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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q2 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-27- 1.35% |
$2.84K - $2.92K
|
1.97K
$208K
|
|
|
Aug 05, 2020
Q2 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-30- 0.11% |
$3.16K - $3.24K
|
28.3K
$2.99M
|
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 8.39% |
$3.68K - $3.78K
|
382
$40.3K
|
|
|
Jul 31, 2020
Q2 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-38- 0.93% |
$4K - $4.1K
|
4.04K
$426K
|
|
|
Aug 11, 2020
Q2 2020
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-50- 0.81% |
$5.26K - $5.4K
|
6.15K
$649K
|
|
|
Aug 11, 2020
Q2 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-57- 0.25% |
$6K - $6.16K
|
22.6K
$2.39M
|
|
|
Jul 23, 2020
Q2 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-61- 0.59% |
$6.42K - $6.59K
|
10.2K
$1.08M
|
|
|
Jul 15, 2020
Q2 2020
|
Capital Insight Partners, LLC
|
SELL
|
- |
-70- 0.29% |
$7.37K - $7.56K
|
24K
$2.54M
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-71- 0.2% |
$7.47K - $7.67K
|
36.3K
$3.83M
|
|
|
Aug 03, 2020
Q2 2020
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-71- 0.3% |
$7.47K - $7.67K
|
23.6K
$2.49M
|
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-98- 1.7% |
$10.3K - $10.6K
|
5.67K
$598K
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-100- 20.88% |
$10.5K - $10.8K
|
379
$40K
|
|
|
Aug 11, 2020
Q2 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-102- 2.59% |
$10.7K - $11K
|
3.83K
$404K
|
|
|
Jul 08, 2020
Q2 2020
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-105- 4.04% |
$11.1K - $11.3K
|
2.5K
$263K
|
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-105- 0.95% |
$11.1K - $11.3K
|
11K
$1.16M
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-106- 1.83% |
$11.2K - $11.4K
|
5.68K
$599K
|
|
|
Aug 03, 2020
Q2 2020
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-142- 0.68% |
$14.9K - $15.3K
|
20.6K
$2.17M
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-150- 12.23% |
$15.8K - $16.2K
|
1.08K
$114K
|
|
|
Jul 17, 2020
Q2 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-154Closed |
$16.2K - $16.6K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-196- 0.14% |
$20.6K - $21.2K
|
142K
$14.9M
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-214- 4.68% |
$22.5K - $23.1K
|
4.36K
$460K
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-270- 3.79% |
$28.4K - $29.2K
|
6.85K
$723K
|
|
|
Aug 06, 2020
Q2 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-280- 7.12% |
$29.5K - $30.2K
|
3.66K
$386K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-291- 35.27% |
$30.6K - $31.4K
|
534
$56.4K
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-300- 31.58% |
$31.6K - $32.4K
|
650
$68.6K
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-308- 7.16% |
$32.4K - $33.3K
|
4K
$422K
|
|
|
Aug 11, 2020
Q2 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-328- 4.4% |
$34.5K - $35.4K
|
7.13K
$752K
|
|
|
Aug 13, 2020
Q2 2020
|
Fca Corp
Houston, TX |
SELL
|
- |
-330- 4.34% |
$34.7K - $35.6K
|
7.27K
$767K
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-371- 2.48% |
$39.1K - $40.1K
|
14.6K
$1.54M
|
|
|
Jul 20, 2020
Q2 2020
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-464- 3.53% |
$48.8K - $50.1K
|
12.7K
$1.34M
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-479- 3.35% |
$50.4K - $51.7K
|
13.8K
$1.46M
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-500- 62.81% |
$52.6K - $54K
|
296
$31.2K
|
|
|
Dec 10, 2020
Q2 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-557- 13.43% |
$58.6K - $60.2K
|
3.59K
$379K
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-626- 2.82% |
$65.9K - $67.6K
|
21.6K
$2.28M
|
|
|
Jul 23, 2020
Q2 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-634- 6.94% |
$66.7K - $68.5K
|
8.5K
$897K
|
|
|
Aug 03, 2020
Q2 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-762- 14.12% |
$80.2K - $82.3K
|
4.63K
$489K
|
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
SELL
|
- |
-782- 2.2% |
$82.3K - $84.4K
|
34.8K
$3.68M
|
|
|
Jul 10, 2020
Q2 2020
|
Curbstone Financial Management Corp
|
SELL
|
- |
-850- 0.99% |
$89.5K - $91.8K
|
85K
$8.97M
|
|
|
Aug 14, 2020
Q2 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-879- 22.04% |
$92.5K - $94.9K
|
3.11K
$328K
|
|
|
Jul 28, 2020
Q2 2020
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-905- 6.59% |
$95.3K - $97.7K
|
12.8K
$1.35M
|
|
|
Aug 12, 2020
Q2 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-931- 5.28% |
$98K - $101K
|
16.7K
$1.76M
|
|
|
Aug 14, 2020
Q2 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1K- 4.75% |
$105K - $108K
|
20.1K
$2.12M
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 42.76% |
$112K - $114K
|
1.42K
$150K
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 5.44% |
$121K - $124K
|
20K
$2.11M
|
|
|
Aug 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.25KClosed |
$132K - $135K
|
0
$0
|
|
|
Aug 20, 2020
Q2 2020
|
Financial Insights, Inc.
|
SELL
|
- |
-1.36K- 70.54% |
$143K - $146K
|
566
$59.7K
|
|
|
Jul 06, 2020
Q2 2020
|
Windsor Group LTD
|
SELL
|
- |
-1.38K- 1.22% |
$145K - $148K
|
111K
$11.8M
|
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 91.12% |
$148K - $152K
|
137
$14.5K
|
|
|
Jul 24, 2020
Q2 2020
|
James Investment Research Inc
|
SELL
|
- |
-1.43K- 2.8% |
$150K - $154K
|
49.6K
$5.23M
|
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.51K- 3.16% |
$159K - $163K
|
46.3K
$4.89M
|