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
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.1K+ 7.01% |
$115K - $116K
|
16.7K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.09K+ 2.22% |
$114K - $116K
|
50.3K
$5.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 15.71% |
$114K - $116K
|
8.01K
$850K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
952+ 40.37% |
$99.7K - $101K
|
3.31K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
847+ 11.01% |
$88.7K - $90.1K
|
8.54K
$907K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
844New |
$88.4K - $89.8K
|
844
$89.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
805+ 7.19% |
$84.3K - $85.6K
|
12K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
804+ 9.45% |
$84.2K - $85.5K
|
9.31K
$989K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
785+ 2.63% |
$82.2K - $83.5K
|
30.6K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
750+ 156.9% |
$78.6K - $79.8K
|
1.23K
$130K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
732+ 5.16% |
$76.7K - $77.8K
|
14.9K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
635+ 25.78% |
$66.5K - $67.5K
|
3.1K
$329K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
633+ 26.86% |
$66.3K - $67.3K
|
2.99K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
617+ 11.6% |
$64.6K - $65.6K
|
5.94K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
573+ 0.33% |
$60K - $60.9K
|
173K
$18.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
553+ 17.52% |
$57.9K - $58.8K
|
3.71K
$394K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
517+ 1.64% |
$54.2K - $55K
|
32K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
483+ 10.22% |
$50.6K - $51.4K
|
5.21K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
451+ 1.91% |
$47.3K - $48K
|
24K
$2.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
448+ 12.07% |
$46.9K - $47.6K
|
4.16K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
342+ 1.79% |
$35.8K - $36.4K
|
19.5K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
336+ 6.28% |
$35.2K - $35.7K
|
5.69K
$604K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
294+ 3.33% |
$30.8K - $31.3K
|
9.11K
$967K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
277+ 3.95% |
$29K - $29.5K
|
7.29K
$773K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
245+ 6.02% |
$25.7K - $26.1K
|
4.31K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
245+ 0.74% |
$25.7K - $26.1K
|
33.1K
$3.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
166+ 2.41% |
$17.4K - $17.7K
|
7.05K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
121+ 1.19% |
$12.7K - $12.9K
|
10.3K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
99+ 0.49% |
$10.4K - $10.5K
|
20.1K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
60+ 0.76% |
$6.29K - $6.38K
|
7.92K
$841K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
50+ 0.94% |
$5.24K - $5.32K
|
5.38K
$572K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
48New |
$5.03K - $5.1K
|
48
$5.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
43+ 0.45% |
$4.51K - $4.57K
|
9.67K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
43+ 0.26% |
$4.51K - $4.57K
|
16.6K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
41+ 0.19% |
$4.3K - $4.36K
|
21.7K
$2.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 8.08% |
$1.68K - $1.7K
|
214
$22.7K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.27% |
$1.15K - $1.17K
|
4.05K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6+ 0.2% |
$629 - $638
|
2.94K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4+ 0.06% |
$419 - $425
|
6.38K
$678K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3+ 0.08% |
$314 - $319
|
4K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $106
|
9.4K
$998K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.88% |
$105 - $106
|
115
$12.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$105 - $106
|
2.46K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-9- 0.22% |
$943 - $957
|
4.07K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.05K - $1.06K
|
9.89K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14- 0.52% |
$1.47K - $1.49K
|
2.67K
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-28- 0.18% |
$2.93K - $2.98K
|
15.7K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-38- 45.24% |
$3.98K - $4.04K
|
46
$4.88K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-42- 1.44% |
$4.4K - $4.47K
|
2.87K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-44- 0.87% |
$4.61K - $4.68K
|
5.03K
$534K
|