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 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
51New |
$5.49K - $5.52K
|
51
$5.38K
|
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
45+ 0.39% |
$4.84K - $4.87K
|
11.5K
$1.21M
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
45+ 0.16% |
$4.84K - $4.87K
|
28K
$2.96M
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
42New |
$4.52K - $4.55K
|
42
$4.43K
|
|
|
Apr 20, 2021
Q1 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
41+ 0.8% |
$4.41K - $4.44K
|
5.18K
$547K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 10.15% |
$3.55K - $3.57K
|
358
$37.8K
|
|
|
Apr 26, 2021
Q1 2021
|
Mc Adam, LLC
|
BUY
|
- |
30+ 1.52% |
$3.23K - $3.25K
|
2.01K
$212K
|
|
|
May 05, 2021
Q1 2021
|
Sp Asset Management
|
BUY
|
- |
10+ 0.07% |
$1.08K - $1.08K
|
13.4K
$1.42M
|
|
|
May 12, 2021
Q1 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$860 - $866
|
18.9K
$1.99M
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8+ 0.15% |
$860 - $866
|
5.2K
$549K
|
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.19% |
$538 - $541
|
2.69K
$284K
|
|
|
Apr 14, 2021
Q1 2021
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.13% |
$323 - $325
|
2.35K
$248K
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.21% |
$215 - $216
|
975
$103K
|
|
|
Apr 14, 2021
Q1 2021
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.05% |
$215 - $216
|
3.71K
$391K
|
|
|
May 14, 2021
Q1 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2+ 0.1% |
$215 - $216
|
2.01K
$212K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $108
|
2.83K
$299K
|
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 1.3% |
$108 - $108
|
78
$8.23K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.03% |
$108 - $108
|
3.84K
$405K
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $108
|
13.3K
$1.4M
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-12- 1.36% |
$1.29K - $1.3K
|
873
$92.1K
|
|
|
May 14, 2021
Q1 2021
|
Apexium Financial, LP
|
SELL
|
- |
-15- 0.32% |
$1.61K - $1.62K
|
4.69K
$495K
|
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25- 0.75% |
$2.69K - $2.71K
|
3.31K
$349K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-29- 2.87% |
$3.12K - $3.14K
|
980
$103K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30- 0.49% |
$3.23K - $3.25K
|
6.11K
$644K
|
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-34- 0.39% |
$3.66K - $3.68K
|
8.68K
$916K
|
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
SELL
|
- |
-51- 1.33% |
$5.49K - $5.52K
|
3.77K
$398K
|
|
|
Apr 30, 2021
Q1 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-60- 1.34% |
$6.45K - $6.49K
|
4.42K
$467K
|
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-69- 3.57% |
$7.42K - $7.47K
|
1.86K
$197K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-70- 35.0% |
$7.53K - $7.58K
|
130
$13.7K
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-74- 2.29% |
$7.96K - $8.01K
|
3.16K
$333K
|
|
|
May 05, 2021
Q1 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-78- 0.26% |
$8.39K - $8.44K
|
30.4K
$3.2M
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-89- 22.47% |
$9.57K - $9.63K
|
307
$32.4K
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-90- 1.01% |
$9.68K - $9.74K
|
8.78K
$927K
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-93- 36.47% |
$10K - $10.1K
|
162
$17.1K
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-99Closed |
$10.6K - $10.7K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-100- 4.01% |
$10.8K - $10.8K
|
2.39K
$252K
|
|
|
May 14, 2021
Q1 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-108- 4.4% |
$11.6K - $11.7K
|
2.35K
$248K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-113Closed |
$12.2K - $12.2K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-118- 10.85% |
$12.7K - $12.8K
|
970
$102K
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-120- 2.37% |
$12.9K - $13K
|
4.95K
$523K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-139- 1.57% |
$15K - $15K
|
8.71K
$919K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-154- 0.2% |
$16.6K - $16.7K
|
77.8K
$8.21M
|
|
|
Apr 28, 2021
Q1 2021
|
Veery Capital, LLC
|
SELL
|
- |
-182- 1.7% |
$19.6K - $19.7K
|
10.5K
$1.11M
|
|
|
Apr 23, 2021
Q1 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-198- 4.88% |
$21.3K - $21.4K
|
3.86K
$407K
|
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-209- 2.41% |
$22.5K - $22.6K
|
8.46K
$893K
|
|
|
Apr 15, 2021
Q1 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-209- 3.85% |
$22.5K - $22.6K
|
5.21K
$550K
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-241- 9.71% |
$25.9K - $26.1K
|
2.24K
$236K
|
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-260- 3.63% |
$28K - $28.1K
|
6.89K
$728K
|
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
SELL
|
- |
-264- 1.6% |
$28.4K - $28.6K
|
16.2K
$1.71M
|
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-268- 1.14% |
$28.8K - $29K
|
23.3K
$2.46M
|