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 15, 2020
Q1 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5KNew |
$487K - $538K
|
5K
$528K
|
|
|
May 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.97KNew |
$485K - $535K
|
4.97K
$525K
|
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.97KNew |
$484K - $534K
|
4.97K
$524K
|
|
|
Jun 17, 2024
Q1 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.9KNew |
$477K - $527K
|
4.9K
$517K
|
|
|
May 06, 2020
Q1 2020
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.76K+ 115.89% |
$463K - $512K
|
8.86K
$935K
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.74K+ 193.27% |
$462K - $510K
|
7.19K
$759K
|
|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
BUY
|
- |
4.65K+ 17.44% |
$453K - $500K
|
31.3K
$3.3M
|
|
|
Apr 08, 2020
Q1 2020
|
Cypress Capital Group
|
BUY
|
- |
4.5K+ 44.08% |
$439K - $484K
|
14.7K
$1.55M
|
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
BUY
|
- |
4.32KNew |
$420K - $464K
|
4.32K
$455K
|
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.22KNew |
$411K - $454K
|
4.22K
$445K
|
|
|
May 04, 2020
Q1 2020
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
4.15K+ 202.44% |
$404K - $447K
|
6.2K
$654K
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.02KNew |
$392K - $433K
|
4.02K
$425K
|
|
|
Apr 17, 2020
Q1 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.96KNew |
$386K - $427K
|
3.96K
$418K
|
|
|
Apr 21, 2020
Q1 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$384K - $424K
|
3.94K
$416K
|
|
|
May 12, 2020
Q1 2020
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.83KNew |
$374K - $413K
|
3.83K
$405K
|
|
|
Apr 21, 2020
Q1 2020
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.75K+ 2.89% |
$365K - $403K
|
133K
$14.1M
|
|
|
May 05, 2020
Q1 2020
|
Grove Bank & Trust
|
BUY
|
- |
3.7K+ 32.69% |
$361K - $398K
|
15K
$1.59M
|
|
|
May 04, 2020
Q1 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.55K+ 24.46% |
$346K - $382K
|
18.1K
$1.91M
|
|
|
Jun 29, 2020
Q1 2020
|
Beacon Financial Group
|
BUY
|
- |
3.5K+ 49.1% |
$341K - $377K
|
10.6K
$1.12M
|
|
|
May 01, 2020
Q1 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
3.46KNew |
$337K - $373K
|
3.46K
$365K
|
|
|
May 12, 2020
Q1 2020
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.25K+ 28.01% |
$316K - $349K
|
14.8K
$1.57M
|
|
|
May 05, 2020
Q1 2020
|
Portland Global Advisors LLC
|
BUY
|
- |
3.1K+ 21.41% |
$302K - $333K
|
17.6K
$1.85M
|
|
|
May 12, 2020
Q1 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
3.04KNew |
$296K - $327K
|
3.04K
$321K
|
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
2.97KNew |
$290K - $320K
|
2.97K
$314K
|
|
|
May 04, 2020
Q1 2020
|
Columbus Macro, LLC
|
BUY
|
- |
2.97K+ 10.4% |
$289K - $319K
|
31.5K
$3.32M
|
|
|
Apr 13, 2020
Q1 2020
|
Ellevest, Inc.
|
BUY
|
- |
2.89K+ 1.97% |
$281K - $311K
|
150K
$15.8M
|
|
|
Apr 20, 2020
Q1 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.75K+ 3.31% |
$268K - $296K
|
85.9K
$9.06M
|
|
|
May 11, 2020
Q1 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57KNew |
$251K - $277K
|
2.57K
$271K
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
2.54KNew |
$247K - $273K
|
2.54K
$268K
|
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
BUY
|
- |
2.43KNew |
$237K - $262K
|
2.43K
$257K
|
|
|
Apr 28, 2020
Q1 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.36K+ 43.99% |
$229K - $253K
|
7.71K
$814K
|
|
|
May 14, 2020
Q1 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.3K+ 52.87% |
$224K - $248K
|
6.65K
$702K
|
|
|
Apr 07, 2020
Q1 2020
|
Private Trust CO Na
|
BUY
|
- |
2.19KNew |
$214K - $236K
|
2.19K
$232K
|
|
|
May 07, 2020
Q1 2020
|
Wbh Advisory Inc
|
BUY
|
- |
2.19KNew |
$214K - $236K
|
2.19K
$231K
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.18K+ 26.81% |
$213K - $235K
|
10.3K
$1.09M
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 10.6% |
$207K - $229K
|
22.2K
$2.35M
|
|
|
May 01, 2020
Q1 2020
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.04KNew |
$199K - $220K
|
2.04K
$215K
|
|
|
May 15, 2020
Q1 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.95KNew |
$190K - $210K
|
1.95K
$206K
|
|
|
Apr 28, 2020
Q1 2020
|
Financial Insights, Inc.
|
BUY
|
- |
1.92KNew |
$187K - $207K
|
1.92K
$203K
|
|
|
May 04, 2020
Q1 2020
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.9KNew |
$185K - $204K
|
1.9K
$200K
|
|
|
Apr 17, 2020
Q1 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 23.23% |
$179K - $197K
|
9.72K
$1.03M
|
|
|
May 15, 2020
Q1 2020
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.64K+ 28.72% |
$160K - $177K
|
7.35K
$776K
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.63KNew |
$159K - $176K
|
1.63K
$172K
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
1.59K+ 5.36% |
$155K - $171K
|
31.3K
$3.3M
|
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
1.54KNew |
$150K - $166K
|
1.54K
$163K
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.43K+ 37.91% |
$139K - $154K
|
5.2K
$549K
|
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
BUY
|
- |
1.4K+ 6.58% |
$136K - $151K
|
22.7K
$2.39M
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.37K+ 21.28% |
$133K - $147K
|
7.79K
$822K
|
|
|
May 13, 2020
Q1 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.33K+ 6.72% |
$129K - $143K
|
21.1K
$2.22M
|
|
|
May 12, 2020
Q1 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.25KNew |
$122K - $135K
|
1.25K
$132K
|