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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.15K- 6.23% |
$332K - $335K
|
47.5K
$5.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-3.26K- 10.26% |
$343K - $347K
|
28.5K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.32K- 9.41% |
$350K - $353K
|
32K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.37K- 7.97% |
$355K - $358K
|
38.9K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.48K- 14.8% |
$366K - $370K
|
20K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.68K- 34.08% |
$387K - $391K
|
7.12K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.76K- 14.66% |
$395K - $399K
|
21.9K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.9K- 30.71% |
$411K - $414K
|
8.8K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-3.93K- 60.05% |
$414K - $417K
|
2.61K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.94K- 12.17% |
$415K - $419K
|
28.4K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.95K- 11.52% |
$416K - $419K
|
30.3K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.98K- 23.16% |
$419K - $422K
|
13.2K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-4.03K- 8.3% |
$424K - $428K
|
44.5K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 22.48% |
$432K - $436K
|
14.1K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.14K- 11.2% |
$436K - $440K
|
32.8K
$3.47M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-4.46K- 31.13% |
$470K - $474K
|
9.87K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-4.48K- 44.27% |
$472K - $476K
|
5.64K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
SELL
|
- |
-4.52K- 44.01% |
$476K - $481K
|
5.75K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.59K- 8.35% |
$484K - $488K
|
50.4K
$5.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.66K- 34.49% |
$490K - $495K
|
8.85K
$936K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.77K- 3.81% |
$502K - $506K
|
120K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4.86K- 51.07% |
$512K - $516K
|
4.65K
$492K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.97K- 20.17% |
$524K - $528K
|
19.7K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.99K- 16.96% |
$525K - $530K
|
24.4K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.01K- 8.42% |
$528K - $532K
|
54.5K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-5.05K- 18.4% |
$531K - $536K
|
22.4K
$2.37M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.07K- 26.34% |
$534K - $539K
|
14.2K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.11K- 6.29% |
$538K - $543K
|
76.1K
$8.05M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.12K- 25.59% |
$539K - $544K
|
14.9K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.14K- 5.64% |
$542K - $546K
|
86K
$9.1M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-5.36K- 3.04% |
$565K - $570K
|
171K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-5.66K- 2.94% |
$596K - $601K
|
187K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.8K- 51.36% |
$611K - $617K
|
5.5K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.94K- 4.84% |
$625K - $631K
|
117K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6K- 43.54% |
$631K - $637K
|
7.77K
$822K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-6.03K- 28.62% |
$635K - $641K
|
15K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.03K- 21.04% |
$635K - $641K
|
22.6K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.07K- 52.37% |
$639K - $644K
|
5.52K
$583K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.59K- 11.59% |
$693K - $700K
|
50.2K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.91K- 27.14% |
$727K - $734K
|
18.5K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-6.95K- 51.25% |
$732K - $739K
|
6.62K
$700K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.99K- 18.32% |
$736K - $743K
|
31.2K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.14K- 11.73% |
$752K - $759K
|
53.7K
$5.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.16K- 17.72% |
$754K - $761K
|
33.3K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-7.27K- 31.31% |
$766K - $772K
|
16K
$1.69M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.34K- 32.71% |
$773K - $780K
|
15.1K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.7K- 54.64% |
$811K - $818K
|
6.39K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-7.73K- 16.98% |
$814K - $821K
|
37.8K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.52K- 1.54% |
$897K - $905K
|
543K
$57.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-8.67K- 13.59% |
$913K - $921K
|
55.1K
$5.83M
|