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 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.89K- 11.51% |
$512K - $520K
|
37.6K
$4.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.9K- 10.55% |
$513K - $521K
|
41.5K
$4.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.16K- 16.08% |
$541K - $549K
|
26.9K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-5.33K- 50.99% |
$558K - $566K
|
5.12K
$549K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.33K- 3.79% |
$559K - $567K
|
135K
$14.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.49K- 11.32% |
$575K - $584K
|
43K
$4.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.88K- 63.74% |
$616K - $625K
|
3.35K
$359K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.98K- 21.5% |
$626K - $635K
|
21.8K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.98K- 20.74% |
$626K - $636K
|
22.9K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.28K- 23.45% |
$658K - $668K
|
20.5K
$2.2M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-7.13K- 24.19% |
$746K - $758K
|
22.3K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-7.55K- 4.04% |
$791K - $803K
|
179K
$19.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.66K- 14.04% |
$802K - $814K
|
46.9K
$5.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.76K- 34.13% |
$813K - $825K
|
15K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.24K- 9.3% |
$863K - $876K
|
80.4K
$8.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.1K- 24.75% |
$954K - $968K
|
27.7K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-9.92K- 52.2% |
$1.04M - $1.05M
|
9.08K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-10.1K- 10.2% |
$1.05M - $1.07M
|
88.6K
$9.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-10.2K- 18.16% |
$1.07M - $1.09M
|
46K
$4.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-11.1K- 25.71% |
$1.16M - $1.18M
|
32K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 1.36% |
$1.18M - $1.2M
|
819K
$87.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-11.3K- 2.87% |
$1.18M - $1.2M
|
382K
$41M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-11.4K- 61.33% |
$1.2M - $1.21M
|
7.2K
$772K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-11.6K- 12.39% |
$1.22M - $1.23M
|
82K
$8.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.7K- 0.93% |
$1.22M - $1.24M
|
1.24M
$133M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12.3K- 31.68% |
$1.29M - $1.31M
|
26.6K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.2K- 32.6% |
$1.49M - $1.51M
|
29.3K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-14.5K- 51.33% |
$1.52M - $1.54M
|
13.7K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.2K- 23.6% |
$1.59M - $1.61M
|
49.1K
$5.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-16K- 97.44% |
$1.68M - $1.7M
|
420
$45K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16.6K- 27.83% |
$1.74M - $1.77M
|
43.2K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.7K- 4.15% |
$1.75M - $1.78M
|
386K
$41.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-18.8K- 27.04% |
$1.97M - $2M
|
50.8K
$5.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.6K- 45.0% |
$2.05M - $2.08M
|
23.9K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-19.6K- 63.79% |
$2.05M - $2.08M
|
11.1K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19.9K- 63.19% |
$2.09M - $2.12M
|
11.6K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-21K- 18.15% |
$2.2M - $2.24M
|
94.9K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-21.3K- 56.95% |
$2.24M - $2.27M
|
16.1K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26K- 10.46% |
$2.72M - $2.76M
|
222K
$23.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-26.1K- 13.32% |
$2.74M - $2.78M
|
170K
$18.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30.1K- 28.62% |
$3.15M - $3.2M
|
75K
$8.04M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32.7K- 13.87% |
$3.43M - $3.48M
|
203K
$21.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32.7K- 13.87% |
$3.43M - $3.48M
|
203K
$21.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32.9K- 20.72% |
$3.45M - $3.5M
|
126K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-36K- 18.58% |
$3.77M - $3.83M
|
158K
$16.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.5K- 14.62% |
$3.83M - $3.88M
|
213K
$22.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-41.1K- 38.32% |
$4.3M - $4.37M
|
66.1K
$7.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-45.3K- 26.44% |
$4.74M - $4.81M
|
126K
$13.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51.3K- 7.71% |
$5.37M - $5.45M
|
613K
$65.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-51.8K- 61.58% |
$5.42M - $5.5M
|
32.3K
$3.46M
|