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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.84K- 12.1% |
$931K - $939K
|
64.3K
$6.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.31K- 57.99% |
$980K - $989K
|
6.74K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.8KClosed |
$1.03M - $1.04M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9.91K- 13.51% |
$1.04M - $1.05M
|
63.4K
$6.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 50.43% |
$1.06M - $1.07M
|
9.92K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.5K- 17.38% |
$1.1M - $1.11M
|
49.8K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.9K- 9.42% |
$1.15M - $1.16M
|
105K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-11.4K- 27.68% |
$1.2M - $1.21M
|
29.8K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 46.77% |
$1.22M - $1.24M
|
13.2K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.5K- 18.22% |
$1.42M - $1.44M
|
60.7K
$6.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-13.5K- 12.07% |
$1.43M - $1.44M
|
98.6K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 2.29% |
$1.43M - $1.44M
|
579K
$61.2M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-13.7K- 59.72% |
$1.44M - $1.45M
|
9.23K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-13.8K- 42.12% |
$1.46M - $1.47M
|
19K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.9K- 55.66% |
$1.67M - $1.69M
|
12.6K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.1K- 1.27% |
$1.7M - $1.72M
|
1.26M
$133M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17.6K- 0.66% |
$1.86M - $1.87M
|
2.66M
$281M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18.3K- 22.08% |
$1.93M - $1.95M
|
64.7K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19K- 37.62% |
$2M - $2.02M
|
31.6K
$3.34M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-20.9K- 85.3% |
$2.21M - $2.23M
|
3.61K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-23.4K- 54.65% |
$2.46M - $2.48M
|
19.4K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-23.7K- 54.31% |
$2.5M - $2.52M
|
20K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-28.2K- 90.61% |
$2.97M - $3M
|
2.93K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.4K- 42.0% |
$3.09M - $3.12M
|
40.6K
$4.29M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.2K- 11.42% |
$3.39M - $3.42M
|
250K
$26.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.6K- 61.68% |
$3.85M - $3.89M
|
22.7K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-40.3K- 69.96% |
$4.25M - $4.29M
|
17.3K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-43.5K- 3.97% |
$4.58M - $4.62M
|
1.05M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44.6K- 6.28% |
$4.69M - $4.73M
|
665K
$70.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.8K- 62.24% |
$4.82M - $4.87M
|
27.8K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-50.2K- 57.34% |
$5.29M - $5.33M
|
37.3K
$3.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.6K- 14.83% |
$5.33M - $5.38M
|
291K
$30.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-59.5K- 19.7% |
$6.26M - $6.32M
|
242K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-60.9K- 10.3% |
$6.42M - $6.47M
|
531K
$56.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62.4K- 33.57% |
$6.57M - $6.63M
|
123K
$13.1M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-62.4K- 93.95% |
$6.57M - $6.63M
|
4.02K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.9K- 7.8% |
$7.57M - $7.64M
|
850K
$89.9M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-78.6K- 22.88% |
$8.27M - $8.35M
|
265K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87.1K- 14.92% |
$9.17M - $9.25M
|
496K
$52.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.2K- 19.44% |
$10.2M - $10.3M
|
403K
$42.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-136K- 9.67% |
$14.3M - $14.4M
|
1.27M
$134M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-167K- 98.44% |
$17.6M - $17.7M
|
2.64K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 5.7% |
$21M - $21.2M
|
3.3M
$349M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-757K- 9.72% |
$79.7M - $80.4M
|
7.03M
$744M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-975K- 15.6% |
$103M - $104M
|
5.27M
$558M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.9M- 99.05% |
$1.14B - $1.15B
|
104K
$11M
|