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 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.71KNew |
$601K - $607K
|
5.71K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.63K+ 11.2% |
$592K - $598K
|
55.8K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.48K+ 2.34% |
$577K - $582K
|
239K
$25.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.43K+ 3.25% |
$572K - $577K
|
172K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.4K+ 26.16% |
$569K - $574K
|
26.1K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.38K+ 2.53% |
$566K - $571K
|
218K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.3K+ 8.04% |
$558K - $563K
|
71.2K
$7.53M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.29KNew |
$557K - $562K
|
5.29K
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 24.1% |
$549K - $554K
|
26.8K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.97K+ 17.97% |
$523K - $528K
|
32.6K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.89K+ 17.82% |
$515K - $520K
|
32.4K
$3.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
4.71K+ 91.23% |
$496K - $500K
|
9.87K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.68K+ 15.65% |
$493K - $497K
|
34.6K
$3.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.66K+ 7.83% |
$491K - $495K
|
64.2K
$6.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.62K+ 12.88% |
$486K - $490K
|
40.4K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.61KNew |
$486K - $490K
|
4.61K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.48K+ 17.95% |
$472K - $476K
|
29.5K
$3.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.43K+ 52.16% |
$466K - $471K
|
12.9K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.42K+ 16.67% |
$466K - $470K
|
30.9K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.21K+ 7.32% |
$443K - $447K
|
61.8K
$6.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
4.13KNew |
$435K - $439K
|
4.13K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.09K+ 1.77% |
$431K - $435K
|
236K
$24.9M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.08KNew |
$429K - $433K
|
4.08K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.08K+ 4.3% |
$429K - $433K
|
98.9K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4K+ 75.23% |
$421K - $425K
|
9.32K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.99K+ 39.5% |
$420K - $424K
|
14.1K
$1.49M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.89K+ 4.34% |
$410K - $414K
|
93.6K
$9.9M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.83K+ 46.15% |
$404K - $407K
|
12.1K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
3.82K+ 25.43% |
$402K - $406K
|
18.8K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.76KNew |
$396K - $399K
|
3.76K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
3.71KNew |
$391K - $394K
|
3.71K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.67K+ 66.58% |
$386K - $390K
|
9.18K
$971K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 18.54% |
$381K - $384K
|
23.1K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.61K+ 6.86% |
$380K - $384K
|
56.2K
$5.94M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.56KNew |
$375K - $378K
|
3.56K
$376K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.56KNew |
$375K - $378K
|
3.56K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.54K+ 3.47% |
$373K - $377K
|
106K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.5K+ 44.52% |
$368K - $372K
|
11.4K
$1.2M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.42KNew |
$360K - $364K
|
3.42K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.38K+ 4.85% |
$355K - $359K
|
72.9K
$7.71M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 4.97% |
$355K - $358K
|
71.2K
$7.53M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.32K+ 780.71% |
$349K - $353K
|
3.74K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.22K+ 12.87% |
$339K - $342K
|
28.3K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.2K+ 3479.35% |
$337K - $340K
|
3.29K
$348K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.19K+ 51.75% |
$336K - $339K
|
9.35K
$988K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.13K+ 1.55% |
$330K - $333K
|
205K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.12K+ 281.39% |
$328K - $331K
|
4.22K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.07K+ 1.95% |
$323K - $326K
|
160K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.96K+ 4.53% |
$311K - $314K
|
68.2K
$7.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.9KNew |
$305K - $308K
|
2.9K
$307K
|