Purchases and Sales Made in Q1 2020 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 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 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
352KNew |
$34.3M - $37.9M
|
352K
$37.2M
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
324KNew |
$31.6M - $34.9M
|
324K
$34.2M
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
257KNew |
$25.1M - $27.7M
|
257K
$27.2M
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 24.56% |
$12.1M - $13.4M
|
632K
$66.7M
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
88.7K+ 6.5% |
$8.65M - $9.55M
|
1.45M
$153M
|
|
|
May 14, 2020
Q1 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
81.8KNew |
$7.97M - $8.8M
|
81.8K
$8.63M
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.6K+ 110.3% |
$7.95M - $8.78M
|
156K
$16.4M
|
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
78.5K+ 4010.42% |
$7.65M - $8.45M
|
80.4K
$8.49M
|
|
|
May 15, 2020
Q1 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
57.5K+ 15.73% |
$5.6M - $6.19M
|
423K
$44.7M
|
|
|
May 15, 2020
Q1 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
53.5K+ 254.2% |
$5.21M - $5.76M
|
74.6K
$7.87M
|
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39K+ 226.2% |
$3.8M - $4.19M
|
56.2K
$5.93M
|
|
|
May 12, 2020
Q1 2020
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
36.8K+ 69.3% |
$3.59M - $3.96M
|
89.9K
$9.49M
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.3KNew |
$3.54M - $3.91M
|
36.3K
$3.84M
|
|
|
May 05, 2020
Q1 2020
|
Windham Capital Management, LLC
|
BUY
|
- |
36.3K+ 9.22% |
$3.54M - $3.91M
|
430K
$45.4M
|
|
|
Aug 05, 2021
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
31.5KNew |
$3.07M - $3.39M
|
31.5K
$3.33M
|
|
|
May 06, 2020
Q1 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31.3K+ 72.32% |
$3.05M - $3.36M
|
74.5K
$7.86M
|
|
|
May 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
27.9K+ 24.52% |
$2.72M - $3.01M
|
142K
$15M
|
|
|
May 13, 2020
Q1 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
26.7K+ 1028.77% |
$2.6M - $2.87M
|
29.3K
$3.09M
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.8K+ 434.02% |
$2.52M - $2.78M
|
31.8K
$3.36M
|
|
|
Apr 15, 2020
Q1 2020
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
23.4K+ 1166.55% |
$2.28M - $2.52M
|
25.4K
$2.69M
|
|
|
May 12, 2020
Q1 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23K+ 39.45% |
$2.24M - $2.48M
|
81.3K
$8.58M
|
|
|
May 14, 2020
Q1 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.1K+ 39.26% |
$2.05M - $2.27M
|
74.8K
$7.89M
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
20.7K+ 5.44% |
$2.01M - $2.23M
|
401K
$42.3M
|
|
|
May 14, 2020
Q1 2020
|
Gen Trust, LLC
|
BUY
|
- |
20KNew |
$1.95M - $2.15M
|
20K
$2.11M
|
|
|
May 14, 2020
Q1 2020
|
Apella Capital, LLC
|
BUY
|
- |
19.4KNew |
$1.89M - $2.09M
|
19.4K
$2.05M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 19.54% |
$1.61M - $1.78M
|
101K
$10.7M
|
|
|
Apr 08, 2020
Q1 2020
|
Jordan Park Group LLC
|
BUY
|
- |
14.6K+ 27.39% |
$1.42M - $1.57M
|
68K
$7.17M
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 91.27% |
$1.41M - $1.55M
|
30.2K
$3.19M
|
|
|
May 12, 2020
Q1 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
14.1K+ 26.9% |
$1.37M - $1.52M
|
66.4K
$7.01M
|
|
|
May 14, 2020
Q1 2020
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13.5K+ 163.79% |
$1.31M - $1.45M
|
21.7K
$2.29M
|
|
|
Apr 29, 2020
Q1 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
12.2K+ 345.28% |
$1.19M - $1.31M
|
15.8K
$1.66M
|
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12K+ 58.01% |
$1.17M - $1.29M
|
32.8K
$3.46M
|
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.6K+ 68.38% |
$1.13M - $1.24M
|
28.5K
$3.01M
|
|
|
May 14, 2020
Q1 2020
|
Emerald Advisors, LLC
|
BUY
|
- |
11.4KNew |
$1.11M - $1.23M
|
11.4K
$1.21M
|
|
|
May 12, 2020
Q1 2020
|
Assetmark, Inc
|
BUY
|
- |
11.4K+ 107.32% |
$1.11M - $1.23M
|
22K
$2.32M
|
|
|
May 15, 2020
Q1 2020
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10.6K+ 11.36% |
$1.04M - $1.15M
|
104K
$11M
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6K+ 2.37% |
$1.03M - $1.14M
|
457K
$48.3M
|
|
|
May 14, 2020
Q1 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.32KNew |
$909K - $1M
|
9.32K
$984K
|
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
BUY
|
- |
9.06K+ 8.74% |
$883K - $975K
|
113K
$11.9M
|
|
|
May 08, 2020
Q1 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.62K+ 244.42% |
$840K - $928K
|
12.2K
$1.28M
|
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.59KNew |
$837K - $925K
|
8.59K
$907K
|
|
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58K+ 267.16% |
$739K - $816K
|
10.4K
$1.1M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.46K+ 36.71% |
$727K - $803K
|
27.8K
$2.93M
|
|
|
May 15, 2020
Q1 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.74K+ 30.99% |
$657K - $726K
|
28.5K
$3.01M
|
|
|
Apr 28, 2020
Q1 2020
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.72KNew |
$655K - $723K
|
6.72K
$710K
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.51K+ 23.5% |
$634K - $701K
|
34.2K
$3.61M
|
|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.06KNew |
$591K - $652K
|
6.06K
$640K
|
|
|
Apr 22, 2020
Q1 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.87K+ 12.52% |
$572K - $632K
|
52.8K
$5.57M
|
|
|
May 12, 2020
Q1 2020
|
Slow Capital, Inc.
|
BUY
|
- |
5.6K+ 21.8% |
$546K - $603K
|
31.3K
$3.3M
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.03K+ 19.25% |
$490K - $541K
|
31.2K
$3.29M
|