Purchases and Sales Made in Q3 2022 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 17, 2022
Q3 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
5.75K+ 250.0% |
$590K - $606K
|
8.05K
$852K
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.75K+ 32.91% |
$590K - $606K
|
23.2K
$2.46M
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.72K+ 16.65% |
$587K - $603K
|
40.1K
$4.24M
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.63K+ 5.17% |
$577K - $593K
|
115K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.6K+ 53.91% |
$575K - $591K
|
16K
$1.69M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.55K+ 42.61% |
$570K - $585K
|
18.6K
$1.97M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.55K+ 42.61% |
$570K - $585K
|
18.6K
$1.97M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.48K+ 111.19% |
$563K - $578K
|
10.4K
$1.1M
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.43KNew |
$557K - $572K
|
5.43K
$574K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.29K+ 36.49% |
$542K - $557K
|
19.8K
$2.09M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.29K+ 14.17% |
$542K - $557K
|
42.6K
$4.51M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.24KNew |
$538K - $552K
|
5.24K
$555K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.21K+ 21.76% |
$535K - $549K
|
29.2K
$3.09M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.2K+ 13.39% |
$533K - $548K
|
44K
$4.66M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.11K+ 46.93% |
$524K - $538K
|
16K
$1.69M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.07KNew |
$520K - $535K
|
5.07K
$537K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
5.04K+ 44.92% |
$517K - $531K
|
16.2K
$1.72M
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.97K+ 212.29% |
$510K - $524K
|
7.32K
$774K
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
4.92KNew |
$504K - $518K
|
4.92K
$520K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.89K+ 40.92% |
$502K - $516K
|
16.9K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$495K - $509K
|
4.83K
$511K
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.75KNew |
$487K - $501K
|
4.75K
$503K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.72KNew |
$485K - $498K
|
4.72K
$500K
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.66K+ 5.16% |
$478K - $491K
|
94.9K
$10M
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
4.65KNew |
$477K - $490K
|
4.65K
$492K
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.62K+ 50.75% |
$473K - $486K
|
13.7K
$1.45M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.61KNew |
$473K - $486K
|
4.61K
$488K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.6K+ 35.72% |
$472K - $485K
|
17.5K
$1.85M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.43KNew |
$454K - $466K
|
4.43K
$468K
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.4K+ 37.03% |
$451K - $464K
|
16.3K
$1.72M
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
4.36KNew |
$447K - $460K
|
4.36K
$461K
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.29K+ 17.46% |
$440K - $452K
|
28.8K
$3.05M
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.26KNew |
$437K - $449K
|
4.26K
$451K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.26K+ 63.24% |
$437K - $449K
|
11K
$1.16M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.18K+ 7.29% |
$429K - $441K
|
61.5K
$6.51M
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.17KNew |
$428K - $440K
|
4.17K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4K+ 27.03% |
$410K - $422K
|
18.8K
$1.99M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4K+ 38.61% |
$410K - $421K
|
14.4K
$1.52M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
4K+ 196.41% |
$410K - $421K
|
6.03K
$638K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.99K+ 1.13% |
$410K - $421K
|
359K
$38M
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.95K+ 192.68% |
$405K - $416K
|
6K
$635K
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
3.92KNew |
$402K - $413K
|
3.92K
$415K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
3.84K+ 19.81% |
$393K - $404K
|
23.2K
$2.45M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.79K+ 8.19% |
$389K - $399K
|
50K
$5.29M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.78K+ 104.13% |
$388K - $398K
|
7.41K
$784K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77KNew |
$387K - $397K
|
3.77K
$399K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.73K+ 5.83% |
$383K - $393K
|
67.7K
$7.16M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.7K+ 1.56% |
$380K - $390K
|
241K
$25.5M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.66K+ 10.69% |
$376K - $386K
|
37.9K
$4.01M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.64K+ 8.07% |
$374K - $384K
|
48.8K
$5.16M
|