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
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.25KNew |
$242K - $243K
|
2.25K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.24K+ 79.59% |
$241K - $242K
|
5.05K
$533K
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.2KNew |
$237K - $238K
|
2.2K
$232K
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.18K+ 2.99% |
$234K - $235K
|
75K
$7.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.14KNew |
$230K - $231K
|
2.14K
$226K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.13K+ 11.66% |
$229K - $230K
|
20.4K
$2.15M
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$228K - $229K
|
2.12K
$224K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.12K+ 60.74% |
$228K - $229K
|
5.61K
$592K
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.1K+ 303.17% |
$226K - $227K
|
2.79K
$295K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.09K+ 36.67% |
$225K - $226K
|
7.78K
$821K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.07K+ 30.96% |
$223K - $224K
|
8.76K
$924K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$222K - $223K
|
2.07K
$218K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
2.06K+ 33.88% |
$222K - $223K
|
8.14K
$859K
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.06KNew |
$221K - $222K
|
2.06K
$217K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.04K+ 832.65% |
$219K - $220K
|
2.29K
$241K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.03K+ 1.36% |
$219K - $220K
|
151K
$15.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.98K+ 13.16% |
$213K - $214K
|
17K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 51.53% |
$212K - $213K
|
5.79K
$611K
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.95K+ 42.88% |
$210K - $211K
|
6.51K
$687K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$207K - $208K
|
1.92K
$203K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.89K+ 2.49% |
$204K - $204K
|
77.8K
$8.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.83KNew |
$197K - $198K
|
1.83K
$193K
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
1.81K+ 3.57% |
$195K - $196K
|
52.5K
$5.54M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
1.72K+ 9.46% |
$185K - $186K
|
19.9K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.62K+ 38.45% |
$175K - $175K
|
5.84K
$616K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
1.62K+ 8.92% |
$174K - $175K
|
19.7K
$2.08M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.58K+ 6.52% |
$170K - $171K
|
25.8K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.57K+ 1450.0% |
$168K - $169K
|
1.67K
$177K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.57K+ 12.96% |
$168K - $169K
|
13.6K
$1.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1.56K+ 38.72% |
$168K - $169K
|
5.59K
$590K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.49K+ 52.61% |
$160K - $161K
|
4.32K
$456K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.47K+ 7.34% |
$158K - $159K
|
21.5K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 7.37% |
$157K - $158K
|
21.3K
$2.24M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 95.67% |
$157K - $158K
|
2.98K
$315K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.44KNew |
$155K - $155K
|
1.44K
$152K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.43K+ 10.12% |
$154K - $155K
|
15.6K
$1.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.39K+ 36.23% |
$150K - $150K
|
5.23K
$552K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.39K+ 6.43% |
$149K - $150K
|
22.9K
$2.42M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.34K+ 3.7% |
$144K - $145K
|
37.5K
$3.95M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 5.45% |
$143K - $144K
|
25.7K
$2.71M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.3K+ 41.09% |
$140K - $140K
|
4.46K
$470K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.27K+ 49.44% |
$137K - $137K
|
3.85K
$406K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.25K+ 19.16% |
$135K - $135K
|
7.79K
$821K
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.19K+ 34.71% |
$128K - $128K
|
4.6K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.16K+ 19.88% |
$125K - $125K
|
6.98K
$737K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.09KNew |
$118K - $118K
|
1.09K
$115K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.07K+ 8.13% |
$115K - $115K
|
14.2K
$1.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.04K+ 17.74% |
$111K - $112K
|
6.88K
$725K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.01K+ 2.31% |
$109K - $109K
|
44.8K
$4.73M
|
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1K+ 1.1% |
$108K - $108K
|
91.5K
$9.65M
|