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 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-279- 5.75% |
$30K - $30.2K
|
4.57K
$483K
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-316- 10.84% |
$34K - $34.2K
|
2.6K
$274K
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-322- 20.87% |
$34.6K - $34.8K
|
1.22K
$129K
|
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-333Closed |
$35.8K - $36K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-340- 13.47% |
$36.6K - $36.8K
|
2.19K
$231K
|
|
|
May 17, 2021
Q1 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-341- 8.9% |
$36.7K - $36.9K
|
3.49K
$368K
|
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
SELL
|
- |
-350- 7.09% |
$37.6K - $37.9K
|
4.59K
$484K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-370Closed |
$39.8K - $40K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-373- 19.79% |
$40.1K - $40.4K
|
1.51K
$160K
|
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-375- 12.06% |
$40.3K - $40.6K
|
2.74K
$289K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-398- 4.82% |
$42.8K - $43.1K
|
7.85K
$829K
|
|
|
May 06, 2021
Q1 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-400- 11.92% |
$43K - $43.3K
|
2.96K
$312K
|
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-422- 16.86% |
$45.4K - $45.7K
|
2.08K
$220K
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-436- 5.95% |
$46.9K - $47.2K
|
6.9K
$728K
|
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-446- 2.07% |
$48K - $48.3K
|
21.1K
$2.22M
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-448- 3.45% |
$48.2K - $48.5K
|
12.5K
$1.32M
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 24.39% |
$53.8K - $54.1K
|
1.55K
$164K
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500Closed |
$53.8K - $54.1K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-517- 6.95% |
$55.6K - $55.9K
|
6.92K
$730K
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-549- 1.74% |
$59.1K - $59.4K
|
30.9K
$3.27M
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-611- 12.02% |
$65.7K - $66.1K
|
4.47K
$472K
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-667Closed |
$71.7K - $72.2K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-728- 2.82% |
$78.3K - $78.8K
|
25.1K
$2.65M
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-733- 1.48% |
$78.8K - $79.3K
|
48.6K
$5.13M
|
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-780- 5.48% |
$83.9K - $84.4K
|
13.4K
$1.42M
|
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-850- 30.63% |
$91.4K - $92K
|
1.93K
$203K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-889- 32.96% |
$95.6K - $96.2K
|
1.81K
$191K
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-899- 17.56% |
$96.7K - $97.3K
|
4.22K
$446K
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-901Closed |
$96.9K - $97.5K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-913- 16.96% |
$98.2K - $98.8K
|
4.47K
$472K
|
|
|
May 11, 2021
Q1 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-992Closed |
$107K - $107K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-997- 17.45% |
$107K - $108K
|
4.72K
$498K
|
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-1K- 2.2% |
$108K - $108K
|
44.5K
$4.7M
|
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.02K- 23.13% |
$110K - $111K
|
3.4K
$359K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.05K- 14.88% |
$113K - $114K
|
6.01K
$634K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.09K- 5.08% |
$117K - $118K
|
20.3K
$2.14M
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.15KClosed |
$124K - $124K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.17K- 4.66% |
$125K - $126K
|
23.8K
$2.52M
|
|
|
May 12, 2021
Q1 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.25K- 14.01% |
$134K - $135K
|
7.67K
$809K
|
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 21.8% |
$137K - $137K
|
4.56K
$481K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 15.1% |
$137K - $138K
|
7.15K
$754K
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.31K- 18.4% |
$141K - $142K
|
5.82K
$615K
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.32K- 11.06% |
$141K - $142K
|
10.6K
$1.12M
|
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.35K- 24.53% |
$145K - $146K
|
4.16K
$439K
|
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.4K- 20.28% |
$151K - $152K
|
5.5K
$581K
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.46K- 98.12% |
$157K - $158K
|
28
$2.96K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.49K- 4.64% |
$160K - $161K
|
30.6K
$3.23M
|
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-1.53K- 33.3% |
$165K - $166K
|
3.07K
$324K
|
|
|
May 17, 2021
Q1 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.54KClosed |
$166K - $167K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.56K- 7.63% |
$168K - $169K
|
18.9K
$2M
|