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 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-28- 0.18% |
$2.93K - $2.98K
|
15.7K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-29- 0.48% |
$3.04K - $3.08K
|
6.03K
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 37.21% |
$3.35K - $3.4K
|
54
$5.79K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-37- 0.25% |
$3.88K - $3.93K
|
15K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-38- 45.24% |
$3.98K - $4.04K
|
46
$4.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-38- 0.62% |
$3.98K - $4.04K
|
6.1K
$654K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-41- 65.08% |
$4.3K - $4.36K
|
22
$2.36K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-42- 1.44% |
$4.4K - $4.47K
|
2.87K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-44- 0.87% |
$4.61K - $4.68K
|
5.03K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-45- 0.07% |
$4.71K - $4.79K
|
68.2K
$7.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-48- 1.75% |
$5.03K - $5.1K
|
2.69K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-50- 1.3% |
$5.24K - $5.32K
|
3.8K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-52- 2.25% |
$5.45K - $5.53K
|
2.26K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.97% |
$5.55K - $5.64K
|
5.41K
$580K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-54- 22.41% |
$5.66K - $5.74K
|
187
$20K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-59- 0.37% |
$6.18K - $6.27K
|
16.1K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.94% |
$6.29K - $6.38K
|
6.33K
$679K
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-65- 0.93% |
$6.81K - $6.91K
|
6.96K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-67- 0.31% |
$7.02K - $7.12K
|
21.2K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-69- 1.65% |
$7.23K - $7.34K
|
4.12K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-78- 0.22% |
$8.17K - $8.29K
|
35.3K
$3.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-80- 0.19% |
$8.38K - $8.51K
|
42.8K
$4.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-82- 3.97% |
$8.59K - $8.72K
|
1.99K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-85- 1.62% |
$8.91K - $9.04K
|
5.17K
$554K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-90- 1.88% |
$9.43K - $9.57K
|
4.71K
$505K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-97- 1.54% |
$10.2K - $10.3K
|
6.22K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-97- 38.49% |
$10.2K - $10.3K
|
155
$16.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-99- 2.07% |
$10.4K - $10.5K
|
4.69K
$503K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-106- 0.86% |
$11.1K - $11.3K
|
12.2K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-109- 26.65% |
$11.4K - $11.6K
|
300
$32.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-116- 3.57% |
$12.2K - $12.3K
|
3.14K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-116- 3.55% |
$12.2K - $12.3K
|
3.16K
$338K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-116- 1.53% |
$12.2K - $12.3K
|
7.46K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-127- 2.04% |
$13.3K - $13.5K
|
6.1K
$654K
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-127- 1.68% |
$13.3K - $13.5K
|
7.45K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-138- 0.64% |
$14.5K - $14.7K
|
21.4K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-142- 0.91% |
$14.9K - $15.1K
|
15.5K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-145- 3.98% |
$15.2K - $15.4K
|
3.5K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-150- 1.61% |
$15.7K - $16K
|
9.19K
$985K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-154- 2.15% |
$16.1K - $16.4K
|
7.01K
$752K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-162- 2.31% |
$17K - $17.2K
|
6.86K
$736K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-175- 0.55% |
$18.3K - $18.6K
|
31.7K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-178- 4.41% |
$18.6K - $18.9K
|
3.86K
$414K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-197- 7.51% |
$20.6K - $20.9K
|
2.43K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-199- 3.01% |
$20.8K - $21.2K
|
6.42K
$688K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-204- 70.59% |
$21.4K - $21.7K
|
85
$9.11K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-207- 4.78% |
$21.7K - $22K
|
4.13K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-215- 8.16% |
$22.5K - $22.9K
|
2.42K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-225- 8.45% |
$23.6K - $23.9K
|
2.44K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-250- 1.9% |
$26.2K - $26.6K
|
12.9K
$1.38M
|