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 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48+ 0.58% |
$5.17K - $5.18K
|
8.36K
$883K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
46+ 0.28% |
$4.95K - $4.97K
|
16.5K
$1.74M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46+ 2.19% |
$4.95K - $4.97K
|
2.15K
$227K
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 11.84% |
$4.84K - $4.86K
|
425
$44.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
43New |
$4.63K - $4.64K
|
43
$4.54K
|
|
|
Jul 19, 2021
Q2 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
40+ 0.07% |
$4.31K - $4.32K
|
54.3K
$5.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
35New |
$3.77K - $3.78K
|
35
$3.7K
|
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
30+ 1.28% |
$3.23K - $3.24K
|
2.38K
$251K
|
|
|
Jul 23, 2021
Q2 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
29+ 0.73% |
$3.12K - $3.13K
|
4.03K
$425K
|
|
|
Jul 22, 2021
Q2 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
22+ 0.19% |
$2.37K - $2.38K
|
11.5K
$1.22M
|
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
14+ 0.7% |
$1.51K - $1.51K
|
2.02K
$213K
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
13+ 0.44% |
$1.4K - $1.4K
|
2.97K
$313K
|
|
|
Jul 28, 2021
Q2 2021
|
Jacobsen Capital Management
|
BUY
|
- |
12+ 0.21% |
$1.29K - $1.3K
|
5.71K
$603K
|
|
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
12+ 0.09% |
$1.29K - $1.3K
|
13.5K
$1.42M
|
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
11+ 0.21% |
$1.18K - $1.19K
|
5.21K
$550K
|
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.12% |
$969 - $972
|
7.59K
$801K
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.2% |
$754 - $756
|
3.43K
$362K
|
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.22% |
$646 - $648
|
2.7K
$285K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$215 - $216
|
1.51K
$160K
|
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.43% |
$215 - $216
|
467
$49.3K
|
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $108
|
1.93K
$203K
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.26% |
$108 - $108
|
381
$40.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$108 - $108
|
3.77K
$398K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.04% |
$108 - $108
|
50
$5.28K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.01% |
$108 - $108
|
8.92K
$942K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$646 - $648
|
4.19K
$443K
|
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-12- 0.05% |
$1.29K - $1.3K
|
23.3K
$2.46M
|
|
|
Aug 02, 2021
Q2 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-34- 0.39% |
$3.66K - $3.67K
|
8.65K
$913K
|
|
|
Jul 19, 2021
Q2 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-36- 0.66% |
$3.88K - $3.89K
|
5.41K
$571K
|
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-42- 1.8% |
$4.52K - $4.54K
|
2.3K
$242K
|
|
|
Jul 06, 2021
Q2 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-50- 2.13% |
$5.38K - $5.4K
|
2.3K
$243K
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-51Closed |
$5.49K - $5.51K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-54- 1.28% |
$5.81K - $5.83K
|
4.17K
$440K
|
|
|
Jul 22, 2021
Q2 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-62- 1.2% |
$6.67K - $6.7K
|
5.12K
$540K
|
|
|
Aug 17, 2021
Q2 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-67- 0.23% |
$7.21K - $7.24K
|
28.7K
$3.03M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-77- 2.19% |
$8.29K - $8.32K
|
3.44K
$364K
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-79- 0.26% |
$8.51K - $8.53K
|
30.3K
$3.2M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-87- 0.53% |
$9.37K - $9.4K
|
16.3K
$1.72M
|
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
SELL
|
- |
-87- 3.7% |
$9.37K - $9.4K
|
2.26K
$239K
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
SELL
|
- |
-95- 2.52% |
$10.2K - $10.3K
|
3.68K
$388K
|
|
|
Aug 12, 2021
Q2 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-100- 22.22% |
$10.8K - $10.8K
|
350
$37K
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-102- 4.57% |
$11K - $11K
|
2.13K
$225K
|
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-117- 2.03% |
$12.6K - $12.6K
|
5.66K
$597K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-130Closed |
$14K - $14K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-130- 3.44% |
$14K - $14K
|
3.65K
$385K
|
|
|
Jul 14, 2021
Q2 2021
|
Veery Capital, LLC
|
SELL
|
- |
-143- 1.36% |
$15.4K - $15.4K
|
10.4K
$1.1M
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-148- 5.76% |
$15.9K - $16K
|
2.42K
$256K
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 0.17% |
$16.1K - $16.2K
|
89.4K
$9.44M
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-155- 7.44% |
$16.7K - $16.7K
|
1.93K
$204K
|
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-161- 4.03% |
$17.3K - $17.4K
|
3.84K
$405K
|