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 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
242+ 1.36% |
$25.5K - $25.7K
|
18K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
238New |
$25.1K - $25.3K
|
238
$25.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
236+ 1.01% |
$24.9K - $25.1K
|
23.6K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
225+ 1.64% |
$23.7K - $23.9K
|
13.9K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
217+ 4.29% |
$22.9K - $23.1K
|
5.28K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
194New |
$20.4K - $20.6K
|
194
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
189+ 4.13% |
$19.9K - $20.1K
|
4.76K
$511K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
187+ 5.41% |
$19.7K - $19.9K
|
3.64K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
184+ 2.41% |
$19.4K - $19.5K
|
7.81K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
172+ 1.32% |
$18.1K - $18.3K
|
13.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
170+ 0.51% |
$17.9K - $18.1K
|
33.7K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
157+ 22.59% |
$16.5K - $16.7K
|
852
$91.3K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
157+ 27.07% |
$16.5K - $16.7K
|
737
$79K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
157+ 65.15% |
$16.5K - $16.7K
|
398
$42.7K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
142+ 3.73% |
$15K - $15.1K
|
3.95K
$423K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
142+ 1.74% |
$15K - $15.1K
|
8.32K
$892K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
129+ 3.96% |
$13.6K - $13.7K
|
3.39K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
115+ 5.13% |
$12.1K - $12.2K
|
2.36K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
114New |
$12K - $12.1K
|
114
$12.2K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
105+ 1.41% |
$11.1K - $11.2K
|
7.58K
$812K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 1.51% |
$10.5K - $10.6K
|
6.73K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
100+ 1.44% |
$10.5K - $10.6K
|
7.03K
$754K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 3.39% |
$10.5K - $10.6K
|
3.05K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
97+ 0.72% |
$10.2K - $10.3K
|
13.5K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
94+ 2.66% |
$9.9K - $9.99K
|
3.63K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
91+ 1.08% |
$9.58K - $9.67K
|
8.51K
$912K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
87New |
$9.16K - $9.24K
|
87
$9.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
86New |
$9.06K - $9.14K
|
86
$9.22K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
84+ 2.39% |
$8.85K - $8.92K
|
3.61K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
75+ 4.46% |
$7.9K - $7.97K
|
1.76K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
75+ 1.77% |
$7.9K - $7.97K
|
4.31K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 1.44% |
$7.27K - $7.33K
|
4.85K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
69+ 2.06% |
$7.27K - $7.33K
|
3.42K
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 16.14% |
$7.06K - $7.12K
|
482
$51.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
64+ 0.9% |
$6.74K - $6.8K
|
7.17K
$768K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
62+ 1.32% |
$6.53K - $6.59K
|
4.75K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
60+ 0.72% |
$6.32K - $6.37K
|
8.37K
$897K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
60+ 0.39% |
$6.32K - $6.37K
|
15.6K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
60+ 2.16% |
$6.32K - $6.37K
|
2.84K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
59+ 2.66% |
$6.21K - $6.27K
|
2.27K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
48+ 0.84% |
$5.05K - $5.1K
|
5.73K
$614K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.29% |
$4.63K - $4.67K
|
1.97K
$211K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
43+ 1.65% |
$4.53K - $4.57K
|
2.64K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
43+ 0.26% |
$4.53K - $4.57K
|
16.5K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.13% |
$4K - $4.04K
|
29.2K
$3.13M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 0.46% |
$3.79K - $3.82K
|
7.81K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
35+ 0.27% |
$3.69K - $3.72K
|
13.2K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34New |
$3.58K - $3.61K
|
34
$3.65K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
33+ 0.65% |
$3.47K - $3.51K
|
5.1K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
32+ 0.38% |
$3.37K - $3.4K
|
8.42K
$903K
|