Purchases and Sales Made in Q4 2019 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 2019. 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
Jan 21, 2020 Q4 2019
Stillwater Capital Advisors, LLC

BUY
 -
9.37K
New
$997K - $1M
9.37K $992K
Jan 23, 2020 Q4 2019
Merriman Wealth Management, LLC

BUY
 -
8.24K
New
$877K - $880K
8.24K $873K
Feb 14, 2020 Q4 2019
Captrust Financial Advisors

Raleigh, NC
BUY
 -
7.6K
+ 78.96%
$809K - $812K
17.2K $1.82M
Feb 13, 2020 Q4 2019
Svb Wealth LLC

Boston, MA
BUY
 -
7.19K
New
$765K - $768K
7.19K $761K
May 19, 2020 Q4 2019
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
7.03K
New
$748K - $751K
7.03K $745K
Feb 13, 2020 Q4 2019
Lake Point Wealth Management

BUY
 -
6.95K
+ 28.89%
$740K - $742K
31K $3.28M
Feb 11, 2020 Q4 2019
Jordan Park Group LLC

BUY
 -
6.8K
+ 14.6%
$724K - $726K
53.4K $5.65M
Feb 05, 2020 Q4 2019
Royal Harbor Partners, LLC

BUY
 -
5.99K
New
$638K - $640K
5.99K $635K
Feb 14, 2020 Q4 2019
Mc Naughton Wealth Management, LLC

BUY
 -
5.98K
New
$636K - $639K
5.98K $633K
Feb 14, 2020 Q4 2019
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.4K
+ 3.29%
$575K - $577K
170K $18M
Feb 03, 2020 Q4 2019
Main Street Investment Advisors LLC

BUY
 -
5.01K
New
$534K - $535K
5.01K $531K
Jan 21, 2020 Q4 2019
Bouchey Financial Group LTD

BUY
 -
5.01K
+ 12.47%
$533K - $535K
45.2K $4.78M
Feb 04, 2020 Q4 2019
Pb Mares Wealth Management LLC

BUY
 -
5K
New
$532K - $534K
5K $530K
Jan 29, 2020 Q4 2019
Kovack Advisors, Inc.

BUY
 -
4.97K
New
$529K - $531K
4.97K $526K
Jan 21, 2020 Q4 2019
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
4.85K
+ 4.31%
$516K - $518K
117K $12.4M
Feb 12, 2020 Q4 2019
Pfs Investments Inc.

Duluth, GA
BUY
 -
4.83K
+ 47.14%
$515K - $516K
15.1K $1.6M
Jun 17, 2024 Q4 2019
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
4.82K
New
$513K - $515K
4.82K $510K
Jan 31, 2020 Q4 2019
Heartwood Wealth Advisors LLC

BUY
 -
4.52K
New
$481K - $482K
4.52K $478K
Feb 03, 2020 Q4 2019
Girard Partners Ltd.

BUY
 -
4.44K
New
$473K - $475K
4.44K $471K
Feb 12, 2020 Q4 2019
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
4.35K
New
$463K - $465K
4.35K $461K
Feb 04, 2020 Q4 2019
Advisory Services Network, LLC

BUY
 -
4.27K
+ 41.62%
$455K - $456K
14.5K $1.54M
Jan 24, 2020 Q4 2019
James Investment Research Inc

BUY
 -
4.2K
+ 6.07%
$447K - $448K
73.3K $7.76M
Jan 27, 2020 Q4 2019
Clearwater Capital Advisors, LLC

BUY
 -
4K
+ 57.97%
$426K - $427K
10.9K $1.15M
Feb 10, 2020 Q4 2019
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.88K
New
$413K - $415K
3.88K $411K
Feb 07, 2020 Q4 2019
Lincoln National Corp

BUY
 -
3.79K
+ 94.46%
$403K - $404K
7.79K $825K
Feb 10, 2020 Q4 2019
Haverford Trust CO

Radnor, PA
BUY
 -
3.65K
New
$388K - $389K
3.65K $386K
Feb 14, 2020 Q4 2019
Mather Group, Llc.

Chicago, IL
BUY
 -
3.57K
+ 7.13%
$380K - $381K
53.7K $5.69M
Feb 04, 2020 Q4 2019
Allen Investment Management LLC

BUY
 -
3.56K
+ 8.37%
$379K - $380K
46.1K $4.89M
Feb 04, 2020 Q4 2019
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
3.54K
+ 18.0%
$377K - $379K
23.2K $2.46M
Feb 06, 2020 Q4 2019
Brinker Capital Investments, LLC

BUY
 -
3.52K
+ 7.1%
$375K - $376K
53.1K $5.63M
Aug 26, 2020 Q4 2019
Walkner Condon Financial Advisors LLC

BUY
 -
3.52K
New
$375K - $376K
3.52K $373K
Feb 05, 2020 Q4 2019
Armor Investment Advisors, LLC

BUY
 -
3.48K
+ 7740.0%
$371K - $372K
3.53K $374K
Jan 23, 2020 Q4 2019
Round Table Services, LLC

BUY
 -
3.46K
New
$368K - $369K
3.46K $366K
Feb 20, 2020 Q4 2019
Integrated Wealth Concepts LLC

BUY
 -
3.43K
+ 35.59%
$365K - $366K
13.1K $1.38M
Jan 22, 2020 Q4 2019
Davenport & CO LLC

BUY
 -
3.36K
+ 18.75%
$358K - $359K
21.3K $2.25M
Feb 10, 2020 Q4 2019
Bcs Wealth Management

BUY
 -
3.27K
New
$348K - $349K
3.27K $347K
Feb 05, 2020 Q4 2019
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.12K
New
$332K - $333K
3.12K $331K
Feb 04, 2020 Q4 2019
Park Avenue Securities LLC

BUY
 -
3.08K
New
$328K - $329K
3.08K $326K
Feb 05, 2020 Q4 2019
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
2.96K
New
$315K - $316K
2.96K $313K
Feb 10, 2020 Q4 2019
Miracle Mile Advisors, LLC

BUY
 -
2.92K
New
$311K - $312K
2.92K $309K
Feb 14, 2020 Q4 2019
Ballast Advisors LLC

BUY
 -
2.87K
New
$306K - $307K
2.87K $304K
Jan 23, 2020 Q4 2019
J.W. Cole Advisors, Inc.

BUY
 -
2.8K
New
$298K - $299K
2.8K $297K
Jan 29, 2020 Q4 2019
Exchange Capital Management, Inc.

BUY
 -
2.79K
+ 109.14%
$297K - $298K
5.35K $567K
Feb 13, 2020 Q4 2019
Strategic Financial Planning, Inc.

BUY
 -
2.77K
New
$295K - $296K
2.77K $293K
Feb 07, 2020 Q4 2019
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.72K
+ 84.3%
$290K - $291K
5.95K $630K
Jan 30, 2020 Q4 2019
Lpwm LLC

Minneapolis, MN
BUY
 -
2.69K
New
$286K - $287K
2.69K $285K
Jan 28, 2020 Q4 2019
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2.6K
New
$276K - $277K
2.6K $275K
Feb 13, 2020 Q4 2019
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.59K
New
$276K - $277K
2.59K $275K
Jan 29, 2020 Q4 2019
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.54K
+ 249.51%
$270K - $271K
3.56K $377K

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