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 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.52K- 18.54% |
$160K - $162K
|
6.69K
$708K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.53K- 30.73% |
$161K - $162K
|
3.44K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.55K- 7.45% |
$163K - $165K
|
19.2K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.61K- 4.37% |
$170K - $171K
|
35.3K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 3.58% |
$173K - $174K
|
44.3K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 11.77% |
$177K - $179K
|
12.6K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.71K- 23.55% |
$180K - $181K
|
5.54K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 38.55% |
$186K - $188K
|
2.82K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.8K- 37.62% |
$190K - $191K
|
2.99K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 31.03% |
$192K - $193K
|
4.04K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.83K- 44.8% |
$192K - $194K
|
2.25K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 3.47% |
$196K - $197K
|
51.7K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 9.15% |
$196K - $198K
|
18.5K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.87K- 14.4% |
$197K - $199K
|
11.1K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-1.88K- 36.17% |
$198K - $199K
|
3.31K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.9K- 40.73% |
$200K - $202K
|
2.77K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.92K- 1.19% |
$202K - $204K
|
159K
$16.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.93K- 2.74% |
$203K - $205K
|
68.5K
$7.24M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.95K- 9.68% |
$206K - $207K
|
18.2K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.97K- 27.23% |
$208K - $210K
|
5.27K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.98K- 11.46% |
$208K - $210K
|
15.3K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2.09K- 16.15% |
$220K - $222K
|
10.8K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.16K- 2.21% |
$227K - $229K
|
95.4K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 14.62% |
$228K - $230K
|
12.7K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.21K- 5.75% |
$233K - $235K
|
36.2K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.26K- 30.58% |
$237K - $240K
|
5.12K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.29K- 26.64% |
$241K - $244K
|
6.31K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.35K- 15.78% |
$247K - $250K
|
12.5K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 18.83% |
$249K - $251K
|
10.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.45K- 50.0% |
$258K - $260K
|
2.45K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.46K- 4.76% |
$259K - $261K
|
49.2K
$5.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.47K- 22.48% |
$260K - $262K
|
8.52K
$901K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-2.48K- 29.64% |
$262K - $264K
|
5.9K
$624K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.53K- 14.22% |
$267K - $269K
|
15.3K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.56K- 12.08% |
$270K - $272K
|
18.6K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-2.58K- 21.85% |
$272K - $274K
|
9.22K
$975K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.59K- 4.55% |
$272K - $275K
|
54.2K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.59K- 5.62% |
$273K - $275K
|
43.5K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.63K- 17.63% |
$276K - $279K
|
12.3K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.63K- 8.53% |
$277K - $279K
|
28.2K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.68K- 19.03% |
$282K - $285K
|
11.4K
$1.21M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 3.38% |
$289K - $292K
|
78.4K
$8.29M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.81K- 34.63% |
$296K - $299K
|
5.31K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.84K- 3.94% |
$299K - $302K
|
69.3K
$7.33M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.88K- 21.6% |
$303K - $306K
|
10.4K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.09K- 6.06% |
$325K - $328K
|
47.9K
$5.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.09K- 22.56% |
$325K - $328K
|
10.6K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-3.09K- 54.12% |
$326K - $329K
|
2.62K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.12K- 17.06% |
$328K - $331K
|
15.1K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.13K- 8.37% |
$329K - $332K
|
34.3K
$3.62M
|