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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-225- 7.61% |
$24.2K - $24.3K
|
2.73K
$288K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-233- 0.6% |
$25.1K - $25.2K
|
38.6K
$4.07M
|
|
|
Jul 15, 2021
Q2 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-235- 3.93% |
$25.3K - $25.4K
|
5.75K
$606K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-241- 8.4% |
$25.9K - $26K
|
2.63K
$277K
|
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-247- 4.49% |
$26.6K - $26.7K
|
5.26K
$554K
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-250Closed |
$26.9K - $27K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-257Closed |
$27.7K - $27.8K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-268- 3.89% |
$28.9K - $28.9K
|
6.63K
$699K
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-275- 0.35% |
$29.6K - $29.7K
|
78.7K
$8.3M
|
|
|
Jul 26, 2021
Q2 2021
|
James Investment Research Inc
|
SELL
|
- |
-275- 0.57% |
$29.6K - $29.7K
|
48.4K
$5.1M
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-281- 41.26% |
$30.3K - $30.4K
|
400
$42.2K
|
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-281- 3.08% |
$30.3K - $30.4K
|
8.83K
$931K
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-282Closed |
$30.4K - $30.5K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-300- 6.58% |
$32.3K - $32.4K
|
4.26K
$449K
|
|
|
Jul 14, 2021
Q2 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-310- 1.47% |
$33.4K - $33.5K
|
20.8K
$2.19M
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-326- 1.97% |
$35.1K - $35.2K
|
16.2K
$1.71M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-337- 2.51% |
$36.3K - $36.4K
|
13.1K
$1.38M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-354- 13.09% |
$38.1K - $38.2K
|
2.35K
$248K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-419Closed |
$45.1K - $45.3K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-464- 21.87% |
$50K - $50.1K
|
1.66K
$175K
|
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-465- 17.93% |
$50.1K - $50.2K
|
2.13K
$224K
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-475Closed |
$51.1K - $51.3K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-493- 9.46% |
$53.1K - $53.2K
|
4.72K
$498K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-540- 6.15% |
$58.1K - $58.3K
|
8.24K
$869K
|
|
|
Aug 05, 2021
Q2 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-546- 2.89% |
$58.8K - $59K
|
18.3K
$1.93M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-582Closed |
$62.7K - $62.9K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-601- 33.24% |
$64.7K - $64.9K
|
1.21K
$127K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-611- 10.01% |
$65.8K - $66K
|
5.5K
$580K
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-639- 13.93% |
$68.8K - $69K
|
3.95K
$417K
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-650- 15.47% |
$70K - $70.2K
|
3.55K
$375K
|
|
|
Jul 19, 2021
Q2 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-700- 5.84% |
$75.4K - $75.6K
|
11.3K
$1.19M
|
|
|
Jul 29, 2021
Q2 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-739- 25.7% |
$79.6K - $79.8K
|
2.14K
$225K
|
|
|
Aug 06, 2021
Q2 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-765- 7.28% |
$82.4K - $82.6K
|
9.75K
$1.03M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-799- 23.51% |
$86K - $86.3K
|
2.6K
$274K
|
|
|
Aug 17, 2021
Q2 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-800- 12.32% |
$86.1K - $86.4K
|
5.69K
$601K
|
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-850- 8.36% |
$91.5K - $91.8K
|
9.32K
$983K
|
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-861- 1.9% |
$92.7K - $93K
|
44.4K
$4.68M
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-888- 18.56% |
$95.6K - $95.9K
|
3.9K
$411K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-895- 3.25% |
$96.4K - $96.7K
|
26.7K
$2.81M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-896- 3.25% |
$96.5K - $96.8K
|
26.7K
$2.81M
|
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-900- 10.09% |
$96.9K - $97.2K
|
8.02K
$846K
|
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-928- 21.0% |
$99.9K - $100K
|
3.49K
$368K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 23.11% |
$111K - $111K
|
3.42K
$361K
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.05K- 4.44% |
$113K - $113K
|
22.6K
$2.38M
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-1.05K- 29.13% |
$113K - $114K
|
2.56K
$270K
|
|
|
Jul 19, 2021
Q2 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.12K- 11.34% |
$120K - $121K
|
8.74K
$922K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.13K- 4.96% |
$122K - $122K
|
21.7K
$2.29M
|
|
|
Jul 15, 2021
Q2 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.14K- 2.93% |
$123K - $123K
|
37.9K
$4M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.24K- 3.28% |
$134K - $134K
|
36.7K
$3.87M
|
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.25K- 3.69% |
$135K - $135K
|
32.7K
$3.45M
|