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 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.45K+ 185.25% |
$372K - $373K
|
5.32K
$560K
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.41K+ 8128.57% |
$368K - $369K
|
3.46K
$364K
|
|
|
Jul 23, 2021
Q2 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
3.36KNew |
$362K - $363K
|
3.36K
$354K
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.35K+ 135.79% |
$361K - $362K
|
5.82K
$614K
|
|
|
Jul 19, 2021
Q2 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.3K+ 44.3% |
$355K - $356K
|
10.8K
$1.13M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.29K+ 12.29% |
$354K - $355K
|
30K
$3.16M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.27K+ 74.44% |
$352K - $353K
|
7.66K
$807K
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.25K+ 9.89% |
$350K - $351K
|
36.1K
$3.81M
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.25KNew |
$350K - $351K
|
3.25K
$342K
|
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
3.2K+ 7.2% |
$345K - $346K
|
47.7K
$5.02M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.18K+ 15.01% |
$342K - $343K
|
24.4K
$2.57M
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.08KNew |
$331K - $332K
|
3.08K
$324K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.98K+ 15.2% |
$320K - $321K
|
22.6K
$2.38M
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.84K+ 62.15% |
$306K - $307K
|
7.42K
$781K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
2.83K+ 2.33% |
$304K - $305K
|
124K
$13.1M
|
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.81KNew |
$303K - $304K
|
2.81K
$296K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
2.78K+ 90.97% |
$300K - $300K
|
5.84K
$615K
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.72KNew |
$293K - $294K
|
2.72K
$286K
|
|
|
Aug 16, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
2.71K+ 3.0% |
$291K - $292K
|
93K
$9.8M
|
|
|
Jul 29, 2021
Q2 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
2.61K+ 11.88% |
$280K - $281K
|
24.5K
$2.59M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.57K+ 95.08% |
$276K - $277K
|
5.27K
$555K
|
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
2.52K+ 5.23% |
$271K - $272K
|
50.7K
$5.34M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.52K+ 59.77% |
$271K - $272K
|
6.73K
$709K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.5KNew |
$269K - $270K
|
2.5K
$263K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.47K+ 3481.69% |
$266K - $267K
|
2.54K
$268K
|
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
BUY
|
- |
2.45K+ 4.82% |
$264K - $265K
|
53.3K
$5.61M
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.37K+ 56.94% |
$255K - $256K
|
6.54K
$688K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.35K+ 24.26% |
$252K - $253K
|
12K
$1.27M
|
|
|
Aug 16, 2021
Q2 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.3KNew |
$248K - $248K
|
2.3K
$242K
|
|
|
Jul 28, 2021
Q2 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
2.29KNew |
$246K - $247K
|
2.29K
$241K
|
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.25KNew |
$242K - $243K
|
2.25K
$237K
|
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
2.2KNew |
$237K - $238K
|
2.2K
$232K
|
|
|
Aug 02, 2021
Q2 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.19K+ 15.26% |
$235K - $236K
|
16.5K
$1.74M
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
2.16K+ 2.35% |
$233K - $234K
|
94.2K
$9.92M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.16K+ 35.91% |
$232K - $233K
|
8.16K
$860K
|
|
|
Jul 29, 2021
Q2 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.12KNew |
$228K - $229K
|
2.12K
$223K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.1K+ 29.81% |
$226K - $226K
|
9.12K
$961K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.09K+ 98.3% |
$225K - $225K
|
4.21K
$443K
|
|
|
Aug 11, 2021
Q2 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.08K+ 9.14% |
$224K - $225K
|
24.9K
$2.62M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.07K+ 13.82% |
$223K - $224K
|
17.1K
$1.8M
|
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
2.04KNew |
$219K - $220K
|
2.04K
$215K
|
|
|
Jul 29, 2021
Q2 2021
|
First American Trust, Fsb
|
BUY
|
- |
2.03KNew |
$219K - $219K
|
2.03K
$214K
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.01K+ 5.74% |
$216K - $217K
|
37K
$3.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2KNew |
$215K - $216K
|
2K
$211K
|
|
|
Jul 13, 2021
Q2 2021
|
Kwmg, LLC
|
BUY
|
- |
1.99K+ 12.27% |
$214K - $215K
|
18.2K
$1.91M
|
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.96K+ 5.13% |
$211K - $212K
|
40.3K
$4.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.93KNew |
$208K - $208K
|
1.93K
$203K
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$206K - $207K
|
1.91K
$202K
|
|
|
Jul 21, 2021
Q2 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
1.91K+ 5.71% |
$206K - $207K
|
35.4K
$3.73M
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
1.88K+ 5.9% |
$203K - $203K
|
33.8K
$3.56M
|