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 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.47K+ 9.15% |
$155K - $156K
|
17.5K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.42K+ 35.26% |
$150K - $151K
|
5.46K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 35.18% |
$147K - $149K
|
5.38K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.35K+ 45.15% |
$142K - $143K
|
4.34K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.34K+ 9.74% |
$141K - $142K
|
15.1K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.33K+ 16.08% |
$140K - $142K
|
9.63K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.28K+ 26.21% |
$134K - $135K
|
6.14K
$649K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.23K+ 3.28% |
$130K - $131K
|
38.8K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 14.32% |
$130K - $131K
|
9.82K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.21K+ 2.04% |
$128K - $129K
|
60.6K
$6.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.21K+ 21.71% |
$127K - $128K
|
6.76K
$715K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.19K+ 60.17% |
$125K - $126K
|
3.16K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 32.35% |
$125K - $126K
|
4.84K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.16K+ 5.68% |
$122K - $124K
|
21.6K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.16KNew |
$122K - $123K
|
1.16K
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.14K+ 27.04% |
$120K - $121K
|
5.33K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.11K+ 5.17% |
$116K - $118K
|
22.5K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.09K+ 16.99% |
$115K - $116K
|
7.52K
$795K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 25.74% |
$113K - $114K
|
5.25K
$555K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.06K+ 9.28% |
$112K - $113K
|
12.5K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.05K+ 20.44% |
$111K - $112K
|
6.19K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.05K+ 7.98% |
$111K - $112K
|
14.2K
$1.5M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.02K+ 21.29% |
$107K - $108K
|
5.78K
$612K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.01K+ 3.41% |
$106K - $107K
|
30.6K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
993+ 26.61% |
$105K - $105K
|
4.73K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
978+ 41.96% |
$103K - $104K
|
3.31K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
971+ 2.25% |
$102K - $103K
|
44.1K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
960New |
$101K - $102K
|
960
$102K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
950+ 2.79% |
$100K - $101K
|
35K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
932+ 10.3% |
$98.1K - $99K
|
9.98K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
904+ 3.35% |
$95.2K - $96K
|
27.9K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
893+ 2.47% |
$94K - $94.9K
|
37.1K
$3.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
871+ 12.46% |
$91.7K - $92.5K
|
7.86K
$831K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
850+ 7.68% |
$89.5K - $90.3K
|
11.9K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
845+ 3.8% |
$89K - $89.8K
|
23.1K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
832+ 12.34% |
$87.6K - $88.4K
|
7.57K
$801K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
811+ 15.92% |
$85.4K - $86.2K
|
5.91K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
798+ 2.22% |
$84K - $84.8K
|
36.8K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
795New |
$83.7K - $84.5K
|
795
$84.1K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
793+ 33.28% |
$83.5K - $84.2K
|
3.18K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
792+ 12.11% |
$83.4K - $84.1K
|
7.33K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
776+ 4.56% |
$81.7K - $82.4K
|
17.8K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
761+ 1.65% |
$80.1K - $80.8K
|
46.8K
$4.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
760+ 17.79% |
$80K - $80.7K
|
5.03K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
758+ 2.0% |
$79.8K - $80.5K
|
38.7K
$4.09M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
746+ 5.41% |
$78.6K - $79.3K
|
14.5K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
700+ 5.63% |
$73.7K - $74.4K
|
13.1K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
697+ 6.52% |
$73.4K - $74K
|
11.4K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
645+ 2.08% |
$67.9K - $68.5K
|
31.7K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
637+ 4900.0% |
$67.1K - $67.7K
|
650
$68.7K
|