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 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
23.2K+ 13.06% |
$2.43M - $2.46M
|
201K
$21.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22.8K+ 80.73% |
$2.39M - $2.43M
|
51.1K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22.4K+ 36.5% |
$2.35M - $2.38M
|
83.7K
$8.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 42.13% |
$2.34M - $2.37M
|
75.3K
$8.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
20.6KNew |
$2.16M - $2.2M
|
20.6K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
20.5K+ 4.39% |
$2.14M - $2.18M
|
486K
$52.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20.4K+ 11.33% |
$2.14M - $2.17M
|
201K
$21.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.2K+ 29.79% |
$2.12M - $2.15M
|
88K
$9.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20K+ 29.52% |
$2.09M - $2.12M
|
87.6K
$9.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 34.91% |
$1.98M - $2.01M
|
73.1K
$7.84M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
18.6KNew |
$1.95M - $1.98M
|
18.6K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
18.6K+ 5.11% |
$1.94M - $1.97M
|
381K
$40.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18.1K+ 8.3% |
$1.89M - $1.92M
|
236K
$25.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.9K+ 5.69% |
$1.87M - $1.9M
|
332K
$35.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
17.9K+ 37.27% |
$1.87M - $1.9M
|
65.8K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
17.8KNew |
$1.86M - $1.89M
|
17.8K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
17.5KNew |
$1.83M - $1.86M
|
17.5K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16.8K+ 2.88% |
$1.76M - $1.78M
|
599K
$64.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15.7K+ 6.55% |
$1.64M - $1.67M
|
255K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
15.7KNew |
$1.64M - $1.67M
|
15.7K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 1.56% |
$1.59M - $1.62M
|
990K
$106M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 2.09% |
$1.43M - $1.45M
|
669K
$71.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.6K+ 20.42% |
$1.42M - $1.44M
|
80K
$8.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.2KNew |
$1.39M - $1.41M
|
13.2K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.1KNew |
$1.37M - $1.39M
|
13.1K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13K+ 49.7% |
$1.36M - $1.38M
|
39K
$4.18M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.9KNew |
$1.35M - $1.37M
|
12.9K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.9K+ 27.02% |
$1.35M - $1.37M
|
60.6K
$6.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 14.92% |
$1.34M - $1.36M
|
98.8K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
12.7K+ 6.86% |
$1.33M - $1.35M
|
198K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.5K+ 103.52% |
$1.31M - $1.33M
|
24.5K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.3M
|
12.3K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12K+ 18.91% |
$1.26M - $1.28M
|
75.4K
$8.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$1.24M - $1.26M
|
11.8K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11.7K+ 30.95% |
$1.22M - $1.24M
|
49.5K
$5.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
11.6K+ 219.66% |
$1.22M - $1.24M
|
16.9K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.4K+ 22.96% |
$1.2M - $1.22M
|
61.2K
$6.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 142.6% |
$1.2M - $1.21M
|
19.4K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
11.4KNew |
$1.19M - $1.21M
|
11.4K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
11K+ 3.67% |
$1.15M - $1.17M
|
310K
$33.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.9K+ 175.72% |
$1.14M - $1.16M
|
17.1K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.5K+ 1.88% |
$1.1M - $1.12M
|
570K
$61.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 8.29% |
$1.07M - $1.09M
|
134K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.1K+ 105.29% |
$1.06M - $1.07M
|
19.7K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.22K+ 16.52% |
$966K - $981K
|
65K
$6.97M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
9.13K+ 11.46% |
$957K - $971K
|
88.8K
$9.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
8.6K+ 9.19% |
$901K - $915K
|
102K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
8.52KNew |
$892K - $906K
|
8.52K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.43K+ 15.01% |
$883K - $896K
|
64.6K
$6.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
8.4K+ 8.31% |
$880K - $894K
|
109K
$11.7M
|