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 15, 2020
Q4 2019
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
75+ 0.44% |
$7.98K - $8.01K
|
17.1K
$1.8M
|
|
Jan 07, 2020
Q4 2019
|
Cooper Financial Group
|
BUY
|
- |
66+ 2.68% |
$7.03K - $7.05K
|
2.53K
$267K
|
|
Feb 03, 2020
Q4 2019
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
64+ 1.44% |
$6.81K - $6.84K
|
4.5K
$475K
|
|
Feb 11, 2020
Q4 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 10.99% |
$6.6K - $6.62K
|
626
$66.1K
|
|
Jan 15, 2020
Q4 2019
|
Gradient Investments LLC
|
BUY
|
- |
59New |
$6.28K - $6.3K
|
59
$6.23K
|
|
Feb 10, 2020
Q4 2019
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
57+ 0.13% |
$6.07K - $6.09K
|
43.6K
$4.6M
|
|
Feb 10, 2020
Q4 2019
|
Highland Private Wealth Management
|
BUY
|
- |
55+ 0.85% |
$5.85K - $5.87K
|
6.52K
$689K
|
|
May 15, 2020
Q4 2019
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 5.38% |
$5.32K - $5.34K
|
980
$103K
|
|
Feb 10, 2020
Q4 2019
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
47+ 0.57% |
$5K - $5.02K
|
8.23K
$868K
|
|
Feb 12, 2020
Q4 2019
|
Sp Asset Management
|
BUY
|
- |
35+ 0.26% |
$3.73K - $3.74K
|
13.4K
$1.41M
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.15% |
$3.3K - $3.31K
|
20.1K
$2.12M
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
27+ 0.53% |
$2.87K - $2.88K
|
5.13K
$541K
|
|
Feb 13, 2020
Q4 2019
|
Jacobsen Capital Management
|
BUY
|
- |
22+ 0.22% |
$2.34K - $2.35K
|
9.94K
$1.05M
|
|
Feb 04, 2020
Q4 2019
|
Family Firm, Inc.
|
BUY
|
- |
20+ 0.51% |
$2.13K - $2.14K
|
3.96K
$418K
|
|
Jan 27, 2020
Q4 2019
|
Raub Brock Capital Management LP
|
BUY
|
- |
19+ 0.29% |
$2.02K - $2.03K
|
6.67K
$704K
|
|
Jan 15, 2020
Q4 2019
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13+ 0.49% |
$1.38K - $1.39K
|
2.66K
$280K
|
|
Jan 14, 2020
Q4 2019
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.54% |
$1.17K - $1.17K
|
2.05K
$217K
|
|
Jan 15, 2020
Q4 2019
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10+ 0.14% |
$1.06K - $1.07K
|
7.31K
$771K
|
|
Jan 14, 2020
Q4 2019
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$852 - $854
|
20.1K
$2.12M
|
|
Jan 28, 2020
Q4 2019
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.02% |
$745 - $748
|
35.1K
$3.71M
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.69% |
$639 - $641
|
881
$93K
|
|
Feb 06, 2020
Q4 2019
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$426 - $427
|
32.8K
$3.46M
|
|
Jan 27, 2020
Q4 2019
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1- 0.38% |
$106 - $107
|
264
$27.9K
|
|
Feb 06, 2020
Q4 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.05% |
$106 - $107
|
2.06K
$217K
|
|
Jan 15, 2020
Q4 2019
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18- 0.07% |
$1.92K - $1.92K
|
25.6K
$2.71M
|
|
Feb 10, 2020
Q4 2019
|
Patriot Investment Management Inc.
|
SELL
|
- |
-20- 0.71% |
$2.13K - $2.14K
|
2.81K
$296K
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 0.52% |
$4.04K - $4.06K
|
7.22K
$762K
|
|
Jan 06, 2020
Q4 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-40- 2.32% |
$4.26K - $4.27K
|
1.68K
$177K
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-64- 0.39% |
$6.81K - $6.84K
|
16.3K
$1.72M
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 26.13% |
$7.98K - $8.01K
|
212
$22.4K
|
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-79- 6.47% |
$8.41K - $8.44K
|
1.14K
$121K
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-84- 1.44% |
$8.94K - $8.97K
|
5.75K
$606K
|
|
Jan 21, 2020
Q4 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-100- 25.0% |
$10.6K - $10.7K
|
300
$31.7K
|
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-112- 3.14% |
$11.9K - $12K
|
3.45K
$364K
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140Closed |
$14.9K - $15K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Manning & Napier Group, LLC
|
SELL
|
- |
-222- 0.63% |
$23.6K - $23.7K
|
35.1K
$3.7M
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 4.82% |
$24.6K - $24.7K
|
4.56K
$481K
|
|
Jan 16, 2020
Q4 2019
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-252- 36.36% |
$26.8K - $26.9K
|
441
$46.5K
|
|
Feb 04, 2020
Q4 2019
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-260- 1.86% |
$27.7K - $27.8K
|
13.7K
$1.45M
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-299- 0.35% |
$31.8K - $31.9K
|
85.3K
$9M
|
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-310- 2.94% |
$33K - $33.1K
|
10.2K
$1.08M
|
|
Jan 17, 2020
Q4 2019
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-320- 9.18% |
$34.1K - $34.2K
|
3.17K
$334K
|
|
Feb 10, 2020
Q4 2019
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-325- 13.68% |
$34.6K - $34.7K
|
2.05K
$216K
|
|
Jan 10, 2020
Q4 2019
|
Cypress Capital Group
|
SELL
|
- |
-400- 3.77% |
$42.6K - $42.7K
|
10.2K
$1.08M
|
|
Feb 12, 2020
Q4 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-490Closed |
$52.2K - $52.3K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-494- 5.89% |
$52.6K - $52.8K
|
7.89K
$833K
|
|
Feb 14, 2020
Q4 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 15.15% |
$53.2K - $53.4K
|
2.8K
$296K
|
|
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-541- 55.54% |
$57.6K - $57.8K
|
433
$45.7K
|
|
Jan 24, 2020
Q4 2019
|
Relaxing Retirement Coach
|
SELL
|
- |
-595- 1.74% |
$63.3K - $63.6K
|
33.6K
$3.54M
|
|
Jan 27, 2020
Q4 2019
|
Columbus Macro, LLC
|
SELL
|
- |
-603- 2.07% |
$64.2K - $64.4K
|
28.5K
$3.01M
|