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
|
Boltwood Capital Management
|
SELL
|
- |
-665- 5.83% |
$69.7K - $70.7K
|
10.7K
$1.15M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-673- 84.65% |
$70.5K - $71.6K
|
122
$13.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-673- 15.51% |
$70.5K - $71.6K
|
3.67K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-692- 16.96% |
$72.5K - $73.6K
|
3.39K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-700- 25.83% |
$73.3K - $74.4K
|
2.01K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
SELL
|
- |
-718- 12.72% |
$75.2K - $76.4K
|
4.93K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-732- 9.19% |
$76.7K - $77.8K
|
7.23K
$775K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-787- 4.72% |
$82.5K - $83.7K
|
15.9K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-789- 11.7% |
$82.7K - $83.9K
|
5.95K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-803- 5.6% |
$84.1K - $85.4K
|
13.5K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-816- 36.03% |
$85.5K - $86.8K
|
1.45K
$155K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-821- 1.85% |
$86K - $87.3K
|
43.7K
$4.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-895- 3.34% |
$93.8K - $95.2K
|
25.9K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-900- 7.13% |
$94.3K - $95.7K
|
11.7K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-911- 6.27% |
$95.4K - $96.9K
|
13.6K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-913- 31.18% |
$95.7K - $97.1K
|
2.02K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-918- 9.12% |
$96.2K - $97.6K
|
9.15K
$980K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-932- 17.14% |
$97.6K - $99.1K
|
4.51K
$483K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-941- 7.54% |
$98.6K - $100K
|
11.5K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-949- 29.67% |
$99.4K - $101K
|
2.25K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-963- 13.84% |
$101K - $102K
|
6K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-978- 3.35% |
$102K - $104K
|
28.2K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1K- 2.39% |
$105K - $106K
|
40.9K
$4.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.01K- 1.02% |
$106K - $108K
|
97.9K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.04K- 2.3% |
$108K - $110K
|
44K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.06K- 10.8% |
$111K - $112K
|
8.73K
$936K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 7.12% |
$111K - $113K
|
13.8K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.06K- 8.46% |
$111K - $113K
|
11.5K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.13K- 31.0% |
$118K - $120K
|
2.52K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 7.88% |
$125K - $127K
|
13.9K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 89.25% |
$125K - $127K
|
144
$15.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.22K- 3.56% |
$128K - $130K
|
33K
$3.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 9.6% |
$133K - $135K
|
12K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 1.47% |
$133K - $135K
|
85.2K
$9.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.28K- 2.69% |
$134K - $136K
|
46.2K
$4.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.28K- 3.42% |
$134K - $136K
|
36.2K
$3.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.31K- 4.59% |
$137K - $139K
|
27.2K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 6.93% |
$140K - $142K
|
17.9K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.34K- 8.79% |
$141K - $143K
|
13.9K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 1.59% |
$141K - $143K
|
83.5K
$8.95M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.35K- 33.57% |
$141K - $144K
|
2.67K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.37K- 4.92% |
$144K - $146K
|
26.5K
$2.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.42K- 2.07% |
$148K - $151K
|
67.1K
$7.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.44K- 14.91% |
$151K - $153K
|
8.21K
$880K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-1.46K- 24.83% |
$153K - $156K
|
4.43K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.58K- 20.34% |
$166K - $168K
|
6.19K
$664K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.6K- 5.2% |
$168K - $170K
|
29.2K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.63K- 31.75% |
$171K - $173K
|
3.5K
$376K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.66K- 27.87% |
$174K - $176K
|
4.29K
$460K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.67K- 30.42% |
$175K - $178K
|
3.82K
$410K
|