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 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-48- 1.75% |
$5.03K - $5.1K
|
2.69K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-50- 1.3% |
$5.24K - $5.32K
|
3.8K
$404K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-54- 22.41% |
$5.66K - $5.74K
|
187
$19.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-59- 0.37% |
$6.18K - $6.27K
|
16.1K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.94% |
$6.29K - $6.38K
|
6.33K
$672K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-67- 0.31% |
$7.02K - $7.12K
|
21.2K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-106- 0.86% |
$11.1K - $11.3K
|
12.2K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-109- 26.65% |
$11.4K - $11.6K
|
300
$31.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-116- 3.55% |
$12.2K - $12.3K
|
3.16K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-138- 0.64% |
$14.5K - $14.7K
|
21.4K
$2.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-142- 0.91% |
$14.9K - $15.1K
|
15.5K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-150- 1.61% |
$15.7K - $16K
|
9.19K
$975K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-154- 2.15% |
$16.1K - $16.4K
|
7.01K
$744K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-162- 2.31% |
$17K - $17.2K
|
6.86K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-178- 4.41% |
$18.6K - $18.9K
|
3.86K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-225- 8.45% |
$23.6K - $23.9K
|
2.44K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-250- 2.66% |
$26.2K - $26.6K
|
9.13K
$970K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-294- 7.54% |
$30.8K - $31.3K
|
3.61K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-312- 3.66% |
$32.7K - $33.2K
|
8.2K
$871K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-385- 8.67% |
$40.3K - $40.9K
|
4.06K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-397- 0.25% |
$41.6K - $42.2K
|
160K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-581- 6.94% |
$60.9K - $61.8K
|
7.79K
$827K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-597- 16.6% |
$62.5K - $63.5K
|
3K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-663- 4.39% |
$69.5K - $70.5K
|
14.4K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-665- 5.83% |
$69.7K - $70.7K
|
10.7K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-665- 1.67% |
$69.7K - $70.7K
|
39.2K
$4.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-732- 9.19% |
$76.7K - $77.8K
|
7.23K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-803- 5.6% |
$84.1K - $85.4K
|
13.5K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-816- 36.03% |
$85.5K - $86.8K
|
1.45K
$154K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-900- 7.13% |
$94.3K - $95.7K
|
11.7K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-911- 6.27% |
$95.4K - $96.9K
|
13.6K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-932- 17.14% |
$97.6K - $99.1K
|
4.51K
$479K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.01K- 1.02% |
$106K - $108K
|
97.9K
$10.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.35K- 33.57% |
$141K - $144K
|
2.67K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.73K- 6.12% |
$181K - $184K
|
26.5K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.75K- 49.94% |
$183K - $186K
|
1.75K
$186K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.89K- 13.77% |
$198K - $201K
|
11.8K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.01K- 1.84% |
$211K - $214K
|
108K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.41K- 2.01% |
$252K - $256K
|
117K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.48K- 51.41% |
$260K - $264K
|
2.34K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-2.5K- 6.47% |
$262K - $266K
|
36.2K
$3.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.56K- 5.08% |
$268K - $272K
|
47.7K
$5.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.86K- 7.91% |
$300K - $305K
|
33.4K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.25K- 3.53% |
$446K - $452K
|
116K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-4.54K- 17.3% |
$475K - $482K
|
21.7K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.98K- 20.74% |
$626K - $636K
|
22.9K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-10.1K- 10.2% |
$1.05M - $1.07M
|
88.6K
$9.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12.3K- 31.68% |
$1.29M - $1.31M
|
26.6K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.2K- 32.6% |
$1.49M - $1.51M
|
29.3K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-18.8K- 27.04% |
$1.97M - $2M
|
50.8K
$5.39M
|