Purchases and Sales Made in Q2 2020 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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 15, 2020 Q2 2020
Avantax Planning Partners, Inc.

SELL
 -
-1.62K
- 6.38%
$171K - $175K
23.8K $2.51M
Aug 11, 2020 Q2 2020
Horan Securities, Inc.

SELL
 -
-1.66K
- 23.89%
$175K - $179K
5.28K $558K
Jul 29, 2020 Q2 2020
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.75K
- 9.71%
$185K - $189K
16.3K $1.72M
Aug 12, 2020 Q2 2020
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-1.9K
Closed
$200K - $205K
0 $0
Aug 11, 2020 Q2 2020
Wealthquest Corp

Cincinnati, OH
SELL
 -
-1.91K
Closed
$201K - $206K
0 $0
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
SELL
 -
-1.95K
Closed
$205K - $211K
0 $0
Aug 07, 2020 Q2 2020
Efficient Advisors, LLC

SELL
 -
-2.04K
- 4.68%
$215K - $220K
41.5K $4.38M
Jul 31, 2020 Q2 2020
Grimes & Company, Inc.

SELL
 -
-2.13K
Closed
$224K - $230K
0 $0
Jul 21, 2020 Q2 2020
Highland Private Wealth Management

SELL
 -
-2.14K
- 28.9%
$225K - $231K
5.25K $554K
Jul 31, 2020 Q2 2020
Xml Financial, LLC

SELL
 -
-2.17K
Closed
$228K - $234K
0 $0
Jul 07, 2020 Q2 2020
Private Trust CO Na

SELL
 -
-2.19K
Closed
$231K - $237K
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-2.23K
Closed
$235K - $241K
0 $0
Aug 13, 2020 Q2 2020
Elmwood Wealth Management, Inc.

SELL
 -
-2.25K
- 15.14%
$236K - $243K
12.6K $1.33M
May 18, 2021 Q2 2020
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-2.37K
Closed
$249K - $256K
0 $0
Aug 13, 2020 Q2 2020
55 I, LLC

Boston, MA
SELL
 -
-2.51K
- 50.43%
$264K - $271K
2.47K $260K
Aug 05, 2020 Q2 2020
Svb Wealth LLC

Boston, MA
SELL
 -
-2.7K
Closed
$284K - $291K
0 $0
Aug 14, 2020 Q2 2020
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-2.72K
- 7.04%
$286K - $294K
35.9K $3.79M
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-2.82K
- 70.11%
$297K - $305K
1.2K $127K
Aug 07, 2020 Q2 2020
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-2.83K
- 79.58%
$297K - $305K
725 $76.5K
Jul 29, 2020 Q2 2020
V Wealth Advisors LLC

SELL
 -
-3.04K
Closed
$320K - $328K
0 $0
Aug 12, 2020 Q2 2020
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-3.52K
- 8.63%
$370K - $380K
37.2K $3.93M
Jul 31, 2020 Q2 2020
Jordan Park Group LLC

SELL
 -
-3.53K
- 5.2%
$372K - $382K
64.4K $6.8M
Jul 30, 2020 Q2 2020
Huntington National Bank

Columbus, OH
SELL
 -
-3.72K
- 26.03%
$391K - $401K
10.6K $1.11M
Aug 04, 2020 Q2 2020
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-3.86K
- 5.82%
$407K - $417K
62.5K $6.6M
Aug 13, 2020 Q2 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-3.96K
- 5.83%
$417K - $428K
64K $6.75M
Jul 29, 2020 Q2 2020
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-3.96K
Closed
$417K - $428K
0 $0
Aug 03, 2020 Q2 2020
Bernardo Wealth Planning LLC

SELL
 -
-4.03K
- 60.63%
$424K - $435K
2.62K $276K
Aug 10, 2020 Q2 2020
Donoghue Forlines LLC

SELL
 -
-4.13K
- 8.71%
$435K - $446K
43.3K $4.57M
Aug 14, 2020 Q2 2020
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-4.5K
Closed
$473K - $486K
0 $0
Sep 07, 2021 Q2 2020
Geneos Wealth Management Inc.

SELL
 -
-4.6K
- 59.0%
$484K - $496K
3.19K $337K
Aug 13, 2020 Q2 2020
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-5K
Closed
$526K - $540K
0 $0
Jul 31, 2020 Q2 2020
Columbus Macro, LLC

SELL
 -
-5.02K
- 15.94%
$528K - $542K
26.5K $2.79M
Aug 14, 2020 Q2 2020
Northwestern Mutual Wealth Management CO

SELL
 -
-5.17K
- 16.59%
$544K - $558K
26K $2.74M
Aug 11, 2020 Q2 2020
Inscription Capital, LLC

Houston, TX
SELL
 -
-5.24K
- 24.0%
$552K - $566K
16.6K $1.75M
Jul 28, 2020 Q2 2020
Prairie View Partners, LLC

SELL
 -
-5.47K
- 19.65%
$576K - $590K
22.4K $2.36M
Aug 14, 2020 Q2 2020
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-5.83K
- 10.07%
$613K - $629K
52K $5.49M
Jul 10, 2020 Q2 2020
Whittier Trust CO

SELL
 -
-5.95K
- 49.09%
$626K - $642K
6.17K $651K
Aug 17, 2020 Q2 2020
Wealthsource Partners, LLC

SELL
 -
-6.26K
- 21.96%
$658K - $675K
22.2K $2.35M
Aug 03, 2020 Q2 2020
Arkfeld Wealth Strategies, L.L.C.

SELL
 -
-6.65K
- 60.18%
$700K - $718K
4.4K $464K
Jul 14, 2020 Q2 2020
Raub Brock Capital Management LP

SELL
 -
-6.67K
Closed
$702K - $720K
0 $0
Aug 14, 2020 Q2 2020
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-7.21K
- 56.1%
$759K - $778K
5.64K $595K
Aug 14, 2020 Q2 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-8.59K
Closed
$904K - $928K
0 $0
Aug 10, 2020 Q2 2020
Windham Capital Management, LLC

SELL
 -
-9.66K
- 2.24%
$1.02M - $1.04M
420K $44.4M
Jul 14, 2020 Q2 2020
Icon Wealth Partners, LLC

SELL
 -
-9.72K
Closed
$1.02M - $1.05M
0 $0
Aug 07, 2020 Q2 2020
Jacobsen Capital Management

SELL
 -
-9.94K
Closed
$1.05M - $1.07M
0 $0
Aug 14, 2020 Q2 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-10.2K
- 13.66%
$1.07M - $1.1M
64.4K $6.79M
Aug 14, 2020 Q2 2020
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-12.3K
- 5.74%
$1.3M - $1.33M
202K $21.3M
Aug 17, 2020 Q2 2020
Private Advisor Group, LLC

SELL
 -
-13.3K
- 47.01%
$1.4M - $1.44M
15K $1.58M
Aug 14, 2020 Q2 2020
Sp Asset Management

SELL
 -
-13.4K
Closed
$1.41M - $1.44M
0 $0

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