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 20, 2020
Q1 2020
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10+ 0.38% |
$975 - $1.08K
|
2.67K
$281K
|
|
|
Apr 08, 2020
Q1 2020
|
Marquette Asset Management, LLC
|
BUY
|
- |
10New |
$975 - $1.08K
|
10
$1.06K
|
|
|
Apr 29, 2020
Q1 2020
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.25% |
$975 - $1.08K
|
3.97K
$419K
|
|
|
May 13, 2020
Q1 2020
|
Sp Asset Management
|
BUY
|
- |
9+ 0.07% |
$877 - $969
|
13.4K
$1.41M
|
|
|
May 05, 2020
Q1 2020
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
8+ 3.03% |
$780 - $861
|
272
$28.7K
|
|
|
Oct 18, 2024
Q1 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
8+ 0.4% |
$780 - $861
|
2K
$211K
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8+ 0.06% |
$780 - $861
|
14.3K
$1.51M
|
|
|
May 15, 2020
Q1 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$780 - $861
|
7.17K
$757K
|
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$585 - $646
|
2.24K
$237K
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4New |
$390 - $431
|
4
$422
|
|
|
May 13, 2020
Q1 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.04% |
$195 - $215
|
5.35K
$564K
|
|
|
Apr 28, 2020
Q1 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.06% |
$195 - $215
|
3.11K
$328K
|
|
|
Apr 13, 2020
Q1 2020
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.11% |
$1.46K - $1.61K
|
13.1K
$1.39M
|
|
|
Apr 06, 2020
Q1 2020
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-16- 0.61% |
$1.56K - $1.72K
|
2.6K
$274K
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17- 0.29% |
$1.66K - $1.83K
|
5.87K
$620K
|
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23- 0.4% |
$2.24K - $2.48K
|
5.73K
$605K
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-24- 0.63% |
$2.34K - $2.58K
|
3.81K
$402K
|
|
|
May 15, 2020
Q1 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 11.79% |
$2.44K - $2.69K
|
187
$19.7K
|
|
|
Apr 17, 2020
Q1 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-26- 0.43% |
$2.53K - $2.8K
|
5.95K
$628K
|
|
|
May 11, 2020
Q1 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 0.67% |
$2.63K - $2.91K
|
3.99K
$421K
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-41- 21.03% |
$4K - $4.41K
|
154
$16.3K
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.41% |
$4.87K - $5.38K
|
12.1K
$1.28M
|
|
|
Apr 07, 2020
Q1 2020
|
Gradient Investments LLC
|
SELL
|
- |
-59Closed |
$5.75K - $6.35K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-61- 2.04% |
$5.94K - $6.57K
|
2.93K
$309K
|
|
|
Apr 15, 2020
Q1 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-61- 2.81% |
$5.94K - $6.57K
|
2.11K
$223K
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-70- 7.95% |
$6.82K - $7.53K
|
811
$85.6K
|
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75- 7.65% |
$7.31K - $8.07K
|
905
$95.5K
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-93- 1.28% |
$9.06K - $10K
|
7.18K
$758K
|
|
|
Apr 07, 2020
Q1 2020
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-100- 2.87% |
$9.75K - $10.8K
|
3.39K
$357K
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-150Closed |
$14.6K - $16.1K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Sym Financial Corp
|
SELL
|
- |
-156Closed |
$15.2K - $16.8K
|
0
$0
|
|
|
May 18, 2021
Q1 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-205- 7.97% |
$20K - $22.1K
|
2.37K
$250K
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-221- 5.14% |
$21.5K - $23.8K
|
4.08K
$430K
|
|
|
Apr 27, 2020
Q1 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-238- 0.93% |
$23.2K - $25.6K
|
25.4K
$2.68M
|
|
|
Apr 01, 2020
Q1 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-243- 38.82% |
$23.7K - $26.2K
|
383
$40.4K
|
|
|
Apr 21, 2020
Q1 2020
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-250- 9.03% |
$24.4K - $26.9K
|
2.52K
$266K
|
|
|
May 06, 2020
Q1 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-278- 4.59% |
$27.1K - $29.9K
|
5.79K
$611K
|
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-281Closed |
$27.4K - $30.2K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-300Closed |
$29.2K - $32.3K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-309- 4.23% |
$30.1K - $33.3K
|
7K
$739K
|
|
|
May 14, 2020
Q1 2020
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-319- 1.25% |
$31.1K - $34.3K
|
25.3K
$2.67M
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-347Closed |
$33.8K - $37.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
First National Trust CO
|
SELL
|
- |
-350- 12.61% |
$34.1K - $37.7K
|
2.43K
$256K
|
|
|
May 05, 2020
Q1 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-358- 15.9% |
$34.9K - $38.5K
|
1.89K
$200K
|
|
|
May 04, 2020
Q1 2020
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-363- 8.04% |
$35.4K - $39.1K
|
4.15K
$438K
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-412- 95.15% |
$40.1K - $44.3K
|
21
$2.22K
|
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-435- 2.88% |
$42.4K - $46.8K
|
14.7K
$1.55M
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-455Closed |
$44.3K - $49K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-473- 4.92% |
$46.1K - $50.9K
|
9.13K
$964K
|
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-475Closed |
$46.3K - $51.1K
|
0
$0
|