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 |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
483+ 5.26% |
$52K - $52.3K
|
9.67K
$1.02M
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
451+ 30.91% |
$48.5K - $48.8K
|
1.91K
$202K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
450+ 1.66% |
$48.4K - $48.7K
|
27.6K
$2.91M
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
450+ 1.66% |
$48.4K - $48.7K
|
27.6K
$2.91M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
446+ 27.63% |
$48K - $48.3K
|
2.06K
$217K
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
429+ 5.53% |
$46.1K - $46.4K
|
8.19K
$864K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
401+ 9.5% |
$43.1K - $43.4K
|
4.62K
$488K
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
392+ 20.7% |
$42.2K - $42.4K
|
2.29K
$241K
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
388+ 17.43% |
$41.7K - $42K
|
2.61K
$276K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
385New |
$41.4K - $41.7K
|
385
$40.6K
|
|
May 13, 2021
Q1 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
350+ 3.96% |
$37.6K - $37.9K
|
9.2K
$971K
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
323+ 0.41% |
$34.7K - $35K
|
79K
$8.34M
|
|
May 17, 2021
Q1 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
323+ 1.13% |
$34.7K - $35K
|
28.8K
$3.04M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
322+ 26.37% |
$34.6K - $34.8K
|
1.54K
$163K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
320+ 1.6% |
$34.4K - $34.6K
|
20.3K
$2.14M
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
315+ 5.17% |
$33.9K - $34.1K
|
6.4K
$676K
|
|
May 14, 2021
Q1 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
305+ 1.88% |
$32.8K - $33K
|
16.5K
$1.74M
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
284+ 6.92% |
$30.5K - $30.7K
|
4.39K
$463K
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
282New |
$30.3K - $30.5K
|
282
$29.8K
|
|
Apr 15, 2021
Q1 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
260+ 1.92% |
$28K - $28.1K
|
13.8K
$1.46M
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
259+ 6.18% |
$27.9K - $28K
|
4.45K
$469K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
257New |
$27.6K - $27.8K
|
257
$27.1K
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
256+ 4.53% |
$27.5K - $27.7K
|
5.91K
$623K
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
241+ 7.8% |
$25.9K - $26.1K
|
3.33K
$351K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
236+ 5.96% |
$25.4K - $25.5K
|
4.2K
$443K
|
|
Apr 12, 2021
Q1 2021
|
Highland Private Wealth Management
|
BUY
|
- |
236+ 4.08% |
$25.4K - $25.5K
|
6.01K
$635K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232+ 0.45% |
$25K - $25.1K
|
51.2K
$5.41M
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
212+ 4.9% |
$22.8K - $22.9K
|
4.54K
$479K
|
|
Apr 26, 2021
Q1 2021
|
Ballast Advisors LLC
|
BUY
|
- |
203+ 5.96% |
$21.8K - $22K
|
3.61K
$381K
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
200New |
$21.5K - $21.6K
|
200
$21.1K
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
BUY
|
- |
200+ 17.94% |
$21.5K - $21.6K
|
1.32K
$139K
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
196+ 3.08% |
$21.1K - $21.2K
|
6.57K
$693K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
192+ 1.3% |
$20.7K - $20.8K
|
15K
$1.58M
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
187New |
$20.1K - $20.2K
|
187
$19.7K
|
|
May 10, 2021
Q1 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 1.16% |
$19.1K - $19.3K
|
15.6K
$1.64M
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
170+ 1.65% |
$18.3K - $18.4K
|
10.5K
$1.11M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
166+ 4.1% |
$17.9K - $18K
|
4.21K
$445K
|
|
Apr 23, 2021
Q1 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
160+ 5.13% |
$17.2K - $17.3K
|
3.28K
$346K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
143+ 0.88% |
$15.4K - $15.5K
|
16.4K
$1.74M
|
|
May 13, 2021
Q1 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
141+ 6.42% |
$15.2K - $15.3K
|
2.34K
$247K
|
|
Apr 20, 2021
Q1 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
137+ 0.97% |
$14.7K - $14.8K
|
14.3K
$1.51M
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
135+ 1.35% |
$14.5K - $14.6K
|
10.2K
$1.07M
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
133+ 324.39% |
$14.3K - $14.4K
|
174
$18.4K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
131+ 1.09% |
$14.1K - $14.2K
|
12.2K
$1.29M
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
111New |
$11.9K - $12K
|
111
$11.7K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
103New |
$11.1K - $11.1K
|
103
$10.9K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
97+ 3.72% |
$10.4K - $10.5K
|
2.71K
$286K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
88+ 1.28% |
$9.47K - $9.52K
|
6.94K
$733K
|
|
Apr 08, 2021
Q1 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
54+ 0.67% |
$5.81K - $5.84K
|
8.16K
$861K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
52+ 9.81% |
$5.59K - $5.63K
|
582
$61.4K
|