Purchases and Sales Made in Q1 2025 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.9M+ 13361.11% |
$1.15B - $1.16B
|
11M
$1.16B
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.39M+ 80.1% |
$147M - $148M
|
3.13M
$332M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
389K+ 146.5% |
$41M - $41.4M
|
655K
$69.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
320K+ 5.12% |
$33.7M - $34M
|
6.57M
$696M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193K+ 23.84% |
$20.3M - $20.5M
|
1M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
186K+ 1914.47% |
$19.6M - $19.8M
|
196K
$20.8M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
180KNew |
$19M - $19.2M
|
180K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
170K+ 695.55% |
$17.9M - $18M
|
194K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
117K+ 172.87% |
$12.4M - $12.5M
|
185K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
105K+ 61.69% |
$11.1M - $11.2M
|
275K
$29.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103K+ 15.35% |
$10.8M - $10.9M
|
773K
$81.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.6KNew |
$9.33M - $9.42M
|
88.6K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
84KNew |
$8.85M - $8.93M
|
84K
$8.9M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
70.8K+ 2623.09% |
$7.45M - $7.52M
|
73.5K
$7.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
68.2K+ 1125.57% |
$7.18M - $7.24M
|
74.2K
$7.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67.6KNew |
$7.12M - $7.19M
|
67.6K
$7.17M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
66.6KNew |
$7.02M - $7.08M
|
66.6K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61.8K+ 34.24% |
$6.51M - $6.57M
|
242K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61K+ 6.68% |
$6.43M - $6.49M
|
975K
$103M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
55.8KNew |
$5.88M - $5.93M
|
55.8K
$5.91M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
45.1K+ 183.15% |
$4.74M - $4.79M
|
69.6K
$7.38M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
43K+ 37.14% |
$4.53M - $4.57M
|
159K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.8KNew |
$4.51M - $4.55M
|
42.8K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42.6K+ 10.1% |
$4.48M - $4.52M
|
464K
$49.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.3K+ 15.14% |
$4.35M - $4.39M
|
314K
$33.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
41K+ 33.15% |
$4.32M - $4.36M
|
165K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
37.5KNew |
$3.95M - $3.98M
|
37.5K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.2K+ 12521.89% |
$3.92M - $3.95M
|
37.5K
$3.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
34.6K+ 32.54% |
$3.64M - $3.67M
|
141K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.1K+ 2.65% |
$3.59M - $3.62M
|
1.32M
$140M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 14.54% |
$3.32M - $3.35M
|
248K
$26.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.8K+ 85.49% |
$3.14M - $3.16M
|
64.6K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 3.38% |
$2.86M - $2.89M
|
830K
$87.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.3KNew |
$2.56M - $2.58M
|
24.3K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
23.8K+ 10.56% |
$2.51M - $2.53M
|
249K
$26.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
22.8K+ 4.08% |
$2.4M - $2.43M
|
582K
$61.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
22.7K+ 14.7% |
$2.39M - $2.41M
|
177K
$18.8M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22.4K+ 72.16% |
$2.36M - $2.38M
|
53.4K
$5.65M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21.7K+ 14.39% |
$2.29M - $2.31M
|
173K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
20.4K+ 27.9% |
$2.15M - $2.17M
|
93.6K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.5K+ 6.79% |
$1.95M - $1.96M
|
290K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17.9K+ 20.16% |
$1.89M - $1.9M
|
107K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
17.7KNew |
$1.86M - $1.88M
|
17.7K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.6K+ 35.15% |
$1.86M - $1.87M
|
67.8K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17.3K+ 126.34% |
$1.82M - $1.84M
|
31K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.1K+ 6.72% |
$1.8M - $1.82M
|
272K
$28.8M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
16.9K+ 62.38% |
$1.78M - $1.8M
|
44K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
16.4KNew |
$1.73M - $1.74M
|
16.4K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.9K+ 49.5% |
$1.67M - $1.68M
|
47.9K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15KNew |
$1.58M - $1.59M
|
15K
$1.59M
|