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 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.4K- 22.33% |
$258K - $259K
|
8.35K
$878K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-2.49K- 91.03% |
$267K - $269K
|
245
$25.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.5KClosed |
$269K - $270K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.72KClosed |
$292K - $293K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.82K- 21.09% |
$303K - $305K
|
10.6K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.96K- 9.84% |
$318K - $320K
|
27.1K
$2.85M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 24.34% |
$321K - $322K
|
9.27K
$975K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.08KClosed |
$331K - $332K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.08K- 5.68% |
$332K - $333K
|
51.2K
$5.39M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.17K- 6.54% |
$341K - $343K
|
45.3K
$4.76M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3.18K- 13.53% |
$342K - $343K
|
20.3K
$2.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.26K- 6.83% |
$350K - $352K
|
44.4K
$4.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.34KClosed |
$359K - $361K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-3.37K- 4.17% |
$363K - $364K
|
77.4K
$8.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.49K- 2.74% |
$375K - $377K
|
124K
$13M
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.65K- 37.44% |
$393K - $394K
|
6.1K
$642K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.7K- 17.03% |
$398K - $400K
|
18K
$1.9M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.72K- 12.95% |
$400K - $402K
|
25K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.77KClosed |
$406K - $408K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.9KClosed |
$419K - $421K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.06K- 21.32% |
$436K - $438K
|
15K
$1.57M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-4.28K- 5.43% |
$460K - $462K
|
74.4K
$7.83M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-4.37K- 4.64% |
$470K - $472K
|
89.8K
$9.45M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.37K- 17.06% |
$470K - $472K
|
21.2K
$2.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.41K- 53.55% |
$475K - $477K
|
3.83K
$403K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.73KClosed |
$508K - $511K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.09KClosed |
$548K - $550K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.28K- 32.98% |
$568K - $571K
|
10.7K
$1.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.35K- 23.7% |
$576K - $578K
|
17.2K
$1.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.58K- 6.04% |
$600K - $603K
|
86.8K
$9.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-5.62K- 22.88% |
$604K - $607K
|
18.9K
$1.99M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.87K- 37.62% |
$632K - $634K
|
9.73K
$1.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.91K- 23.33% |
$635K - $638K
|
19.4K
$2.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.25K- 31.53% |
$672K - $675K
|
13.6K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.33K- 7.23% |
$681K - $684K
|
81.2K
$8.54M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.39K- 18.87% |
$688K - $691K
|
27.5K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.95K- 77.9% |
$748K - $751K
|
1.97K
$207K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-8.25K- 3.79% |
$887K - $891K
|
209K
$22M
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-8.72K- 64.49% |
$937K - $942K
|
4.8K
$505K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.89K- 73.53% |
$956K - $960K
|
3.2K
$337K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-8.97K- 1.93% |
$965K - $970K
|
457K
$48.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10K- 3.86% |
$1.08M - $1.08M
|
250K
$26.3M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-10.3K- 64.13% |
$1.1M - $1.11M
|
5.74K
$603K
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-11K- 11.32% |
$1.19M - $1.19M
|
86.3K
$9.08M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.2KClosed |
$1.2M - $1.21M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12K- 5.64% |
$1.29M - $1.3M
|
201K
$21.1M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.2K- 56.53% |
$1.31M - $1.32M
|
9.4K
$988K
|
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-12.6K- 93.65% |
$1.35M - $1.36M
|
852
$89.6K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-12.9K- 14.37% |
$1.38M - $1.39M
|
76.6K
$8.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.9KClosed |
$1.5M - $1.51M
|
0
$0
|