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
Jan 12, 2021 Q4 2020
Walkner Condon Financial Advisors LLC

BUY
 -
4.47K
+ 45.86%
$481K - $483K
14.2K $1.5M
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.3K
+ 73.95%
$463K - $465K
10.1K $1.07M
Jan 29, 2021 Q4 2020
Stratos Wealth Advisors, LLC

BUY
 -
3.95K
+ 88.41%
$425K - $427K
8.42K $889K
Feb 10, 2021 Q4 2020
Provident Investment Management, Inc.

Novi, MI
BUY
 -
3.75K
New
$404K - $405K
3.75K $396K
Jan 08, 2021 Q4 2020
Creative Financial Designs Inc

BUY
 -
3.74K
+ 60.3%
$402K - $404K
9.94K $1.05M
Feb 12, 2021 Q4 2020
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
3.71K
New
$400K - $401K
3.71K $392K
Feb 16, 2021 Q4 2020
Centric Wealth Management

BUY
 -
3.71K
New
$399K - $401K
3.71K $391K
Feb 08, 2021 Q4 2020
Ami Investment Management Inc

Kendallville, IN
BUY
 -
3.65K
New
$393K - $395K
3.65K $385K
Jan 20, 2021 Q4 2020
Dt Investment Partners, LLC

BUY
 -
3.58K
+ 72.19%
$385K - $387K
8.54K $901K
Jan 15, 2021 Q4 2020
Guidance Point Advisors, LLC

BUY
 -
3.39K
+ 96.77%
$364K - $366K
6.89K $727K
Feb 05, 2021 Q4 2020
Lincoln National Corp

BUY
 -
3.23K
+ 9.32%
$348K - $350K
37.9K $4M
Jan 28, 2021 Q4 2020
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
3.12K
New
$335K - $337K
3.12K $329K
Feb 02, 2021 Q4 2020
Flagship Private Wealth, LLC

BUY
 -
3.09K
New
$332K - $334K
3.09K $326K
Feb 16, 2021 Q4 2020
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3.04K
New
$327K - $329K
3.04K $321K
Feb 16, 2021 Q4 2020
Prudential Financial Inc

Newark, NJ
BUY
 -
3.03K
+ 8.89%
$326K - $327K
37.1K $3.91M
Feb 02, 2021 Q4 2020
Ahrens Investment Partners LLC

BUY
 -
3K
New
$323K - $324K
3K $317K
Feb 19, 2021 Q4 2020
Uma Financial Services, Inc.

BUY
 -
2.99K
+ 40.86%
$322K - $323K
10.3K $1.09M
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.93K
+ 390.67%
$315K - $317K
3.68K $388K
Feb 17, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
2.9K
+ 150.1%
$312K - $313K
4.83K $509K
Feb 26, 2021 Q4 2020
Laird Norton Trust Company, LLC

BUY
 -
2.85K
New
$307K - $308K
2.85K $301K
Feb 12, 2021 Q4 2020
New Vernon Capital Holdings Ii LLC

Morristown, NJ
BUY
 -
2.79K
+ 4.32%
$300K - $302K
67.4K $7.11M
Jan 27, 2021 Q4 2020
Cra Financial Services, LLC

BUY
 -
2.78K
New
$299K - $300K
2.78K $293K
Jan 21, 2021 Q4 2020
Sage Mountain Advisors LLC

BUY
 -
2.77K
New
$298K - $299K
2.77K $292K
Feb 03, 2021 Q4 2020
Baker Tilly Wealth Management, LLC

BUY
 -
2.72K
New
$292K - $294K
2.72K $287K
Feb 10, 2021 Q4 2020
Johnson Bixby & Associates, LLC

BUY
 -
2.71K
New
$292K - $293K
2.71K $286K
Jan 27, 2021 Q4 2020
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.71K
+ 16.76%
$291K - $293K
18.9K $1.99M
Jan 29, 2021 Q4 2020
Whittier Trust CO

BUY
 -
2.7K
+ 43.84%
$291K - $292K
8.87K $936K
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
2.67K
+ 26.78%
$287K - $288K
12.6K $1.33M
Feb 01, 2021 Q4 2020
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
2.62K
+ 140.6%
$282K - $283K
4.48K $473K
Jan 11, 2021 Q4 2020
Chesley Taft & Associates LLC

BUY
 -
2.62K
+ 33.98%
$281K - $283K
10.3K $1.09M
Feb 03, 2021 Q4 2020
Stone X Group Inc.

BUY
 -
2.61K
New
$281K - $282K
2.61K $275K
Feb 17, 2021 Q4 2020
Wealth Dimensions Group, Ltd.

BUY
 -
2.51K
New
$270K - $271K
2.51K $264K
Jan 29, 2021 Q4 2020
Great Valley Advisor Group, Inc.

BUY
 -
2.48K
New
$267K - $268K
2.48K $262K
Feb 10, 2021 Q4 2020
Dubuque Bank & Trust CO

BUY
 -
2.47K
+ 17.99%
$266K - $267K
16.2K $1.71M
Feb 18, 2021 Q4 2020
Symmetry Partners, LLC

BUY
 -
2.43K
+ 7.15%
$262K - $263K
36.5K $3.85M
Feb 05, 2021 Q4 2020
Brasada Capital Management, LP

Houston, TX
BUY
 -
2.41K
New
$259K - $261K
2.41K $254K
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.37K
+ 62.93%
$255K - $256K
6.14K $648K
Jan 28, 2021 Q4 2020
Annex Advisory Services, LLC

BUY
 -
2.35K
New
$253K - $254K
2.35K $248K
Feb 17, 2021 Q4 2020
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.23K
New
$240K - $241K
2.23K $235K
Feb 11, 2021 Q4 2020
Orin Green Financial, LLC

BUY
 -
2.15K
New
$232K - $233K
2.15K $227K
Jan 28, 2021 Q4 2020
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.1K
New
$226K - $227K
2.1K $221K
Feb 03, 2021 Q4 2020
Grove Bank & Trust

BUY
 -
2.07K
+ 7.2%
$222K - $223K
30.8K $3.25M
Feb 11, 2021 Q4 2020
Argent Advisors, Inc.

Monroe, LA
BUY
 -
2.04K
New
$219K - $220K
2.04K $215K
Feb 12, 2021 Q4 2020
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
2.01K
New
$216K - $217K
2.01K $212K
Jan 19, 2021 Q4 2020
Journey Advisory Group, LLC

BUY
 -
2K
New
$215K - $216K
2K $211K
Feb 11, 2021 Q4 2020
Synovus Financial Corp

Columbus, GA
BUY
 -
1.97K
New
$212K - $213K
1.97K $208K
Feb 04, 2021 Q4 2020
Running Point Capital Advisors, LLC

BUY
 -
1.93K
New
$208K - $209K
1.93K $204K
Feb 08, 2021 Q4 2020
Carl P. Sherr & Co., LLC

BUY
 -
1.93K
New
$208K - $209K
1.93K $204K
Jan 20, 2021 Q4 2020
Park Avenue Securities LLC

BUY
 -
1.92K
+ 17.66%
$206K - $207K
12.8K $1.35M

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