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 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
15KNew |
$1.58M - $1.59M
|
15K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.7K+ 3.67% |
$1.55M - $1.57M
|
416K
$44M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
14.4KNew |
$1.51M - $1.52M
|
14.4K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.1K+ 13.38% |
$1.48M - $1.5M
|
119K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 120.41% |
$1.48M - $1.5M
|
25.8K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
13.8K+ 20.94% |
$1.45M - $1.47M
|
79.7K
$8.43M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
13.8K+ 195.78% |
$1.45M - $1.46M
|
20.8K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.5KNew |
$1.42M - $1.43M
|
13.5K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
13.5KNew |
$1.42M - $1.43M
|
13.5K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.4K+ 2.46% |
$1.41M - $1.43M
|
559K
$59.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
13.3K+ 60.45% |
$1.41M - $1.42M
|
35.4K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.3KNew |
$1.4M - $1.41M
|
13.3K
$1.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 54.83% |
$1.37M - $1.38M
|
36.6K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 4.16% |
$1.33M - $1.34M
|
317K
$33.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 3.44% |
$1.33M - $1.34M
|
380K
$40.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12K+ 169.79% |
$1.27M - $1.28M
|
19.1K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.9K+ 233.48% |
$1.25M - $1.26M
|
17K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 17.41% |
$1.14M - $1.15M
|
73.1K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.8K+ 30.57% |
$1.13M - $1.14M
|
45.9K
$4.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
10.6K+ 32.15% |
$1.12M - $1.13M
|
43.5K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 0.41% |
$1.1M - $1.11M
|
2.57M
$271M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5K+ 995.05% |
$1.1M - $1.11M
|
11.5K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.99K+ 57.02% |
$1.05M - $1.06M
|
27.5K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
9.91K+ 3.42% |
$1.04M - $1.05M
|
299K
$31.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.6K+ 36.35% |
$1.01M - $1.02M
|
36K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
9.26K+ 10.09% |
$975K - $984K
|
101K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.26K+ 9.6% |
$975K - $984K
|
106K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.08K+ 14.27% |
$956K - $964K
|
72.7K
$7.69M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.81K+ 29.18% |
$928K - $936K
|
39K
$4.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.79KNew |
$925K - $934K
|
8.79K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.37K+ 16.28% |
$881K - $889K
|
59.8K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.19K+ 17.08% |
$863K - $870K
|
56.2K
$5.94M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
8.03K+ 2.08% |
$845K - $853K
|
394K
$41.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.79K+ 93.3% |
$820K - $827K
|
16.1K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.49K+ 275.84% |
$789K - $796K
|
10.2K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.37KNew |
$776K - $783K
|
7.37K
$779K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.19K+ 56.12% |
$757K - $764K
|
20K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.08K+ 16.17% |
$746K - $752K
|
50.9K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.06K+ 13.0% |
$743K - $750K
|
61.3K
$6.49M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.96KNew |
$733K - $739K
|
6.96K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.88K+ 138.95% |
$725K - $731K
|
11.8K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
6.51KNew |
$685K - $691K
|
6.51K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.4KNew |
$674K - $680K
|
6.4K
$677K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.39K+ 72.19% |
$673K - $679K
|
15.2K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.34K+ 194.66% |
$668K - $674K
|
9.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.28K+ 4.74% |
$661K - $667K
|
139K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.26K+ 4.17% |
$659K - $665K
|
156K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.25KNew |
$658K - $664K
|
6.25K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.19KNew |
$651K - $657K
|
6.19K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.98K+ 9.39% |
$630K - $635K
|
69.7K
$7.37M
|