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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
709New |
$75.5K - $75.7K
|
709
$74.8K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
702New |
$74.7K - $75K
|
702
$74.1K
|
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
BUY
|
- |
692+ 13.32% |
$73.7K - $73.9K
|
5.89K
$621K
|
|
|
Jan 10, 2020
Q4 2019
|
Kwmg, LLC
|
BUY
|
- |
681+ 7.44% |
$72.5K - $72.7K
|
9.83K
$1.04M
|
|
|
Feb 13, 2020
Q4 2019
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
632+ 2.75% |
$67.3K - $67.5K
|
23.6K
$2.49M
|
|
|
Jan 24, 2020
Q4 2019
|
Autus Asset Management, LLC
|
BUY
|
- |
600+ 2.6% |
$63.9K - $64.1K
|
23.7K
$2.5M
|
|
|
Feb 03, 2020
Q4 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
586+ 3.52% |
$62.4K - $62.6K
|
17.3K
$1.82M
|
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
586+ 62.27% |
$62.4K - $62.6K
|
1.53K
$161K
|
|
|
Feb 20, 2020
Q4 2019
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
584+ 3.15% |
$62.2K - $62.4K
|
19.1K
$2.02M
|
|
|
Feb 12, 2020
Q4 2019
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
562+ 19.18% |
$59.8K - $60K
|
3.49K
$369K
|
|
|
Feb 04, 2020
Q4 2019
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
500New |
$53.2K - $53.4K
|
500
$52.8K
|
|
|
Jan 21, 2020
Q4 2019
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
478+ 6.65% |
$50.9K - $51.1K
|
7.66K
$809K
|
|
|
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
BUY
|
- |
475+ 18.92% |
$50.6K - $50.7K
|
2.99K
$315K
|
|
|
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
475New |
$50.6K - $50.7K
|
475
$50.1K
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
399+ 19.01% |
$42.5K - $42.6K
|
2.5K
$264K
|
|
|
Jan 14, 2020
Q4 2019
|
Cypress Wealth Services, LLC
|
BUY
|
- |
399+ 11.83% |
$42.5K - $42.6K
|
3.77K
$398K
|
|
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
396+ 5.11% |
$42.2K - $42.3K
|
8.15K
$860K
|
|
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
396+ 5.11% |
$42.2K - $42.3K
|
8.15K
$860K
|
|
|
Feb 07, 2020
Q4 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
365+ 25.8% |
$38.9K - $39K
|
1.78K
$188K
|
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
BUY
|
- |
350New |
$37.3K - $37.4K
|
350
$36.9K
|
|
|
Jan 17, 2020
Q4 2019
|
Gemmer Asset Management LLC
|
BUY
|
- |
331+ 8.35% |
$35.2K - $35.4K
|
4.3K
$454K
|
|
|
Feb 05, 2020
Q4 2019
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
325+ 3.08% |
$34.6K - $34.7K
|
10.9K
$1.15M
|
|
|
Feb 14, 2020
Q4 2019
|
Slow Capital, Inc.
|
BUY
|
- |
319+ 1.26% |
$34K - $34.1K
|
25.7K
$2.71M
|
|
|
Feb 12, 2020
Q4 2019
|
Private Portfolio Partners LLC
|
BUY
|
- |
300+ 1.16% |
$31.9K - $32K
|
26.2K
$2.76M
|
|
|
Feb 05, 2020
Q4 2019
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
281New |
$29.9K - $30K
|
281
$29.7K
|
|
|
Jan 14, 2020
Q4 2019
|
Uma Financial Services, Inc.
|
BUY
|
- |
265+ 3.36% |
$28.2K - $28.3K
|
8.16K
$861K
|
|
|
Feb 10, 2020
Q4 2019
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
260+ 1.17% |
$27.7K - $27.8K
|
22.5K
$2.37M
|
|
|
Feb 12, 2020
Q4 2019
|
Crestwood Advisors Group LLC
|
BUY
|
- |
253+ 4.64% |
$26.9K - $27K
|
5.71K
$603K
|
|
|
Jan 31, 2020
Q4 2019
|
Bray Capital Advisors
|
BUY
|
- |
250+ 40.65% |
$26.6K - $26.7K
|
865
$91.3K
|
|
|
Feb 07, 2020
Q4 2019
|
Ifg Advisory, LLC
|
BUY
|
- |
242+ 3.51% |
$25.8K - $25.8K
|
7.13K
$752K
|
|
|
Feb 10, 2020
Q4 2019
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
231+ 0.5% |
$24.6K - $24.7K
|
46K
$4.86M
|
|
|
Jan 17, 2020
Q4 2019
|
West Coast Financial LLC
|
BUY
|
- |
230+ 2.45% |
$24.5K - $24.6K
|
9.62K
$1.02M
|
|
|
Jan 13, 2020
Q4 2019
|
Omega Financial Group, LLC
|
BUY
|
- |
206+ 6.18% |
$21.9K - $22K
|
3.54K
$373K
|
|
|
May 05, 2020
Q4 2019
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
196New |
$20.9K - $20.9K
|
196
$20.7K
|
|
|
Jan 27, 2020
Q4 2019
|
Tfo Tdc, LLC
|
BUY
|
- |
195New |
$20.8K - $20.8K
|
195
$20.6K
|
|
|
Feb 11, 2020
Q4 2019
|
Fca Corp
Houston, TX |
BUY
|
- |
190+ 2.65% |
$20.2K - $20.3K
|
7.36K
$776K
|
|
|
Feb 03, 2020
Q4 2019
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
183+ 8.84% |
$19.5K - $19.5K
|
2.25K
$238K
|
|
|
Jan 27, 2020
Q4 2019
|
Efficient Advisors, LLC
|
BUY
|
- |
177+ 0.37% |
$18.8K - $18.9K
|
47.5K
$5.01M
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advisory Service, Inc.
|
BUY
|
- |
176+ 2.48% |
$18.7K - $18.8K
|
7.27K
$767K
|
|
|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
BUY
|
- |
162+ 1.55% |
$17.2K - $17.3K
|
10.6K
$1.12M
|
|
|
Feb 11, 2020
Q4 2019
|
Sym Financial Corp
|
BUY
|
- |
156New |
$16.6K - $16.7K
|
156
$16.5K
|
|
|
Feb 05, 2020
Q4 2019
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
150New |
$16K - $16K
|
150
$15.8K
|
|
|
Feb 13, 2020
Q4 2019
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
143+ 3.87% |
$15.2K - $15.3K
|
3.84K
$405K
|
|
|
Jan 22, 2020
Q4 2019
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
138New |
$14.7K - $14.7K
|
138
$14.6K
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
134+ 24.86% |
$14.3K - $14.3K
|
673
$71K
|
|
|
Feb 05, 2020
Q4 2019
|
Sja Financial Advisory, LLC
|
BUY
|
- |
125+ 2.31% |
$13.3K - $13.4K
|
5.53K
$583K
|
|
|
Feb 20, 2020
Q4 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
118+ 2.78% |
$12.6K - $12.6K
|
4.36K
$460K
|
|
|
Feb 05, 2020
Q4 2019
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
100+ 0.87% |
$10.6K - $10.7K
|
11.6K
$1.22M
|
|
|
Feb 03, 2020
Q4 2019
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
95+ 1.59% |
$10.1K - $10.1K
|
6.06K
$640K
|
|
|
Feb 11, 2020
Q4 2019
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
90+ 2.29% |
$9.58K - $9.61K
|
4.02K
$424K
|