Purchases and Sales Made in Q1 2025 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

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
Flagship Private Wealth, LLC

BUY
 -
622
+ 17.08%
$65.5K - $66.1K
4.26K $451K
Apr 29, 2025 Q1 2025
Compass Wealth Management LLC

Guilford, CT
BUY
 -
606
New
$63.8K - $64.4K
606 $64.1K
May 14, 2025 Q1 2025
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
606
+ 14.45%
$63.8K - $64.4K
4.8K $508K
Apr 25, 2025 Q1 2025
Red Tortoise LLC

Atlanta, GA
BUY
 -
584
+ 7.87%
$61.5K - $62K
8.01K $847K
May 14, 2025 Q1 2025
Wealth Advisors Of Tampa Bay, LLC

BUY
 -
571
New
$60.1K - $60.7K
571 $60.4K
Apr 23, 2025 Q1 2025
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
555
+ 14.88%
$58.4K - $59K
4.29K $453K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
516
+ 31.83%
$54.3K - $54.8K
2.14K $226K
May 15, 2025 Q1 2025
Human Investing LLC

BUY
 -
516
+ 4.04%
$54.3K - $54.8K
13.3K $1.4M
May 13, 2025 Q1 2025
Avant Financial Advisors LLC

Austin, TX
BUY
 -
505
+ 3.74%
$53.2K - $53.7K
14K $1.48M
Apr 30, 2025 Q1 2025
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
500
+ 19.46%
$52.7K - $53.1K
3.07K $325K
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
480
+ 4.6%
$50.5K - $51K
10.9K $1.15M
May 08, 2025 Q1 2025
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
475
+ 170.86%
$50K - $50.5K
753 $79.6K
Apr 15, 2025 Q1 2025
Fifth Third Bancorp

BUY
 -
450
+ 20.93%
$47.4K - $47.8K
2.6K $275K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
447
New
$47.1K - $47.5K
447 $47.3K
Apr 11, 2025 Q1 2025
Independence Bank Of Kentucky

BUY
 -
440
+ 45.04%
$46.3K - $46.7K
1.42K $150K
May 13, 2025 Q1 2025
10 Elms LLP

Tulsa, OK
BUY
 -
435
New
$45.8K - $46.2K
435 $46K
May 08, 2025 Q1 2025
Cannon Wealth Management Services, LLC

Winston Salem, NC
BUY
 -
432
+ 11.79%
$45.5K - $45.9K
4.1K $433K
May 08, 2025 Q1 2025
Waterway Wealth Management, LLC

The Woodlands, TX
BUY
 -
420
+ 12.61%
$44.2K - $44.6K
3.75K $397K
May 12, 2025 Q1 2025
Benjamin Edwards Inc

Clayton, MO
BUY
 -
409
+ 11.09%
$43.1K - $43.5K
4.1K $433K
Apr 11, 2025 Q1 2025
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
406
+ 0.84%
$42.8K - $43.1K
48.5K $5.13M
May 09, 2025 Q1 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
406
New
$42.8K - $43.1K
406 $42.9K
Apr 28, 2025 Q1 2025
Uma Financial Services, Inc.

BUY
 -
406
+ 4.83%
$42.8K - $43.1K
8.82K $933K
Apr 22, 2025 Q1 2025
Johnson Bixby & Associates, LLC

BUY
 -
394
+ 1.21%
$41.5K - $41.9K
32.9K $3.48M
May 02, 2025 Q1 2025
Wealthfront Advisers LLC

BUY
 -
391
+ 11.78%
$41.2K - $41.5K
3.71K $392K
Apr 30, 2025 Q1 2025
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
384
+ 9.97%
$40.4K - $40.8K
4.24K $448K
Apr 15, 2025 Q1 2025
Exchange Bank

Santa Rosa, CA
BUY
 -
379
+ 4.58%
$39.9K - $40.3K
8.66K $915K
Apr 11, 2025 Q1 2025
First Affirmative Financial Network

BUY
 -
375
+ 4.73%
$39.5K - $39.8K
8.3K $878K
May 12, 2025 Q1 2025
Integrity Financial Corp

BUY
 -
351
+ 39.0%
$37K - $37.3K
1.25K $132K
Apr 15, 2025 Q1 2025
Orgel Wealth Management, LLC

BUY
 -
349
+ 6.97%
$36.7K - $37.1K
5.35K $566K
May 09, 2025 Q1 2025
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
341
+ 3.35%
$35.9K - $36.2K
10.5K $1.11M
May 15, 2025 Q1 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
332
+ 6.94%
$35K - $35.3K
5.11K $541K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
328
New
$34.5K - $34.8K
328 $34.7K
Apr 29, 2025 Q1 2025
Abound Financial, LLC

Granite Bay, CA
BUY
 -
323
New
$34K - $34.3K
323 $34.2K
Apr 23, 2025 Q1 2025
Timonier Family Office, Ltd.

Winston Salem, NC
BUY
 -
310
+ 5.79%
$32.6K - $32.9K
5.67K $599K
Apr 25, 2025 Q1 2025
Valley National Advisers Inc

BUY
 -
289
New
$30.4K - $30.7K
289 $30.6K
May 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

BUY
 -
286
+ 1.26%
$30.1K - $30.4K
22.9K $2.42M
May 09, 2025 Q1 2025
Greykasell Wealth Strategies, Inc.

Danville, CA
BUY
 -
280
New
$29.5K - $29.7K
280 $29.6K
May 06, 2025 Q1 2025
Wedbush Securities Inc

BUY
 -
280
+ 7.66%
$29.5K - $29.7K
3.93K $416K
Apr 28, 2025 Q1 2025
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
275
New
$29K - $29.2K
275 $29.1K
Apr 03, 2025 Q1 2025
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
275
+ 4.14%
$29K - $29.2K
6.92K $732K
May 08, 2025 Q1 2025
Ifg Advisory, LLC

BUY
 -
261
+ 4.46%
$27.5K - $27.7K
6.12K $647K
Apr 16, 2025 Q1 2025
Vaughan Nelson Investment Management, L.P.

BUY
 -
255
+ 3.77%
$26.9K - $27.1K
7.02K $743K
May 15, 2025 Q1 2025
Running Point Capital Advisors, LLC

BUY
 -
255
+ 2.12%
$26.9K - $27.1K
12.3K $1.3M
May 13, 2025 Q1 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
252
New
$26.5K - $26.8K
252 $26.7K
May 14, 2025 Q1 2025
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
242
+ 1.36%
$25.5K - $25.7K
18K $1.9M
May 12, 2025 Q1 2025
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
238
New
$25.1K - $25.3K
238 $25.2K
Apr 24, 2025 Q1 2025
Stone Point Wealth LLC

BUY
 -
236
+ 1.01%
$24.9K - $25.1K
23.6K $2.49M
May 15, 2025 Q1 2025
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
225
+ 1.64%
$23.7K - $23.9K
13.9K $1.47M
Apr 14, 2025 Q1 2025
Michael A. Dubis Financial Planning, LLC

Middleton, WI
BUY
 -
217
+ 4.29%
$22.9K - $23.1K
5.28K $558K

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