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 25, 2021 Q4 2020
Calton & Associates, Inc.

BUY
 -
93
+ 1.21%
$10K - $10.1K
7.76K $819K
Feb 16, 2021 Q4 2020
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
85
+ 3.18%
$9.15K - $9.19K
2.76K $291K
Jan 12, 2021 Q4 2020
Legacy Private Trust Co.

BUY
 -
71
+ 1.27%
$7.64K - $7.68K
5.66K $598K
Feb 08, 2021 Q4 2020
Highland Private Wealth Management

BUY
 -
68
+ 1.19%
$7.32K - $7.35K
5.78K $610K
Feb 05, 2021 Q4 2020
Exchange Capital Management, Inc.

BUY
 -
50
+ 0.51%
$5.38K - $5.41K
9.83K $1.04M
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

BUY
 -
44
+ 3.49%
$4.73K - $4.76K
1.31K $138K
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

BUY
 -
43
+ 1.62%
$4.63K - $4.65K
2.7K $285K
Feb 12, 2021 Q4 2020
Fca Corp

Houston, TX
BUY
 -
42
+ 0.59%
$4.52K - $4.54K
7.15K $755K
Jul 17, 2024 Q4 2020
Kelly Financial Services LLC

Braintree, MA
BUY
 -
41
New
$4.41K - $4.43K
41 $4.33K
Feb 08, 2021 Q4 2020
Sja Financial Advisory, LLC

BUY
 -
31
+ 1.28%
$3.34K - $3.35K
2.46K $259K
Feb 08, 2021 Q4 2020
Sp Asset Management

BUY
 -
19
+ 0.14%
$2.04K - $2.05K
13.4K $1.42M
Feb 05, 2021 Q4 2020
Corbett Road Capital Management, LLC

Mclean, VA
BUY
 -
19
+ 0.23%
$2.04K - $2.05K
8.34K $880K
Feb 12, 2021 Q4 2020
Cpwm, LLC

Seattle, WA
BUY
 -
18
+ 0.35%
$1.94K - $1.95K
5.19K $548K
Mar 04, 2021 Q4 2020
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
14
+ 0.32%
$1.51K - $1.51K
4.33K $457K
Jan 20, 2021 Q4 2020
Family Firm, Inc.

BUY
 -
13
+ 0.34%
$1.4K - $1.41K
3.82K $403K
Jan 12, 2021 Q4 2020
Mc Adam, LLC

BUY
 -
10
+ 0.51%
$1.08K - $1.08K
1.98K $209K
Jan 29, 2021 Q4 2020
Newman Dignan & Sheerar, Inc.

BUY
 -
9
+ 0.34%
$968 - $973
2.69K $284K
Jan 15, 2021 Q4 2020
Moneywise, Inc.

BUY
 -
8
+ 0.34%
$861 - $865
2.35K $248K
Feb 08, 2021 Q4 2020
Roundview Capital LLC

Princeton, NJ
BUY
 -
6
+ 0.02%
$646 - $649
34.4K $3.64M
Jan 21, 2021 Q4 2020
Pds Planning, Inc

BUY
 -
6
+ 0.02%
$646 - $649
35.1K $3.7M
Aug 16, 2024 Q4 2020
Td Private Client Wealth LLC

New York, NY
BUY
 -
5
+ 5.1%
$538 - $541
103 $10.9K
Feb 09, 2021 Q4 2020
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1
+ 1.02%
$108 - $108
99 $10.4K
Feb 12, 2021 Q4 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1
- 0.03%
$108 - $108
3.84K $405K
Feb 16, 2021 Q4 2020
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-2
- 0.06%
$215 - $216
3.33K $352K
Jan 15, 2021 Q4 2020
Marquette Asset Management, LLC

SELL
 -
-10
Closed
$1.08K - $1.08K
0 $0
Feb 16, 2021 Q4 2020
First Foundation Advisors

Irvine, CA
SELL
 -
-10
- 0.32%
$1.08K - $1.08K
3.1K $327K
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

SELL
 -
-22
Closed
$2.37K - $2.38K
0 $0
Feb 16, 2021 Q4 2020
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-25
- 11.9%
$2.69K - $2.7K
185 $19.5K
Jan 21, 2021 Q4 2020
Sterling Investment Advisors, Ltd.

SELL
 -
-32
- 4.49%
$3.44K - $3.46K
681 $71.9K
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-62
- 1.45%
$6.67K - $6.7K
4.22K $446K
Jan 22, 2021 Q4 2020
Cypress Wealth Services, LLC

SELL
 -
-63
- 1.1%
$6.78K - $6.81K
5.66K $598K
Feb 05, 2021 Q4 2020
Tortoise Investment Management, LLC

SELL
 -
-95
- 20.0%
$10.2K - $10.3K
380 $40.1K
Feb 10, 2021 Q4 2020
Flc Capital Advisors

SELL
 -
-97
- 1.75%
$10.4K - $10.5K
5.45K $575K
Feb 16, 2021 Q4 2020
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-100
- 0.5%
$10.8K - $10.8K
20K $2.11M
Feb 12, 2021 Q4 2020
Horiko Capital Management LLC

New York, NY
SELL
 -
-100
- 0.73%
$10.8K - $10.8K
13.6K $1.44M
Jan 27, 2021 Q4 2020
180 Wealth Advisors, LLC

SELL
 -
-106
- 4.06%
$11.4K - $11.5K
2.5K $264K
Feb 17, 2021 Q4 2020
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-111
Closed
$11.9K - $12K
0 $0
Feb 09, 2021 Q4 2020
Bangor Savings Bank

Bangor, ME
SELL
 -
-121
- 4.63%
$13K - $13.1K
2.5K $263K
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

SELL
 -
-129
- 4.36%
$13.9K - $13.9K
2.83K $299K
Feb 11, 2021 Q4 2020
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-150
- 5.73%
$16.1K - $16.2K
2.47K $261K
Jan 14, 2021 Q4 2020
Kovack Advisors, Inc.

SELL
 -
-160
- 3.88%
$17.2K - $17.3K
3.96K $418K
Feb 05, 2021 Q4 2020
Horan Securities, Inc.

SELL
 -
-163
- 3.08%
$17.5K - $17.6K
5.12K $541K
Feb 02, 2021 Q4 2020
First Trust Advisors LP

Wheaton, IL
SELL
 -
-171
- 3.01%
$18.4K - $18.5K
5.51K $582K
Jan 08, 2021 Q4 2020
Gradient Investments LLC

SELL
 -
-174
- 3.58%
$18.7K - $18.8K
4.68K $494K
Feb 04, 2021 Q4 2020
Orion Portfolio Solutions, LLC

SELL
 -
-185
- 0.57%
$19.9K - $20K
32.1K $3.39M
Feb 04, 2021 Q4 2020
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-190
- 9.08%
$20.4K - $20.5K
1.9K $201K
Jan 21, 2021 Q4 2020
Interactive Financial Advisors

Chicago, IL
SELL
 -
-196
- 71.79%
$21.1K - $21.2K
77 $8.13K
Jan 28, 2021 Q4 2020
Bray Capital Advisors

SELL
 -
-200
- 15.21%
$21.5K - $21.6K
1.12K $118K
Jan 21, 2021 Q4 2020
Capital Investment Advisors, LLC

SELL
 -
-204
- 1.24%
$22K - $22.1K
16.3K $1.72M

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