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
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.23K+ 36.8% |
$235K - $241K
|
8.29K
$875K
|
|
|
Jul 23, 2020
Q2 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.2KNew |
$232K - $238K
|
2.2K
$233K
|
|
|
Aug 14, 2020
Q2 2020
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.14KNew |
$225K - $231K
|
2.14K
$226K
|
|
|
Jul 29, 2020
Q2 2020
|
Everett Harris & CO
|
BUY
|
- |
2KNew |
$211K - $216K
|
2K
$211K
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.99KNew |
$210K - $215K
|
1.99K
$210K
|
|
|
Jul 31, 2020
Q2 2020
|
Mc Adam, LLC
|
BUY
|
- |
1.99KNew |
$209K - $214K
|
1.99K
$210K
|
|
|
Aug 13, 2020
Q2 2020
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.98K+ 6.09% |
$208K - $213K
|
34.4K
$3.64M
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$207K - $212K
|
1.96K
$207K
|
|
|
Aug 13, 2020
Q2 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.95K+ 53.51% |
$205K - $211K
|
5.6K
$591K
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.88KNew |
$197K - $202K
|
1.88K
$198K
|
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.86KNew |
$195K - $201K
|
1.86K
$196K
|
|
|
Aug 26, 2020
Q2 2020
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.7K+ 56.33% |
$179K - $184K
|
4.73K
$499K
|
|
|
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
BUY
|
- |
1.66K+ 7.32% |
$175K - $179K
|
24.3K
$2.57M
|
|
|
Aug 14, 2020
Q2 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.65K+ 2.2% |
$173K - $178K
|
76.4K
$8.07M
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.6K+ 85.45% |
$169K - $173K
|
3.48K
$367K
|
|
|
Aug 13, 2020
Q2 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.57K+ 41.15% |
$165K - $169K
|
5.38K
$568K
|
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 7.39% |
$159K - $163K
|
21.9K
$2.31M
|
|
|
Jul 06, 2020
Q2 2020
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.5K+ 35.29% |
$158K - $162K
|
5.75K
$607K
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
1.41K+ 1026.28% |
$148K - $152K
|
1.54K
$163K
|
|
|
Jul 31, 2020
Q2 2020
|
Grove Bank & Trust
|
BUY
|
- |
1.41K+ 9.35% |
$148K - $152K
|
16.4K
$1.73M
|
|
|
Jul 24, 2020
Q2 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.41K+ 49.18% |
$148K - $152K
|
4.26K
$450K
|
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
BUY
|
- |
1.25K+ 45.09% |
$131K - $135K
|
4.02K
$424K
|
|
|
Jul 02, 2020
Q2 2020
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.18KNew |
$124K - $127K
|
1.18K
$125K
|
|
|
Aug 14, 2020
Q2 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.18K+ 6.5% |
$124K - $127K
|
19.3K
$2.04M
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 3.39% |
$122K - $125K
|
35.4K
$3.73M
|
|
|
Aug 14, 2020
Q2 2020
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.06K+ 14.42% |
$112K - $114K
|
8.41K
$888K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
947+ 1.48% |
$99.7K - $102K
|
64.8K
$6.84M
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
914+ 72.14% |
$96.2K - $98.7K
|
2.18K
$230K
|
|
|
Aug 11, 2020
Q2 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
880New |
$92.6K - $95K
|
880
$92.9K
|
|
|
Jul 28, 2020
Q2 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
878+ 23.03% |
$92.4K - $94.8K
|
4.69K
$495K
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
868+ 12.09% |
$91.4K - $93.7K
|
8.05K
$849K
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
848+ 17.08% |
$89.3K - $91.6K
|
5.81K
$614K
|
|
|
Aug 04, 2020
Q2 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
790+ 6.5% |
$83.2K - $85.3K
|
12.9K
$1.37M
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
776+ 47.55% |
$81.7K - $83.8K
|
2.41K
$254K
|
|
|
Aug 04, 2020
Q2 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
775+ 6.43% |
$81.6K - $83.7K
|
12.8K
$1.35M
|
|
|
Aug 13, 2020
Q2 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
750New |
$79K - $81K
|
750
$79.2K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
732New |
$77.1K - $79K
|
732
$77.3K
|
|
|
Aug 06, 2020
Q2 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
718+ 2.04% |
$75.6K - $77.5K
|
35.9K
$3.79M
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
644New |
$67.8K - $69.5K
|
644
$68K
|
|
|
Aug 17, 2020
Q2 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
631+ 0.15% |
$66.4K - $68.1K
|
424K
$44.7M
|
|
|
Aug 14, 2020
Q2 2020
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
605+ 29.64% |
$63.7K - $65.3K
|
2.65K
$279K
|
|
|
Aug 10, 2020
Q2 2020
|
Emerald Advisors, LLC
|
BUY
|
- |
599+ 5.24% |
$63.1K - $64.7K
|
12K
$1.27M
|
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
574+ 7.97% |
$60.4K - $62K
|
7.77K
$820K
|
|
|
Aug 11, 2020
Q2 2020
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
558New |
$58.7K - $60.3K
|
558
$58.9K
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
525+ 10.09% |
$55.3K - $56.7K
|
5.73K
$604K
|
|
|
Aug 11, 2020
Q2 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
460+ 6.22% |
$48.4K - $49.7K
|
7.86K
$830K
|
|
|
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
BUY
|
- |
451+ 7.82% |
$47.5K - $48.7K
|
6.22K
$656K
|
|
|
Jul 14, 2020
Q2 2020
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
438+ 7.88% |
$46.1K - $47.3K
|
6K
$633K
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
414+ 7.05% |
$43.6K - $44.7K
|
6.28K
$663K
|
|
|
Aug 10, 2020
Q2 2020
|
Girard Partners Ltd.
|
BUY
|
- |
397+ 10.41% |
$41.8K - $42.9K
|
4.21K
$444K
|