Purchases and Sales Made in Q4 2019 in Ishares Short Term National Mu (SUB)
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 |
---|---|---|---|---|---|---|---|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.45KNew |
$261K - $262K
|
2.45K
$259K
|
|
Feb 13, 2020
Q4 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.39KNew |
$255K - $256K
|
2.39K
$253K
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.35K+ 179.01% |
$250K - $250K
|
3.66K
$386K
|
|
Feb 18, 2020
Q4 2019
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.31K+ 38.97% |
$245K - $246K
|
8.22K
$868K
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 10.9% |
$239K - $240K
|
22.9K
$2.42M
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.24KNew |
$238K - $239K
|
2.24K
$236K
|
|
Jan 24, 2020
Q4 2019
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.17KNew |
$231K - $232K
|
2.17K
$229K
|
|
Feb 04, 2020
Q4 2019
|
Xml Financial, LLC
|
BUY
|
- |
2.17KNew |
$231K - $231K
|
2.17K
$229K
|
|
Feb 19, 2020
Q4 2019
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.16K+ 11.0% |
$229K - $230K
|
21.8K
$2.3M
|
|
Jan 17, 2020
Q4 2019
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$229K - $230K
|
2.15K
$227K
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$227K - $228K
|
2.13K
$225K
|
|
Feb 13, 2020
Q4 2019
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.09K+ 4.67% |
$223K - $223K
|
46.9K
$4.95M
|
|
Jan 29, 2020
Q4 2019
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.09K+ 83.75% |
$222K - $223K
|
4.58K
$484K
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
BUY
|
- |
2.06K+ 24.37% |
$219K - $220K
|
10.5K
$1.11M
|
|
Jan 08, 2020
Q4 2019
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.01KNew |
$214K - $215K
|
2.01K
$212K
|
|
Jan 24, 2020
Q4 2019
|
Stone X Group Inc.
|
BUY
|
- |
1.99KNew |
$212K - $213K
|
1.99K
$210K
|
|
Feb 12, 2020
Q4 2019
|
Destination Wealth Management
|
BUY
|
- |
1.98KNew |
$210K - $211K
|
1.98K
$209K
|
|
Feb 18, 2020
Q4 2019
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.91KNew |
$203K - $204K
|
1.91K
$201K
|
|
Feb 14, 2020
Q4 2019
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.9KNew |
$202K - $203K
|
1.9K
$201K
|
|
Feb 03, 2020
Q4 2019
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.9KNew |
$202K - $203K
|
1.9K
$201K
|
|
Feb 04, 2020
Q4 2019
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.88KNew |
$200K - $200K
|
1.88K
$198K
|
|
Jan 06, 2020
Q4 2019
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.83K+ 7.94% |
$195K - $196K
|
24.9K
$2.63M
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.8K+ 12.57% |
$192K - $192K
|
16.1K
$1.7M
|
|
Jan 29, 2020
Q4 2019
|
S.A. Mason LLC
|
BUY
|
- |
1.8KNew |
$192K - $192K
|
1.8K
$190K
|
|
Feb 12, 2020
Q4 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.8K+ 10.04% |
$192K - $192K
|
19.7K
$2.08M
|
|
Feb 04, 2020
Q4 2019
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.64K+ 4.1% |
$175K - $175K
|
41.7K
$4.41M
|
|
Jan 29, 2020
Q4 2019
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 7.27% |
$162K - $162K
|
22.4K
$2.37M
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.49K+ 2.05% |
$159K - $159K
|
74.3K
$7.84M
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 8.1% |
$145K - $146K
|
18.2K
$1.92M
|
|
Jan 10, 2020
Q4 2019
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.35K+ 1.65% |
$144K - $144K
|
83.1K
$8.77M
|
|
Feb 10, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
1.27KNew |
$135K - $135K
|
1.27K
$134K
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 8.82% |
$123K - $124K
|
14.3K
$1.51M
|
|
Feb 14, 2020
Q4 2019
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.13KNew |
$120K - $120K
|
1.13K
$119K
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 9.35% |
$120K - $120K
|
13.1K
$1.39M
|
|
Feb 11, 2020
Q4 2019
|
Grove Bank & Trust
|
BUY
|
- |
1.09K+ 10.62% |
$116K - $116K
|
11.3K
$1.19M
|
|
Jan 24, 2020
Q4 2019
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.08K+ 53.1% |
$115K - $115K
|
3.11K
$328K
|
|
Jan 31, 2020
Q4 2019
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 7.97% |
$114K - $114K
|
14.5K
$1.53M
|
|
Feb 06, 2020
Q4 2019
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.02K+ 18.42% |
$108K - $109K
|
6.55K
$691K
|
|
Jan 29, 2020
Q4 2019
|
Brookstone Capital Management
|
BUY
|
- |
956+ 33.44% |
$102K - $102K
|
3.82K
$403K
|
|
Feb 12, 2020
Q4 2019
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
949+ 9.82% |
$101K - $101K
|
10.6K
$1.12M
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
940+ 99.47% |
$100K - $100K
|
1.89K
$199K
|
|
Feb 07, 2020
Q4 2019
|
Pds Planning, Inc
|
BUY
|
- |
912+ 3.54% |
$97.1K - $97.4K
|
26.7K
$2.81M
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
911+ 144.15% |
$97K - $97.3K
|
1.54K
$163K
|
|
Feb 06, 2020
Q4 2019
|
Windham Capital Management, LLC
|
BUY
|
- |
886+ 0.23% |
$94.3K - $94.6K
|
394K
$41.6M
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
872+ 19.5% |
$92.8K - $93.1K
|
5.34K
$564K
|
|
Feb 10, 2020
Q4 2019
|
Lvw Advisors, LLC
|
BUY
|
- |
869+ 3.02% |
$92.5K - $92.8K
|
29.7K
$3.13M
|
|
Feb 14, 2020
Q4 2019
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
867New |
$92.3K - $92.6K
|
867
$91.5K
|
|
Feb 12, 2020
Q4 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
850+ 31.48% |
$90.5K - $90.8K
|
3.55K
$375K
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
786+ 2.92% |
$83.7K - $84K
|
27.7K
$2.92M
|
|
Feb 14, 2020
Q4 2019
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
764+ 3.08% |
$81.3K - $81.6K
|
25.6K
$2.7M
|