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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.57K- 5.53% |
$168K - $169K
|
26.8K
$2.82M
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.57K- 6.45% |
$169K - $170K
|
22.8K
$2.41M
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.63K- 43.87% |
$175K - $176K
|
2.08K
$220K
|
|
May 10, 2021
Q1 2021
|
West Coast Financial LLC
|
SELL
|
- |
-1.65K- 30.91% |
$178K - $179K
|
3.69K
$390K
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.8K- 1.71% |
$194K - $195K
|
104K
$10.9M
|
|
May 13, 2021
Q1 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.83K- 4.41% |
$197K - $198K
|
39.7K
$4.19M
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.88KClosed |
$202K - $203K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.9KClosed |
$205K - $206K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.97KClosed |
$212K - $213K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.04KClosed |
$219K - $220K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.13K- 28.15% |
$230K - $231K
|
5.45K
$575K
|
|
May 17, 2021
Q1 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.15KClosed |
$232K - $233K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.18K- 55.48% |
$234K - $235K
|
1.75K
$184K
|
|
Apr 09, 2021
Q1 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.21K- 3.91% |
$238K - $239K
|
54.3K
$5.73M
|
|
Apr 15, 2021
Q1 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.32KClosed |
$249K - $251K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.37KClosed |
$255K - $257K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.45K- 13.0% |
$264K - $265K
|
16.4K
$1.73M
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.71K- 47.84% |
$291K - $293K
|
2.96K
$312K
|
|
Apr 26, 2021
Q1 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.74K- 19.26% |
$295K - $297K
|
11.5K
$1.21M
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.81K- 16.07% |
$302K - $304K
|
14.7K
$1.55M
|
|
May 13, 2021
Q1 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.85KClosed |
$307K - $309K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.87K- 39.94% |
$309K - $311K
|
4.32K
$455K
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3KClosed |
$323K - $325K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.05K- 36.59% |
$328K - $330K
|
5.29K
$558K
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
SELL
|
- |
-3.09K- 8.82% |
$332K - $334K
|
31.9K
$3.37M
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.55K- 35.22% |
$382K - $384K
|
6.53K
$689K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.68KClosed |
$396K - $398K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.76K- 10.09% |
$405K - $407K
|
33.5K
$3.54M
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.42K- 13.79% |
$475K - $478K
|
27.6K
$2.91M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.63K- 67.44% |
$498K - $501K
|
2.24K
$236K
|
|
May 07, 2021
Q1 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.64K- 12.15% |
$500K - $503K
|
33.6K
$3.54M
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.67KClosed |
$503K - $506K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-5.11K- 10.63% |
$549K - $552K
|
42.9K
$4.53M
|
|
May 13, 2021
Q1 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-5.61K- 38.59% |
$603K - $607K
|
8.92K
$942K
|
|
May 06, 2021
Q1 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.78K- 37.25% |
$621K - $625K
|
9.73K
$1.03M
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.88K- 31.97% |
$847K - $852K
|
16.8K
$1.77M
|
|
May 17, 2021
Q1 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8.1K- 52.77% |
$871K - $876K
|
7.25K
$765K
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.1K- 27.4% |
$872K - $877K
|
21.5K
$2.27M
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.31K- 37.82% |
$893K - $899K
|
13.7K
$1.44M
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-8.45K- 52.74% |
$909K - $915K
|
7.58K
$800K
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9K- 13.16% |
$968K - $974K
|
59.4K
$6.27M
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
SELL
|
- |
-9.92K- 5.98% |
$1.07M - $1.07M
|
156K
$16.5M
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.6K- 4.4% |
$1.46M - $1.47M
|
295K
$31.1M
|
|
May 14, 2021
Q1 2021
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-13.6KClosed |
$1.46M - $1.47M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-15.1K- 47.86% |
$1.62M - $1.63M
|
16.4K
$1.74M
|
|
May 14, 2021
Q1 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-17.1K- 15.53% |
$1.84M - $1.85M
|
92.9K
$9.8M
|
|
Apr 23, 2021
Q1 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-19K- 76.68% |
$2.04M - $2.05M
|
5.78K
$610K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21K- 73.09% |
$2.26M - $2.27M
|
7.72K
$815K
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-22.9KClosed |
$2.46M - $2.48M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.2K- 56.26% |
$2.82M - $2.83M
|
20.3K
$2.15M
|