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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.64K+ 107.56% |
$499K - $502K
|
8.96K
$945K
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.5K+ 21.67% |
$484K - $486K
|
25.3K
$2.66M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
4.21K+ 12.37% |
$453K - $455K
|
38.3K
$4.04M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.15K+ 13.08% |
$446K - $448K
|
35.8K
$3.78M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
4.06K+ 26.73% |
$437K - $439K
|
19.3K
$2.03M
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
4.01K+ 119.17% |
$431K - $433K
|
7.37K
$778K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
3.9K+ 8.07% |
$420K - $422K
|
52.3K
$5.51M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
3.9KNew |
$420K - $422K
|
3.9K
$412K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.75K+ 5.35% |
$403K - $405K
|
73.7K
$7.78M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.7K+ 19.61% |
$398K - $399K
|
22.5K
$2.38M
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
3.67K+ 10.68% |
$394K - $396K
|
38K
$4.01M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.58K+ 153.94% |
$385K - $386K
|
5.9K
$622K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
3.55K+ 10.1% |
$382K - $384K
|
38.7K
$4.08M
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
3.5K+ 172.13% |
$376K - $378K
|
5.53K
$583K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.49K+ 66.26% |
$376K - $377K
|
8.76K
$924K
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
3.48K+ 8.65% |
$375K - $376K
|
43.8K
$4.62M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.45KNew |
$371K - $373K
|
3.45K
$364K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
3.42K+ 856.0% |
$368K - $370K
|
3.82K
$403K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.26K+ 4.62% |
$351K - $352K
|
73.8K
$7.78M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.2KNew |
$344K - $346K
|
3.2K
$338K
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.17K+ 58.59% |
$341K - $342K
|
8.58K
$905K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.16K+ 54.41% |
$340K - $341K
|
8.97K
$946K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.11K+ 80.91% |
$334K - $336K
|
6.95K
$733K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.05KNew |
$328K - $330K
|
3.05K
$322K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.02KNew |
$325K - $327K
|
3.02K
$319K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.96K+ 48.48% |
$318K - $320K
|
9.06K
$955K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.95K+ 2.93% |
$317K - $319K
|
104K
$10.9M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.93KNew |
$315K - $316K
|
2.93K
$309K
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.93KNew |
$315K - $316K
|
2.93K
$309K
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.9KNew |
$312K - $314K
|
2.9K
$306K
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
2.87K+ 7.81% |
$309K - $310K
|
39.6K
$4.18M
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.78KNew |
$299K - $301K
|
2.78K
$294K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.73K+ 17.79% |
$294K - $295K
|
18.1K
$1.91M
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.72K+ 37.4% |
$293K - $294K
|
10K
$1.06M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2.67K+ 7.78% |
$287K - $289K
|
37K
$3.9M
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.64KNew |
$283K - $285K
|
2.64K
$278K
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.62KNew |
$282K - $283K
|
2.62K
$276K
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.6KNew |
$280K - $281K
|
2.6K
$274K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.51K+ 5.21% |
$270K - $271K
|
50.7K
$5.34M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.5KNew |
$268K - $270K
|
2.5K
$263K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.47K+ 14.47% |
$266K - $267K
|
19.6K
$2.06M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.44KNew |
$262K - $263K
|
2.44K
$257K
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.43K+ 3.63% |
$261K - $262K
|
69.3K
$7.31M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.41K+ 2.67% |
$260K - $261K
|
92.7K
$9.78M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.37K+ 39.3% |
$255K - $256K
|
8.41K
$887K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
2.35K+ 43.7% |
$253K - $254K
|
7.73K
$815K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.34K+ 57.9% |
$252K - $253K
|
6.38K
$673K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
2.32K+ 120.25% |
$249K - $250K
|
4.24K
$447K
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$247K - $249K
|
2.3K
$243K
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.3K+ 13.9% |
$247K - $248K
|
18.8K
$1.98M
|