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 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
8.21K+ 15.29% |
$860K - $873K
|
61.9K
$6.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8.04K+ 70.05% |
$842K - $855K
|
19.5K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.91KNew |
$828K - $841K
|
7.91K
$848K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.62K+ 58.15% |
$799K - $811K
|
20.7K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.6K+ 25.06% |
$796K - $808K
|
37.9K
$4.07M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.58K+ 385.01% |
$794K - $806K
|
9.55K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.42K+ 7.78% |
$777K - $789K
|
103K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
7.18K+ 8.52% |
$752K - $763K
|
91.5K
$9.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.18K+ 118.07% |
$752K - $763K
|
13.3K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.17K+ 6.72% |
$751K - $762K
|
114K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.15KNew |
$749K - $760K
|
7.15K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.96K+ 41.35% |
$729K - $740K
|
23.8K
$2.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.89KNew |
$722K - $733K
|
6.89K
$739K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.89KNew |
$722K - $732K
|
6.89K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
6.83KNew |
$715K - $726K
|
6.83K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6.8KNew |
$713K - $723K
|
6.8K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.51K+ 43.12% |
$682K - $692K
|
21.6K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.38K+ 10.33% |
$668K - $678K
|
68.1K
$7.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
6.3KNew |
$660K - $670K
|
6.3K
$675K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.26K+ 16.05% |
$656K - $666K
|
45.3K
$4.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.03K+ 24.15% |
$632K - $641K
|
31K
$3.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.9K+ 77.6% |
$618K - $627K
|
13.5K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
5.89KNew |
$617K - $626K
|
5.89K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.88K+ 2.16% |
$616K - $625K
|
278K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.87K+ 196.58% |
$615K - $624K
|
8.85K
$949K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.85K+ 1.01% |
$613K - $622K
|
585K
$62.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.7K+ 24.61% |
$597K - $606K
|
28.8K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.63K+ 90.11% |
$590K - $599K
|
11.9K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.57K+ 32.35% |
$583K - $592K
|
22.8K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.43K+ 11.81% |
$569K - $577K
|
51.4K
$5.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.33KNew |
$558K - $566K
|
5.33K
$571K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.25K+ 2.11% |
$550K - $558K
|
254K
$27.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.21K+ 27.16% |
$546K - $554K
|
24.4K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.12KNew |
$536K - $544K
|
5.12K
$549K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.05K+ 33.72% |
$529K - $537K
|
20K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.99K+ 11.33% |
$523K - $531K
|
49.1K
$5.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.93KNew |
$516K - $524K
|
4.93K
$528K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 24.7% |
$509K - $517K
|
24.5K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.86K+ 6.65% |
$509K - $517K
|
78K
$8.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.76K+ 23.96% |
$498K - $506K
|
24.6K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.68K+ 41.06% |
$490K - $497K
|
16.1K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.62KNew |
$484K - $491K
|
4.62K
$495K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.61K+ 39.24% |
$483K - $490K
|
16.4K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
4.59KNew |
$481K - $488K
|
4.59K
$492K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.5K+ 11.12% |
$471K - $478K
|
44.9K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
4.43K+ 52.41% |
$464K - $471K
|
12.9K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.36K+ 117.39% |
$456K - $463K
|
8.07K
$865K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.35K+ 35.1% |
$456K - $462K
|
16.7K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.27K+ 65.68% |
$448K - $454K
|
10.8K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.25KNew |
$446K - $452K
|
4.25K
$456K
|