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 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16K- 55.44% |
$1.56M - $1.72M
|
12.8K
$1.36M
|
|
|
May 27, 2020
Q1 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16KClosed |
$1.56M - $1.72M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 20.36% |
$1.69M - $1.87M
|
67.9K
$7.17M
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.2KClosed |
$1.77M - $1.96M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-18.7K- 62.81% |
$1.82M - $2.01M
|
11.1K
$1.17M
|
|
|
May 14, 2020
Q1 2020
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-19.9K- 47.65% |
$1.94M - $2.14M
|
21.8K
$2.31M
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22K- 36.26% |
$2.14M - $2.37M
|
38.6K
$4.08M
|
|
|
Apr 22, 2020
Q1 2020
|
James Investment Research Inc
|
SELL
|
- |
-22.3K- 30.4% |
$2.17M - $2.4M
|
51K
$5.38M
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.6K- 78.72% |
$2.2M - $2.43M
|
6.11K
$644K
|
|
|
May 06, 2020
Q1 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23.1K- 20.43% |
$2.25M - $2.48M
|
89.8K
$9.48M
|
|
|
May 12, 2020
Q1 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-25.6K- 35.07% |
$2.5M - $2.76M
|
47.5K
$5.01M
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-26KClosed |
$2.53M - $2.79M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.9KClosed |
$2.62M - $2.9M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.1K- 92.51% |
$2.84M - $3.14M
|
2.36K
$249K
|
|
|
May 12, 2020
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-32.5KClosed |
$3.16M - $3.49M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Manning & Napier Group, LLC
|
SELL
|
- |
-35.1KClosed |
$3.42M - $3.78M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-42.8K- 6.66% |
$4.17M - $4.61M
|
601K
$63.4M
|
|
|
Apr 29, 2020
Q1 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-50KClosed |
$4.87M - $5.38M
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-114K- 34.71% |
$11.1M - $12.3M
|
214K
$22.6M
|
|
|
Apr 28, 2020
Q1 2020
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-184K- 66.64% |
$17.9M - $19.8M
|
92.2K
$9.73M
|
|
|
May 14, 2020
Q1 2020
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-237K- 13.09% |
$23.1M - $25.5M
|
1.58M
$166M
|