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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2020
Q1 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-494- 14.04% |
$48.1K - $53.2K
|
3.03K
$319K
|
|
|
May 07, 2020
Q1 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-507- 1.23% |
$49.4K - $54.6K
|
40.7K
$4.3M
|
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-524- 1.69% |
$51.1K - $56.4K
|
30.5K
$3.22M
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-542- 2.77% |
$52.8K - $58.3K
|
19K
$2.01M
|
|
|
Apr 13, 2020
Q1 2020
|
Kwmg, LLC
|
SELL
|
- |
-557- 5.67% |
$54.3K - $59.9K
|
9.27K
$979K
|
|
|
May 01, 2020
Q1 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-632- 14.22% |
$61.6K - $68K
|
3.81K
$402K
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-664- 13.37% |
$64.7K - $71.5K
|
4.3K
$454K
|
|
|
Apr 21, 2020
Q1 2020
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-688- 15.29% |
$67K - $74K
|
3.81K
$402K
|
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-702- 8.61% |
$68.4K - $75.6K
|
7.45K
$787K
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-706- 4.82% |
$68.8K - $76K
|
13.9K
$1.47M
|
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-728- 5.57% |
$70.9K - $78.4K
|
12.3K
$1.3M
|
|
|
May 08, 2020
Q1 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-759- 22.5% |
$74K - $81.7K
|
2.62K
$276K
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-849- 17.08% |
$82.7K - $91.4K
|
4.12K
$435K
|
|
|
Apr 24, 2020
Q1 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-855- 48.03% |
$83.3K - $92K
|
925
$97.6K
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-857- 3.44% |
$83.5K - $92.2K
|
24.1K
$2.54M
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-867Closed |
$84.5K - $93.3K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-970- 26.29% |
$94.5K - $104K
|
2.72K
$287K
|
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-975- 6.24% |
$95K - $105K
|
14.7K
$1.55M
|
|
|
Apr 16, 2020
Q1 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.04K- 4.39% |
$101K - $112K
|
22.7K
$2.39M
|
|
|
Apr 29, 2020
Q1 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.09K- 5.43% |
$106K - $117K
|
19K
$2M
|
|
|
Apr 10, 2020
Q1 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.09K- 3.25% |
$106K - $117K
|
32.5K
$3.43M
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.14KClosed |
$111K - $123K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.14K- 29.47% |
$111K - $123K
|
2.74K
$289K
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.22K- 35.25% |
$118K - $131K
|
2.23K
$236K
|
|
|
May 07, 2020
Q1 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.34KClosed |
$130K - $144K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-1.54KClosed |
$150K - $166K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.58K- 19.23% |
$154K - $170K
|
6.65K
$701K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.63K- 20.56% |
$159K - $176K
|
6.3K
$665K
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.68KClosed |
$164K - $181K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.7KClosed |
$166K - $183K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 7.47% |
$167K - $184K
|
21.2K
$2.24M
|
|
|
Apr 30, 2020
Q1 2020
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.71K- 7.61% |
$167K - $184K
|
20.7K
$2.19M
|
|
|
Apr 14, 2020
Q1 2020
|
Brookstone Capital Management
|
SELL
|
- |
-1.79K- 46.87% |
$174K - $192K
|
2.03K
$214K
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.88KClosed |
$183K - $202K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.9KClosed |
$185K - $205K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.95K- 41.49% |
$190K - $210K
|
2.75K
$290K
|
|
|
Apr 27, 2020
Q1 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.98K- 12.16% |
$193K - $213K
|
14.3K
$1.51M
|
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-1.99KClosed |
$194K - $214K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-2.05KClosed |
$200K - $221K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.06KClosed |
$200K - $221K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.11K- 36.71% |
$206K - $227K
|
3.64K
$384K
|
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.13KClosed |
$208K - $229K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.15KClosed |
$210K - $232K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
SELL
|
- |
-2.25K- 1.37% |
$219K - $242K
|
162K
$17.1M
|
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-2.25K- 23.43% |
$220K - $243K
|
7.37K
$778K
|
|
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.34K- 17.39% |
$228K - $251K
|
11.1K
$1.17M
|
|
|
May 14, 2020
Q1 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$233K - $258K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.5KClosed |
$243K - $269K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.5KClosed |
$244K - $269K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.52KClosed |
$245K - $271K
|
0
$0
|