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 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
375+ 375.0% |
$39.5K - $40.5K
|
475
$50.1K
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
370+ 1.95% |
$38.9K - $40K
|
19.4K
$2.05M
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
370+ 8.77% |
$38.9K - $40K
|
4.59K
$484K
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
320New |
$33.7K - $34.6K
|
320
$33.8K
|
|
|
Jul 28, 2020
Q2 2020
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
309+ 6.6% |
$32.5K - $33.4K
|
4.99K
$527K
|
|
|
Aug 14, 2020
Q2 2020
|
Principle Wealth Partners LLC
|
BUY
|
- |
300New |
$31.6K - $32.4K
|
300
$31.7K
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
280+ 7.74% |
$29.5K - $30.2K
|
3.9K
$412K
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
275+ 30.39% |
$28.9K - $29.7K
|
1.18K
$125K
|
|
|
Aug 03, 2020
Q2 2020
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
270+ 3.26% |
$28.4K - $29.2K
|
8.56K
$904K
|
|
|
Aug 04, 2020
Q2 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
245+ 3.18% |
$25.8K - $26.5K
|
7.95K
$840K
|
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
240+ 4.03% |
$25.3K - $25.9K
|
6.19K
$654K
|
|
|
Aug 12, 2020
Q2 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
240+ 9.33% |
$25.3K - $25.9K
|
2.81K
$297K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
225+ 3.68% |
$23.7K - $24.3K
|
6.33K
$668K
|
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
BUY
|
- |
224+ 2.11% |
$23.6K - $24.2K
|
10.9K
$1.15M
|
|
|
Jul 31, 2020
Q2 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
211+ 0.19% |
$22.2K - $22.8K
|
112K
$11.8M
|
|
|
Jul 17, 2020
Q2 2020
|
Winthrop Advisory Group LLC
|
BUY
|
- |
175+ 0.73% |
$18.4K - $18.9K
|
24.2K
$2.56M
|
|
|
Aug 05, 2020
Q2 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
167+ 3.12% |
$17.6K - $18K
|
5.51K
$582K
|
|
|
Aug 06, 2020
Q2 2020
|
Bull Street Advisors, LLC
|
BUY
|
- |
150+ 6.52% |
$15.8K - $16.2K
|
2.45K
$259K
|
|
|
Aug 17, 2020
Q2 2020
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
147+ 0.58% |
$15.5K - $15.9K
|
25.4K
$2.68M
|
|
|
Jul 31, 2020
Q2 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
107+ 3.91% |
$11.3K - $11.6K
|
2.85K
$300K
|
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 5.41% |
$5.26K - $5.4K
|
975
$103K
|
|
|
Aug 13, 2020
Q2 2020
|
Rice Partnership, LLC
|
BUY
|
- |
49+ 21.78% |
$5.16K - $5.29K
|
274
$28.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36+ 0.63% |
$3.79K - $3.89K
|
5.76K
$608K
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33+ 0.59% |
$3.47K - $3.56K
|
5.66K
$597K
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
28+ 0.7% |
$2.95K - $3.02K
|
4K
$422K
|
|
|
Aug 03, 2020
Q2 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
26+ 0.37% |
$2.74K - $2.81K
|
7.02K
$741K
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
25+ 1.65% |
$2.63K - $2.7K
|
1.54K
$163K
|
|
|
Aug 07, 2020
Q2 2020
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
23+ 0.91% |
$2.42K - $2.48K
|
2.54K
$268K
|
|
|
Aug 13, 2020
Q2 2020
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
19+ 0.37% |
$2K - $2.05K
|
5.16K
$544K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18+ 0.95% |
$1.89K - $1.94K
|
1.91K
$202K
|
|
|
Aug 10, 2020
Q2 2020
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.35% |
$1.47K - $1.51K
|
3.98K
$420K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.35% |
$1.26K - $1.3K
|
3.47K
$367K
|
|
|
Aug 12, 2020
Q2 2020
|
Sja Financial Advisory, LLC
|
BUY
|
- |
9+ 0.36% |
$947 - $972
|
2.48K
$261K
|
|
|
Aug 06, 2020
Q2 2020
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.34% |
$947 - $972
|
2.68K
$282K
|
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 16.0% |
$842 - $864
|
58
$6.12K
|
|
|
Jul 07, 2020
Q2 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.33% |
$737 - $756
|
2.12K
$224K
|
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.13% |
$421 - $432
|
3.11K
$329K
|
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.42% |
$105 - $108
|
239
$25.2K
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$105 - $108
|
4.12K
$435K
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.19% |
$211 - $216
|
1.03K
$109K
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.05% |
$421 - $432
|
7.36K
$777K
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4Closed |
$421 - $432
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5- 0.22% |
$526 - $540
|
2.23K
$235K
|
|
|
Jul 10, 2020
Q2 2020
|
Moneywise, Inc.
|
SELL
|
- |
-7- 0.29% |
$737 - $756
|
2.43K
$256K
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-7- 0.24% |
$737 - $756
|
2.97K
$313K
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
SELL
|
- |
-8- 0.39% |
$842 - $864
|
2.02K
$213K
|
|
|
Jul 16, 2020
Q2 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-15- 0.07% |
$1.58K - $1.62K
|
22.7K
$2.39M
|
|
|
Jul 27, 2020
Q2 2020
|
Kwmg, LLC
|
SELL
|
- |
-19- 0.2% |
$2K - $2.05K
|
9.26K
$977K
|
|
|
Aug 07, 2020
Q2 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-25- 0.06% |
$2.63K - $2.7K
|
44.3K
$4.68M
|
|
|
Aug 13, 2020
Q2 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-27- 19.57% |
$2.84K - $2.92K
|
111
$11.7K
|