Purchases and Sales Made in Q4 2019 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 2019. 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
Jan 27, 2020 Q4 2019
Orgel Wealth Management, LLC

BUY
 -
272K
+ 6143.56%
$28.9M - $29M
276K $29.2M
Feb 14, 2020 Q4 2019
Karpus Management, Inc.

Pittsford, NY
BUY
 -
130K
+ 65.22%
$13.8M - $13.8M
328K $34.7M
Feb 06, 2020 Q4 2019
Sei Investments CO

Oaks, PA
BUY
 -
121K
+ 7.16%
$12.9M - $12.9M
1.81M $191M
Feb 13, 2020 Q4 2019
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
113K
New
$12M - $12.1M
113K $11.9M
Jan 07, 2020 Q4 2019
Windsor Group LTD

BUY
 -
97.3K
+ 1508.11%
$10.4M - $10.4M
104K $11M
Jan 17, 2020 Q4 2019
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
95.1K
New
$10.1M - $10.2M
95.1K $10M
Feb 14, 2020 Q4 2019
Ubs Group Ag

BUY
 -
91.4K
+ 7.18%
$9.73M - $9.76M
1.36M $144M
Jan 29, 2020 Q4 2019
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
82.8K
+ 29.64%
$8.82M - $8.85M
362K $38.2M
Feb 13, 2020 Q4 2019
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
68K
+ 232.58%
$7.24M - $7.26M
97.3K $10.3M
Feb 04, 2020 Q4 2019
Us Bancorp \De\

BUY
 -
57.9K
+ 9.89%
$6.16M - $6.19M
643K $67.9M
Feb 07, 2020 Q4 2019
Greenwich Investment Management, Inc.

Stamford, CT
BUY
 -
47.8K
+ 888.37%
$5.08M - $5.1M
53.1K $5.61M
Feb 06, 2020 Q4 2019
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
43.2K
New
$4.6M - $4.62M
43.2K $4.56M
Feb 12, 2020 Q4 2019
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
41.3K
New
$4.39M - $4.41M
41.3K $4.35M
Feb 10, 2020 Q4 2019
Single Point Partners, LLC

BUY
 -
40.1K
New
$4.26M - $4.28M
40.1K $4.23M
Feb 05, 2020 Q4 2019
Td Capital Management LLC

Memphis, TN
BUY
 -
39.2K
+ 52.47%
$4.17M - $4.19M
114K $12M
Feb 05, 2020 Q4 2019
Principal Financial Group Inc

Des Moines, IA
BUY
 -
38.3K
+ 191.51%
$4.08M - $4.09M
58.3K $6.15M
Jan 31, 2020 Q4 2019
One Capital Management, LLC

Westlake Village, CA
BUY
 -
36.9K
+ 11.21%
$3.92M - $3.94M
366K $38.6M
Aug 05, 2021 Q4 2019
Prudential Financial Inc

Newark, NJ
BUY
 -
32.5K
New
$3.45M - $3.47M
32.5K $3.43M
Feb 13, 2020 Q4 2019
Stifel Financial Corp

St. Louis, MO
BUY
 -
31.6K
+ 74.58%
$3.36M - $3.38M
74K $7.81M
Jan 15, 2020 Q4 2019
Ae Wealth Management LLC

BUY
 -
31.5K
New
$3.35M - $3.37M
31.5K $3.33M
Jan 16, 2020 Q4 2019
Allworth Financial LP

BUY
 -
30.4K
+ 22.75%
$3.23M - $3.24M
164K $17.3M
Jan 22, 2020 Q4 2019
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
29.7K
New
$3.16M - $3.17M
29.7K $3.14M
Feb 07, 2020 Q4 2019
Comerica Bank

BUY
 -
29.4K
+ 42.8%
$3.13M - $3.14M
98K $10.3M
Jan 27, 2020 Q4 2019
Capital Insight Partners, LLC

