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 |
---|---|---|---|---|---|---|---|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-234- 7.33% |
$25.2K - $25.4K
|
2.96K
$313K
|
|
Nov 12, 2020
Q3 2020
|
Rice Partnership, LLC
|
SELL
|
- |
-274Closed |
$29.5K - $29.7K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-300- 11.83% |
$32.3K - $32.6K
|
2.24K
$237K
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-300Closed |
$32.3K - $32.6K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-317- 12.47% |
$34.1K - $34.4K
|
2.23K
$236K
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-342- 8.56% |
$36.8K - $37.1K
|
3.65K
$387K
|
|
Nov 10, 2020
Q3 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-346- 0.31% |
$37.3K - $37.6K
|
111K
$11.8M
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-356- 1.65% |
$38.3K - $38.6K
|
21.2K
$2.25M
|
|
Nov 04, 2020
Q3 2020
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-360- 2.81% |
$38.8K - $39.1K
|
12.5K
$1.32M
|
|
Nov 16, 2020
Q3 2020
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-374- 2.25% |
$40.3K - $40.6K
|
16.2K
$1.72M
|
|
Oct 27, 2020
Q3 2020
|
Apexium Financial, LP
|
SELL
|
- |
-393- 6.18% |
$42.3K - $42.7K
|
5.96K
$631K
|
|
Oct 13, 2020
Q3 2020
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-400- 9.09% |
$43.1K - $43.4K
|
4K
$424K
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-412- 0.93% |
$44.4K - $44.7K
|
43.9K
$4.65M
|
|
Nov 13, 2020
Q3 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-441- 10.48% |
$47.5K - $47.9K
|
3.77K
$399K
|
|
Nov 09, 2020
Q3 2020
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-470- 3.63% |
$50.6K - $51K
|
12.5K
$1.32M
|
|
Oct 16, 2020
Q3 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-496- 1.38% |
$53.4K - $53.8K
|
35.4K
$3.75M
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-558Closed |
$60.1K - $60.6K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-563- 9.09% |
$60.6K - $61.1K
|
5.63K
$596K
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-597- 55.48% |
$64.3K - $64.8K
|
479
$50.7K
|
|
Oct 06, 2020
Q3 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-684- 8.13% |
$73.7K - $74.2K
|
7.73K
$818K
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-709- 50.0% |
$76.4K - $76.9K
|
709
$75.1K
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-750- 26.79% |
$80.8K - $81.4K
|
2.05K
$217K
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-808- 1.25% |
$87K - $87.7K
|
64K
$6.77M
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-822- 17.92% |
$88.5K - $89.2K
|
3.77K
$399K
|
|
Oct 14, 2020
Q3 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-880- 13.6% |
$94.8K - $95.5K
|
5.59K
$592K
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-880Closed |
$94.8K - $95.5K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-907- 12.67% |
$97.7K - $98.4K
|
6.25K
$662K
|
|
Nov 03, 2020
Q3 2020
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-926- 29.16% |
$99.7K - $100K
|
2.25K
$238K
|
|
Oct 30, 2020
Q3 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-978- 4.37% |
$105K - $106K
|
21.4K
$2.26M
|
|
Nov 09, 2020
Q3 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-998- 4.41% |
$107K - $108K
|
21.6K
$2.29M
|
|
Oct 16, 2020
Q3 2020
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.04K- 30.58% |
$111K - $112K
|
2.35K
$249K
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.12K- 12.28% |
$120K - $121K
|
7.99K
$846K
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-1.13K- 4.26% |
$121K - $122K
|
25.3K
$2.68M
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.13KClosed |
$121K - $122K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.15KClosed |
$124K - $125K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.2KClosed |
$129K - $130K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 83.67% |
$139K - $140K
|
252
$26.7K
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.42K- 1.65% |
$153K - $154K
|
84.8K
$8.98M
|
|
Nov 13, 2020
Q3 2020
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.46K- 10.84% |
$157K - $159K
|
12K
$1.27M
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 9.98% |
$166K - $167K
|
13.9K
$1.47M
|
|
Oct 23, 2020
Q3 2020
|
James Investment Research Inc
|
SELL
|
- |
-1.59K- 3.2% |
$171K - $172K
|
48K
$5.08M
|
|
Nov 12, 2020
Q3 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.6K- 0.79% |
$173K - $174K
|
200K
$21.2M
|
|
Nov 05, 2020
Q3 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.81K- 5.15% |
$195K - $196K
|
33.3K
$3.52M
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.9K- 17.98% |
$205K - $206K
|
8.66K
$917K
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.96K- 6.36% |
$211K - $213K
|
28.8K
$3.05M
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.96KClosed |
$212K - $213K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.08K- 1.31% |
$224K - $226K
|
156K
$16.5M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 9.73% |
$226K - $228K
|
19.5K
$2.06M
|
|
Nov 12, 2020
Q3 2020
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-2.2K- 13.84% |
$237K - $239K
|
13.7K
$1.45M
|
|
Nov 05, 2020
Q3 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.57K- 32.47% |
$277K - $279K
|
5.35K
$566K
|