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 |
---|---|---|---|---|---|---|---|
Apr 09, 2020
Q1 2020
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.19K+ 2.64% |
$116K - $129K
|
46.4K
$4.88M
|
|
Apr 27, 2020
Q1 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.19K+ 10.91% |
$115K - $128K
|
12K
$1.27M
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$112K - $124K
|
1.15K
$121K
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 23.35% |
$104K - $115K
|
5.63K
$592K
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
952+ 62.34% |
$92.8K - $102K
|
2.48K
$261K
|
|
Apr 17, 2020
Q1 2020
|
Single Point Partners, LLC
|
BUY
|
- |
886+ 2.21% |
$86.3K - $95.4K
|
41K
$4.31M
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
871+ 6.1% |
$84.9K - $93.7K
|
15.1K
$1.59M
|
|
Apr 22, 2020
Q1 2020
|
Highland Private Wealth Management
|
BUY
|
- |
865+ 13.26% |
$84.3K - $93.1K
|
7.39K
$777K
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
825New |
$80.4K - $88.8K
|
825
$86.8K
|
|
May 08, 2020
Q1 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
800+ 30.72% |
$78K - $86.1K
|
3.4K
$358K
|
|
May 13, 2020
Q1 2020
|
Destination Wealth Management
|
BUY
|
- |
792+ 40.08% |
$77.2K - $85.2K
|
2.77K
$291K
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
791+ 1.82% |
$77.1K - $85.1K
|
44.4K
$4.67M
|
|
May 11, 2020
Q1 2020
|
Main Street Investment Advisors LLC
|
BUY
|
- |
755+ 15.06% |
$73.6K - $81.3K
|
5.77K
$607K
|
|
May 13, 2020
Q1 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
755+ 11.36% |
$73.6K - $81.3K
|
7.4K
$778K
|
|
May 01, 2020
Q1 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
745New |
$72.6K - $80.2K
|
745
$78.4K
|
|
Apr 24, 2020
Q1 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
735New |
$71.6K - $79.1K
|
735
$77.3K
|
|
Apr 15, 2020
Q1 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
709+ 100.0% |
$69.1K - $76.3K
|
1.42K
$149K
|
|
Apr 16, 2020
Q1 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
622+ 18.56% |
$60.6K - $66.9K
|
3.97K
$418K
|
|
May 05, 2020
Q1 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
600+ 306.12% |
$58.5K - $64.6K
|
796
$83.7K
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
560+ 11.2% |
$54.6K - $60.3K
|
5.56K
$585K
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
540+ 74.28% |
$52.6K - $58.1K
|
1.27K
$133K
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
500+ 4.51% |
$48.7K - $53.8K
|
11.6K
$1.22M
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
436+ 5.24% |
$42.5K - $46.9K
|
8.75K
$921K
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
402+ 2.77% |
$39.2K - $43.3K
|
14.9K
$1.57M
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
362+ 53.79% |
$35.3K - $39K
|
1.04K
$109K
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
BUY
|
- |
357New |
$34.8K - $38.4K
|
357
$37.6K
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
322+ 6.35% |
$31.4K - $34.7K
|
5.4K
$568K
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
318+ 35.02% |
$31K - $34.2K
|
1.23K
$129K
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
280+ 7.66% |
$27.3K - $30.1K
|
3.94K
$414K
|
|
May 14, 2020
Q1 2020
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
279+ 7.99% |
$27.2K - $30K
|
3.77K
$397K
|
|
Apr 29, 2020
Q1 2020
|
Alera Investment Advisors, LLC
|
BUY
|
- |
277+ 1.24% |
$27K - $29.8K
|
22.7K
$2.39M
|
|
Apr 23, 2020
Q1 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
270+ 8.53% |
$26.3K - $29.1K
|
3.44K
$361K
|
|
May 20, 2020
Q1 2020
|
Fca Corp
Houston, TX |
BUY
|
- |
240+ 3.26% |
$23.4K - $25.8K
|
7.6K
$799K
|
|
May 11, 2020
Q1 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
238New |
$23.2K - $25.6K
|
238
$25K
|
|
May 11, 2020
Q1 2020
|
Rice Partnership, LLC
|
BUY
|
- |
225New |
$21.9K - $24.2K
|
225
$23.7K
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
216+ 4.96% |
$21K - $23.2K
|
4.57K
$481K
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
148+ 2.05% |
$14.4K - $15.9K
|
7.37K
$775K
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
BUY
|
- |
129+ 36.86% |
$12.6K - $13.9K
|
479
$50.4K
|
|
May 04, 2020
Q1 2020
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
100+ 2.18% |
$9.75K - $10.8K
|
4.68K
$492K
|
|
May 01, 2020
Q1 2020
|
Bull Street Advisors, LLC
|
BUY
|
- |
100+ 4.55% |
$9.75K - $10.8K
|
2.3K
$242K
|
|
May 05, 2020
Q1 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$9.75K - $10.8K
|
100
$10.5K
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
93+ 1.32% |
$9.06K - $10K
|
7.12K
$749K
|
|
May 06, 2020
Q1 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
78+ 0.22% |
$7.6K - $8.4K
|
35.2K
$3.71M
|
|
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
71+ 1.0% |
$6.92K - $7.64K
|
7.2K
$757K
|
|
May 07, 2020
Q1 2020
|
Allen Investment Management LLC
|
BUY
|
- |
65+ 0.14% |
$6.33K - $7K
|
46.2K
$4.86M
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 1.71% |
$5.94K - $6.57K
|
3.62K
$381K
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
49New |
$4.78K - $5.27K
|
49
$5.15K
|
|
May 15, 2020
Q1 2020
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
42+ 0.18% |
$4.09K - $4.52K
|
23.7K
$2.49M
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
BUY
|
- |
18+ 0.23% |
$1.75K - $1.94K
|
7.81K
$822K
|
|
May 11, 2020
Q1 2020
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
12+ 0.23% |
$1.17K - $1.29K
|
5.14K
$541K
|