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
|
Cooper Financial Group
|
SELL
|
- |
-2.53KClosed |
$246K - $272K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.6KClosed |
$253K - $279K
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.67K- 34.8% |
$260K - $287K
|
5K
$527K
|
|
|
May 07, 2020
Q1 2020
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2.69KClosed |
$262K - $290K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.79KClosed |
$272K - $300K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.8KClosed |
$273K - $302K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.81KClosed |
$273K - $302K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
First Hawaiian Bank
|
SELL
|
- |
-2.87K- 7.46% |
$280K - $309K
|
35.6K
$3.76M
|
|
|
May 12, 2020
Q1 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.92KClosed |
$284K - $314K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.96KClosed |
$288K - $318K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.06K- 55.38% |
$298K - $329K
|
2.47K
$260K
|
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.08KClosed |
$300K - $331K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.12KClosed |
$304K - $336K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-3.46KClosed |
$337K - $372K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-3.58K- 34.04% |
$349K - $386K
|
6.94K
$733K
|
|
|
Apr 14, 2020
Q1 2020
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.66K- 13.17% |
$356K - $393K
|
24.1K
$2.54M
|
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.81K- 15.76% |
$371K - $410K
|
20.4K
$2.15M
|
|
|
May 15, 2020
Q1 2020
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.91K- 8.23% |
$381K - $420K
|
43.6K
$4.6M
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.18K- 12.85% |
$407K - $449K
|
28.3K
$2.99M
|
|
|
May 05, 2020
Q1 2020
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.31K- 65.85% |
$420K - $464K
|
2.24K
$236K
|
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.49K- 13.68% |
$437K - $483K
|
28.3K
$2.99M
|
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.49K- 62.47% |
$438K - $483K
|
2.7K
$285K
|
|
|
May 15, 2020
Q1 2020
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.52K- 23.61% |
$440K - $486K
|
14.6K
$1.54M
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-4.57K- 11.73% |
$446K - $492K
|
34.4K
$3.63M
|
|
|
Apr 08, 2020
Q1 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.64K- 14.29% |
$452K - $499K
|
27.8K
$2.94M
|
|
|
May 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.76K- 4.89% |
$463K - $512K
|
92.5K
$9.76M
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.77K- 4.17% |
$465K - $514K
|
110K
$11.6M
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.31K- 9.99% |
$517K - $571K
|
47.8K
$5.05M
|
|
|
Apr 24, 2020
Q1 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-5.6K- 5.89% |
$546K - $603K
|
89.5K
$9.44M
|
|
|
Apr 29, 2020
Q1 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.66K- 4.83% |
$552K - $609K
|
112K
$11.8M
|
|
|
May 13, 2020
Q1 2020
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5.91K- 55.68% |
$576K - $636K
|
4.7K
$496K
|
|
|
Apr 10, 2020
Q1 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-5.99KClosed |
$584K - $645K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-6.22K- 26.06% |
$606K - $669K
|
17.6K
$1.86M
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.41KClosed |
$625K - $690K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.57K- 40.74% |
$641K - $707K
|
9.56K
$1.01M
|
|
|
Apr 29, 2020
Q1 2020
|
Riversedge Advisors, LLC
|
SELL
|
- |
-7KClosed |
$682K - $753K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-7.41K- 20.68% |
$722K - $798K
|
28.4K
$3M
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.49K- 47.46% |
$730K - $806K
|
8.29K
$875K
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.77K- 4.58% |
$757K - $837K
|
162K
$17.1M
|
|
|
May 14, 2020
Q1 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8.05K- 30.72% |
$784K - $866K
|
18.1K
$1.91M
|
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.24KClosed |
$803K - $887K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.27K- 12.51% |
$806K - $890K
|
57.8K
$6.11M
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.15K- 39.38% |
$891K - $985K
|
14.1K
$1.49M
|
|
|
May 15, 2020
Q1 2020
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-10K- 10.2% |
$976K - $1.08M
|
88.2K
$9.31M
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.5K- 14.1% |
$1.02M - $1.13M
|
63.8K
$6.74M
|
|
|
May 19, 2020
Q1 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-11.6K- 74.61% |
$1.13M - $1.24M
|
3.93K
$415K
|
|
|
May 11, 2020
Q1 2020
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13.6K- 29.48% |
$1.32M - $1.46M
|
32.5K
$3.43M
|
|
|
May 01, 2020
Q1 2020
|
Comerica Bank
|
SELL
|
- |
-13.9K- 14.18% |
$1.35M - $1.5M
|
84.1K
$8.88M
|
|
|
Apr 13, 2020
Q1 2020
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14.1K- 82.73% |
$1.38M - $1.52M
|
2.95K
$311K
|
|
|
Apr 15, 2020
Q1 2020
|
Riverview Trust CO
|
SELL
|
- |
-14.2K- 39.12% |
$1.38M - $1.53M
|
22.1K
$2.33M
|