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 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-375- 3.32% |
$40.3K - $40.5K
|
10.9K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-383- 9.04% |
$41.2K - $41.4K
|
3.85K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-384- 23.63% |
$41.3K - $41.5K
|
1.24K
$131K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-401- 12.52% |
$43.1K - $43.3K
|
2.8K
$296K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-416- 6.18% |
$44.7K - $45K
|
6.32K
$666K
|
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-441Closed |
$47.4K - $47.7K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-464- 61.05% |
$49.9K - $50.1K
|
296
$31.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-465- 83.18% |
$50K - $50.2K
|
94
$9.92K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-475- 1.4% |
$51.1K - $51.3K
|
33.4K
$3.52M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-481- 1.18% |
$51.7K - $52K
|
40.4K
$4.26M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-532- 3.25% |
$57.2K - $57.5K
|
15.8K
$1.67M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-552- 10.5% |
$59.4K - $59.6K
|
4.7K
$496K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-556- 1.75% |
$59.8K - $60.1K
|
31.2K
$3.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-560- 14.4% |
$60.2K - $60.5K
|
3.33K
$351K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-601- 4.97% |
$64.6K - $64.9K
|
11.5K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-622- 24.43% |
$66.9K - $67.2K
|
1.92K
$203K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-637- 5.53% |
$68.5K - $68.8K
|
10.9K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-650- 0.94% |
$69.9K - $70.2K
|
68.8K
$7.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-665- 11.25% |
$71.5K - $71.9K
|
5.25K
$553K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-683- 8.37% |
$73.5K - $73.8K
|
7.48K
$789K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-733- 9.99% |
$78.8K - $79.2K
|
6.6K
$696K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-737- 13.86% |
$79.3K - $79.6K
|
4.58K
$483K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-740- 4.18% |
$79.6K - $80K
|
17K
$1.79M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-750- 27.27% |
$80.7K - $81K
|
2K
$211K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-760- 9.08% |
$81.8K - $82.1K
|
7.61K
$803K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-770- 27.8% |
$82.8K - $83.2K
|
2K
$211K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-828- 2.15% |
$89.1K - $89.5K
|
37.7K
$3.98M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-850- 21.52% |
$91.4K - $91.9K
|
3.1K
$327K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-947- 23.4% |
$102K - $102K
|
3.1K
$327K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-965- 5.31% |
$104K - $104K
|
17.2K
$1.82M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.05K- 29.64% |
$113K - $114K
|
2.5K
$264K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.1K- 14.79% |
$118K - $118K
|
6.31K
$666K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.16KClosed |
$125K - $125K
|
0
$0
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-1.24K- 0.86% |
$133K - $134K
|
142K
$15M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 15.43% |
$140K - $141K
|
7.15K
$754K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.31KClosed |
$141K - $142K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 14.83% |
$150K - $150K
|
7.98K
$842K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.43K- 4.04% |
$154K - $155K
|
34K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.5KClosed |
$161K - $162K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-1.52K- 5.03% |
$164K - $164K
|
28.8K
$3.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$200K - $201K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2KClosed |
$215K - $216K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.04KClosed |
$219K - $220K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.04K- 13.55% |
$220K - $221K
|
13K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.12K- 15.18% |
$228K - $229K
|
11.9K
$1.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.13KClosed |
$229K - $230K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.14KClosed |
$230K - $231K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.21K- 10.57% |
$237K - $238K
|
18.7K
$1.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.25KClosed |
$242K - $243K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.26KClosed |
$244K - $245K
|
0
$0
|