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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.68K- 8.33% |
$176K - $178K
|
18.5K
$1.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 3.38% |
$178K - $181K
|
48.7K
$5.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.71K- 12.58% |
$179K - $181K
|
11.9K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.73K- 6.12% |
$181K - $184K
|
26.5K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.75K- 49.94% |
$183K - $186K
|
1.75K
$188K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.81K- 3.29% |
$190K - $193K
|
53.3K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 7.05% |
$190K - $193K
|
24K
$2.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.89K- 13.77% |
$198K - $201K
|
11.8K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.93K- 17.31% |
$202K - $205K
|
9.2K
$986K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.93K- 5.46% |
$202K - $205K
|
33.4K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.93K- 33.34% |
$202K - $205K
|
3.85K
$413K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.95K- 2.81% |
$204K - $207K
|
67.4K
$7.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.01K- 1.84% |
$211K - $214K
|
108K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.06K- 7.53% |
$216K - $219K
|
25.3K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.1K- 95.11% |
$220K - $224K
|
108
$11.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.11K- 11.61% |
$221K - $225K
|
16.1K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.18K- 23.31% |
$228K - $231K
|
7.15K
$767K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.24K- 20.52% |
$235K - $238K
|
8.68K
$930K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.33K- 1.99% |
$244K - $247K
|
114K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 46.9% |
$251K - $255K
|
2.72K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.4K- 64.23% |
$252K - $256K
|
1.34K
$144K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.41K- 2.01% |
$252K - $256K
|
117K
$12.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.42K- 23.79% |
$253K - $257K
|
7.74K
$829K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.48K- 51.41% |
$260K - $264K
|
2.34K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-2.5K- 6.47% |
$262K - $266K
|
36.2K
$3.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.56K- 5.08% |
$268K - $272K
|
47.7K
$5.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-2.63K- 12.62% |
$275K - $279K
|
18.2K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.73K- 11.21% |
$286K - $291K
|
21.6K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.81K- 10.65% |
$295K - $299K
|
23.6K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2.84K- 46.25% |
$297K - $302K
|
3.3K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.86K- 29.94% |
$300K - $304K
|
6.69K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.86K- 7.91% |
$300K - $305K
|
33.4K
$3.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.89K- 5.35% |
$303K - $307K
|
51.1K
$5.48M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.93K- 6.1% |
$307K - $311K
|
45.1K
$4.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-3K- 13.41% |
$315K - $319K
|
19.4K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.07K- 49.2% |
$322K - $327K
|
3.17K
$340K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.09K- 2.11% |
$324K - $329K
|
143K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.29K- 7.42% |
$344K - $349K
|
41K
$4.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.43K- 5.14% |
$359K - $364K
|
63.2K
$6.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-3.52K- 6.91% |
$368K - $374K
|
47.4K
$5.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.63K- 16.62% |
$381K - $386K
|
18.2K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.64K- 56.04% |
$381K - $387K
|
2.85K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.81K- 54.25% |
$399K - $405K
|
3.21K
$344K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-4.19K- 88.39% |
$439K - $445K
|
550
$59K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.25K- 3.53% |
$446K - $452K
|
116K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.35K- 7.79% |
$456K - $462K
|
51.5K
$5.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.38K- 6.82% |
$459K - $466K
|
59.8K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-4.54K- 17.3% |
$475K - $482K
|
21.7K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.61K- 1.11% |
$483K - $490K
|
411K
$44.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.8K- 34.97% |
$503K - $511K
|
8.93K
$958K
|