Purchases and Sales Made in Q1 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 2021. 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 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
545K+ 64.71% |
$58.6M - $58.9M
|
1.39M
$146M
|
|
Apr 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
277K+ 143.88% |
$29.8M - $29.9M
|
469K
$49.5M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
237KNew |
$25.5M - $25.6M
|
237K
$25M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
175K+ 28.87% |
$18.8M - $18.9M
|
780K
$82.3M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
155K+ 17.07% |
$16.7M - $16.8M
|
1.07M
$113M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
143K+ 47.45% |
$15.4M - $15.5M
|
446K
$47M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
134KNew |
$14.4M - $14.5M
|
134K
$14.1M
|
|
May 14, 2021
Q1 2021
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
113KNew |
$12.2M - $12.2M
|
113K
$11.9M
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
109K+ 84.96% |
$11.7M - $11.8M
|
237K
$25M
|
|
May 17, 2021
Q1 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
77.7KNew |
$8.36M - $8.41M
|
77.7K
$8.2M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
71.4KNew |
$7.67M - $7.72M
|
71.4K
$7.53M
|
|
Apr 27, 2021
Q1 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
70.5K+ 86.68% |
$7.58M - $7.63M
|
152K
$16M
|
|
Apr 19, 2021
Q1 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
67K+ 1613.25% |
$7.2M - $7.25M
|
71.1K
$7.51M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
65.6K+ 33.67% |
$7.06M - $7.1M
|
260K
$27.5M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.1K+ 29.22% |
$6.67M - $6.72M
|
274K
$29M
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
60.2K+ 23.11% |
$6.47M - $6.51M
|
320K
$33.8M
|
|
May 17, 2021
Q1 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
54.3K+ 72.44% |
$5.85M - $5.88M
|
129K
$13.7M
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50.3K+ 12.36% |
$5.41M - $5.45M
|
457K
$48.3M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.3K+ 13.27% |
$5.31M - $5.34M
|
421K
$44.5M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.8K+ 63.58% |
$5.15M - $5.18M
|
123K
$13M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
46.6KNew |
$5.01M - $5.05M
|
46.6K
$4.92M
|
|
Apr 29, 2021
Q1 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
45.2KNew |
$4.86M - $4.89M
|
45.2K
$4.77M
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
44K+ 32.78% |
$4.74M - $4.77M
|
178K
$18.8M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.8K+ 13.21% |
$4.71M - $4.74M
|
375K
$39.6M
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
BUY
|
- |
42.5K+ 185.55% |
$4.57M - $4.6M
|
65.4K
$6.9M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
41.3K+ 484.16% |
$4.44M - $4.46M
|
49.8K
$5.25M
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
40KNew |
$4.31M - $4.33M
|
40K
$4.22M
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37.1KNew |
$3.99M - $4.01M
|
37.1K
$3.91M
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
35.4KNew |
$3.8M - $3.83M
|
35.4K
$3.73M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.1K+ 86.39% |
$3.77M - $3.8M
|
75.7K
$7.99M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.7K+ 30.47% |
$3.63M - $3.65M
|
144K
$15.2M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3K+ 18.73% |
$3.58M - $3.6M
|
211K
$22.3M
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33.1K+ 34.68% |
$3.56M - $3.58M
|
129K
$13.6M
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
33K+ 35.31% |
$3.55M - $3.57M
|
127K
$13.4M
|
|
May 06, 2021
Q1 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
32.8K+ 384.65% |
$3.53M - $3.55M
|
41.4K
$4.37M
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
29.2K+ 35.65% |
$3.14M - $3.16M
|
111K
$11.7M
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
28.6KNew |
$3.07M - $3.09M
|
28.6K
$3.01M
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
28.4K+ 258.66% |
$3.06M - $3.08M
|
39.4K
$4.16M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
26.9KNew |
$2.9M - $2.91M
|
26.9K
$2.84M
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
26.2K+ 2566.83% |
$2.82M - $2.84M
|
27.3K
$2.88M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25.1KNew |
$2.7M - $2.71M
|
25.1K
$2.65M
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25KNew |
$2.69M - $2.71M
|
25K
$2.64M
|
|
Apr 29, 2021
Q1 2021
|
Jordan Park Group LLC
|
BUY
|
- |
23.9K+ 36.88% |
$2.58M - $2.59M
|
88.9K
$9.38M
|
|
Apr 20, 2021
Q1 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
23.7K+ 56.71% |
$2.54M - $2.56M
|
65.4K
$6.9M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
22.5K+ 176.4% |
$2.42M - $2.44M
|
35.3K
$3.72M
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
21.6K+ 45.37% |
$2.33M - $2.34M
|
69.3K
$7.31M
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
20.4K+ 34.23% |
$2.19M - $2.2M
|
79.9K
$8.43M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.7K+ 97.1% |
$1.9M - $1.91M
|
35.9K
$3.79M
|
|
May 07, 2021
Q1 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 35.75% |
$1.76M - $1.77M
|
62.1K
$6.56M
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
15.7K+ 81.79% |
$1.69M - $1.7M
|
35K
$3.69M
|