Purchases and Sales Made in Q2 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
12.5K+ 221.19% |
$1.35M - $1.35M
|
18.2K
$1.92M
|
|
|
Aug 16, 2021
Q2 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
12.5K+ 15.63% |
$1.34M - $1.35M
|
92.4K
$9.73M
|
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
12.3K+ 31.06% |
$1.32M - $1.32M
|
51.7K
$5.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12K+ 28.91% |
$1.29M - $1.3M
|
53.5K
$5.64M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.9K+ 204.14% |
$1.28M - $1.28M
|
17.7K
$1.87M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8K+ 18.2% |
$1.27M - $1.28M
|
76.8K
$8.09M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.6K+ 16535.71% |
$1.25M - $1.25M
|
11.6K
$1.23M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.2K+ 827.35% |
$1.21M - $1.21M
|
12.5K
$1.32M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.9K+ 49.11% |
$1.17M - $1.18M
|
33K
$3.48M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 13.3% |
$1.14M - $1.14M
|
90.3K
$9.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 8.55% |
$1.13M - $1.14M
|
134K
$14.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.1K+ 42.18% |
$1.08M - $1.09M
|
33.9K
$3.57M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.73K+ 34.05% |
$1.05M - $1.05M
|
38.3K
$4.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
9.56KNew |
$1.03M - $1.03M
|
9.56K
$1.01M
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.44K+ 394.65% |
$1.02M - $1.02M
|
11.8K
$1.25M
|
|
|
Jul 15, 2021
Q2 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
9.13KNew |
$982K - $986K
|
9.13K
$961K
|
|
|
Aug 10, 2021
Q2 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7.41KNew |
$798K - $800K
|
7.41K
$780K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
7.4K+ 27.48% |
$797K - $799K
|
34.3K
$3.62M
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.36K+ 29.36% |
$792K - $795K
|
32.4K
$3.42M
|
|
|
Oct 18, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.97KNew |
$750K - $752K
|
6.97K
$734K
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.87K+ 3.26% |
$740K - $742K
|
217K
$22.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
6.7K+ 50.43% |
$721K - $724K
|
20K
$2.11M
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.62K+ 9.55% |
$712K - $715K
|
75.9K
$7.99M
|
|
|
Jul 26, 2021
Q2 2021
|
Excalibur Management Corp
|
BUY
|
- |
6.08KNew |
$655K - $657K
|
6.08K
$641K
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
6.07K+ 11.57% |
$653K - $656K
|
58.5K
$6.16M
|
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
BUY
|
- |
6K+ 21.19% |
$646K - $648K
|
34.3K
$3.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
6K+ 43.43% |
$646K - $648K
|
19.8K
$2.09M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.92K+ 47.83% |
$637K - $639K
|
18.3K
$1.93M
|
|
|
Jul 15, 2021
Q2 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.52KNew |
$595K - $597K
|
5.52K
$582K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.49K+ 15.52% |
$591K - $593K
|
40.8K
$4.3M
|
|
|
Jul 16, 2021
Q2 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.03K+ 8.12% |
$541K - $543K
|
66.9K
$7.05M
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 11.67% |
$521K - $523K
|
46.3K
$4.88M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.7K+ 48.45% |
$506K - $508K
|
14.4K
$1.52M
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.54K+ 3.69% |
$489K - $490K
|
128K
$13.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.23K+ 42.66% |
$455K - $457K
|
14.1K
$1.49M
|
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.21KNew |
$454K - $455K
|
4.21K
$444K
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.21K+ 27.09% |
$454K - $455K
|
19.8K
$2.08M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16K+ 59.4% |
$448K - $450K
|
11.2K
$1.18M
|
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
4.12K+ 7.05% |
$444K - $445K
|
62.6K
$6.6M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.04KNew |
$435K - $437K
|
4.04K
$426K
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.74K+ 9.85% |
$402K - $404K
|
41.7K
$4.39M
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
3.73KNew |
$402K - $403K
|
3.73K
$393K
|
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.68K+ 4.42% |
$396K - $397K
|
86.9K
$9.15M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.66K+ 5.47% |
$394K - $395K
|
70.5K
$7.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.62KNew |
$389K - $390K
|
3.62K
$381K
|
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
BUY
|
- |
3.56K+ 63.79% |
$383K - $384K
|
9.14K
$962K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.54K+ 30.82% |
$381K - $382K
|
15K
$1.58M
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.53K+ 41.44% |
$380K - $381K
|
12.1K
$1.27M
|
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.53K+ 19.57% |
$380K - $381K
|
21.5K
$2.27M
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.48K+ 17.17% |
$375K - $376K
|
23.7K
$2.5M
|