Purchases and Sales Made in Q2 2025 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
543K+ 10878.55% |
$56.9M - $57.7M
|
548K
$58.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
159K+ 1228.49% |
$16.6M - $16.9M
|
172K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
63.6K+ 85.71% |
$6.67M - $6.77M
|
138K
$14.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
36.7K+ 35.36% |
$3.85M - $3.91M
|
141K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
32.9KNew |
$3.45M - $3.5M
|
32.9K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.3K+ 48.23% |
$3.07M - $3.11M
|
90K
$9.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
28.3K+ 26.78% |
$2.97M - $3.01M
|
134K
$14.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 42.13% |
$2.34M - $2.37M
|
75.3K
$8.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
20.5K+ 4.39% |
$2.14M - $2.18M
|
486K
$51.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.2K+ 29.79% |
$2.12M - $2.15M
|
88K
$9.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20K+ 29.52% |
$2.09M - $2.12M
|
87.6K
$9.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
18.6K+ 5.11% |
$1.94M - $1.97M
|
381K
$40.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18.1K+ 8.3% |
$1.89M - $1.92M
|
236K
$25.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.9K+ 5.69% |
$1.87M - $1.9M
|
332K
$35.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
17.5KNew |
$1.83M - $1.86M
|
17.5K
$1.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15.7K+ 6.55% |
$1.64M - $1.67M
|
255K
$27.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.6K+ 20.42% |
$1.42M - $1.44M
|
80K
$8.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.1KNew |
$1.37M - $1.39M
|
13.1K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
12.7K+ 6.86% |
$1.33M - $1.35M
|
198K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.3M
|
12.3K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12K+ 18.91% |
$1.26M - $1.28M
|
75.4K
$8.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11.7K+ 30.95% |
$1.22M - $1.24M
|
49.5K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 142.6% |
$1.2M - $1.21M
|
19.4K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
11K+ 3.67% |
$1.15M - $1.17M
|
310K
$33.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.5K+ 1.88% |
$1.1M - $1.12M
|
570K
$60.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.22K+ 16.52% |
$966K - $981K
|
65K
$6.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
8.6K+ 9.19% |
$901K - $915K
|
102K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
8.21K+ 15.29% |
$860K - $873K
|
61.9K
$6.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.89KNew |
$722K - $733K
|
6.89K
$735K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.89KNew |
$722K - $732K
|
6.89K
$734K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.26K+ 16.05% |
$656K - $666K
|
45.3K
$4.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.03K+ 24.15% |
$632K - $641K
|
31K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.9K+ 77.6% |
$618K - $627K
|
13.5K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
5.89KNew |
$617K - $626K
|
5.89K
$627K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.63K+ 90.11% |
$590K - $599K
|
11.9K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.33KNew |
$558K - $566K
|
5.33K
$568K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.12KNew |
$536K - $544K
|
5.12K
$546K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.93KNew |
$516K - $524K
|
4.93K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 24.7% |
$509K - $517K
|
24.5K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.68K+ 41.06% |
$490K - $497K
|
16.1K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.61K+ 39.24% |
$483K - $490K
|
16.4K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.5K+ 11.12% |
$471K - $478K
|
44.9K
$4.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.35K+ 35.1% |
$456K - $462K
|
16.7K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
4.06K+ 12.16% |
$425K - $432K
|
37.4K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
3.96K+ 40.08% |
$415K - $421K
|
13.8K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.82K+ 60.44% |
$400K - $406K
|
10.1K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 8.81% |
$375K - $380K
|
44.1K
$4.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.53K+ 26.68% |
$370K - $375K
|
16.7K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.4K+ 9.43% |
$356K - $361K
|
39.4K
$4.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.3K+ 118.95% |
$345K - $350K
|
6.07K
$647K
|