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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
506+ 3.08% |
$54.5K - $54.7K
|
16.9K
$1.79M
|
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
501+ 15.09% |
$53.9K - $54.1K
|
3.82K
$403K
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
476+ 0.38% |
$51.2K - $51.4K
|
127K
$13.4M
|
|
|
Aug 09, 2021
Q2 2021
|
Wealth Architects, LLC
|
BUY
|
- |
462+ 12.94% |
$49.7K - $49.9K
|
4.03K
$425K
|
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
456+ 17.81% |
$49.1K - $49.3K
|
3.02K
$318K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
431+ 1539.29% |
$46.4K - $46.6K
|
459
$48.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Rice Partnership, LLC
|
BUY
|
- |
419New |
$45.1K - $45.3K
|
419
$44.2K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
399New |
$43K - $43.1K
|
399
$42.1K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
390+ 7.46% |
$42K - $42.1K
|
5.62K
$593K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
385+ 7.1% |
$41.4K - $41.6K
|
5.81K
$613K
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
BUY
|
- |
379+ 3.23% |
$40.8K - $40.9K
|
12.1K
$1.28M
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
354+ 1.41% |
$38.1K - $38.2K
|
25.5K
$2.69M
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
350+ 140.0% |
$37.7K - $37.8K
|
600
$63.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
322+ 0.93% |
$34.7K - $34.8K
|
34.9K
$3.69M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
311+ 13.91% |
$33.5K - $33.6K
|
2.55K
$269K
|
|
|
Jul 28, 2021
Q2 2021
|
Grove Bank & Trust
|
BUY
|
- |
300+ 0.82% |
$32.3K - $32.4K
|
36.7K
$3.88M
|
|
|
Aug 06, 2021
Q2 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
300+ 4.96% |
$32.3K - $32.4K
|
6.35K
$670K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$32.3K - $32.4K
|
300
$31.6K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
292+ 6.31% |
$31.4K - $31.5K
|
4.92K
$519K
|
|
|
Jul 28, 2021
Q2 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
255+ 5.93% |
$27.5K - $27.5K
|
4.56K
$481K
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
249New |
$26.8K - $26.9K
|
249
$26.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
203+ 5.82% |
$21.9K - $21.9K
|
3.69K
$389K
|
|
|
Aug 03, 2021
Q2 2021
|
Highland Private Wealth Management
|
BUY
|
- |
189+ 3.14% |
$20.3K - $20.4K
|
6.2K
$654K
|
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
180+ 0.81% |
$19.4K - $19.4K
|
22.5K
$2.37M
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
179+ 2.41% |
$19.3K - $19.3K
|
7.61K
$802K
|
|
|
Aug 16, 2021
Q2 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
177+ 0.99% |
$19.1K - $19.1K
|
18.1K
$1.91M
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
161+ 60.53% |
$17.3K - $17.4K
|
427
$45K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
160+ 1.51% |
$17.2K - $17.3K
|
10.7K
$1.13M
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
160+ 7.0% |
$17.2K - $17.3K
|
2.45K
$258K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
144+ 3.17% |
$15.5K - $15.6K
|
4.69K
$494K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
141+ 2.85% |
$15.2K - $15.2K
|
5.09K
$537K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
140+ 36.36% |
$15.1K - $15.1K
|
525
$55.4K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
137+ 1.33% |
$14.7K - $14.8K
|
10.4K
$1.1M
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
116+ 1.77% |
$12.5K - $12.5K
|
6.68K
$705K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
104New |
$11.2K - $11.2K
|
104
$11K
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
99New |
$10.7K - $10.7K
|
99
$10.4K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
96+ 0.63% |
$10.3K - $10.4K
|
15.4K
$1.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
92New |
$9.9K - $9.94K
|
92
$9.71K
|
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
81+ 0.99% |
$8.72K - $8.75K
|
8.24K
$869K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
79+ 0.21% |
$8.51K - $8.53K
|
37.1K
$3.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
78New |
$8.4K - $8.42K
|
78
$8.23K
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
78+ 1.88% |
$8.4K - $8.42K
|
4.24K
$447K
|
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
75+ 1.29% |
$8.07K - $8.1K
|
5.91K
$623K
|
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
75+ 1.65% |
$8.07K - $8.1K
|
4.61K
$486K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 3.87% |
$7.97K - $7.99K
|
1.98K
$209K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71+ 0.58% |
$7.64K - $7.67K
|
12.2K
$1.29M
|
|
|
Jul 26, 2021
Q2 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
69+ 0.17% |
$7.43K - $7.45K
|
41.5K
$4.37M
|
|
|
Aug 04, 2021
Q2 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
62+ 1.25% |
$6.67K - $6.7K
|
5.04K
$531K
|
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
60+ 0.21% |
$6.46K - $6.48K
|
28.1K
$2.96M
|
|
|
Aug 06, 2021
Q2 2021
|
First National Trust CO
|
BUY
|
- |
50+ 2.06% |
$5.38K - $5.4K
|
2.48K
$261K
|