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 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
159K+ 1228.49% |
$16.6M - $16.9M
|
172K
$18.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
36.7K+ 35.36% |
$3.85M - $3.91M
|
141K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
32.9KNew |
$3.45M - $3.5M
|
32.9K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.3K+ 48.23% |
$3.07M - $3.11M
|
90K
$9.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
20.5K+ 4.39% |
$2.14M - $2.18M
|
486K
$51.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.2K+ 29.79% |
$2.12M - $2.15M
|
88K
$9.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
18.6K+ 5.11% |
$1.94M - $1.97M
|
381K
$40.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18.1K+ 8.3% |
$1.89M - $1.92M
|
236K
$25M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.9K+ 5.69% |
$1.87M - $1.9M
|
332K
$35.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
17.5KNew |
$1.83M - $1.86M
|
17.5K
$1.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15.7K+ 6.55% |
$1.64M - $1.67M
|
255K
$27.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
12.7K+ 6.86% |
$1.33M - $1.35M
|
198K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.3M
|
12.3K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12K+ 18.91% |
$1.26M - $1.28M
|
75.4K
$8.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11.7K+ 30.95% |
$1.22M - $1.24M
|
49.5K
$5.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.22K+ 16.52% |
$966K - $981K
|
65K
$6.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.89KNew |
$722K - $733K
|
6.89K
$732K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.89KNew |
$722K - $732K
|
6.89K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.03K+ 24.15% |
$632K - $641K
|
31K
$3.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.9K+ 77.6% |
$618K - $627K
|
13.5K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
5.89KNew |
$617K - $626K
|
5.89K
$625K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.63K+ 90.11% |
$590K - $599K
|
11.9K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.33KNew |
$558K - $566K
|
5.33K
$565K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.12KNew |
$536K - $544K
|
5.12K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 24.7% |
$509K - $517K
|
24.5K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.68K+ 41.06% |
$490K - $497K
|
16.1K
$1.71M
|
|
|
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
$3.97M
|
|
|
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
$4.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.53K+ 26.68% |
$370K - $375K
|
16.7K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3.29KNew |
$345K - $350K
|
3.29K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3KNew |
$314K - $319K
|
3K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.46K+ 21.98% |
$257K - $261K
|
13.6K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 20.72% |
$247K - $250K
|
13.7K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
2.31K+ 11.04% |
$241K - $245K
|
23.2K
$2.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.3KNew |
$241K - $245K
|
2.3K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.26KNew |
$237K - $241K
|
2.26K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.21KNew |
$232K - $235K
|
2.21K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.2KNew |
$231K - $234K
|
2.2K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.12KNew |
$222K - $226K
|
2.12K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 54.29% |
$215K - $218K
|
5.83K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.02K+ 29.92% |
$211K - $214K
|
8.75K
$929K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2K+ 14.08% |
$210K - $213K
|
16.2K
$1.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.92KNew |
$201K - $204K
|
1.92K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.78K+ 20.57% |
$186K - $189K
|
10.4K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.77K+ 6.76% |
$185K - $188K
|
27.9K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.5K+ 10.64% |
$157K - $160K
|
15.6K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.28K+ 43.97% |
$134K - $136K
|
4.18K
$443K
|