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 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-22- 0.2% |
$2.32K - $2.34K
|
11.2K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-23- 0.78% |
$2.42K - $2.44K
|
2.91K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-24- 0.38% |
$2.53K - $2.55K
|
6.22K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-26- 1.15% |
$2.74K - $2.76K
|
2.24K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-27- 0.07% |
$2.84K - $2.87K
|
38.7K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-30- 1.55% |
$3.16K - $3.19K
|
1.91K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-35- 1.52% |
$3.69K - $3.72K
|
2.27K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-36- 0.88% |
$3.79K - $3.82K
|
4.04K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-44- 1.11% |
$4.63K - $4.67K
|
3.94K
$416K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 7.41% |
$5.27K - $5.31K
|
625
$66.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-60- 1.86% |
$6.32K - $6.37K
|
3.17K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-72- 3.81% |
$7.58K - $7.65K
|
1.82K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-79- 1.31% |
$8.32K - $8.39K
|
5.95K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-86- 4.29% |
$9.06K - $9.14K
|
1.92K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-87- 2.62% |
$9.16K - $9.24K
|
3.24K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-97- 2.94% |
$10.2K - $10.3K
|
3.2K
$338K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-106- 45.69% |
$11.2K - $11.3K
|
126
$13.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-112- 5.77% |
$11.8K - $11.9K
|
1.83K
$193K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-113- 2.75% |
$11.9K - $12K
|
4K
$423K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-114- 3.06% |
$12K - $12.1K
|
3.62K
$382K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-115- 50.22% |
$12.1K - $12.2K
|
114
$12.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-117- 5.71% |
$12.3K - $12.4K
|
1.93K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-120- 1.61% |
$12.6K - $12.7K
|
7.35K
$777K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-125- 5.82% |
$13.2K - $13.3K
|
2.02K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-130- 51.59% |
$13.7K - $13.8K
|
122
$12.9K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-140- 56.0% |
$14.7K - $14.9K
|
110
$11.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-141- 6.39% |
$14.8K - $15K
|
2.07K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-144- 3.25% |
$15.2K - $15.3K
|
4.29K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-145- 0.99% |
$15.3K - $15.4K
|
14.6K
$1.54M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-146- 0.84% |
$15.4K - $15.5K
|
17.3K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-146- 5.36% |
$15.4K - $15.5K
|
2.58K
$273K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-150- 5.65% |
$15.8K - $15.9K
|
2.51K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-162- 5.79% |
$17.1K - $17.2K
|
2.63K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-166- 2.66% |
$17.5K - $17.6K
|
6.07K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-167- 0.68% |
$17.6K - $17.7K
|
24.4K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-171- 3.06% |
$18K - $18.2K
|
5.42K
$573K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-177- 0.82% |
$18.6K - $18.8K
|
21.3K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-203- 2.38% |
$21.4K - $21.6K
|
8.32K
$880K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-210- 9.26% |
$22.1K - $22.3K
|
2.06K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-211- 9.21% |
$22.2K - $22.4K
|
2.08K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-215- 4.13% |
$22.6K - $22.8K
|
4.99K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-219- 4.18% |
$23.1K - $23.3K
|
5.02K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-221- 6.24% |
$23.3K - $23.5K
|
3.32K
$351K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-232- 0.97% |
$24.4K - $24.6K
|
23.7K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-239- 8.25% |
$25.2K - $25.4K
|
2.66K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-244- 3.29% |
$25.7K - $25.9K
|
7.16K
$758K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-259- 0.81% |
$27.3K - $27.5K
|
31.9K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-265- 5.76% |
$27.9K - $28.2K
|
4.33K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-267- 5.9% |
$28.1K - $28.4K
|
4.26K
$451K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-271- 7.51% |
$28.5K - $28.8K
|
3.34K
$353K
|