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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q3 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.12K+ 149.93% |
$120K - $121K
|
1.86K
$197K
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.08K+ 25.78% |
$116K - $117K
|
5.25K
$555K
|
|
Oct 26, 2020
Q3 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1K+ 7.8% |
$108K - $109K
|
13.8K
$1.46M
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
980New |
$106K - $106K
|
980
$104K
|
|
Oct 27, 2020
Q3 2020
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
962+ 4.67% |
$104K - $104K
|
21.6K
$2.28M
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
BUY
|
- |
945New |
$102K - $103K
|
945
$100K
|
|
Nov 13, 2020
Q3 2020
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
927+ 41.57% |
$99.8K - $101K
|
3.16K
$334K
|
|
Oct 07, 2020
Q3 2020
|
Kwmg, LLC
|
BUY
|
- |
925+ 9.99% |
$99.6K - $100K
|
10.2K
$1.08M
|
|
Oct 19, 2020
Q3 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
923+ 125.58% |
$99.4K - $100K
|
1.66K
$176K
|
|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
895+ 16.63% |
$96.4K - $97.1K
|
6.28K
$665K
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
888+ 2.63% |
$95.6K - $96.4K
|
34.7K
$3.67M
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
832+ 7.57% |
$89.6K - $90.3K
|
11.8K
$1.25M
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
828+ 5.68% |
$89.2K - $89.9K
|
15.4K
$1.63M
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
783+ 108.0% |
$84.3K - $85K
|
1.51K
$160K
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
770+ 3.4% |
$82.9K - $83.6K
|
23.4K
$2.48M
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
770+ 0.81% |
$82.9K - $83.6K
|
96.1K
$10.2M
|
|
Oct 29, 2020
Q3 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
768+ 1.97% |
$82.7K - $83.4K
|
39.8K
$4.22M
|
|
Nov 10, 2020
Q3 2020
|
South State Corp
|
BUY
|
- |
725New |
$78.1K - $78.7K
|
725
$76.8K
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
724+ 3.26% |
$78K - $78.6K
|
22.9K
$2.43M
|
|
Oct 26, 2020
Q3 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
721+ 15.56% |
$77.6K - $78.3K
|
5.36K
$567K
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
626+ 3.84% |
$67.4K - $67.9K
|
16.9K
$1.79M
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
620+ 33.39% |
$66.8K - $67.3K
|
2.48K
$262K
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
563New |
$60.6K - $61.1K
|
563
$59.6K
|
|
Oct 08, 2020
Q3 2020
|
Highland Private Wealth Management
|
BUY
|
- |
457+ 8.7% |
$49.2K - $49.6K
|
5.71K
$605K
|
|
Oct 19, 2020
Q3 2020
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
451New |
$48.6K - $48.9K
|
451
$47.8K
|
|
Oct 30, 2020
Q3 2020
|
Bray Capital Advisors
|
BUY
|
- |
450+ 52.02% |
$48.5K - $48.8K
|
1.32K
$139K
|
|
Oct 29, 2020
Q3 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
440+ 19.47% |
$47.4K - $47.8K
|
2.7K
$286K
|
|
Nov 13, 2020
Q3 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
432+ 7.84% |
$46.5K - $46.9K
|
5.94K
$630K
|
|
Nov 10, 2020
Q3 2020
|
Emerald Advisors, LLC
|
BUY
|
- |
400+ 3.32% |
$43.1K - $43.4K
|
12.4K
$1.32M
|
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
394+ 20.01% |
$42.4K - $42.8K
|
2.36K
$250K
|
|
Nov 16, 2020
Q3 2020
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
324+ 4.27% |
$34.9K - $35.2K
|
7.92K
$838K
|
|
Oct 29, 2020
Q3 2020
|
Dt Investment Partners, LLC
|
BUY
|
- |
320+ 6.9% |
$34.5K - $34.7K
|
4.96K
$525K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
272+ 1.81% |
$29.3K - $29.5K
|
15.3K
$1.62M
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
265+ 13.29% |
$28.5K - $28.8K
|
2.26K
$239K
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
251+ 8.82% |
$27K - $27.2K
|
3.1K
$328K
|
|
Oct 23, 2020
Q3 2020
|
Flc Capital Advisors
|
BUY
|
- |
241+ 4.54% |
$26K - $26.2K
|
5.55K
$587K
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
229+ 22.17% |
$24.7K - $24.9K
|
1.26K
$134K
|
|
Oct 14, 2020
Q3 2020
|
Btc Capital Management, Inc.
|
BUY
|
- |
212+ 2.39% |
$22.8K - $23K
|
9.07K
$961K
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
210New |
$22.6K - $22.8K
|
210
$22.2K
|
|
Oct 02, 2020
Q3 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.24% |
$21.5K - $21.7K
|
85.2K
$9.02M
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
196+ 2.75% |
$21.1K - $21.3K
|
7.32K
$775K
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
188+ 29.19% |
$20.2K - $20.4K
|
832
$88.1K
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
187+ 0.04% |
$20.1K - $20.3K
|
424K
$44.9M
|
|
Oct 20, 2020
Q3 2020
|
Winthrop Advisory Group LLC
|
BUY
|
- |
165+ 0.68% |
$17.8K - $17.9K
|
24.4K
$2.58M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
161+ 2.85% |
$17.3K - $17.5K
|
5.82K
$616K
|
|
Nov 03, 2020
Q3 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
148+ 0.44% |
$15.9K - $16.1K
|
34.1K
$3.61M
|
|
Oct 27, 2020
Q3 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
145+ 7.25% |
$15.6K - $15.7K
|
2.15K
$227K
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
128+ 4.55% |
$13.8K - $13.9K
|
2.94K
$311K
|
|
Nov 10, 2020
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
98New |
$10.6K - $10.6K
|
98
$10.4K
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
76+ 5.31% |
$8.18K - $8.25K
|
1.51K
$160K
|