Purchases and Sales Made in Q3 2021 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
16K+ 25.59% |
$1.72M - $1.73M
|
78.7K
$8.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
16K+ 43.3% |
$1.72M - $1.73M
|
53K
$5.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15.2KNew |
$1.64M - $1.65M
|
15.2K
$1.61M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15K+ 113.88% |
$1.61M - $1.62M
|
28.1K
$2.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.9K+ 354.15% |
$1.61M - $1.61M
|
19.1K
$2.02M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
14.1K+ 17.97% |
$1.52M - $1.53M
|
92.8K
$9.79M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14K+ 35.48% |
$1.51M - $1.51M
|
53.5K
$5.64M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14K+ 182.25% |
$1.5M - $1.51M
|
21.6K
$2.28M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.9K+ 30.94% |
$1.39M - $1.39M
|
54.6K
$5.76M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
12.7K+ 65.35% |
$1.36M - $1.37M
|
32.1K
$3.38M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.3K+ 75.59% |
$1.33M - $1.33M
|
28.6K
$3.02M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
11.7KNew |
$1.26M - $1.26M
|
11.7K
$1.23M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.6K+ 98.16% |
$1.25M - $1.25M
|
23.4K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.1K+ 80.66% |
$1.19M - $1.2M
|
24.8K
$2.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.9K+ 14.15% |
$1.17M - $1.17M
|
87.7K
$9.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$1.15M - $1.16M
|
10.7K
$1.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
10.7K+ 25.79% |
$1.15M - $1.16M
|
52.1K
$5.5M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.3K+ 31.04% |
$1.1M - $1.11M
|
43.3K
$4.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$1.1M - $1.11M
|
10.2K
$1.08M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.87K+ 256.66% |
$1.06M - $1.07M
|
13.7K
$1.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.8K+ 19.95% |
$1.05M - $1.06M
|
59K
$6.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
9.6K+ 18.56% |
$1.03M - $1.04M
|
61.3K
$6.46M
|
|
|
Nov 10, 2021
Q3 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
9.4K+ 148.03% |
$1.01M - $1.02M
|
15.8K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.23KNew |
$993K - $997K
|
9.23K
$973K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.75K+ 100.45% |
$941K - $945K
|
17.5K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.64K+ 9.94% |
$929K - $934K
|
95.5K
$10.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.4KNew |
$904K - $908K
|
8.4K
$886K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.39KNew |
$902K - $906K
|
8.39K
$885K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
8.28K+ 3.86% |
$890K - $895K
|
223K
$23.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8.27KNew |
$889K - $893K
|
8.27K
$872K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 20.37% |
$839K - $843K
|
46.1K
$4.86M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
7.69K+ 7.82% |
$827K - $831K
|
106K
$11.2M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.69KNew |
$827K - $830K
|
7.69K
$811K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.62K+ 6.81% |
$819K - $823K
|
120K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.28K+ 380.61% |
$783K - $787K
|
9.19K
$970K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.15K+ 112.26% |
$769K - $773K
|
13.5K
$1.43M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.99K+ 35.38% |
$752K - $756K
|
26.8K
$2.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.75K+ 9.46% |
$727K - $730K
|
78.2K
$8.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.71KNew |
$722K - $725K
|
6.71K
$708K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.64K+ 36.29% |
$714K - $717K
|
24.9K
$2.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.29K+ 44.76% |
$677K - $680K
|
20.3K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6K+ 8.69% |
$646K - $649K
|
75.1K
$7.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.77K+ 4.52% |
$621K - $624K
|
133K
$14.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.72K+ 16.4% |
$615K - $618K
|
40.6K
$4.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.56KNew |
$599K - $601K
|
5.56K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.4KNew |
$581K - $583K
|
5.4K
$569K
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.99K+ 90.37% |
$537K - $539K
|
10.5K
$1.11M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
4.98K+ 54.47% |
$535K - $538K
|
14.1K
$1.49M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.97K+ 15.31% |
$534K - $537K
|
37.4K
$3.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.71K+ 8.8% |
$507K - $509K
|
58.3K
$6.15M
|