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 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
15.3K+ 236.61% |
$1.65M - $1.66M
|
21.8K
$2.3M
|
|
|
Apr 26, 2021
Q1 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
15.3K+ 236.61% |
$1.65M - $1.66M
|
21.8K
$2.3M
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14.5K+ 14.61% |
$1.56M - $1.57M
|
114K
$12M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 27.26% |
$1.54M - $1.55M
|
66.9K
$7.06M
|
|
|
May 17, 2021
Q1 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.1K+ 28.2% |
$1.52M - $1.53M
|
64.1K
$6.76M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8K+ 33.74% |
$1.49M - $1.5M
|
54.8K
$5.79M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 2.27% |
$1.47M - $1.48M
|
618K
$65.3M
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 19.62% |
$1.47M - $1.48M
|
83.2K
$8.78M
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.5K+ 12.28% |
$1.45M - $1.46M
|
123K
$13M
|
|
|
May 20, 2021
Q1 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
13.3KNew |
$1.43M - $1.44M
|
13.3K
$1.4M
|
|
|
May 03, 2021
Q1 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
13.2K+ 167.47% |
$1.42M - $1.43M
|
21.1K
$2.23M
|
|
|
May 17, 2021
Q1 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.6K+ 58.68% |
$1.35M - $1.36M
|
34K
$3.58M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 18.4% |
$1.33M - $1.34M
|
79.7K
$8.41M
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.9K+ 45.77% |
$1.28M - $1.29M
|
37.9K
$4M
|
|
|
May 03, 2021
Q1 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
11.7K+ 32.04% |
$1.26M - $1.27M
|
48.2K
$5.09M
|
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.3K+ 32.94% |
$1.22M - $1.23M
|
45.8K
$4.83M
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 489.0% |
$1.19M - $1.2M
|
13.3K
$1.41M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 8.63% |
$1.18M - $1.19M
|
139K
$14.6M
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 25.12% |
$1.12M - $1.12M
|
51.8K
$5.46M
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 68.41% |
$1.09M - $1.09M
|
24.9K
$2.62M
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
10K+ 4.91% |
$1.08M - $1.08M
|
214K
$22.6M
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.71KNew |
$1.04M - $1.05M
|
9.71K
$1.02M
|
|
|
May 11, 2021
Q1 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
9.6K+ 77.83% |
$1.03M - $1.04M
|
21.9K
$2.32M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
9.5K+ 37.8% |
$1.02M - $1.03M
|
34.6K
$3.65M
|
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
9.11KNew |
$980K - $986K
|
9.11K
$961K
|
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.47KNew |
$911K - $917K
|
8.47K
$894K
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.24K+ 24.73% |
$886K - $891K
|
41.5K
$4.38M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 38.23% |
$850K - $855K
|
28.6K
$3.02M
|
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.7K+ 74.68% |
$828K - $833K
|
18K
$1.9M
|
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.43K+ 20.03% |
$799K - $804K
|
44.5K
$4.7M
|
|
|
Mar 23, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.03K+ 21.67% |
$756K - $761K
|
39.5K
$4.17M
|
|
|
Oct 02, 2024
Q1 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.97KNew |
$749K - $754K
|
6.97K
$735K
|
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.93K+ 6723.3% |
$745K - $749K
|
7.03K
$742K
|
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.67KNew |
$718K - $722K
|
6.67K
$704K
|
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.3K+ 3.09% |
$678K - $682K
|
211K
$22.2M
|
|
|
Apr 28, 2021
Q1 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.24K+ 22.55% |
$671K - $676K
|
33.9K
$3.58M
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
BUY
|
- |
6.22K+ 7.24% |
$668K - $673K
|
92K
$9.71M
|
|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
BUY
|
- |
5.7KNew |
$613K - $617K
|
5.7K
$602K
|
|
|
Apr 23, 2021
Q1 2021
|
Grove Bank & Trust
|
BUY
|
- |
5.68K+ 18.47% |
$611K - $615K
|
36.4K
$3.85M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.59K+ 35.83% |
$601K - $605K
|
21.2K
$2.24M
|
|
|
Apr 14, 2021
Q1 2021
|
Private Capital Management LLC
|
BUY
|
- |
5.58KNew |
$600K - $604K
|
5.58K
$589K
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
5.42K+ 25.05% |
$583K - $586K
|
27K
$2.86M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.09K+ 105.39% |
$547K - $551K
|
9.91K
$1.05M
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.98K+ 17.86% |
$536K - $539K
|
32.9K
$3.47M
|
|
|
Apr 14, 2021
Q1 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.98KNew |
$535K - $538K
|
4.98K
$525K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.91K+ 234.03% |
$528K - $531K
|
7.01K
$740K
|
|
|
Apr 30, 2021
Q1 2021
|
Single Point Partners, LLC
|
BUY
|
- |
4.57K+ 9.89% |
$492K - $495K
|
50.8K
$5.37M
|
|
|
Jun 17, 2024
Q1 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.53KNew |
$488K - $491K
|
4.53K
$478K
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.44K+ 2.42% |
$478K - $481K
|
188K
$19.9M
|
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.37KNew |
$469K - $472K
|
4.37K
$461K
|