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 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27KClosed |
$2.9M - $2.92M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-28.6KClosed |
$3.07M - $3.09M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.8K- 42.6% |
$3.1M - $3.12M
|
38.8K
$4.1M
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.3K- 42.22% |
$3.26M - $3.28M
|
41.5K
$4.38M
|
|
|
May 17, 2021
Q1 2021
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-32.5K- 48.23% |
$3.5M - $3.52M
|
34.9K
$3.68M
|
|
|
Apr 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-33.7K- 16.34% |
$3.63M - $3.65M
|
173K
$18.2M
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-41K- 89.55% |
$4.41M - $4.44M
|
4.79K
$505K
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-42.8KClosed |
$4.6M - $4.63M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-58.3K- 44.99% |
$6.27M - $6.31M
|
71.3K
$7.53M
|
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
SELL
|
- |
-66K- 35.18% |
$7.1M - $7.14M
|
122K
$12.8M
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-75.7K- 8.19% |
$8.14M - $8.19M
|
848K
$89.5M
|
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-92K- 65.79% |
$9.89M - $9.95M
|
47.8K
$5.05M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-603K- 79.15% |
$64.9M - $65.3M
|
159K
$16.8M
|