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 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.62KClosed |
$282K - $284K
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.65KClosed |
$285K - $287K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-2.68K- 3.49% |
$289K - $291K
|
74K
$7.84M
|
|
|
Nov 09, 2020
Q3 2020
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.76K- 6.64% |
$297K - $299K
|
38.8K
$4.11M
|
|
|
Aug 16, 2024
Q3 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.78K- 96.59% |
$299K - $301K
|
98
$10.4K
|
|
|
Oct 21, 2020
Q3 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.29K- 81.48% |
$354K - $357K
|
748
$79.2K
|
|
|
Oct 16, 2020
Q3 2020
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.53K- 50.19% |
$380K - $383K
|
3.5K
$371K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.59KClosed |
$387K - $390K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.76KClosed |
$405K - $409K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
West Coast Financial LLC
|
SELL
|
- |
-3.86K- 52.43% |
$416K - $419K
|
3.51K
$371K
|
|
|
Nov 16, 2020
Q3 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.94K- 9.09% |
$424K - $427K
|
39.4K
$4.17M
|
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.97KClosed |
$427K - $431K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.01K- 11.06% |
$432K - $435K
|
32.3K
$3.42M
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.16K- 44.63% |
$448K - $452K
|
5.16K
$547K
|
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
SELL
|
- |
-4.32KClosed |
$465K - $468K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.32K- 61.96% |
$465K - $469K
|
2.65K
$281K
|
|
|
Nov 13, 2020
Q3 2020
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.59K- 3.68% |
$494K - $498K
|
120K
$12.7M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.78K- 24.66% |
$515K - $519K
|
14.6K
$1.55M
|
|
|
Oct 19, 2020
Q3 2020
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-4.85KClosed |
$522K - $526K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.64KClosed |
$607K - $612K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.98K- 81.19% |
$644K - $649K
|
1.39K
$147K
|
|
|
Nov 05, 2020
Q3 2020
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-6.15KClosed |
$662K - $667K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$700K - $706K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-8.11KClosed |
$873K - $880K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.56KClosed |
$922K - $929K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.1K- 23.32% |
$1.31M - $1.32M
|
39.9K
$4.22M
|
|
|
Oct 13, 2020
Q3 2020
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-15.4K- 7.61% |
$1.66M - $1.67M
|
187K
$19.8M
|
|
|
Oct 15, 2020
Q3 2020
|
Riverview Trust CO
|
SELL
|
- |
-16.6K- 75.2% |
$1.79M - $1.8M
|
5.48K
$580K
|
|
|
Nov 03, 2020
Q3 2020
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-17K- 48.99% |
$1.83M - $1.85M
|
17.7K
$1.88M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-18.3K- 33.64% |
$1.97M - $1.99M
|
36.1K
$3.83M
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.4K- 28.56% |
$1.98M - $2M
|
46K
$4.87M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.2K- 77.36% |
$2.39M - $2.41M
|
6.49K
$688K
|
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.5KClosed |
$2.85M - $2.87M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-29.7KClosed |
$3.2M - $3.22M
|
0
$0
|
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-32.1K- 53.99% |
$3.46M - $3.48M
|
27.3K
$2.9M
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.2K- 64.47% |
$4.44M - $4.48M
|
22.7K
$2.41M
|
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-58.9KClosed |
$6.35M - $6.4M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-60.1K- 47.2% |
$6.48M - $6.53M
|
67.3K
$7.13M
|
|
|
Nov 04, 2020
Q3 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-61.9K- 63.51% |
$6.66M - $6.71M
|
35.5K
$3.76M
|
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-64.9K- 90.45% |
$6.99M - $7.05M
|
6.86K
$727K
|
|
|
Nov 12, 2020
Q3 2020
|
Windham Capital Management, LLC
|
SELL
|
- |
-78.8K- 18.73% |
$8.48M - $8.55M
|
342K
$36.2M
|
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.7KClosed |
$8.8M - $8.87M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-124K- 56.7% |
$13.3M - $13.4M
|
94.6K
$10M
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-194K- 73.48% |
$20.9M - $21.1M
|
70K
$7.42M
|