Purchases and Sales Made in Q3 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.86MNew |
$308M - $309M
|
2.86M
$302M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.35MNew |
$253M - $254M
|
2.35M
$248M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
744K+ 43.38% |
$80M - $80.4M
|
2.46M
$260M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
329K+ 187.32% |
$35.4M - $35.6M
|
505K
$53.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
289K+ 137.92% |
$31.1M - $31.2M
|
498K
$52.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
246K+ 36.95% |
$26.5M - $26.6M
|
913K
$96.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 83.09% |
$25.6M - $25.7M
|
524K
$55.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
189KNew |
$20.4M - $20.5M
|
189K
$20M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147K+ 23.06% |
$15.8M - $15.9M
|
783K
$82.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
145K+ 16.34% |
$15.6M - $15.7M
|
1.03M
$109M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
141K+ 40.08% |
$15.2M - $15.2M
|
493K
$52.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
135K+ 6.29% |
$14.5M - $14.6M
|
2.28M
$241M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
134KNew |
$14.4M - $14.5M
|
134K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.9K+ 3.04% |
$10.5M - $10.6M
|
3.32M
$351M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
91.6K+ 1824.68% |
$9.86M - $9.9M
|
96.6K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
84.5K+ 6.88% |
$9.09M - $9.13M
|
1.31M
$139M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
82K+ 227.48% |
$8.82M - $8.86M
|
118K
$12.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75KNew |
$8.07M - $8.1M
|
75K
$7.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
68.2KNew |
$7.34M - $7.37M
|
68.2K
$7.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
67.9K+ 17.85% |
$7.3M - $7.34M
|
448K
$47.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55.7K+ 57.18% |
$5.99M - $6.01M
|
153K
$16.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.9K+ 31.8% |
$5.48M - $5.5M
|
211K
$22.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.5K+ 11.28% |
$5.43M - $5.46M
|
498K
$52.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
49.7K+ 14.05% |
$5.34M - $5.37M
|
403K
$42.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48K+ 35.95% |
$5.17M - $5.19M
|
182K
$19.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47.8K+ 3.68% |
$5.14M - $5.16M
|
1.35M
$142M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
47.3K+ 1454.74% |
$5.09M - $5.11M
|
50.5K
$5.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46.8K+ 33.01% |
$5.04M - $5.06M
|
189K
$19.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
44.7K+ 86.44% |
$4.81M - $4.83M
|
96.4K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
43KNew |
$4.62M - $4.64M
|
43K
$4.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40K+ 26.17% |
$4.31M - $4.33M
|
193K
$20.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.9K+ 5.75% |
$4.29M - $4.31M
|
734K
$77.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
34K+ 87.69% |
$3.66M - $3.67M
|
72.7K
$7.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.1K+ 11.38% |
$3.56M - $3.57M
|
324K
$34.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
32.7K+ 19.8% |
$3.52M - $3.53M
|
198K
$20.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
30.5K+ 13.03% |
$3.28M - $3.29M
|
264K
$27.9M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28.3K+ 6.0% |
$3.05M - $3.06M
|
500K
$52.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9KNew |
$2.57M - $2.59M
|
23.9K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.9K+ 561.84% |
$2.57M - $2.58M
|
28.2K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.1K+ 23.59% |
$2.48M - $2.49M
|
121K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
22.7K+ 15.06% |
$2.44M - $2.45M
|
173K
$18.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19K+ 15.98% |
$2.04M - $2.05M
|
138K
$14.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.7KNew |
$2.01M - $2.02M
|
18.7K
$1.97M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
18.5K+ 9.63% |
$1.99M - $2M
|
211K
$22.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.2K+ 27.24% |
$1.96M - $1.97M
|
85.2K
$9M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.9K+ 43.06% |
$1.93M - $1.94M
|
59.5K
$6.28M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.7KNew |
$1.9M - $1.91M
|
17.7K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
17.4K+ 47.77% |
$1.87M - $1.88M
|
53.8K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
17.3K+ 829.8% |
$1.86M - $1.87M
|
19.4K
$2.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
16.1K+ 613.09% |
$1.73M - $1.74M
|
18.7K
$1.98M
|