Purchases and Sales Made in Q4 2020 in Ishares Short Term National Mu (SUB)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
14.2KNew |
$1.53M - $1.54M
|
14.2K
$1.5M
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
14.2K+ 1026.21% |
$1.53M - $1.54M
|
15.6K
$1.65M
|
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13.7K+ 7.19% |
$1.47M - $1.48M
|
204K
$21.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.6K+ 99.28% |
$1.47M - $1.47M
|
27.3K
$2.89M
|
|
|
Jan 28, 2021
Q4 2020
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$1.46M - $1.47M
|
13.6K
$1.43M
|
|
|
Feb 10, 2021
Q4 2020
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
13.1KNew |
$1.41M - $1.42M
|
13.1K
$1.38M
|
|
|
Feb 12, 2021
Q4 2020
|
Collective Family Office LLC
|
BUY
|
- |
12.4KNew |
$1.34M - $1.34M
|
12.4K
$1.31M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
11.6KNew |
$1.25M - $1.25M
|
11.6K
$1.22M
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
11.4K+ 5.94% |
$1.23M - $1.24M
|
204K
$21.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11KNew |
$1.18M - $1.18M
|
11K
$1.16M
|
|
|
Feb 08, 2021
Q4 2020
|
Veery Capital, LLC
|
BUY
|
- |
10.7KNew |
$1.15M - $1.16M
|
10.7K
$1.13M
|
|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 220.43% |
$1.11M - $1.12M
|
15.1K
$1.59M
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 3.17% |
$1.1M - $1.1M
|
332K
$35M
|
|
|
Jan 28, 2021
Q4 2020
|
Bull Street Advisors, LLC
|
BUY
|
- |
9.89K+ 403.47% |
$1.06M - $1.07M
|
12.3K
$1.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.86KNew |
$1.06M - $1.07M
|
9.86K
$1.04M
|
|
|
Feb 11, 2021
Q4 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.81K+ 4.99% |
$1.06M - $1.06M
|
206K
$21.8M
|
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.78KNew |
$1.05M - $1.06M
|
9.78K
$1.03M
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
9.73K+ 63.21% |
$1.05M - $1.05M
|
25.1K
$2.65M
|
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.51K+ 30.58% |
$1.02M - $1.03M
|
40.6K
$4.29M
|
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.21K+ 38.21% |
$991K - $995K
|
33.3K
$3.52M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.1K+ 4.48% |
$979K - $984K
|
212K
$22.4M
|
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.99K+ 9.95% |
$968K - $972K
|
99.4K
$10.5M
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
8.89K+ 422.33% |
$957K - $961K
|
11K
$1.16M
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.85KNew |
$952K - $956K
|
8.85K
$934K
|
|
|
Feb 16, 2021
Q4 2020
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.71KNew |
$938K - $942K
|
8.71K
$920K
|
|
|
Feb 10, 2021
Q4 2020
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.35K+ 21.26% |
$899K - $903K
|
47.7K
$5.03M
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
8.32K+ 20.96% |
$895K - $900K
|
48K
$5.07M
|
|
|
Feb 10, 2021
Q4 2020
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8.11KNew |
$872K - $876K
|
8.11K
$856K
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.7K+ 45.5% |
$829K - $833K
|
24.6K
$2.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.47KNew |
$804K - $808K
|
7.47K
$789K
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.45K+ 4.38% |
$802K - $806K
|
178K
$18.7M
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.02K+ 15.42% |
$755K - $759K
|
52.5K
$5.55M
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.95K+ 86.25% |
$747K - $751K
|
15K
$1.58M
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
6.56KNew |
$705K - $709K
|
6.56K
$692K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48KNew |
$697K - $701K
|
6.48K
$684K
|
|
|
Jan 25, 2021
Q4 2020
|
Kwmg, LLC
|
BUY
|
- |
6.27K+ 61.59% |
$675K - $678K
|
16.5K
$1.74M
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6.13K+ 40.12% |
$659K - $663K
|
21.4K
$2.26M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.98K+ 62.71% |
$643K - $646K
|
15.5K
$1.64M
|
|
|
Feb 10, 2021
Q4 2020
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
5.97KNew |
$642K - $645K
|
5.97K
$630K
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
5.81K+ 22.58% |
$625K - $628K
|
31.5K
$3.33M
|
|
|
May 11, 2021
Q4 2020
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5.72KNew |
$615K - $618K
|
5.72K
$603K
|
|
|
Feb 04, 2021
Q4 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
5.69K+ 14.3% |
$612K - $615K
|
45.5K
$4.8M
|
|
|
Feb 02, 2021
Q4 2020
|
Patten Group, Inc.
|
BUY
|
- |
5.68K+ 111.2% |
$611K - $614K
|
10.8K
$1.14M
|
|
|
Feb 12, 2021
Q4 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.48K+ 64.37% |
$590K - $593K
|
14K
$1.48M
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.38KNew |
$579K - $582K
|
5.38K
$568K
|
|
|
Feb 12, 2021
Q4 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.3K+ 14.63% |
$571K - $573K
|
41.6K
$4.39M
|
|
|
Jan 21, 2021
Q4 2020
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.11K+ 2.73% |
$550K - $552K
|
192K
$20.3M
|
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
4.65K+ 6.28% |
$500K - $502K
|
78.7K
$8.3M
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
4.63K+ 207.16% |
$498K - $501K
|
6.87K
$725K
|
|
|
Feb 16, 2021
Q4 2020
|
Ade, LLC
|
BUY
|
- |
4.61KNew |
$496K - $498K
|
4.61K
$486K
|