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 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-279- 5.21% |
$29.4K - $29.6K
|
5.07K
$536K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-287- 1.57% |
$30.2K - $30.5K
|
17.9K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-290- 7.57% |
$30.5K - $30.8K
|
3.54K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-295- 2.89% |
$31.1K - $31.3K
|
9.9K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-299- 3.09% |
$31.5K - $31.8K
|
9.38K
$992K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-311- 7.1% |
$32.7K - $33K
|
4.07K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-327- 3.28% |
$34.4K - $34.7K
|
9.65K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-339- 1.72% |
$35.7K - $36K
|
19.4K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-341- 13.37% |
$35.9K - $36.2K
|
2.21K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-349- 6.83% |
$36.7K - $37.1K
|
4.76K
$504K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-361- 5.17% |
$38K - $38.4K
|
6.62K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-362- 7.92% |
$38.1K - $38.5K
|
4.21K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-368- 15.02% |
$38.8K - $39.1K
|
2.08K
$220K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-375- 1.95% |
$39.5K - $39.8K
|
18.9K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-380- 1.53% |
$40K - $40.4K
|
24.4K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-384- 3.87% |
$40.4K - $40.8K
|
9.55K
$1.01M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-386- 5.52% |
$40.6K - $41K
|
6.61K
$699K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-403- 1.66% |
$42.4K - $42.8K
|
23.9K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-403- 9.95% |
$42.4K - $42.8K
|
3.65K
$386K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-411- 14.33% |
$43.3K - $43.7K
|
2.46K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-417- 1.5% |
$43.9K - $44.3K
|
27.4K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-420- 11.39% |
$44.2K - $44.6K
|
3.27K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-420- 5.3% |
$44.2K - $44.6K
|
7.51K
$794K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-421- 0.35% |
$44.3K - $44.7K
|
120K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-438- 3.78% |
$46.1K - $46.5K
|
11.1K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-449- 3.03% |
$47.3K - $47.7K
|
14.4K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-450- 12.09% |
$47.4K - $47.8K
|
3.27K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-450- 7.8% |
$47.4K - $47.8K
|
5.32K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-458- 2.68% |
$48.2K - $48.7K
|
16.6K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-460- 4.69% |
$48.4K - $48.9K
|
9.34K
$988K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-473- 19.04% |
$49.8K - $50.3K
|
2.01K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-485- 12.58% |
$51.1K - $51.5K
|
3.37K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-500- 25.0% |
$52.7K - $53.1K
|
1.5K
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-512- 1.18% |
$53.9K - $54.4K
|
42.9K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-536- 13.29% |
$56.4K - $56.9K
|
3.5K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-543- 12.6% |
$57.2K - $57.7K
|
3.77K
$398K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-576- 0.93% |
$60.7K - $61.2K
|
61.7K
$6.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-584- 15.48% |
$61.5K - $62K
|
3.19K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-591- 12.28% |
$62.2K - $62.8K
|
4.22K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-592- 17.91% |
$62.3K - $62.9K
|
2.71K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-593- 18.83% |
$62.4K - $63K
|
2.56K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-604- 8.65% |
$63.6K - $64.2K
|
6.38K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-633- 6.31% |
$66.7K - $67.2K
|
9.4K
$994K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-657- 5.54% |
$69.2K - $69.8K
|
11.2K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-674- 10.01% |
$71K - $71.6K
|
6.06K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-689- 0.64% |
$72.6K - $73.2K
|
107K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-689- 0.81% |
$72.6K - $73.2K
|
84.3K
$8.91M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-690- 13.53% |
$72.7K - $73.3K
|
4.41K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-711- 1.47% |
$74.9K - $75.5K
|
47.7K
$5.04M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-719- 2.28% |
$75.7K - $76.4K
|
30.8K
$3.25M
|