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
J.W. Cole Advisors, Inc.

BUY
 -
1.9K
+ 59.77%
$204K - $205K
5.07K $535K
Feb 16, 2021 Q4 2020
Heron Bay Capital Management

BUY
 -
1.86K
New
$200K - $201K
1.86K $196K
Jan 28, 2021 Q4 2020
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.86K
New
$200K - $201K
1.86K $196K
Feb 03, 2021 Q4 2020
West Coast Financial LLC

BUY
 -
1.84K
+ 52.41%
$198K - $199K
5.34K $564K
Feb 05, 2021 Q4 2020
Emerald Advisors, LLC

BUY
 -
1.76K
+ 14.11%
$189K - $190K
14.2K $1.5M
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.74K
+ 7.67%
$188K - $189K
24.5K $2.58M
Jan 28, 2021 Q4 2020
Fieldpoint Private Securities, LLC

BUY
 -
1.7K
New
$183K - $184K
1.7K $179K
Mar 05, 2021 Q4 2020
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
1.69K
+ 49.81%
$182K - $183K
5.08K $537K
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.67K
+ 31.76%
$179K - $180K
6.91K $729K
Feb 10, 2021 Q4 2020
Assetmark, Inc

BUY
 -
1.66K
+ 2.36%
$178K - $179K
71.7K $7.57M
Feb 08, 2021 Q4 2020
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.55K
+ 11.24%
$167K - $168K
15.4K $1.62M
Feb 12, 2021 Q4 2020
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.48K
+ 50.41%
$159K - $160K
4.42K $467K
Jan 14, 2021 Q4 2020
Curbstone Financial Management Corp

BUY
 -
1.45K
+ 1.7%
$156K - $157K
86.7K $9.15M
Jan 22, 2021 Q4 2020
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.41K
New
$152K - $152K
1.41K $149K
Jan 27, 2021 Q4 2020
James Investment Research Inc

BUY
 -
1.38K
+ 2.87%
$148K - $149K
49.4K $5.21M
Jan 13, 2021 Q4 2020
Pinnacle Bancorp, Inc.

BUY
 -
1.36K
+ 424.69%
$146K - $147K
1.68K $177K
Feb 09, 2021 Q4 2020
Blair William & CO

Chicago, IL
BUY
 -
1.33K
+ 7.17%
$144K - $144K
19.9K $2.11M
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

BUY
 -
1.25K
+ 16.45%
$135K - $135K
8.85K $934K
Feb 11, 2021 Q4 2020
Bison Wealth, LLC

BUY
 -
1.23K
+ 45.72%
$132K - $133K
3.92K $414K
Jan 25, 2021 Q4 2020
Juncture Wealth Strategies, LLC

BUY
 -
1.21K
+ 19.15%
$130K - $130K
7.5K $792K
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
1.19K
+ 34.33%
$128K - $129K
4.67K $493K
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.18K
+ 6.03%
$127K - $127K
20.7K $2.18M
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.17K
+ 1.77%
$126K - $126K
67.3K $7.1M
Feb 03, 2021 Q4 2020
Dynamic Advisor Solutions LLC

BUY
 -
1.16K
+ 39.99%
$124K - $125K
4.05K $427K
Jan 14, 2021 Q4 2020
Waller Financial Planning Group, Inc

BUY
 -
1.14K
+ 12.76%
$122K - $123K
10K $1.06M
Jan 29, 2021 Q4 2020
Fundamentun, LLC

Beachwood, OH
BUY
 -
1.12K
+ 17.34%
$121K - $121K
7.58K $800K
Feb 08, 2021 Q4 2020
Teamwork Financial Advisors, LLC

BUY
 -
1.08K
+ 17.26%
$116K - $117K
7.33K $774K
Feb 08, 2021 Q4 2020
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
1.02K
New
$110K - $110K
1.02K $108K
Feb 04, 2021 Q4 2020
Everett Harris & CO

BUY
 -
1K
+ 50.0%
$108K - $108K
3K $317K
Feb 16, 2021 Q4 2020
White Pine Capital LLC

Golden Valley, MN
BUY
 -
999
+ 12.62%
$107K - $108K
8.92K $941K
Feb 09, 2021 Q4 2020
Rice Partnership, LLC

BUY
 -
992
New
$107K - $107K
992 $105K
Jan 21, 2021 Q4 2020
Clearview Wealth Advisors LLC

BUY
 -
973
New
$105K - $105K
973 $103K
Feb 18, 2021 Q4 2020
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
928
+ 26.33%
$99.9K - $100K
4.45K $470K
Feb 12, 2021 Q4 2020
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
926
+ 17.94%
$99.6K - $100K
6.09K $643K
Jan 28, 2021 Q4 2020
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
901
New
$96.9K - $97.4K
901 $95.1K
Feb 01, 2021 Q4 2020
Bernardo Wealth Planning LLC

BUY
 -
881
+ 7.09%
$94.8K - $95.2K
13.3K $1.4M
Feb 04, 2021 Q4 2020
Steel Peak Wealth Management LLC

BUY
 -
878
+ 3.52%
$94.5K - $94.9K
25.9K $2.73M
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
875
+ 63.04%
$94.2K - $94.6K
2.26K $239K
Feb 11, 2021 Q4 2020
Strategic Financial Planning, Inc.

BUY
 -
864
+ 38.81%
$93K - $93.4K
3.09K $326K
Jan 15, 2021 Q4 2020
Beacon Financial Group

BUY
 -
864
+ 7.96%
$93K - $93.4K
11.7K $1.24M
Feb 16, 2021 Q4 2020
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
858
+ 13.67%
$92.3K - $92.8K
7.14K $753K
Feb 03, 2021 Q4 2020
Sugarloaf Wealth Management, LLC

BUY
 -
777
+ 109.59%
$83.6K - $84K
1.49K $157K
Feb 17, 2021 Q4 2020
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
750
+ 100.0%
$80.7K - $81.1K
1.5K $158K
Feb 12, 2021 Q4 2020
Atria Investments LLC

Charlotte, NC
BUY
 -
739
+ 4.23%
$79.5K - $79.9K
18.2K $1.92M
Feb 05, 2021 Q4 2020
Adell Harriman & Carpenter Inc

BUY
 -
700
+ 9.72%
$75.3K - $75.7K
7.9K $834K
Feb 08, 2021 Q4 2020
Brandywine Oak Private Wealth LLC

BUY
 -
674
+ 1.9%
$72.5K - $72.9K
36.1K $3.81M
Feb 08, 2021 Q4 2020
Foster Victor Wealth Advisors, LLC

BUY
 -
673
+ 19.89%
$72.4K - $72.8K
4.06K $428K
Jan 19, 2021 Q4 2020
Archford Capital Strategies, LLC

BUY
 -
661
+ 15.77%
$71.1K - $71.5K
4.85K $512K
Jan 04, 2021 Q4 2020
Boltwood Capital Management

BUY
 -
650
+ 19.83%
$69.9K - $70.3K
3.93K $415K

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