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 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-250- 2.66% |
$26.2K - $26.6K
|
9.13K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-251- 6.66% |
$26.3K - $26.7K
|
3.52K
$377K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-294- 7.54% |
$30.8K - $31.3K
|
3.61K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-300- 2.15% |
$31.4K - $31.9K
|
13.6K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-306- 2.3% |
$32.1K - $32.5K
|
13K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-312- 3.66% |
$32.7K - $33.2K
|
8.2K
$880K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-313- 6.88% |
$32.8K - $33.3K
|
4.24K
$454K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-317- 0.45% |
$33.2K - $33.7K
|
70.9K
$7.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-323- 0.97% |
$33.8K - $34.3K
|
32.9K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-358- 2.16% |
$37.5K - $38.1K
|
16.2K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 1.96% |
$38K - $38.6K
|
18.1K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-364- 4.56% |
$38.1K - $38.7K
|
7.63K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-376- 8.82% |
$39.4K - $40K
|
3.89K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-378- 0.81% |
$39.6K - $40.2K
|
46.4K
$4.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-380- 6.65% |
$39.8K - $40.4K
|
5.33K
$571K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-382- 0.31% |
$40K - $40.6K
|
124K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-385- 8.67% |
$40.3K - $40.9K
|
4.06K
$435K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-386- 6.79% |
$40.4K - $41K
|
5.3K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-390- 1.64% |
$40.9K - $41.5K
|
23.5K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-397- 0.25% |
$41.6K - $42.2K
|
160K
$17.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-399- 8.57% |
$41.8K - $42.4K
|
4.26K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-407- 0.79% |
$42.6K - $43.3K
|
51.2K
$5.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-408- 13.29% |
$42.7K - $43.4K
|
2.66K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-424- 1.96% |
$44.4K - $45.1K
|
21.2K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-424- 0.16% |
$44.4K - $45.1K
|
264K
$28.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-424- 9.89% |
$44.4K - $45.1K
|
3.86K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-446- 1.39% |
$46.7K - $47.4K
|
31.6K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-447- 2.53% |
$46.8K - $47.5K
|
17.2K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-473- 1.22% |
$49.6K - $50.3K
|
38.2K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-475- 14.1% |
$49.8K - $50.5K
|
2.89K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-486- 8.56% |
$50.9K - $51.7K
|
5.19K
$556K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-488- 5.86% |
$51.1K - $51.9K
|
7.83K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-488- 2.52% |
$51.1K - $51.9K
|
18.9K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-508- 6.77% |
$53.2K - $54K
|
7K
$750K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-520- 12.35% |
$54.5K - $55.3K
|
3.69K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-522- 2.81% |
$54.7K - $55.5K
|
18K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-538- 4.83% |
$56.4K - $57.2K
|
10.6K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-548- 0.89% |
$57.4K - $58.3K
|
61.1K
$6.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-549- 7.3% |
$57.5K - $58.4K
|
6.97K
$747K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-581- 6.94% |
$60.9K - $61.8K
|
7.79K
$835K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-590- 10.7% |
$61.8K - $62.7K
|
4.93K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-595- 9.8% |
$62.3K - $63.3K
|
5.48K
$587K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-597- 16.6% |
$62.5K - $63.5K
|
3K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-599- 4.51% |
$62.8K - $63.7K
|
12.7K
$1.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-600- 70.42% |
$62.9K - $63.8K
|
252
$27K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-600- 10.47% |
$62.9K - $63.8K
|
5.13K
$550K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-628- 18.96% |
$65.8K - $66.8K
|
2.69K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-660- 2.08% |
$69.1K - $70.2K
|
31K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-663- 4.39% |
$69.5K - $70.5K
|
14.4K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-665- 1.67% |
$69.7K - $70.7K
|
39.2K
$4.2M
|