BUY
 -
27.8K
New
$2.95M - $2.96M
27.8K $2.93M
Feb 10, 2020 Q4 2019
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
26.9K
New
$2.87M - $2.88M
26.9K $2.84M
Feb 14, 2020 Q4 2019
Bank Of New York Mellon Corp

New York, NY
BUY
 -
26.6K
+ 7.53%
$2.83M - $2.84M
380K $40.1M
Feb 13, 2020 Q4 2019
Northwestern Mutual Wealth Management CO

BUY
 -
26.1K
New
$2.78M - $2.79M
26.1K $2.76M
Feb 07, 2020 Q4 2019
Independent Advisor Alliance

BUY
 -
26K
New
$2.76M - $2.77M
26K $2.74M
Feb 13, 2020 Q4 2019
Mariner, LLC

Overland Park, KS
BUY
 -
24.2K
New
$2.58M - $2.58M
24.2K $2.55M
Feb 14, 2020 Q4 2019
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
23.9K
New
$2.54M - $2.55M
23.9K $2.52M
Feb 14, 2020 Q4 2019
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
23.8K
+ 34.12%
$2.54M - $2.55M
93.7K $9.89M
Feb 06, 2020 Q4 2019
Dakota Wealth Management

BUY
 -
20.9K
+ 140.22%
$2.23M - $2.24M
35.9K $3.78M
Feb 05, 2020 Q4 2019
Ellevest, Inc.

BUY
 -
20.8K
+ 16.5%
$2.21M - $2.22M
147K $15.5M
Feb 14, 2020 Q4 2019
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
20.7K
New
$2.21M - $2.21M
20.7K $2.19M
Feb 11, 2020 Q4 2019
Mml Investors Services, LLC

Springfield, MA
BUY
 -
19K
+ 45.56%
$2.02M - $2.03M
60.6K $6.4M
Feb 14, 2020 Q4 2019
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
18.1K
+ 4.23%
$1.93M - $1.94M
447K $47.1M
Feb 14, 2020 Q4 2019
Truist Financial Corp

BUY
 -
17.4K
+ 80.56%
$1.85M - $1.86M
39K $4.11M
Feb 05, 2020 Q4 2019
Commonwealth Equity Services, LLC

BUY
 -
17K
+ 17.4%
$1.81M - $1.81M
114K $12.1M
Feb 13, 2020 Q4 2019
Texas Capital Bank Wealth Management Services Inc

BUY
 -
15.8K
New
$1.68M - $1.69M
15.8K $1.67M
Feb 14, 2020 Q4 2019
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
15.7K
+ 296.31%
$1.68M - $1.68M
21K $2.22M
Feb 14, 2020 Q4 2019
Pacific Capital Wealth Advisors, Inc

BUY
 -
15.5K
New
$1.65M - $1.65M
15.5K $1.63M
Feb 14, 2020 Q4 2019
Beam Wealth Advisors, Inc.

BUY
 -
14.6K
New
$1.56M - $1.56M
14.6K $1.54M
Jan 29, 2020 Q4 2019
Portland Global Advisors LLC

BUY
 -
14.5K
New
$1.54M - $1.54M
14.5K $1.53M
Feb 19, 2020 Q4 2019
Erts Wealth Advisors, LLC

BUY
 -
14.5K
+ 1064.36%
$1.54M - $1.54M
15.8K $1.67M
Feb 06, 2020 Q4 2019
Steel Peak Wealth Management LLC

BUY
 -
14.3K
New
$1.52M - $1.52M
14.3K $1.51M
Feb 12, 2020 Q4 2019
Wealthsource Partners, LLC

BUY
 -
11.9K
+ 239.03%
$1.27M - $1.27M
16.9K $1.79M
Feb 18, 2020 Q4 2019
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.6K
+ 58.19%
$1.13M - $1.13M
28.8K $3.04M
Apr 13, 2020 Q4 2019
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
10.3K
New
$1.1M - $1.1M
10.3K $1.09M
Feb 11, 2020 Q4 2019
Corbett Road Capital Management, LLC

Mclean, VA
BUY
 -
9.61K
New
$1.02M - $1.03M
9.61K $1.01M

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