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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
9+ 0.07% |
$968 - $973
|
13.5K
$1.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
9+ 0.16% |
$968 - $973
|
5.72K
$602K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9+ 0.17% |
$968 - $973
|
5.22K
$549K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.22% |
$861 - $864
|
3.68K
$388K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.17% |
$645 - $648
|
3.44K
$361K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6+ 0.13% |
$645 - $648
|
4.73K
$497K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.3% |
$645 - $648
|
2.03K
$213K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$538 - $540
|
17K
$1.78M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.15% |
$430 - $432
|
2.7K
$284K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.13% |
$323 - $324
|
2.34K
$246K
|
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3+ 0.06% |
$323 - $324
|
5.04K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$215 - $216
|
1.52K
$159K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 1.01% |
$108 - $108
|
100
$10.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1- 1.28% |
$108 - $108
|
77
$8.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 2.0% |
$108 - $108
|
49
$5.15K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-10- 0.27% |
$1.08K - $1.08K
|
3.64K
$383K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-11- 0.24% |
$1.18K - $1.19K
|
4.6K
$484K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-20- 0.39% |
$2.15K - $2.16K
|
5.1K
$536K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28- 0.09% |
$3.01K - $3.03K
|
30.9K
$3.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-35- 0.93% |
$3.76K - $3.78K
|
3.71K
$390K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46- 2.14% |
$4.95K - $4.97K
|
2.1K
$221K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-51- 2.31% |
$5.49K - $5.51K
|
2.15K
$226K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-59- 2.17% |
$6.35K - $6.38K
|
2.66K
$280K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-61- 0.17% |
$6.56K - $6.59K
|
34.9K
$3.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84- 1.71% |
$9.04K - $9.08K
|
4.83K
$508K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-84- 6.96% |
$9.04K - $9.08K
|
1.12K
$118K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 8.33% |
$10.8K - $10.8K
|
1.1K
$116K
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-120- 5.22% |
$12.9K - $13K
|
2.18K
$229K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-124- 2.18% |
$13.3K - $13.4K
|
5.56K
$585K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-125- 0.38% |
$13.4K - $13.5K
|
32.6K
$3.43M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-135- 0.58% |
$14.5K - $14.6K
|
23.2K
$2.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-140- 5.12% |
$15.1K - $15.1K
|
2.6K
$273K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-146- 1.69% |
$15.7K - $15.8K
|
8.5K
$894K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-150- 5.99% |
$16.1K - $16.2K
|
2.36K
$248K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-160- 6.54% |
$17.2K - $17.3K
|
2.29K
$240K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-185- 0.74% |
$19.9K - $20K
|
24.7K
$2.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-248- 2.59% |
$26.7K - $26.8K
|
9.32K
$980K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-249Closed |
$26.8K - $26.9K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-250- 41.67% |
$26.9K - $27K
|
350
$36.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-250- 2.68% |
$26.9K - $27K
|
9.07K
$954K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-250- 16.13% |
$26.9K - $27K
|
1.3K
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-280- 0.94% |
$30.1K - $30.3K
|
29.6K
$3.11M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-300- 3.29% |
$32.3K - $32.4K
|
8.83K
$928K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-305- 1.35% |
$32.8K - $33K
|
22.3K
$2.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-333- 1.16% |
$35.8K - $36K
|
28.4K
$2.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-341- 64.95% |
$36.7K - $36.8K
|
184
$19.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-357Closed |
$38.4K - $38.6K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-358- 4.72% |
$38.5K - $38.7K
|
7.23K
$760K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-367- 3.06% |
$39.5K - $39.7K
|
11.6K
$1.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-369- 1.89% |
$39.7K - $39.9K
|
19.1K
$2.01M
|