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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-219- 0.8% |
$23.6K - $23.7K
|
27.1K
$2.86M
|
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-219- 0.8% |
$23.6K - $23.7K
|
27.1K
$2.86M
|
|
|
Jan 22, 2021
Q4 2020
|
Riverview Trust CO
|
SELL
|
- |
-219- 4.0% |
$23.6K - $23.7K
|
5.26K
$555K
|
|
|
Feb 02, 2021
Q4 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-220- 4.12% |
$23.7K - $23.8K
|
5.13K
$541K
|
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-226- 3.85% |
$24.3K - $24.4K
|
5.65K
$596K
|
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-231- 6.32% |
$24.9K - $25K
|
3.42K
$361K
|
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-233- 1.92% |
$25.1K - $25.2K
|
11.9K
$1.25M
|
|
|
Jan 12, 2021
Q4 2020
|
Cypress Capital Group
|
SELL
|
- |
-243- 0.96% |
$26.1K - $26.3K
|
25.1K
$2.65M
|
|
|
Jan 21, 2021
Q4 2020
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-250- 7.44% |
$26.9K - $27K
|
3.11K
$328K
|
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-346Closed |
$37.2K - $37.4K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-353- 0.76% |
$38K - $38.2K
|
46.3K
$4.88M
|
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-413- 10.96% |
$44.4K - $44.6K
|
3.36K
$354K
|
|
|
Jan 22, 2021
Q4 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-451Closed |
$48.5K - $48.8K
|
0
$0
|
|
|
May 14, 2021
Q4 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-463- 24.87% |
$49.8K - $50.1K
|
1.4K
$148K
|
|
|
Jan 26, 2021
Q4 2020
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-475- 3.81% |
$51.1K - $51.4K
|
12K
$1.27M
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-479Closed |
$51.5K - $51.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-492- 87.39% |
$52.9K - $53.2K
|
71
$7.49K
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-494- 32.02% |
$53.2K - $53.4K
|
1.05K
$111K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$53.8K - $54.1K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Destination Wealth Management
|
SELL
|
- |
-570- 10.35% |
$61.3K - $61.6K
|
4.94K
$521K
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-577- 2.28% |
$62.1K - $62.4K
|
24.8K
$2.61M
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-590- 5.53% |
$63.5K - $63.8K
|
10.1K
$1.06M
|
|
|
Jan 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-626- 20.08% |
$67.4K - $67.7K
|
2.49K
$263K
|
|
|
Jan 25, 2021
Q4 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-637- 10.51% |
$68.5K - $68.9K
|
5.42K
$572K
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-642- 8.34% |
$69.1K - $69.4K
|
7.06K
$745K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-664- 0.69% |
$71.4K - $71.8K
|
95.4K
$10.1M
|
|
|
Feb 11, 2021
Q4 2020
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-684- 5.48% |
$73.6K - $73.9K
|
11.8K
$1.24M
|
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-783- 16.02% |
$84.3K - $84.7K
|
4.11K
$433K
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-789- 54.19% |
$84.9K - $85.3K
|
667
$70.4K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-811Closed |
$87.3K - $87.7K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-824- 10.66% |
$88.7K - $89.1K
|
6.9K
$729K
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-824- 2.93% |
$88.7K - $89.1K
|
27.3K
$2.88M
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-896- 0.7% |
$96.4K - $96.9K
|
128K
$13.5M
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1KClosed |
$108K - $108K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.02K- 24.67% |
$110K - $111K
|
3.12K
$330K
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.23K- 14.15% |
$132K - $132K
|
7.44K
$785K
|
|
|
Feb 04, 2021
Q4 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 3.7% |
$133K - $133K
|
32K
$3.38M
|
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.25K- 17.77% |
$135K - $135K
|
5.79K
$611K
|
|
|
Jan 19, 2021
Q4 2020
|
Apexium Financial, LP
|
SELL
|
- |
-1.25K- 21.03% |
$135K - $136K
|
4.71K
$497K
|
|
|
Feb 08, 2021
Q4 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.33K- 53.48% |
$143K - $144K
|
1.16K
$122K
|
|
|
Feb 02, 2021
Q4 2020
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.47K- 3.8% |
$159K - $159K
|
37.3K
$3.94M
|
|
|
Feb 16, 2021
Q4 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-1.75K- 2.62% |
$188K - $189K
|
64.9K
$6.85M
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.85K- 13.3% |
$199K - $200K
|
12K
$1.27M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.93K- 1.73% |
$207K - $208K
|
110K
$11.6M
|
|
|
Feb 16, 2021
Q4 2020
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.93KClosed |
$208K - $209K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.95K- 24.59% |
$210K - $211K
|
5.98K
$631K
|
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.99K- 88.22% |
$214K - $215K
|
266
$28.1K
|
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.15KClosed |
$231K - $232K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.23KClosed |
$240K - $241K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.44K- 9.76% |
$262K - $263K
|
22.5K
$2.38M
|