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 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.95K+ 4.29% |
$210K - $211K
|
47.4K
$5.01M
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.84K+ 1.2% |
$198K - $199K
|
155K
$16.4M
|
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.83K+ 5.06% |
$196K - $198K
|
37.9K
$4M
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.8K+ 6.6% |
$194K - $195K
|
29.1K
$3.07M
|
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.8K+ 31.9% |
$193K - $194K
|
7.43K
$784K
|
|
|
May 12, 2021
Q1 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
1.75K+ 0.53% |
$188K - $190K
|
335K
$35.4M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
1.66K+ 7.81% |
$178K - $179K
|
22.8K
$2.41M
|
|
|
Apr 14, 2021
Q1 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.57K+ 15.64% |
$169K - $170K
|
11.6K
$1.23M
|
|
|
May 10, 2021
Q1 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.56K+ 15.87% |
$168K - $169K
|
11.4K
$1.2M
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.54K+ 15.45% |
$165K - $166K
|
11.5K
$1.21M
|
|
|
Dec 28, 2021
Q1 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.43K+ 1.61% |
$154K - $155K
|
90.3K
$9.53M
|
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.43K+ 20.74% |
$154K - $155K
|
8.31K
$877K
|
|
|
May 05, 2021
Q1 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 72.02% |
$150K - $150K
|
3.32K
$350K
|
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.36K+ 2.65% |
$146K - $147K
|
52.4K
$5.53M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 7.29% |
$143K - $144K
|
19.6K
$2.07M
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.31K+ 89.2% |
$141K - $142K
|
2.79K
$294K
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.24KNew |
$134K - $135K
|
1.24K
$131K
|
|
|
May 04, 2021
Q1 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.23K+ 13.39% |
$132K - $133K
|
10.4K
$1.1M
|
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.1K+ 4.9% |
$119K - $119K
|
23.6K
$2.49M
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.08K+ 138.97% |
$117K - $117K
|
1.86K
$197K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.07K+ 7.13% |
$115K - $116K
|
16.1K
$1.7M
|
|
|
Apr 29, 2021
Q1 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.03K+ 1.69% |
$111K - $111K
|
61.9K
$6.53M
|
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.02K+ 13.55% |
$109K - $110K
|
8.52K
$899K
|
|
|
May 03, 2021
Q1 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1K+ 17.29% |
$108K - $108K
|
6.79K
$716K
|
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
925+ 20.78% |
$99.5K - $100K
|
5.38K
$568K
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
924+ 16.31% |
$99.4K - $100K
|
6.59K
$695K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
915+ 1.43% |
$98.4K - $99K
|
65K
$6.86M
|
|
|
May 25, 2021
Q1 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
904+ 33.33% |
$97.2K - $97.8K
|
3.62K
$382K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
876+ 2.31% |
$94.2K - $94.8K
|
38.8K
$4.09M
|
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
792+ 6.72% |
$85.2K - $85.7K
|
12.6K
$1.33M
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
760New |
$81.7K - $82.2K
|
760
$80.2K
|
|
|
Apr 29, 2021
Q1 2021
|
Wealth Architects, LLC
|
BUY
|
- |
731+ 25.76% |
$78.6K - $79.1K
|
3.57K
$377K
|
|
|
Apr 15, 2021
Q1 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
726+ 9.72% |
$78.1K - $78.6K
|
8.2K
$865K
|
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
710+ 13.85% |
$76.4K - $76.8K
|
5.84K
$616K
|
|
|
May 07, 2021
Q1 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
687+ 22.23% |
$73.9K - $74.3K
|
3.78K
$399K
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
686+ 2.8% |
$73.8K - $74.2K
|
25.2K
$2.66M
|
|
|
Apr 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
686+ 11.49% |
$73.8K - $74.2K
|
6.66K
$703K
|
|
|
May 10, 2021
Q1 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
650+ 17.81% |
$69.9K - $70.3K
|
4.3K
$454K
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
632+ 7.62% |
$68K - $68.4K
|
8.92K
$942K
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
606+ 4.63% |
$65.2K - $65.6K
|
13.7K
$1.45M
|
|
|
Apr 05, 2021
Q1 2021
|
Boltwood Capital Management
|
BUY
|
- |
600+ 15.27% |
$64.5K - $64.9K
|
4.53K
$478K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
588+ 45.02% |
$63.2K - $63.6K
|
1.89K
$200K
|
|
|
Apr 19, 2021
Q1 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
582+ 3.36% |
$62.6K - $63K
|
17.9K
$1.89M
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
555+ 33.06% |
$59.7K - $60.1K
|
2.23K
$236K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
549+ 11.73% |
$59.1K - $59.4K
|
5.23K
$552K
|
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
534+ 2.16% |
$57.4K - $57.8K
|
25.2K
$2.66M
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
529New |
$56.9K - $57.2K
|
529
$55.8K
|
|
|
Apr 22, 2021
Q1 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
522+ 22.18% |
$56.1K - $56.5K
|
2.88K
$304K
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
BUY
|
- |
517+ 9.49% |
$55.6K - $55.9K
|
5.97K
$630K
|
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
510+ 5.22% |
$54.9K - $55.2K
|
10.3K
$1.09M
|