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
May 05, 2025 Q1 2025
Tag Stone Capital, Inc.

BUY
 -
23
+ 0.39%
$2.42K - $2.44K
5.91K $627K
May 15, 2025 Q1 2025
Keel Point, LLC

Huntsville, AL
BUY
 -
22
+ 1.13%
$2.32K - $2.34K
1.97K $209K
May 07, 2025 Q1 2025
Kfa Private Wealth Group, LLC

BUY
 -
22
+ 0.19%
$2.32K - $2.34K
11.8K $1.25M
Apr 21, 2025 Q1 2025
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
21
+ 0.1%
$2.21K - $2.23K
20.1K $2.14M
May 14, 2025 Q1 2025
Fiduciary Trust CO

Boston, MA
BUY
 -
20
+ 0.1%
$2.11K - $2.12K
19.9K $2.11M
May 01, 2025 Q1 2025
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
19
+ 0.88%
$2K - $2.02K
2.17K $231K
Apr 28, 2025 Q1 2025
Onyx Bridge Wealth Group LLC

BUY
 -
19
+ 0.38%
$2K - $2.02K
5K $530K
May 08, 2025 Q1 2025
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
18
+ 0.53%
$1.9K - $1.91K
3.39K $359K
May 13, 2025 Q1 2025
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
15
+ 0.14%
$1.58K - $1.59K
10.7K $1.14M
May 09, 2025 Q1 2025
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
14
+ 0.55%
$1.47K - $1.49K
2.55K $271K
Apr 25, 2025 Q1 2025
Wise Wealth Partners

Phoenix, AZ
BUY
 -
12
+ 0.41%
$1.26K - $1.27K
2.92K $310K
May 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
12
+ 0.44%
$1.26K - $1.27K
2.72K $289K
Apr 29, 2025 Q1 2025
Horst & Graben Wealth Management LLC

BUY
 -
12
+ 0.38%
$1.26K - $1.27K
3.14K $333K
Apr 18, 2025 Q1 2025
Mezzasalma Advisors, LLC

BUY
 -
12
+ 0.29%
$1.26K - $1.27K
4.18K $444K
May 15, 2025 Q1 2025
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
11
+ 0.3%
$1.16K - $1.17K
3.65K $387K
May 08, 2025 Q1 2025
Sp Asset Management LLC

Cupertino, CA
BUY
 -
11
+ 0.2%
$1.16K - $1.17K
5.51K $585K
Apr 24, 2025 Q1 2025
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
11
+ 0.3%
$1.16K - $1.17K
3.68K $391K
May 02, 2025 Q1 2025
Firestone Capital Management

BUY
 -
9
+ 0.37%
$948 - $956
2.42K $256K
Apr 29, 2025 Q1 2025
Pure Portfolios Holdings LLC

Lake Oswego, OR
BUY
 -
7
+ 0.36%
$737 - $744
1.93K $204K
May 15, 2025 Q1 2025
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7
+ 700.0%
$737 - $744
8 $849
Apr 15, 2025 Q1 2025
Simon Quick Advisors, LLC

BUY
 -
7
+ 0.05%
$737 - $744
13.1K $1.39M
May 06, 2025 Q1 2025
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
6
+ 0.18%
$632 - $637
3.42K $363K
May 01, 2025 Q1 2025
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
5
+ 0.05%
$527 - $531
10.1K $1.07M
May 01, 2025 Q1 2025
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
5
New
$527 - $531
5 $531
Apr 22, 2025 Q1 2025
Madison Wealth Partners, Inc

BUY
 -
4
+ 0.08%
$421 - $425
4.79K $509K
May 15, 2025 Q1 2025
Family Management Corp

New York, NY
BUY
 -
4
New
$421 - $425
4 $425
Apr 22, 2025 Q1 2025
Fsc Wealth Advisors, LLC

BUY
 -
3
+ 0.38%
$316 - $319
799 $84.8K
May 06, 2025 Q1 2025
Unison Advisors LLC

BUY
 -
3
+ 0.01%
$316 - $319
23.3K $2.47M
Apr 30, 2025 Q1 2025
May Hill Capital, LLC

Cohasset, MA
BUY
 -
3
+ 0.01%
$316 - $319
29.5K $3.13M
Apr 08, 2025 Q1 2025
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
3
+ 0.1%
$316 - $319
2.93K $311K
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
3
New
$316 - $319
3 $319
May 15, 2025 Q1 2025
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2
+ 0.08%
$211 - $212
2.57K $272K
Apr 22, 2025 Q1 2025
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
2
+ 0.04%
$211 - $212
5.57K $591K
May 12, 2025 Q1 2025
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
2
+ 0.03%
$211 - $212
6.51K $691K
Apr 22, 2025 Q1 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
2
+ 0.09%
$211 - $212
2.12K $225K
Apr 17, 2025 Q1 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
1
New
$105 - $106
1 $106
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
1
+ 0.01%
$105 - $106
7.6K $807K
May 15, 2025 Q1 2025
Rise Advisors, LLC

BUY
 -
1
+ 0.42%
$105 - $106
241 $25.6K
May 02, 2025 Q1 2025
First Command Advisory Services, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-1
- 3.33%
$105 - $106
29 $3.08K
May 09, 2025 Q1 2025
Prairieview Wealth Partners, LLC

Orland Park, IL
SELL
 -
-2
- 0.07%
$211 - $212
2.9K $308K
Apr 28, 2025 Q1 2025
Axis Wealth Partners, LLC

East Providence, RI
SELL
 -
-4
- 0.14%
$421 - $425
2.8K $297K
Apr 14, 2025 Q1 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-7
- 0.25%
$737 - $744
2.74K $291K
May 14, 2025 Q1 2025
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-9
- 7.26%
$948 - $956
115 $12.2K
Apr 15, 2025 Q1 2025
Donaldson Capital Management, LLC

Evansville, IN
SELL
 -
-9
- 0.16%
$948 - $956
5.68K $603K
May 06, 2025 Q1 2025
Compass Financial Group, Inc.

SELL
 -
-10
- 0.16%
$1.05K - $1.06K
6.37K $676K
Apr 17, 2025 Q1 2025
Columbus Macro, LLC

SELL
 -
-10
- 0.52%
$1.05K - $1.06K
1.9K $202K
Apr 14, 2025 Q1 2025
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-15
- 0.04%
$1.58K - $1.59K
39.9K $4.23M
Apr 29, 2025 Q1 2025
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-15
- 0.22%
$1.58K - $1.59K
6.73K $715K

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