Purchases and Sales Made in Q3 2021 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 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 10, 2021 Q3 2021
Comerica Securities,Inc.

BUY
 -
287
+ 3.81%
$30.9K - $31K
7.82K $824K
Oct 26, 2021 Q3 2021
Flputnam Investment Management CO

Portland, ME
BUY
 -
285
+ 0.53%
$30.7K - $30.8K
54.1K $5.7M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
280
+ 2.61%
$30.1K - $30.3K
11K $1.16M
Nov 09, 2021 Q3 2021
Dubuque Bank & Trust CO

BUY
 -
270
+ 1.67%
$29K - $29.2K
16.5K $1.74M
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

BUY
 -
260
+ 1.0%
$28K - $28.1K
26.3K $2.78M
Oct 08, 2021 Q3 2021
Probity Advisors, Inc.

Dallas, TX
BUY
 -
253
+ 0.72%
$27.2K - $27.3K
35.3K $3.73M
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
250
+ 9.09%
$26.9K - $27K
3K $316K
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
233
+ 8.96%
$25.1K - $25.2K
2.83K $299K
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
218
+ 7.49%
$23.5K - $23.6K
3.13K $330K
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

BUY
 -
215
+ 9.04%
$23.1K - $23.2K
2.59K $274K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
211
+ 8.72%
$22.7K - $22.8K
2.63K $278K
Jan 09, 2024 Q3 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
205
+ 88.36%
$22.1K - $22.2K
437 $46.1K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
199
+ 4.07%
$21.4K - $21.5K
5.09K $537K
Oct 21, 2021 Q3 2021
Highland Private Wealth Management

BUY
 -
178
+ 2.87%
$19.1K - $19.2K
6.38K $673K
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

BUY
 -
174
+ 1.53%
$18.7K - $18.8K
11.6K $1.22M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
158
+ 2.88%
$17K - $17.1K
5.65K $596K
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
151
+ 12.84%
$16.2K - $16.3K
1.33K $140K
Nov 09, 2021 Q3 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
148
+ 1.96%
$15.9K - $16K
7.69K $812K
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
144
+ 2.66%
$15.5K - $15.6K
5.55K $586K
Nov 10, 2021 Q3 2021
South State Corp

BUY
 -
140
+ 19.31%
$15.1K - $15.1K
865 $91.2K
Nov 16, 2021 Q3 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
138
+ 4.96%
$14.8K - $14.9K
2.92K $308K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
128
+ 4.9%
$13.8K - $13.8K
2.74K $289K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
116
+ 232.0%
$12.5K - $12.5K
166 $17.5K
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

BUY
 -
114
+ 2.72%
$12.3K - $12.3K
4.31K $454K
Nov 15, 2021 Q3 2021
Wealthquest Corp

Cincinnati, OH
BUY
 -
109
+ 4.75%
$11.7K - $11.8K
2.41K $254K
Oct 14, 2021 Q3 2021
Archford Capital Strategies, LLC

BUY
 -
101
+ 1.36%
$10.9K - $10.9K
7.52K $793K
Nov 15, 2021 Q3 2021
Vista Investment Management

Pittsburgh, PA
BUY
 -
100
+ 3.68%
$10.8K - $10.8K
2.82K $297K
Nov 02, 2021 Q3 2021
Capital Wealth Alliance, LLC

BUY
 -
100
+ 3.37%
$10.8K - $10.8K
3.07K $324K
Nov 12, 2021 Q3 2021
Haverford Trust CO

Radnor, PA
BUY
 -
95
+ 0.76%
$10.2K - $10.3K
12.6K $1.33M
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
91
+ 98.91%
$9.79K - $9.83K
183 $19.3K
Nov 10, 2021 Q3 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
90
+ 0.2%
$9.68K - $9.73K
44.2K $4.66M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
76
+ 0.12%
$8.18K - $8.21K
64.4K $6.79M
Oct 20, 2021 Q3 2021
Stone X Group Inc.

BUY
 -
69
+ 2.93%
$7.42K - $7.46K
2.42K $255K
Nov 12, 2021 Q3 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
62
+ 0.17%
$6.67K - $6.7K
37.2K $3.92M
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
50
+ 27.03%
$5.38K - $5.4K
235 $24.8K
Oct 15, 2021 Q3 2021
Juncture Wealth Strategies, LLC

BUY
 -
48
+ 0.4%
$5.16K - $5.19K
12.1K $1.28M
Nov 16, 2021 Q3 2021
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
46
+ 0.16%
$4.95K - $4.97K
28.1K $2.97M
Nov 10, 2021 Q3 2021
White Pine Capital LLC

Golden Valley, MN
BUY
 -
46
+ 0.72%
$4.95K - $4.97K
6.4K $676K
Nov 10, 2021 Q3 2021
Rice Partnership, LLC

BUY
 -
36
+ 8.59%
$3.87K - $3.89K
455 $48K
Oct 15, 2021 Q3 2021
Bernardo Wealth Planning LLC

BUY
 -
32
+ 0.57%
$3.44K - $3.46K
5.69K $600K
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
28
New
$3.01K - $3.03K
28 $2.95K
Nov 02, 2021 Q3 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
23
New
$2.47K - $2.49K
23 $2.43K
Nov 12, 2021 Q3 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
21
+ 0.45%
$2.26K - $2.27K
4.71K $496K
Oct 28, 2021 Q3 2021
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
21
+ 0.16%
$2.26K - $2.27K
13.6K $1.43M
Oct 26, 2021 Q3 2021
Hendershot Investments Inc.

BUY
 -
18
+ 0.79%
$1.94K - $1.95K
2.3K $243K
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

BUY
 -
15
+ 0.16%
$1.61K - $1.62K
9.48K $1M
Oct 13, 2021 Q3 2021
Leo Brokerage, LLC

BUY
 -
15
+ 0.17%
$1.61K - $1.62K
8.84K $933K
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
15
New
$1.61K - $1.62K
15 $1.58K
Oct 15, 2021 Q3 2021
Cahaba Wealth Management, Inc.

BUY
 -
10
+ 0.08%
$1.08K - $1.08K
11.9K $1.25M

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