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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-722- 2.81% |
$76K - $76.7K
|
25K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-726- 0.16% |
$76.4K - $77.1K
|
466K
$49.3M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-754- 15.59% |
$79.4K - $80.1K
|
4.08K
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-790- 36.41% |
$83.2K - $83.9K
|
1.38K
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-800- 53.58% |
$84.2K - $85K
|
693
$73.3K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-804- 27.25% |
$84.7K - $85.4K
|
2.15K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-811- 1.43% |
$85.4K - $86.2K
|
55.8K
$5.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-824- 1.74% |
$86.8K - $87.5K
|
46.4K
$4.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-829- 22.07% |
$87.3K - $88.1K
|
2.93K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-840- 10.69% |
$88.5K - $89.2K
|
7.02K
$742K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-846- 20.42% |
$89.1K - $89.9K
|
3.3K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-854- 1.27% |
$89.9K - $90.7K
|
66.5K
$7.03M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-868- 4.95% |
$91.4K - $92.2K
|
16.7K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-872- 5.29% |
$91.8K - $92.6K
|
15.6K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-880- 19.91% |
$92.7K - $93.5K
|
3.54K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-885- 8.02% |
$93.2K - $94K
|
10.2K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-905- 7.36% |
$95.3K - $96.1K
|
11.4K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-909- 8.28% |
$95.7K - $96.6K
|
10.1K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-945- 10.8% |
$99.5K - $100K
|
7.8K
$825K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-947- 12.61% |
$99.7K - $101K
|
6.56K
$694K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-995- 28.77% |
$105K - $106K
|
2.46K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1K- 6.88% |
$106K - $106K
|
13.6K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.01K- 23.11% |
$107K - $108K
|
3.37K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.02K- 9.81% |
$107K - $108K
|
9.33K
$987K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.04K- 4.6% |
$109K - $110K
|
21.5K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.04K- 12.92% |
$110K - $111K
|
7.03K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.05K- 5.66% |
$110K - $111K
|
17.4K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.05K- 2.8% |
$110K - $111K
|
36.4K
$3.85M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.13K- 2.59% |
$119K - $120K
|
42.5K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.15K- 19.26% |
$121K - $122K
|
4.82K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.15K- 20.72% |
$121K - $122K
|
4.4K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.17K- 81.75% |
$124K - $125K
|
262
$27.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.99% |
$126K - $127K
|
28.8K
$3.05M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.2K- 24.1% |
$126K - $127K
|
3.78K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.22K- 3.67% |
$129K - $130K
|
32.1K
$3.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.23K- 10.43% |
$130K - $131K
|
10.6K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-1.27K- 7.42% |
$133K - $134K
|
15.8K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.27K- 4.62% |
$134K - $135K
|
26.2K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.27K- 34.4% |
$134K - $135K
|
2.43K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.3K- 33.02% |
$137K - $138K
|
2.64K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-1.32K- 7.77% |
$139K - $140K
|
15.6K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.33K- 20.87% |
$140K - $142K
|
5.06K
$535K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 4.85% |
$142K - $143K
|
26.4K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.36K- 10.84% |
$143K - $144K
|
11.2K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.38K- 1.17% |
$145K - $146K
|
116K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.42K- 2.55% |
$149K - $150K
|
54K
$5.71M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.43K- 36.86% |
$151K - $152K
|
2.45K
$259K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 1.64% |
$152K - $154K
|
86.5K
$9.15M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.48K- 26.56% |
$155K - $157K
|
4.08K
$431K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.51K- 3.25% |
$159K - $161K
|
45K
$4.76M
|