Purchases and Sales Made in Q2 2020 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
BUY
|
- |
242K+ 1098.84% |
$25.5M - $26.1M
|
264K
$27.9M
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
- |
169K+ 28.11% |
$17.8M - $18.2M
|
769K
$81.2M
|
|
Jul 21, 2020
Q2 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
162KNew |
$17.1M - $17.5M
|
162K
$17.1M
|
|
Aug 06, 2020
Q2 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
155K+ 5323.64% |
$16.4M - $16.8M
|
158K
$16.7M
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
- |
128K+ 8.81% |
$13.5M - $13.8M
|
1.58M
$167M
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
120K+ 1671.21% |
$12.7M - $13M
|
127K
$13.4M
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86.2KNew |
$9.07M - $9.31M
|
86.2K
$9.1M
|
|
Aug 13, 2020
Q2 2020
|
Amg National Trust Bank
|
BUY
|
- |
76.7KNew |
$8.07M - $8.28M
|
76.7K
$8.1M
|
|
Jul 15, 2020
Q2 2020
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
69.4K+ 52.04% |
$7.3M - $7.49M
|
203K
$21.4M
|
|
Aug 11, 2020
Q2 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
68.7K+ 4.36% |
$7.24M - $7.42M
|
1.64M
$174M
|
|
Aug 10, 2020
Q2 2020
|
Slow Capital, Inc.
|
BUY
|
- |
66.1K+ 211.02% |
$6.96M - $7.14M
|
97.4K
$10.3M
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.3K+ 38.13% |
$6.25M - $6.41M
|
215K
$22.7M
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.3K+ 12.31% |
$5.92M - $6.08M
|
514K
$54.2M
|
|
Jul 31, 2020
Q2 2020
|
Comerica Bank
|
BUY
|
- |
53.2K+ 63.29% |
$5.61M - $5.75M
|
137K
$14.5M
|
|
Aug 14, 2020
Q2 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
42.5KNew |
$4.47M - $4.59M
|
42.5K
$4.48M
|
|
Aug 13, 2020
Q2 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.3K+ 130.83% |
$4.03M - $4.14M
|
67.6K
$7.13M
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7K+ 128.57% |
$3.76M - $3.86M
|
63.5K
$6.71M
|
|
Aug 14, 2020
Q2 2020
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32KNew |
$3.37M - $3.46M
|
32K
$3.38M
|
|
Jul 29, 2020
Q2 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
31.8KNew |
$3.34M - $3.43M
|
31.8K
$3.35M
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
BUY
|
- |
30.3K+ 20.27% |
$3.19M - $3.27M
|
180K
$19M
|
|
Aug 10, 2020
Q2 2020
|
Allen Investment Management LLC
|
BUY
|
- |
29.5K+ 63.96% |
$3.11M - $3.19M
|
75.7K
$8M
|
|
Jul 20, 2020
Q2 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
26.7K+ 372.86% |
$2.81M - $2.89M
|
33.9K
$3.58M
|
|
Aug 05, 2021
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.5KNew |
$2.78M - $2.86M
|
26.5K
$2.79M
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
26K+ 332.69% |
$2.74M - $2.81M
|
33.8K
$3.57M
|
|
Aug 13, 2020
Q2 2020
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
24.6KNew |
$2.59M - $2.66M
|
24.6K
$2.6M
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23.2K+ 165.04% |
$2.45M - $2.51M
|
37.3K
$3.94M
|
|
Aug 13, 2020
Q2 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.8K+ 27.94% |
$2.19M - $2.25M
|
95.3K
$10.1M
|
|
Aug 14, 2020
Q2 2020
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
20.2K+ 19.31% |
$2.12M - $2.18M
|
125K
$13.1M
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
20.1K+ 58.29% |
$2.11M - $2.17M
|
54.5K
$5.75M
|
|
Jul 28, 2020
Q2 2020
|
Lutz Financial Services LLC
|
BUY
|
- |
17.6KNew |
$1.85M - $1.9M
|
17.6K
$1.86M
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.9KNew |
$1.78M - $1.83M
|
16.9K
$1.79M
|
|
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.8KNew |
$1.77M - $1.81M
|
16.8K
$1.77M
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4K+ 29.26% |
$1.73M - $1.78M
|
72.6K
$7.67M
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 6.31% |
$1.71M - $1.75M
|
274K
$28.9M
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 14.58% |
$1.55M - $1.59M
|
116K
$12.2M
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
14.2K+ 8.81% |
$1.5M - $1.54M
|
176K
$18.6M
|
|
Sep 22, 2020
Q2 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.8KNew |
$1.46M - $1.49M
|
13.8K
$1.46M
|
|
Aug 14, 2020
Q2 2020
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
13.5KNew |
$1.42M - $1.46M
|
13.5K
$1.42M
|
|
Jul 21, 2020
Q2 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
10.7K+ 11.98% |
$1.13M - $1.16M
|
100K
$10.6M
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.88K+ 9.0% |
$1.04M - $1.07M
|
120K
$12.6M
|
|
Aug 14, 2020
Q2 2020
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9.45K+ 31.26% |
$995K - $1.02M
|
39.7K
$4.19M
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.27K+ 75.14% |
$975K - $1M
|
21.6K
$2.28M
|
|
Aug 12, 2020
Q2 2020
|
Old Mission Capital LLC
|
BUY
|
- |
8.11KNew |
$854K - $876K
|
8.11K
$856K
|
|
Aug 13, 2020
Q2 2020
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8K+ 36.85% |
$842K - $863K
|
29.7K
$3.13M
|
|
Aug 11, 2020
Q2 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
7.75K+ 24.78% |
$816K - $837K
|
39K
$4.12M
|
|
Jul 08, 2020
Q2 2020
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.7KNew |
$810K - $831K
|
7.7K
$812K
|
|
Aug 14, 2020
Q2 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.66K+ 52.29% |
$807K - $828K
|
22.3K
$2.36M
|
|
Aug 13, 2020
Q2 2020
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
7.27K+ 8.08% |
$765K - $785K
|
97.2K
$10.3M
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.19K+ 1.79% |
$756K - $776K
|
408K
$43.1M
|
|
Jul 13, 2020
Q2 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.16KNew |
$754K - $773K
|
7.16K
$756K
|