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 21, 2020
Q3 2020
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
62+ 1.03% |
$6.68K - $6.73K
|
6.06K
$642K
|
|
Nov 10, 2020
Q3 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
45+ 1.29% |
$4.85K - $4.88K
|
3.52K
$373K
|
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 3.73% |
$4.74K - $4.78K
|
1.22K
$130K
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32+ 4.7% |
$3.45K - $3.47K
|
713
$75.5K
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
32+ 0.75% |
$3.45K - $3.47K
|
4.32K
$457K
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
26+ 1.0% |
$2.8K - $2.82K
|
2.62K
$277K
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25+ 2.56% |
$2.69K - $2.71K
|
1K
$106K
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.3% |
$2.58K - $2.6K
|
8.07K
$855K
|
|
Nov 13, 2020
Q3 2020
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
15+ 0.29% |
$1.62K - $1.63K
|
5.17K
$548K
|
|
Oct 16, 2020
Q3 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
11+ 0.32% |
$1.18K - $1.19K
|
3.48K
$369K
|
|
Oct 20, 2020
Q3 2020
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$969 - $977
|
5.01K
$530K
|
|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
9+ 0.12% |
$969 - $977
|
7.67K
$812K
|
|
Nov 12, 2020
Q3 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8+ 0.05% |
$862 - $868
|
16.7K
$1.77M
|
|
Oct 05, 2020
Q3 2020
|
Boltwood Capital Management
|
BUY
|
- |
5+ 0.15% |
$538 - $543
|
3.28K
$347K
|
|
Oct 14, 2020
Q3 2020
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.19% |
$538 - $543
|
2.68K
$284K
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3+ 0.05% |
$323 - $326
|
5.68K
$602K
|
|
Oct 26, 2020
Q3 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.1% |
$323 - $326
|
3.12K
$330K
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.76% |
$108 - $109
|
22
$2.33K
|
|
Oct 29, 2020
Q3 2020
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 0.37% |
$108 - $109
|
273
$28.9K
|
|
Nov 04, 2020
Q3 2020
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.02% |
$108 - $109
|
5.28K
$560K
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.42% |
$108 - $109
|
240
$25.4K
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$108 - $109
|
4.12K
$437K
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 13.79% |
$862 - $868
|
50
$5.3K
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-18- 0.94% |
$1.94K - $1.95K
|
1.89K
$201K
|
|
Nov 13, 2020
Q3 2020
|
Mc Adam, LLC
|
SELL
|
- |
-18- 0.91% |
$1.94K - $1.95K
|
1.97K
$208K
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 6.25% |
$2.15K - $2.17K
|
300
$31.8K
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31- 2.18% |
$3.34K - $3.36K
|
1.39K
$147K
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-33- 8.71% |
$3.55K - $3.58K
|
346
$36.6K
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
SELL
|
- |
-38- 1.04% |
$4.09K - $4.12K
|
3.63K
$385K
|
|
Nov 13, 2020
Q3 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-39- 1.16% |
$4.2K - $4.23K
|
3.34K
$353K
|
|
Nov 06, 2020
Q3 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-50- 2.02% |
$5.38K - $5.43K
|
2.43K
$257K
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-60- 1.54% |
$6.46K - $6.51K
|
3.84K
$407K
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-71- 1.67% |
$7.65K - $7.71K
|
4.19K
$444K
|
|
Oct 13, 2020
Q3 2020
|
Moneywise, Inc.
|
SELL
|
- |
-85- 3.51% |
$9.15K - $9.23K
|
2.34K
$248K
|
|
Oct 23, 2020
Q3 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-92- 3.41% |
$9.91K - $9.98K
|
2.61K
$276K
|
|
Nov 09, 2020
Q3 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-110- 4.99% |
$11.8K - $11.9K
|
2.09K
$222K
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 33.42% |
$13.8K - $13.9K
|
255
$27K
|
|
Dec 04, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-137- 0.01% |
$14.8K - $14.9K
|
1.71M
$181M
|
|
Nov 12, 2020
Q3 2020
|
Fca Corp
Houston, TX |
SELL
|
- |
-153- 2.11% |
$16.5K - $16.6K
|
7.11K
$753K
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-160- 7.92% |
$17.2K - $17.4K
|
1.86K
$197K
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-162- 0.99% |
$17.4K - $17.6K
|
16.1K
$1.71M
|
|
Nov 04, 2020
Q3 2020
|
Family Firm, Inc.
|
SELL
|
- |
-174- 4.37% |
$18.7K - $18.9K
|
3.81K
$403K
|
|
Oct 29, 2020
Q3 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-176- 2.07% |
$19K - $19.1K
|
8.32K
$881K
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-187Closed |
$20.1K - $20.3K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-195- 0.69% |
$21K - $21.2K
|
28.1K
$2.98M
|
|
Nov 13, 2020
Q3 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-200- 30.77% |
$21.5K - $21.7K
|
450
$47.7K
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 1.73% |
$21.5K - $21.7K
|
11.4K
$1.21M
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-209- 39.14% |
$22.5K - $22.7K
|
325
$34.4K
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-212- 4.86% |
$22.8K - $23K
|
4.15K
$439K
|
|
Oct 20, 2020
Q3 2020
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-215- 3.8% |
$23.2K - $23.3K
|
5.45K
$577K
|