Purchases and Sales Made in Q4 2020 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 2020. 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 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
590K
+ 341.45%
$63.4M - $63.7M
762K $80.5M
Feb 05, 2021 Q4 2020
1900 Wealth Management LLC

BUY
 -
308K
New
$33.2M - $33.3M
308K $32.6M
Mar 04, 2021 Q4 2020
Eaton Vance Management

Boston, MA
BUY
 -
184K
New
$19.8M - $19.9M
184K $19.4M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
121K
+ 16.74%
$13M - $13M
842K $88.9M
Feb 12, 2021 Q4 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
119K
+ 64.57%
$12.8M - $12.8M
302K $31.9M
Feb 11, 2021 Q4 2020
Modera Wealth Management, LLC

BUY
 -
106K
New
$11.4M - $11.4M
106K $11.1M
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
96.2K
+ 97.46%
$10.3M - $10.4M
195K $20.6M
Feb 03, 2021 Q4 2020
Meritage Portfolio Management

BUY
 -
85.8K
New
$9.23M - $9.28M
85.8K $9.06M
Feb 08, 2021 Q4 2020
Sei Investments CO

Oaks, PA
BUY
 -
81.1K
+ 4.74%
$8.72M - $8.77M
1.79M $189M
Feb 16, 2021 Q4 2020
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
80.4K
+ 480.55%
$8.65M - $8.69M
97.1K $10.3M
Feb 16, 2021 Q4 2020
Mariner, LLC

Overland Park, KS
BUY
 -
62.9K
+ 131.69%
$6.77M - $6.8M
111K $11.7M
Apr 13, 2021 Q4 2020
Willis Johnson & Associates, Inc.

BUY
 -
60.8K
New
$6.55M - $6.58M
60.8K $6.43M
Feb 03, 2021 Q4 2020
Anderson Hoagland & CO

BUY
 -
56.5K
New
$6.08M - $6.11M
56.5K $5.97M
Feb 09, 2021 Q4 2020
Windsor Group LTD

BUY
 -
53.4K
+ 39.78%
$5.74M - $5.77M
188K $19.8M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
48.4K
+ 1851.03%
$5.21M - $5.23M
51K $5.39M
Feb 12, 2021 Q4 2020
Lutz Financial Services LLC

BUY
 -
46.2K
+ 131.72%
$4.98M - $5M
81.3K $8.59M
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
46.1K
+ 14.16%
$4.96M - $4.99M
372K $39.3M
Feb 09, 2021 Q4 2020
Avidian Wealth Solutions, LLC

BUY
 -
44.7K
+ 53.54%
$4.81M - $4.84M
128K $13.5M
Feb 04, 2021 Q4 2020
Ellevest, Inc.

BUY
 -
43.1K
+ 19.85%
$4.64M - $4.66M
260K $27.5M
Feb 04, 2021 Q4 2020
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
42.9K
+ 257.23%
$4.61M - $4.63M
59.5K $6.29M
Feb 10, 2021 Q4 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
35.9K
+ 523.91%
$3.87M - $3.89M
42.8K $4.52M
Feb 22, 2021 Q4 2020
West Financial Advisors, LLC

BUY
 -
35.2K
+ 536.46%
$3.78M - $3.8M
41.7K $4.41M
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
BUY
 -
35.2K
+ 82.13%
$3.78M - $3.8M
78K $8.23M
Mar 23, 2023 Q4 2020
Prostatis Group LLC

Hanover, MD
BUY
 -
32.4K
New
$3.49M - $3.51M
32.4K $3.43M
Feb 11, 2021 Q4 2020
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
32.1K
+ 29.82%
$3.45M - $3.47M
140K $14.8M
Feb 11, 2021 Q4 2020
Oppenheimer & CO Inc

New York, NY
BUY
 -
30.6K
+ 295.89%
$3.3M - $3.31M
41K $4.33M
Feb 04, 2021 Q4 2020
Galvin, Gaustad & Stein, LLC

BUY
 -
29.6K
New
$3.18M - $3.2M
29.6K $3.12M
Mar 04, 2021 Q4 2020
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
28K
New
$3.01M - $3.03M
28K $2.96M
Feb 01, 2021 Q4 2020
Prosperity Planning, Inc.

BUY
 -
27.9K
New
$3M - $3.02M
27.9K $2.95M
Jan 26, 2021 Q4 2020
Garrett Investment Advisors LLC

BUY
 -
25K
New
$2.69M - $2.7M
25K $2.64M
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
23.9K
New
$2.57M - $2.58M
23.9K $2.52M
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
22.9K
+ 3.94%
$2.46M - $2.48M
605K $63.9M
Feb 04, 2021 Q4 2020
Aaron Wealth Advisors LLC

BUY
 -
22.9K
New
$2.46M - $2.47M
22.9K $2.42M
Jan 19, 2021 Q4 2020
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
22.2K
+ 1034.56%
$2.39M - $2.4M
24.4K $2.57M
Feb 16, 2021 Q4 2020
Pfs Investments Inc.

Duluth, GA
BUY
 -
21.8K
+ 77.38%
$2.35M - $2.36M
50K $5.28M
Feb 12, 2021 Q4 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
21.7K
+ 47.09%
$2.33M - $2.34M
67.6K $7.14M
Jan 25, 2021 Q4 2020
Ifs Advisors, LLC

BUY
 -
20.5K
New
$2.2M - $2.21M
20.5K $2.16M
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
20.2K
+ 95.42%
$2.17M - $2.18M
41.4K $4.37M
Feb 16, 2021 Q4 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
19.9K
+ 32.07%
$2.14M - $2.15M
81.8K $8.64M
Feb 10, 2021 Q4 2020
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
19.8K
+ 17.27%
$2.13M - $2.14M
134K $14.2M
Mar 01, 2021 Q4 2020
Williams Financial, LLC

Bennington, VT
BUY
 -
19.2K
New
$2.07M - $2.08M
19.2K $2.03M
Feb 02, 2021 Q4 2020
Capital Insight Partners, LLC

BUY
 -
17.8K
+ 63.65%
$1.92M - $1.92M
45.8K $4.83M
Mar 26, 2021 Q4 2020
Everhart Financial Group, Inc.

BUY
 -
16.7K
New
$1.8M - $1.81M
16.7K $1.76M
Feb 10, 2021 Q4 2020
Franklin Resources Inc

San Mateo, CA
BUY
 -
16.1K
+ 628.21%
$1.74M - $1.75M
18.7K $1.98M
Jul 08, 2021 Q4 2020
Smith Anglin Financial, LLC

BUY
 -
16K
New
$1.72M - $1.73M
16K $1.69M
Feb 18, 2021 Q4 2020
Apella Capital, LLC

BUY
 -
16K
+ 45.71%
$1.72M - $1.73M
51.1K $5.4M
Feb 16, 2021 Q4 2020
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
15.3K
+ 25.63%
$1.65M - $1.65M
75K $7.92M
Feb 12, 2021 Q4 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
14.3K
+ 23.5%
$1.54M - $1.55M
75.2K $7.95M
Apr 26, 2021 Q4 2020
Compass Advisory Group LLC

BUY
 -
14.2K
New
$1.53M - $1.54M
14.2K $1.5M

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