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 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
4.33K+ 6.04% |
$466K - $469K
|
76K
$8.02M
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.21K+ 23.48% |
$453K - $456K
|
22.2K
$2.34M
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
4.2KNew |
$452K - $455K
|
4.2K
$444K
|
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.12K+ 37.31% |
$443K - $446K
|
15.2K
$1.6M
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.04KNew |
$434K - $437K
|
4.04K
$426K
|
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
BUY
|
- |
4.01K+ 32.23% |
$431K - $434K
|
16.5K
$1.74M
|
|
|
Apr 28, 2021
Q1 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4KNew |
$430K - $433K
|
4K
$422K
|
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$430K - $433K
|
4K
$422K
|
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.91K+ 114.26% |
$421K - $423K
|
7.33K
$774K
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.9KNew |
$419K - $422K
|
3.9K
$411K
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.85KNew |
$414K - $416K
|
3.85K
$406K
|
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.67K+ 197.2% |
$394K - $397K
|
5.53K
$583K
|
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.58K+ 19.1% |
$385K - $387K
|
22.3K
$2.35M
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.52KNew |
$379K - $381K
|
3.52K
$372K
|
|
|
Apr 19, 2021
Q1 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.45K+ 86.25% |
$371K - $373K
|
7.45K
$786K
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.24KNew |
$348K - $351K
|
3.24K
$342K
|
|
|
Apr 14, 2021
Q1 2021
|
Cypress Capital Group
|
BUY
|
- |
3.24K+ 12.9% |
$348K - $350K
|
28.3K
$2.99M
|
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
BUY
|
- |
3.22K+ 9.17% |
$346K - $348K
|
38.3K
$4.04M
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
3.06KNew |
$329K - $331K
|
3.06K
$323K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.05K+ 44.18% |
$328K - $330K
|
9.96K
$1.05M
|
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.9K+ 3.35% |
$312K - $314K
|
89.6K
$9.45M
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.87KNew |
$309K - $310K
|
2.87K
$303K
|
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.85K+ 93.82% |
$307K - $309K
|
5.89K
$622K
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.8K+ 49.46% |
$302K - $303K
|
8.47K
$894K
|
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 18.09% |
$293K - $295K
|
17.8K
$1.88M
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.72K+ 9.96% |
$293K - $295K
|
30.1K
$3.17M
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.7KNew |
$291K - $292K
|
2.7K
$285K
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.66K+ 21.09% |
$286K - $288K
|
15.3K
$1.61M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.6KNew |
$279K - $281K
|
2.6K
$274K
|
|
|
Apr 12, 2021
Q1 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
2.59KNew |
$279K - $281K
|
2.59K
$274K
|
|
|
Apr 26, 2021
Q1 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.56KNew |
$275K - $277K
|
2.56K
$270K
|
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.56K+ 23.69% |
$275K - $277K
|
13.3K
$1.41M
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.54K+ 11.27% |
$273K - $275K
|
25.1K
$2.65M
|
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.5K+ 177.38% |
$269K - $271K
|
3.91K
$413K
|
|
|
May 06, 2021
Q1 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.5KNew |
$269K - $271K
|
2.5K
$264K
|
|
|
May 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.47K+ 61.22% |
$265K - $267K
|
6.49K
$685K
|
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.39K+ 2.46% |
$257K - $259K
|
99.5K
$10.5M
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
2.36K+ 55.87% |
$253K - $255K
|
6.57K
$693K
|
|
|
Apr 13, 2021
Q1 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.34K+ 13.98% |
$251K - $253K
|
19K
$2.01M
|
|
|
May 10, 2021
Q1 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.3K+ 61.33% |
$247K - $249K
|
6.05K
$639K
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.3K+ 73.59% |
$247K - $249K
|
5.42K
$572K
|
|
|
May 14, 2021
Q1 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.28KNew |
$245K - $246K
|
2.28K
$240K
|
|
|
May 05, 2021
Q1 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.26KNew |
$243K - $244K
|
2.26K
$238K
|
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
2.25K+ 6.13% |
$242K - $244K
|
39K
$4.12M
|
|
|
Apr 28, 2021
Q1 2021
|
Howland Capital Management LLC
|
BUY
|
- |
2.25KNew |
$242K - $243K
|
2.25K
$237K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.25K+ 22.18% |
$242K - $243K
|
12.4K
$1.31M
|
|
|
May 27, 2021
Q1 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 20.09% |
$237K - $238K
|
13.2K
$1.39M
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.13K+ 16.92% |
$229K - $231K
|
14.7K
$1.55M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12KNew |
$228K - $230K
|
2.12K
$224K
|
|
|
Apr 30, 2021
Q1 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.08KNew |
$224K - $225K
|
2.08K
$220K
|