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 |
---|---|---|---|---|---|---|---|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.89KNew |
$311K - $314K
|
2.89K
$306K
|
|
Nov 05, 2020
Q3 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.78K+ 53.83% |
$299K - $301K
|
7.93K
$840K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.61KNew |
$282K - $284K
|
2.61K
$277K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.59K+ 4.08% |
$279K - $281K
|
66.1K
$7M
|
|
Nov 16, 2020
Q3 2020
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.58K+ 10.14% |
$277K - $279K
|
28K
$2.96M
|
|
Oct 30, 2020
Q3 2020
|
Single Point Partners, LLC
|
BUY
|
- |
2.53K+ 5.74% |
$272K - $275K
|
46.6K
$4.94M
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.53K+ 24.69% |
$272K - $274K
|
12.8K
$1.35M
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
2.44K+ 32.53% |
$263K - $265K
|
9.95K
$1.05M
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.39K+ 42.11% |
$257K - $259K
|
8.05K
$853K
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.38K+ 28.71% |
$256K - $258K
|
10.7K
$1.13M
|
|
Nov 16, 2020
Q3 2020
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.31KNew |
$249K - $251K
|
2.31K
$245K
|
|
Nov 09, 2020
Q3 2020
|
Wealth Architects, LLC
|
BUY
|
- |
2.29KNew |
$247K - $249K
|
2.29K
$243K
|
|
Oct 20, 2020
Q3 2020
|
Jordan Park Group LLC
|
BUY
|
- |
2.22K+ 3.45% |
$240K - $241K
|
66.7K
$7.06M
|
|
Oct 26, 2020
Q3 2020
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.15KNew |
$231K - $233K
|
2.15K
$227K
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.11KNew |
$227K - $228K
|
2.11K
$223K
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1K+ 96.47% |
$227K - $228K
|
4.29K
$454K
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.1KNew |
$226K - $228K
|
2.1K
$223K
|
|
Oct 26, 2020
Q3 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.08KNew |
$223K - $225K
|
2.08K
$220K
|
|
Oct 28, 2020
Q3 2020
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.06K+ 5.54% |
$222K - $224K
|
39.3K
$4.16M
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 85.55% |
$222K - $224K
|
4.47K
$473K
|
|
Nov 12, 2020
Q3 2020
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.01KNew |
$216K - $218K
|
2.01K
$212K
|
|
Oct 23, 2020
Q3 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.93KNew |
$208K - $210K
|
1.93K
$205K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.93KNew |
$208K - $209K
|
1.93K
$204K
|
|
Nov 10, 2020
Q3 2020
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.93KNew |
$208K - $209K
|
1.93K
$204K
|
|
Nov 13, 2020
Q3 2020
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.9K+ 24.91% |
$205K - $206K
|
9.53K
$1.01M
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.89K+ 32.42% |
$203K - $205K
|
7.7K
$815K
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
1.87K+ 46.8% |
$202K - $203K
|
5.88K
$622K
|
|
Oct 28, 2020
Q3 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.86KNew |
$201K - $202K
|
1.86K
$197K
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.83K+ 22.94% |
$197K - $198K
|
9.78K
$1.04M
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.71K+ 54.57% |
$185K - $186K
|
4.86K
$514K
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.61K+ 34.26% |
$173K - $174K
|
6.3K
$667K
|
|
Nov 12, 2020
Q3 2020
|
Destination Wealth Management
|
BUY
|
- |
1.49K+ 37.15% |
$161K - $162K
|
5.51K
$583K
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.47KNew |
$159K - $160K
|
1.47K
$156K
|
|
Oct 29, 2020
Q3 2020
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.47K+ 29.46% |
$158K - $160K
|
6.46K
$684K
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.46KNew |
$157K - $158K
|
1.46K
$154K
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.41K+ 15.71% |
$151K - $153K
|
10.4K
$1.1M
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
BUY
|
- |
1.39K+ 5.7% |
$149K - $151K
|
25.7K
$2.73M
|
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
BUY
|
- |
1.36K+ 239.4% |
$146K - $147K
|
1.92K
$203K
|
|
Oct 19, 2020
Q3 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.35KNew |
$145K - $147K
|
1.35K
$143K
|
|
Nov 13, 2020
Q3 2020
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.31K+ 61.34% |
$141K - $142K
|
3.45K
$365K
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
1.31K+ 16.8% |
$141K - $142K
|
9.08K
$962K
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.3K+ 61.46% |
$140K - $141K
|
3.42K
$363K
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
1.29K+ 512.3% |
$139K - $140K
|
1.54K
$163K
|
|
Oct 19, 2020
Q3 2020
|
Pds Planning, Inc
|
BUY
|
- |
1.29K+ 3.8% |
$138K - $139K
|
35.1K
$3.72M
|
|
Nov 03, 2020
Q3 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.23K+ 98.01% |
$132K - $133K
|
2.48K
$263K
|
|
Oct 02, 2020
Q3 2020
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.19K+ 100.51% |
$128K - $129K
|
2.37K
$251K
|
|
Oct 28, 2020
Q3 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.18K+ 4.98% |
$128K - $128K
|
25K
$2.64M
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
1.16K+ 5.11% |
$125K - $126K
|
23.8K
$2.52M
|
|
Oct 06, 2020
Q3 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
1.15KNew |
$124K - $125K
|
1.15K
$122K
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.15K+ 5.72% |
$123K - $124K
|
21.2K
$2.24M
|