1.66M - $1.67M
|
15.5K
$1.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15.1KNew |
$1.62M - $1.62M
|
15.1K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.5KNew |
$1.56M - $1.56M
|
14.5K
$1.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14.2K+ 26.07% |
$1.53M - $1.53M
|
68.8K
$7.26M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
13.7KNew |
$1.47M - $1.48M
|
13.7K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 11.38% |
$1.44M - $1.44M
|
131K
$13.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
13.4KNew |
$1.44M - $1.44M
|
13.4K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 28.62% |
$1.42M - $1.42M
|
59.3K
$6.26M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.1K+ 147.67% |
$1.4M - $1.41M
|
22K
$2.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13.1KNew |
$1.4M - $1.41M
|
13.1K
$1.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
13KNew |
$1.39M - $1.4M
|
13K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
12.7K+ 16.35% |
$1.36M - $1.36M
|
90.1K
$9.51M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 136.8% |
$1.35M - $1.35M
|
21.8K
$2.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
11.8KNew |
$1.26M - $1.27M
|
11.8K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Broom & Associates, LLC
|
BUY
|
- |
11.6KNew |
$1.25M - $1.25M
|
11.6K
$1.23M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
11.6K+ 22.13% |
$1.25M - $1.25M
|
64.1K
$6.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.4KNew |
$1.22M - $1.23M
|
11.4K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
11.4K+ 363.76% |
$1.22M - $1.22M
|
14.5K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2KNew |
$1.2M - $1.2M
|
11.2K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.2KNew |
$1.2M - $1.2M
|
11.2K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 12.73% |
$1.16M - $1.17M
|
96K
$10.1M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.6K+ 160.98% |
$1.14M - $1.14M
|
17.2K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
10.5K+ 66.67% |
$1.13M - $1.13M
|
26.3K
$2.77M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
10.5K+ 70.39% |
$1.12M - $1.13M
|
25.3K
$2.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
10.5K+ 17.07% |
$1.12M - $1.13M
|
71.7K
$7.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$1.09M - $1.09M
|
10.2K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
9.85KNew |
$1.06M - $1.06M
|
9.85K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.44KNew |
$1.01M - $1.02M
|
9.44K
$997K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.44K+ 101.86% |
$1.01M - $1.02M
|
18.7K
$1.97M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.3KNew |
$997K - $1M
|
9.3K
$982K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.26KNew |
$993K - $995K
|
9.26K
$977K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
9.24K+ 24.71% |
$991K - $994K
|
46.6K
$4.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
9.23K+ 54.83% |
$990K - $993K
|
26.1K
$2.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
9.13KNew |
$979K - $982K
|
9.13K
$964K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
8.83K+ 47.12% |
$947K - $950K
|
27.6K
$2.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
8.63KNew |
$926K - $929K
|
8.63K
$912K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
8.57KNew |
$919K - $922K
|
8.57K
$905K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
8.56KNew |
$918K - $920K
|
8.56K
$904K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.34KNew |
$895K - $897K
|
8.34K
$881K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.3K+ 11.24% |
$890K - $892K
|
82.1K
$8.67M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.18K+ 30.92% |
$877K - $880K
|
34.6K
$3.66M
|