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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.87KNew |
$201K - $202K
|
1.87K
$197K
|
|
Aug 13, 2021
Q2 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.84K+ 159.39% |
$198K - $199K
|
3K
$316K
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.84K+ 28.18% |
$198K - $199K
|
8.37K
$884K
|
|
Jul 19, 2021
Q2 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.73K+ 18.81% |
$186K - $187K
|
10.9K
$1.15M
|
|
Jul 21, 2021
Q2 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.72K+ 2.42% |
$185K - $186K
|
72.9K
$7.69M
|
|
Aug 23, 2021
Q2 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.71K+ 47.26% |
$184K - $185K
|
5.33K
$562K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.63K+ 62.6% |
$175K - $176K
|
4.22K
$446K
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.62K+ 27.49% |
$175K - $175K
|
7.53K
$795K
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.55K+ 8.18% |
$167K - $168K
|
20.5K
$2.17M
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$164K - $165K
|
1.53K
$161K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.47K+ 167.93% |
$158K - $158K
|
2.34K
$247K
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 9.65% |
$153K - $153K
|
16.1K
$1.7M
|
|
Jul 22, 2021
Q2 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.42K+ 12.19% |
$152K - $153K
|
13K
$1.38M
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1.31KNew |
$141K - $141K
|
1.31K
$138K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 18.33% |
$141K - $141K
|
8.46K
$893K
|
|
Jul 29, 2021
Q2 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
1.27K+ 6.72% |
$137K - $137K
|
20.2K
$2.13M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.27K+ 15.52% |
$137K - $137K
|
9.46K
$999K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.26K+ 0.79% |
$135K - $136K
|
160K
$16.9M
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 4.93% |
$132K - $132K
|
26.1K
$2.75M
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.16K+ 21.03% |
$125K - $126K
|
6.69K
$706K
|
|
Aug 04, 2021
Q2 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.16K+ 51.46% |
$125K - $125K
|
3.42K
$361K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.16KNew |
$125K - $125K
|
1.16K
$122K
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.16K+ 3.42% |
$125K - $125K
|
35.1K
$3.7M
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.08K+ 10.34% |
$117K - $117K
|
11.6K
$1.22M
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
996+ 7.94% |
$107K - $108K
|
13.5K
$1.43M
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
947+ 30.55% |
$102K - $102K
|
4.05K
$427K
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
928+ 49.23% |
$99.9K - $100K
|
2.81K
$297K
|
|
Jul 29, 2021
Q2 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
925+ 44.58% |
$99.6K - $99.9K
|
3K
$317K
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
912+ 35.28% |
$98.2K - $98.5K
|
3.5K
$369K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
905+ 2.96% |
$97.4K - $97.7K
|
31.5K
$3.33M
|
|
Aug 13, 2021
Q2 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
882+ 9.06% |
$95K - $95.3K
|
10.6K
$1.12M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
854+ 21.16% |
$91.9K - $92.2K
|
4.89K
$516K
|
|
Jul 06, 2021
Q2 2021
|
Boltwood Capital Management
|
BUY
|
- |
850+ 18.77% |
$91.5K - $91.8K
|
5.38K
$568K
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
801+ 2.76% |
$86.2K - $86.5K
|
29.9K
$3.15M
|
|
Jul 27, 2021
Q2 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
794+ 6.31% |
$85.5K - $85.8K
|
13.4K
$1.41M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
764+ 3.04% |
$82.3K - $82.5K
|
25.9K
$2.74M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
723+ 5.42% |
$77.8K - $78.1K
|
14.1K
$1.48M
|
|
Jul 29, 2021
Q2 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
722+ 18.71% |
$77.7K - $78K
|
4.58K
$484K
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
708+ 1.49% |
$76.2K - $76.5K
|
48.1K
$5.08M
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
705+ 12.44% |
$75.9K - $76.1K
|
6.37K
$673K
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
690+ 6.06% |
$74.3K - $74.5K
|
12.1K
$1.28M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
679+ 35.85% |
$73.1K - $73.3K
|
2.57K
$272K
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
654+ 3.68% |
$70.4K - $70.6K
|
18.4K
$1.95M
|
|
Jul 29, 2021
Q2 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
627+ 9.42% |
$67.5K - $67.7K
|
7.28K
$769K
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
610+ 18.6% |
$65.7K - $65.9K
|
3.89K
$411K
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
604+ 8.7% |
$65K - $65.2K
|
7.55K
$797K
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
602+ 4.51% |
$64.8K - $65K
|
13.9K
$1.47M
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
559New |
$60.2K - $60.4K
|
559
$59K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
509+ 24.71% |
$54.8K - $55K
|
2.57K
$271K
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
508+ 3.46% |
$54.7K - $54.9K
|
15.2K
$1.6M
|