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 08, 2021 Q4 2020
Alera Investment Advisors, LLC

SELL
 -
-2.78K
- 12.83%
$299K - $300K
18.9K $1.99M
Jan 28, 2021 Q4 2020
Truadvice, LLC

Sarasota, FL
SELL
 -
-2.83K
- 54.36%
$304K - $305K
2.37K $250K
Jan 25, 2021 Q4 2020
Winthrop Advisory Group LLC

SELL
 -
-2.9K
- 11.87%
$312K - $313K
21.5K $2.27M
Feb 10, 2021 Q4 2020
Western Wealth Management, LLC

SELL
 -
-2.97K
Closed
$319K - $321K
0 $0
Feb 12, 2021 Q4 2020
Integrated Wealth Concepts LLC

SELL
 -
-2.99K
- 14.06%
$321K - $323K
18.3K $1.93M
Jan 19, 2021 Q4 2020
Miracle Mile Advisors, LLC

SELL
 -
-3.03K
- 1.94%
$326K - $328K
153K $16.2M
Feb 09, 2021 Q4 2020
Personal Cfo Solutions, LLC

SELL
 -
-3.08K
Closed
$331K - $333K
0 $0
Feb 10, 2021 Q4 2020
W.G. Shaheen & Associates Dba Whitney & CO

SELL
 -
-3.16K
Closed
$340K - $341K
0 $0
Feb 12, 2021 Q4 2020
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-3.45K
Closed
$371K - $373K
0 $0
Feb 16, 2021 Q4 2020
Darwin Advisors, LLC

SELL
 -
-3.48K
Closed
$375K - $377K
0 $0
Feb 12, 2021 Q4 2020
Erts Wealth Advisors, LLC

SELL
 -
-3.76K
- 7.59%
$404K - $406K
45.8K $4.83M
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

SELL
 -
-4.39K
Closed
$472K - $474K
0 $0
Feb 26, 2021 Q4 2020
Avitas Wealth Management LLC

SELL
 -
-4.45K
- 23.43%
$478K - $481K
14.5K $1.53M
Feb 08, 2021 Q4 2020
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-4.59K
- 44.09%
$494K - $497K
5.83K $615K
Jan 28, 2021 Q4 2020
Kingfisher Capital LLC

SELL
 -
-4.72K
- 16.05%
$508K - $510K
24.7K $2.61M
Feb 12, 2021 Q4 2020
Wealthsource Partners, LLC

SELL
 -
-5K
- 21.81%
$538K - $541K
17.9K $1.89M
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-5.1K
- 14.35%
$549K - $551K
30.4K $3.21M
Feb 11, 2021 Q4 2020
Barclays PLC

London, X0
SELL
 -
-6.26K
Closed
$673K - $676K
0 $0
Jan 28, 2021 Q4 2020
Comerica Bank

SELL
 -
-6.37K
- 3.7%
$686K - $689K
166K $17.5M
Feb 04, 2021 Q4 2020
Omega Financial Group, LLC

SELL
 -
-6.47K
- 27.16%
$696K - $699K
17.3K $1.83M
Feb 16, 2021 Q4 2020
Inscription Capital, LLC

Houston, TX
SELL
 -
-7.56K
- 46.58%
$813K - $817K
8.67K $915K
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

SELL
 -
-7.79K
- 14.34%
$838K - $842K
46.5K $4.91M
Feb 09, 2021 Q4 2020
Main Street Investment Advisors LLC

SELL
 -
-7.93K
- 17.18%
$853K - $857K
38.2K $4.03M
Feb 16, 2021 Q4 2020
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-8.25K
- 23.44%
$888K - $892K
27K $2.84M
Feb 09, 2021 Q4 2020
Windham Capital Management, LLC

SELL
 -
-8.53K
- 2.5%
$918K - $922K
333K $35.2M
Jan 22, 2021 Q4 2020
Wealth Advisors Of Tampa Bay, LLC

SELL
 -
-9.52K
Closed
$1.02M - $1.03M
0 $0
Feb 11, 2021 Q4 2020
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-10K
- 8.35%
$1.08M - $1.08M
110K $11.6M
Feb 16, 2021 Q4 2020
55 I, LLC

Boston, MA
SELL
 -
-10.4K
- 54.9%
$1.12M - $1.12M
8.52K $899K
Sep 13, 2023 Q4 2020
Frank, Rimerman Advisors LLC

Palo Alto, CA
SELL
 -
-11.2K
- 69.92%
$1.2M - $1.21M
4.81K $508K
Feb 12, 2021 Q4 2020
Dakota Wealth Management

SELL
 -
-11.3K
- 39.33%
$1.22M - $1.23M
17.5K $1.85M
Feb 08, 2021 Q4 2020
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-11.6K
- 29.0%
$1.24M - $1.25M
28.3K $2.99M
Feb 16, 2021 Q4 2020
Phillips Financial Management, LLC

SELL
 -
-11.9K
- 35.71%
$1.28M - $1.29M
21.4K $2.26M
Feb 08, 2021 Q4 2020
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-12.9K
- 15.9%
$1.39M - $1.4M
68.4K $7.22M
Feb 18, 2021 Q4 2020
Truist Financial Corp

SELL
 -
-14.9K
- 41.35%
$1.61M - $1.62M
21.2K $2.24M
Feb 16, 2021 Q4 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-15.2K
Closed
$1.63M - $1.64M
0 $0
Feb 12, 2021 Q4 2020
Kovitz Investment Group Partners, LLC

SELL
 -
-16.8K
- 62.55%
$1.8M - $1.81M
10K $1.06M
Feb 16, 2021 Q4 2020
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-16.9K
- 3.98%
$1.82M - $1.83M
407K $43M
Feb 08, 2021 Q4 2020
Orgel Wealth Management, LLC

SELL
 -
-17.7K
Closed
$1.91M - $1.92M
0 $0
Feb 04, 2021 Q4 2020
Us Bancorp \De\

SELL
 -
-19.8K
- 2.09%
$2.13M - $2.14M
924K $97.5M
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-21.8K
- 76.06%
$2.35M - $2.36M
6.87K $725K
Jan 14, 2021 Q4 2020
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-22.8K
- 24.12%
$2.45M - $2.47M
71.8K $7.57M
Jan 22, 2021 Q4 2020
Relaxing Retirement Coach

SELL
 -
-35.3K
- 48.96%
$3.79M - $3.81M
36.8K $3.88M
Feb 09, 2021 Q4 2020
Donoghue Forlines LLC

SELL
 -
-39.4K
Closed
$4.24M - $4.26M
0 $0
Feb 12, 2021 Q4 2020
M&T Bank Corp

SELL
 -
-40.5K
- 63.88%
$4.36M - $4.38M
22.9K $2.42M
Feb 16, 2021 Q4 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-41.3K
- 61.33%
$4.44M - $4.46M
26K $2.75M
Feb 16, 2021 Q4 2020
United Services Automobile Association

San Antonio, TX
SELL
 -
-41.3K
Closed
$4.45M - $4.47M
0 $0
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
SELL
 -
-53.3K
- 62.84%
$5.73M - $5.76M
31.5K $3.32M
Feb 16, 2021 Q4 2020
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-70.8K
- 35.34%
$7.62M - $7.66M
130K $13.7M
Feb 16, 2021 Q4 2020
Brinker Capital Investments, LLC

SELL
 -
-83.6K
- 47.19%
$9M - $9.04M
93.5K $9.87M

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