Purchases and Sales Made in Q3 2020 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 2020. 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 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 28.69% |
$1.09M - $1.1M
|
45.5K
$4.82M
|
|
|
Oct 22, 2020
Q3 2020
|
Apella Capital, LLC
|
BUY
|
- |
10K+ 40.08% |
$1.08M - $1.09M
|
35.1K
$3.71M
|
|
|
Nov 10, 2020
Q3 2020
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10K+ 59.78% |
$1.08M - $1.09M
|
26.8K
$2.84M
|
|
|
Nov 13, 2020
Q3 2020
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9.83K+ 24.75% |
$1.06M - $1.07M
|
49.5K
$5.24M
|
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.81K+ 374.81% |
$1.06M - $1.06M
|
12.4K
$1.32M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.92K+ 7.46% |
$961K - $968K
|
128K
$13.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
8.8K+ 111.96% |
$948K - $955K
|
16.7K
$1.76M
|
|
|
Nov 12, 2020
Q3 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8.52KNew |
$917K - $924K
|
8.52K
$902K
|
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.03K+ 41.53% |
$864K - $871K
|
27.3K
$2.9M
|
|
|
Nov 19, 2020
Q3 2020
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.6KNew |
$818K - $825K
|
7.6K
$805K
|
|
|
Nov 06, 2020
Q3 2020
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
7.2KNew |
$775K - $781K
|
7.2K
$763K
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.78K+ 10.83% |
$730K - $735K
|
69.3K
$7.34M
|
|
|
Oct 23, 2020
Q3 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.48KNew |
$698K - $703K
|
6.48K
$687K
|
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.3K+ 35.36% |
$678K - $683K
|
24.1K
$2.55M
|
|
|
Nov 12, 2020
Q3 2020
|
Barclays PLC
London, X0 |
BUY
|
- |
6.26KNew |
$674K - $679K
|
6.26K
$663K
|
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.1KNew |
$657K - $662K
|
6.1K
$646K
|
|
|
Nov 13, 2020
Q3 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.86K+ 26.25% |
$631K - $636K
|
28.2K
$2.98M
|
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.84K+ 92.87% |
$628K - $633K
|
12.1K
$1.28M
|
|
|
Oct 23, 2020
Q3 2020
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
5.5K+ 136.71% |
$592K - $597K
|
9.52K
$1.01M
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
5.47K+ 747.27% |
$589K - $594K
|
6.2K
$657K
|
|
|
Nov 10, 2020
Q3 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.44K+ 97.19% |
$586K - $590K
|
11K
$1.17M
|
|
|
Oct 22, 2020
Q3 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.2KNew |
$560K - $564K
|
5.2K
$550K
|
|
|
Oct 19, 2020
Q3 2020
|
Patten Group, Inc.
|
BUY
|
- |
5.11KNew |
$550K - $554K
|
5.11K
$541K
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.1K+ 19.63% |
$549K - $554K
|
31.1K
$3.29M
|
|
|
Nov 10, 2020
Q3 2020
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.02K+ 106.22% |
$541K - $545K
|
9.75K
$1.03M
|
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.89KNew |
$526K - $531K
|
4.89K
$518K
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.81K+ 34.87% |
$518K - $522K
|
18.6K
$1.97M
|
|
|
Oct 28, 2020
Q3 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.77K+ 53.26% |
$514K - $518K
|
13.7K
$1.45M
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.7KNew |
$506K - $510K
|
4.7K
$498K
|
|
|
Oct 08, 2020
Q3 2020
|
Cypress Capital Group
|
BUY
|
- |
4.6K+ 22.21% |
$496K - $499K
|
25.3K
$2.68M
|
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.48K+ 14.1% |
$482K - $486K
|
36.3K
$3.84M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.39KNew |
$473K - $476K
|
4.39K
$465K
|
|
|
Nov 13, 2020
Q3 2020
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.16KNew |
$448K - $452K
|
4.16K
$441K
|
|
|
Nov 09, 2020
Q3 2020
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.1K+ 17.37% |
$441K - $445K
|
27.7K
$2.93M
|
|
|
Nov 04, 2020
Q3 2020
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.95K+ 16.42% |
$425K - $428K
|
28K
$2.96M
|
|
|
Oct 29, 2020
Q3 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.83K+ 30.27% |
$413K - $416K
|
16.5K
$1.75M
|
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.81K+ 17.98% |
$410K - $413K
|
25K
$2.65M
|
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
3.79K+ 53.74% |
$408K - $412K
|
10.8K
$1.15M
|
|
|
Nov 04, 2020
Q3 2020
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.66K+ 14.87% |
$394K - $397K
|
28.3K
$2.99M
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.63K+ 26.22% |
$391K - $394K
|
17.5K
$1.85M
|
|
|
Dec 10, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.59KNew |
$387K - $390K
|
3.59K
$380K
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.48KNew |
$375K - $377K
|
3.48K
$368K
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.39KNew |
$365K - $368K
|
3.39K
$359K
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.38KNew |
$364K - $367K
|
3.38K
$358K
|
|
|
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.36KNew |
$362K - $365K
|
3.36K
$356K
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.33K+ 1.99% |
$358K - $361K
|
170K
$18M
|
|
|
Nov 13, 2020
Q3 2020
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.2K+ 10.0% |
$345K - $347K
|
35.2K
$3.73M
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17KNew |
$342K - $344K
|
3.17K
$336K
|
|
|
Nov 02, 2020
Q3 2020
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.08KNew |
$332K - $334K
|
3.08K
$326K
|
|
|
Oct 19, 2020
Q3 2020
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.92K+ 48.82% |
$315K - $317K
|
8.91K
$944K
|