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 |
---|---|---|---|---|---|---|---|
Feb 05, 2021
Q4 2020
|
Regions Financial Corp
|
BUY
|
- |
583+ 16.05% |
$62.7K - $63K
|
4.22K
$445K
|
|
Jan 28, 2021
Q4 2020
|
Wealth Architects, LLC
|
BUY
|
- |
546+ 23.82% |
$58.7K - $59K
|
2.84K
$300K
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
531+ 18.48% |
$57.1K - $57.4K
|
3.41K
$359K
|
|
Feb 16, 2021
Q4 2020
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
503+ 1.8% |
$54.1K - $54.4K
|
28.5K
$3.01M
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$53.8K - $54.1K
|
500
$52.8K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
494+ 47.09% |
$53.2K - $53.4K
|
1.54K
$163K
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
465New |
$50K - $50.3K
|
465
$49.1K
|
|
Feb 01, 2021
Q4 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
464+ 27.99% |
$49.9K - $50.2K
|
2.12K
$224K
|
|
Feb 02, 2021
Q4 2020
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
463+ 6.89% |
$49.8K - $50.1K
|
7.19K
$758K
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
438+ 17.68% |
$47.1K - $47.4K
|
2.92K
$308K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
428+ 7.2% |
$46.1K - $46.3K
|
6.37K
$673K
|
|
Feb 02, 2021
Q4 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
420+ 15.56% |
$45.2K - $45.4K
|
3.12K
$329K
|
|
Feb 10, 2021
Q4 2020
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
399+ 1.85% |
$42.9K - $43.1K
|
22K
$2.32M
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
398+ 104.19% |
$42.8K - $43K
|
780
$82.3K
|
|
Jan 28, 2021
Q4 2020
|
Goal Vest Advisory LLC
|
BUY
|
- |
396New |
$42.6K - $42.8K
|
396
$41.8K
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
379+ 25.17% |
$40.8K - $41K
|
1.89K
$199K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
374New |
$40.2K - $40.4K
|
374
$39.5K
|
|
Feb 12, 2021
Q4 2020
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
370New |
$39.8K - $40K
|
370
$39.1K
|
|
Feb 05, 2021
Q4 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
369+ 3.34% |
$39.7K - $39.9K
|
11.4K
$1.2M
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
350New |
$37.7K - $37.8K
|
350
$36.9K
|
|
Feb 08, 2021
Q4 2020
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
333New |
$35.8K - $36K
|
333
$35.1K
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
310+ 5.79% |
$33.4K - $33.5K
|
5.67K
$598K
|
|
Feb 11, 2021
Q4 2020
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
309+ 1.09% |
$33.2K - $33.4K
|
28.6K
$3.02M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
264+ 3.31% |
$28.4K - $28.5K
|
8.25K
$871K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
261New |
$28.1K - $28.2K
|
261
$27.5K
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
256+ 30.77% |
$27.5K - $27.7K
|
1.09K
$115K
|
|
Jan 26, 2021
Q4 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
251+ 1.17% |
$27K - $27.1K
|
21.6K
$2.28M
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$26.9K - $27K
|
250
$26.4K
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
235+ 19.2% |
$25.3K - $25.4K
|
1.46K
$154K
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
234+ 79.05% |
$25.2K - $25.3K
|
530
$55.9K
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
229+ 1.79% |
$24.6K - $24.8K
|
13K
$1.37M
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
227+ 0.33% |
$24.4K - $24.5K
|
69.5K
$7.34M
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
222+ 2.75% |
$23.9K - $24K
|
8.29K
$875K
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
220+ 1.51% |
$23.7K - $23.8K
|
14.8K
$1.56M
|
|
Feb 04, 2021
Q4 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
215+ 3.94% |
$23.1K - $23.2K
|
5.67K
$598K
|
|
Feb 11, 2021
Q4 2020
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
215+ 9.31% |
$23.1K - $23.2K
|
2.53K
$267K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205+ 1.4% |
$22.1K - $22.2K
|
14.8K
$1.56M
|
|
Jan 12, 2021
Q4 2020
|
First Hawaiian Bank
|
BUY
|
- |
194+ 0.56% |
$20.9K - $21K
|
35K
$3.7M
|
|
Feb 09, 2021
Q4 2020
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
192+ 9.58% |
$20.7K - $20.8K
|
2.2K
$232K
|
|
Jan 19, 2021
Q4 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
158+ 0.67% |
$17K - $17.1K
|
23.6K
$2.49M
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
140+ 58.33% |
$15.1K - $15.1K
|
380
$40.1K
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
137+ 4.43% |
$14.7K - $14.8K
|
3.23K
$341K
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
BUY
|
- |
137+ 18.32% |
$14.7K - $14.8K
|
885
$93.4K
|
|
Jan 19, 2021
Q4 2020
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
133+ 2.66% |
$14.3K - $14.4K
|
5.14K
$542K
|
|
Jan 27, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
121+ 4.85% |
$13K - $13.1K
|
2.62K
$276K
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
113New |
$12.2K - $12.2K
|
113
$11.9K
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
106+ 7.03% |
$11.4K - $11.5K
|
1.61K
$170K
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
103+ 1.13% |
$11.1K - $11.1K
|
9.18K
$969K
|
|
Jan 28, 2021
Q4 2020
|
Btc Capital Management, Inc.
|
BUY
|
- |
100+ 1.1% |
$10.8K - $10.8K
|
9.17K
$968K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 0.15% |
$10.5K - $10.6K
|
64.1K
$6.76M
|