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
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.15K- 12.86% |
$554K - $556K
|
34.9K
$3.68M
|
|
|
Aug 16, 2021
Q2 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.34K- 5.75% |
$575K - $577K
|
87.5K
$9.23M
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.88K- 3.79% |
$633K - $635K
|
149K
$15.7M
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.18K- 22.83% |
$665K - $667K
|
20.9K
$2.2M
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-6.57KClosed |
$707K - $710K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-7.02K- 9.84% |
$756K - $758K
|
64.3K
$6.79M
|
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7.64K- 57.45% |
$823K - $826K
|
5.66K
$597K
|
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.78K- 28.19% |
$838K - $840K
|
19.8K
$2.09M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.8K- 10.03% |
$840K - $843K
|
70K
$7.38M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.85KClosed |
$845K - $848K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.25K- 24.58% |
$888K - $891K
|
25.3K
$2.67M
|
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.46KClosed |
$911K - $914K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.75K- 11.56% |
$942K - $945K
|
66.9K
$7.06M
|
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-8.87K- 35.17% |
$955K - $958K
|
16.3K
$1.72M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.39K- 56.04% |
$1.01M - $1.01M
|
7.37K
$777K
|
|
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-9.54K- 33.4% |
$1.03M - $1.03M
|
19K
$2.01M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10K- 62.43% |
$1.08M - $1.08M
|
6.04K
$637K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-10.1K- 88.18% |
$1.09M - $1.09M
|
1.35K
$143K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.3K- 35.75% |
$1.1M - $1.11M
|
18.4K
$1.94M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.4K- 75.62% |
$1.11M - $1.12M
|
3.34K
$352K
|
|
|
Aug 02, 2021
Q2 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-10.4KClosed |
$1.12M - $1.12M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-11.1K- 25.92% |
$1.2M - $1.2M
|
31.8K
$3.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.5K- 99.07% |
$1.24M - $1.25M
|
108
$11.4K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-12.2K- 13.14% |
$1.32M - $1.32M
|
80.8K
$8.52M
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-12.7K- 8.15% |
$1.37M - $1.37M
|
143K
$15.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-13.3K- 7.44% |
$1.43M - $1.43M
|
165K
$17.4M
|
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-14KClosed |
$1.51M - $1.51M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-14.1K- 35.53% |
$1.52M - $1.52M
|
25.6K
$2.7M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.4K- 77.31% |
$2.09M - $2.09M
|
5.69K
$600K
|
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-21.8K- 12.63% |
$2.35M - $2.35M
|
151K
$15.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 37.61% |
$2.52M - $2.52M
|
38.8K
$4.09M
|
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-24.8K- 99.07% |
$2.67M - $2.68M
|
232
$24.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-26.6K- 87.31% |
$2.87M - $2.87M
|
3.87K
$408K
|
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-27.7K- 43.15% |
$2.98M - $2.99M
|
36.4K
$3.84M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.1KClosed |
$3.24M - $3.25M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-30.2K- 46.25% |
$3.26M - $3.27M
|
35.2K
$3.71M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-30.8K- 23.95% |
$3.31M - $3.32M
|
97.7K
$10.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-33.8K- 70.74% |
$3.64M - $3.65M
|
14K
$1.48M
|
|
|
Aug 16, 2021
Q2 2021
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-34.9KClosed |
$3.76M - $3.77M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-37.6K- 4.43% |
$4.05M - $4.06M
|
811K
$85.5M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-45.2K- 15.32% |
$4.86M - $4.88M
|
250K
$26.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-46.6KClosed |
$5.02M - $5.04M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-74.8K- 98.45% |
$8.06M - $8.08M
|
1.18K
$124K
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-342K- 99.07% |
$36.9M - $37M
|
3.2K
$338K
|