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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
7.06KNew |
$743K - $762K
|
7.06K
$745K
|
|
|
Jul 09, 2020
Q2 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
6.89K+ 43.75% |
$726K - $744K
|
22.6K
$2.39M
|
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.5KNew |
$684K - $702K
|
6.5K
$686K
|
|
|
Jul 22, 2020
Q2 2020
|
Apexium Financial, LP
|
BUY
|
- |
6.36KNew |
$669K - $686K
|
6.36K
$671K
|
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.17K+ 11.69% |
$650K - $666K
|
58.9K
$6.22M
|
|
|
Jul 21, 2020
Q2 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.02K+ 39.76% |
$634K - $650K
|
21.2K
$2.23M
|
|
|
Jul 10, 2020
Q2 2020
|
Cypress Capital Group
|
BUY
|
- |
6.01K+ 40.86% |
$633K - $649K
|
20.7K
$2.19M
|
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.98K+ 57.84% |
$629K - $645K
|
16.3K
$1.72M
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.87K+ 61.42% |
$618K - $634K
|
15.4K
$1.63M
|
|
|
Jul 13, 2020
Q2 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
5.85K+ 18.01% |
$616K - $632K
|
38.3K
$4.05M
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.67KNew |
$596K - $612K
|
5.67K
$598K
|
|
|
Jul 20, 2020
Q2 2020
|
Apella Capital, LLC
|
BUY
|
- |
5.65K+ 29.17% |
$595K - $610K
|
25K
$2.64M
|
|
|
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
BUY
|
- |
5.31KNew |
$559K - $573K
|
5.31K
$560K
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
5.15K+ 218.0% |
$542K - $556K
|
7.51K
$792K
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.08K+ 267.16% |
$534K - $548K
|
6.98K
$736K
|
|
|
Jul 24, 2020
Q2 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5.02K+ 127.26% |
$528K - $542K
|
8.96K
$946K
|
|
|
Jul 13, 2020
Q2 2020
|
Piershale Financial Group, Inc.
|
BUY
|
- |
4.85KNew |
$511K - $524K
|
4.85K
$512K
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.74K+ 2.93% |
$499K - $512K
|
167K
$17.6M
|
|
|
Aug 10, 2020
Q2 2020
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.64KNew |
$488K - $501K
|
4.64K
$490K
|
|
|
Jun 17, 2024
Q2 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.53KNew |
$477K - $490K
|
4.53K
$478K
|
|
|
Aug 05, 2020
Q2 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.48K+ 130.42% |
$472K - $484K
|
7.92K
$835K
|
|
|
Aug 20, 2020
Q2 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.28KNew |
$451K - $463K
|
4.28K
$452K
|
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.19KNew |
$441K - $452K
|
4.19K
$442K
|
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.11K+ 7089.66% |
$433K - $444K
|
4.17K
$440K
|
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
4.02K+ 110.62% |
$423K - $434K
|
7.66K
$808K
|
|
|
Jul 21, 2020
Q2 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.97KNew |
$418K - $429K
|
3.97K
$419K
|
|
|
Aug 12, 2020
Q2 2020
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.8K+ 99.01% |
$400K - $410K
|
7.63K
$805K
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
BUY
|
- |
3.67KNew |
$386K - $396K
|
3.67K
$387K
|
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 33.39% |
$383K - $393K
|
14.5K
$1.53M
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
BUY
|
- |
3.38KNew |
$355K - $365K
|
3.38K
$356K
|
|
|
Aug 12, 2020
Q2 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.38KNew |
$355K - $364K
|
3.38K
$356K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.32KNew |
$349K - $358K
|
3.32K
$350K
|
|
|
Aug 05, 2020
Q2 2020
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.18KNew |
$334K - $343K
|
3.18K
$335K
|
|
|
Jul 09, 2020
Q2 2020
|
Legacy Private Trust Co.
|
BUY
|
- |
3.16K+ 95.23% |
$332K - $341K
|
6.47K
$683K
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.15K+ 21.46% |
$331K - $340K
|
17.8K
$1.88M
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
BUY
|
- |
3.14KNew |
$331K - $339K
|
3.14K
$332K
|
|
|
Jul 30, 2020
Q2 2020
|
Single Point Partners, LLC
|
BUY
|
- |
3.13K+ 7.64% |
$329K - $338K
|
44.1K
$4.65M
|
|
|
Jul 14, 2020
Q2 2020
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.04K+ 103.02% |
$320K - $328K
|
5.99K
$632K
|
|
|
Aug 12, 2020
Q2 2020
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.89K+ 61.48% |
$304K - $312K
|
7.59K
$801K
|
|
|
Jul 21, 2020
Q2 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.7KNew |
$284K - $292K
|
2.7K
$285K
|
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
BUY
|
- |
2.69KNew |
$283K - $290K
|
2.69K
$284K
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.65K+ 41.96% |
$278K - $286K
|
8.95K
$945K
|
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.59KNew |
$273K - $280K
|
2.59K
$274K
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.57KNew |
$271K - $278K
|
2.57K
$271K
|
|
|
Aug 13, 2020
Q2 2020
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.5KNew |
$263K - $270K
|
2.5K
$264K
|
|
|
Aug 11, 2020
Q2 2020
|
Pds Planning, Inc
|
BUY
|
- |
2.49K+ 7.97% |
$263K - $269K
|
33.8K
$3.57M
|
|
|
Aug 07, 2020
Q2 2020
|
Dakota Wealth Management
|
BUY
|
- |
2.35K+ 8.27% |
$248K - $254K
|
30.8K
$3.25M
|
|
|
Jul 30, 2020
Q2 2020
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.33KNew |
$245K - $251K
|
2.33K
$246K
|
|
|
Jul 09, 2020
Q2 2020
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$244K - $250K
|
2.32K
$244K
|
|
|
Aug 03, 2020
Q2 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.26KNew |
$238K - $244K
|
2.26K
$239K
|