Purchases and Sales Made in Q2 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.22MNew |
$347M - $348M
|
3.22M
$340M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.3MNew |
$140M - $140M
|
1.3M
$137M
|
|
|
Aug 13, 2021
Q2 2021
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
554K+ 489.36% |
$59.6M - $59.8M
|
667K
$70.5M
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
353K+ 19.69% |
$38M - $38.1M
|
2.15M
$227M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
342K+ 10279.58% |
$36.9M - $37M
|
346K
$36.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
328K+ 23.68% |
$35.3M - $35.4M
|
1.71M
$181M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
191K+ 42.79% |
$20.5M - $20.6M
|
636K
$67.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
176KNew |
$18.9M - $19M
|
176K
$18.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
161K+ 15.12% |
$17.4M - $17.4M
|
1.23M
$130M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
119KNew |
$12.8M - $12.8M
|
119K
$12.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
109K+ 13.95% |
$11.7M - $11.7M
|
889K
$93.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
102K+ 198.59% |
$11M - $11M
|
153K
$16.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
91.6K+ 35.17% |
$9.86M - $9.89M
|
352K
$37.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87K+ 36.77% |
$9.37M - $9.4M
|
324K
$34.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
83.3K+ 64.37% |
$8.97M - $8.99M
|
213K
$22.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.4K+ 12.19% |
$8.11M - $8.14M
|
694K
$73.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.2K+ 35.67% |
$8.1M - $8.12M
|
286K
$30.2M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
65.9K+ 37881.03% |
$7.1M - $7.12M
|
66.1K
$6.98M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65K+ 45.02% |
$7M - $7.03M
|
210K
$22.1M
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
60K+ 18.71% |
$6.46M - $6.48M
|
380K
$40.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59.1K+ 593.52% |
$6.37M - $6.39M
|
69.1K
$7.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.2K+ 41.97% |
$6.26M - $6.28M
|
197K
$20.8M
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
53.8KNew |
$5.79M - $5.81M
|
53.8K
$5.69M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
52KNew |
$5.6M - $5.62M
|
52K
$5.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
50.8K+ 240.49% |
$5.47M - $5.49M
|
71.9K
$7.6M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43.8KNew |
$4.72M - $4.73M
|
43.8K
$4.63M
|
|
|
Jul 26, 2021
Q2 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
40.2K+ 26.48% |
$4.33M - $4.34M
|
192K
$20.3M
|
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
33K+ 50.42% |
$3.55M - $3.56M
|
98.3K
$10.4M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30.9K+ 27.87% |
$3.33M - $3.34M
|
142K
$15M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 6.3% |
$2.86M - $2.87M
|
448K
$47.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
26.1K+ 13.89% |
$2.81M - $2.82M
|
214K
$22.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.5K+ 9.48% |
$2.42M - $2.43M
|
260K
$27.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
19.9K+ 9.28% |
$2.14M - $2.14M
|
234K
$24.7M
|
|
|
Jul 29, 2021
Q2 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
19.6K+ 25.24% |
$2.11M - $2.12M
|
97.3K
$10.3M
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.4KNew |
$2.09M - $2.1M
|
19.4K
$2.05M
|
|
|
Jul 21, 2021
Q2 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
19.4KNew |
$2.09M - $2.09M
|
19.4K
$2.05M
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
19K+ 32.0% |
$2.05M - $2.05M
|
78.4K
$8.28M
|
|
|
Aug 11, 2021
Q2 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
18.6K+ 5.56% |
$2M - $2.01M
|
354K
$37.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
18.3K+ 305.92% |
$1.97M - $1.97M
|
24.2K
$2.56M
|
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
17.6K+ 107.07% |
$1.9M - $1.9M
|
34.1K
$3.6M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.6K+ 30.25% |
$1.79M - $1.79M
|
71.4K
$7.55M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
16.4K+ 46.48% |
$1.77M - $1.77M
|
51.7K
$5.46M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.2K+ 5.89% |
$1.74M - $1.75M
|
291K
$30.7M
|
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
16KNew |
$1.72M - $1.73M
|
16K
$1.69M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8K+ 3.95% |
$1.6M - $1.6M
|
390K
$41.3M
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.3K+ 3.13% |
$1.54M - $1.55M
|
472K
$49.9M
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$1.5M - $1.51M
|
13.9K
$1.47M
|
|
|
Jul 15, 2021
Q2 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
13.5KNew |
$1.45M - $1.46M
|
13.5K
$1.43M
|
|
|
Oct 02, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13.4KNew |
$1.44M - $1.45M
|
13.4K
$1.42M
|
|
|
Aug 16, 2021
Q2 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 16.47% |
$1.38M - $1.38M
|
90.5K
$9.56M
|