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 12, 2021
Q2 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.31K- 17.07% |
$141K - $141K
|
6.36K
$671K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.34K- 2.68% |
$144K - $144K
|
48.4K
$5.11M
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.35KClosed |
$145K - $146K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.47K- 7.22% |
$158K - $159K
|
18.9K
$1.99M
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.54K- 29.17% |
$166K - $167K
|
3.75K
$395K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.67K- 95.42% |
$179K - $180K
|
80
$8.44K
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.68K- 3.68% |
$181K - $182K
|
44.1K
$4.65M
|
|
Aug 13, 2021
Q2 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.79K- 13.09% |
$192K - $193K
|
11.9K
$1.25M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.86KClosed |
$200K - $201K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.9K- 2.66% |
$204K - $205K
|
69.4K
$7.32M
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.97K- 1.73% |
$212K - $213K
|
112K
$11.8M
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.99K- 9.24% |
$214K - $214K
|
19.5K
$2.06M
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.01KClosed |
$216K - $217K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$224K - $225K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$224K - $225K
|
0
$0
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.13K- 25.09% |
$229K - $230K
|
6.35K
$670K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.13K- 25.09% |
$229K - $230K
|
6.35K
$670K
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.14K- 2.15% |
$231K - $231K
|
97.3K
$10.3M
|
|
Aug 06, 2021
Q2 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.19KClosed |
$235K - $236K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.23K- 30.74% |
$240K - $241K
|
5.02K
$530K
|
|
Aug 16, 2021
Q2 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.25KClosed |
$242K - $243K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-2.25KClosed |
$242K - $243K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.28KClosed |
$245K - $246K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.41KClosed |
$260K - $260K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.6KClosed |
$280K - $281K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.62K- 5.05% |
$282K - $282K
|
49.2K
$5.18M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 7.15% |
$299K - $300K
|
36K
$3.8M
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.79K- 34.02% |
$300K - $301K
|
5.41K
$571K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.93K- 6.58% |
$315K - $316K
|
41.6K
$4.39M
|
|
Jul 21, 2021
Q2 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.97K- 0.63% |
$320K - $321K
|
466K
$49.2M
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.97K- 45.1% |
$320K - $321K
|
3.62K
$382K
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.99K- 50.64% |
$321K - $322K
|
2.91K
$307K
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.02K- 2.92% |
$326K - $327K
|
101K
$10.6M
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.05K- 56.8% |
$329K - $330K
|
2.32K
$245K
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.24KClosed |
$349K - $350K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.31KClosed |
$356K - $357K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.53K- 16.18% |
$380K - $381K
|
18.3K
$1.93M
|
|
Aug 13, 2021
Q2 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.59KClosed |
$387K - $388K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-3.71KClosed |
$399K - $400K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3.78K- 13.87% |
$407K - $408K
|
23.5K
$2.48M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.9KClosed |
$419K - $421K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.91KClosed |
$421K - $422K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.97K- 20.84% |
$427K - $429K
|
15.1K
$1.59M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.17K- 11.62% |
$449K - $450K
|
31.7K
$3.34M
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.37KClosed |
$470K - $471K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.47KClosed |
$481K - $483K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.47KClosed |
$481K - $483K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.72KClosed |
$508K - $510K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.74K- 23.31% |
$511K - $512K
|
15.6K
$1.65M
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.78K- 74.63% |
$515K - $516K
|
1.63K
$171K
|