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 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
991+ 38.76% |
$107K - $107K
|
3.55K
$373K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
989+ 21.59% |
$106K - $107K
|
5.57K
$586K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
983+ 7.54% |
$106K - $106K
|
14K
$1.47M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
979+ 14.77% |
$105K - $106K
|
7.61K
$800K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
978+ 23.24% |
$105K - $106K
|
5.19K
$546K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
934+ 6.7% |
$100K - $101K
|
14.9K
$1.56M
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
931+ 4.61% |
$100K - $101K
|
21.1K
$2.22M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
892+ 23.89% |
$96K - $96.4K
|
4.63K
$487K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
869+ 2.76% |
$93.5K - $93.9K
|
32.4K
$3.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
848+ 33.92% |
$91.2K - $91.6K
|
3.35K
$352K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
794+ 2.1% |
$85.4K - $85.8K
|
38.7K
$4.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
790New |
$85K - $85.4K
|
790
$83.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
782+ 34.91% |
$84.1K - $84.5K
|
3.02K
$318K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
748+ 1.69% |
$80.5K - $80.8K
|
45.1K
$4.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
744+ 18.47% |
$80K - $80.4K
|
4.77K
$502K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
693New |
$74.5K - $74.9K
|
693
$72.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
661+ 6.34% |
$71.1K - $71.4K
|
11.1K
$1.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
652+ 123.25% |
$70.1K - $70.5K
|
1.18K
$124K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
650+ 26.25% |
$69.9K - $70.2K
|
3.13K
$329K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
649+ 151.99% |
$69.8K - $70.1K
|
1.08K
$113K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
631+ 11.85% |
$67.9K - $68.2K
|
5.96K
$627K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
575+ 8.6% |
$61.9K - $62.1K
|
7.26K
$764K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
546+ 27.52% |
$58.7K - $59K
|
2.53K
$266K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
544+ 25.52% |
$58.5K - $58.8K
|
2.68K
$282K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
532+ 15.45% |
$57.2K - $57.5K
|
3.98K
$418K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
527+ 2.03% |
$56.7K - $56.9K
|
26.4K
$2.78M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
509+ 14.07% |
$54.8K - $55K
|
4.13K
$434K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
500+ 4.58% |
$53.8K - $54K
|
11.4K
$1.2M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
494+ 1.85% |
$53.1K - $53.4K
|
27.2K
$2.86M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
493+ 1.85% |
$53K - $53.3K
|
27.2K
$2.86M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
469New |
$50.5K - $50.7K
|
469
$49.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
464+ 27.99% |
$49.9K - $50.1K
|
2.12K
$223K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
463New |
$49.8K - $50K
|
463
$48.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
448+ 5.36% |
$48.2K - $48.4K
|
8.81K
$927K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
440+ 1.73% |
$47.3K - $47.5K
|
25.9K
$2.73M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
423+ 3.66% |
$45.5K - $45.7K
|
12K
$1.26M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
374+ 6.65% |
$40.2K - $40.4K
|
5.99K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
367+ 1.55% |
$39.5K - $39.7K
|
24.1K
$2.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
357+ 11.84% |
$38.4K - $38.6K
|
3.37K
$355K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
355+ 4.06% |
$38.2K - $38.4K
|
9.1K
$957K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
347+ 3.27% |
$37.3K - $37.5K
|
11K
$1.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
344+ 2.09% |
$37K - $37.2K
|
16.8K
$1.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
339+ 4.23% |
$36.5K - $36.6K
|
8.36K
$879K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
325+ 10.83% |
$35K - $35.1K
|
3.33K
$350K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
325+ 85.3% |
$35K - $35.1K
|
706
$74.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
302+ 15.66% |
$32.5K - $32.6K
|
2.23K
$235K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
301+ 3.96% |
$32.4K - $32.5K
|
7.91K
$832K
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
300+ 10.01% |
$32.3K - $32.4K
|
3.3K
$347K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
296+ 2.85% |
$31.8K - $32K
|
10.7K
$1.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
291+ 5.14% |
$31.3K - $31.4K
|
5.95K
$626K
|