Purchases and Sales Made in Q3 2020 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
580K+ 142.19% |
$62.5M - $63M
|
988K
$104M
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
178K+ 32.89% |
$19.2M - $19.4M
|
721K
$76.2M
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
174K+ 22.68% |
$18.8M - $18.9M
|
944K
$99.8M
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
168K+ 1096.34% |
$18.1M - $18.3M
|
184K
$19.4M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
139K+ 8.81% |
$15M - $15.1M
|
1.72M
$182M
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
131K+ 282.43% |
$14.1M - $14.2M
|
177K
$18.7M
|
|
Nov 13, 2020
Q3 2020
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
114K+ 117.51% |
$12.3M - $12.4M
|
211K
$22.3M
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 49.55% |
$11.5M - $11.6M
|
321K
$34M
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
97.5KNew |
$10.5M - $10.6M
|
97.5K
$10.3M
|
|
Feb 03, 2021
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
83.5KNew |
$9M - $9.07M
|
83.5K
$8.83M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.3K+ 13.3% |
$7.36M - $7.41M
|
582K
$61.5M
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
67.7K+ 4.12% |
$7.29M - $7.35M
|
1.71M
$181M
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
BUY
|
- |
60K+ 1777.93% |
$6.46M - $6.51M
|
63.4K
$6.7M
|
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
59.7KNew |
$6.43M - $6.48M
|
59.7K
$6.31M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.8K+ 48.96% |
$6.11M - $6.16M
|
173K
$18.3M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.3KNew |
$5.85M - $5.89M
|
54.3K
$5.74M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.1K+ 19.04% |
$5.61M - $5.65M
|
326K
$34.4M
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
48.9K+ 34.56% |
$5.27M - $5.31M
|
191K
$20.1M
|
|
Nov 10, 2020
Q3 2020
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
41.3KNew |
$4.45M - $4.49M
|
41.3K
$4.37M
|
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
40.1K+ 59.34% |
$4.32M - $4.35M
|
108K
$11.4M
|
|
Nov 09, 2020
Q3 2020
|
Main Street Investment Advisors LLC
|
BUY
|
- |
39.9K+ 641.86% |
$4.3M - $4.33M
|
46.1K
$4.88M
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.5K+ 1190.71% |
$4.25M - $4.29M
|
42.8K
$4.52M
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
BUY
|
- |
37.4K+ 20.78% |
$4.02M - $4.06M
|
217K
$23M
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
BUY
|
- |
36.8K+ 1257.47% |
$3.96M - $3.99M
|
39.7K
$4.2M
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
BUY
|
- |
35K+ 25.45% |
$3.76M - $3.79M
|
172K
$18.2M
|
|
Oct 20, 2020
Q3 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
34.1K+ 21.02% |
$3.67M - $3.7M
|
196K
$20.8M
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34.1KNew |
$3.67M - $3.7M
|
34.1K
$3.6M
|
|
Nov 02, 2020
Q3 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
33.7K+ 87.85% |
$3.63M - $3.66M
|
72K
$7.61M
|
|
Nov 06, 2020
Q3 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
33.3KNew |
$3.58M - $3.61M
|
33.3K
$3.52M
|
|
Nov 12, 2020
Q3 2020
|
Kingfisher Capital LLC
|
BUY
|
- |
29.4KNew |
$3.17M - $3.19M
|
29.4K
$3.11M
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 35.86% |
$2.8M - $2.83M
|
98.7K
$10.4M
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.9K+ 118.34% |
$2.79M - $2.81M
|
47.8K
$5.05M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25K+ 69.62% |
$2.69M - $2.71M
|
60.9K
$6.44M
|
|
Nov 12, 2020
Q3 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24.6K+ 66.02% |
$2.65M - $2.67M
|
62K
$6.55M
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
BUY
|
- |
22.7K+ 20.38% |
$2.45M - $2.47M
|
134K
$14.2M
|
|
Nov 13, 2020
Q3 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
22.1K+ 52.04% |
$2.38M - $2.4M
|
64.6K
$6.83M
|
|
Nov 16, 2020
Q3 2020
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
20.7K+ 23.52% |
$2.23M - $2.25M
|
109K
$11.5M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 10.69% |
$2.11M - $2.13M
|
203K
$21.5M
|
|
Nov 05, 2020
Q3 2020
|
Lutz Financial Services LLC
|
BUY
|
- |
17.5K+ 99.55% |
$1.89M - $1.9M
|
35.1K
$3.71M
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
BUY
|
- |
16.7K+ 9.47% |
$1.79M - $1.81M
|
193K
$20.3M
|
|
Oct 06, 2020
Q3 2020
|
Avitas Wealth Management LLC
|
BUY
|
- |
16.6K+ 715.34% |
$1.79M - $1.81M
|
19K
$2.01M
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
16.4K+ 666.41% |
$1.77M - $1.78M
|
18.9K
$2M
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$1.64M - $1.65M
|
15.2K
$1.61M
|
|
Nov 09, 2020
Q3 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
14.4K+ 14.38% |
$1.55M - $1.56M
|
115K
$12.1M
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14K+ 18.28% |
$1.5M - $1.52M
|
90.4K
$9.55M
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
13.8K+ 157.35% |
$1.48M - $1.49M
|
22.5K
$2.38M
|
|
Nov 06, 2020
Q3 2020
|
Sp Asset Management
|
BUY
|
- |
13.4KNew |
$1.44M - $1.46M
|
13.4K
$1.42M
|
|
Oct 30, 2020
Q3 2020
|
Grove Bank & Trust
|
BUY
|
- |
12.3K+ 74.7% |
$1.32M - $1.33M
|
28.7K
$3.03M
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.5K+ 511.91% |
$1.24M - $1.25M
|
13.7K
$1.45M
|
|
Nov 10, 2020
Q3 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
10.5KNew |
$1.13M - $1.14M
|
10.5K
$1.11M
|