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 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
4.06K+ 12.16% |
$425K - $432K
|
37.4K
$4.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.99K+ 59.68% |
$418K - $425K
|
10.7K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
3.96K+ 40.08% |
$415K - $421K
|
13.8K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.9K+ 30.71% |
$409K - $415K
|
16.6K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.87K+ 2.79% |
$405K - $411K
|
143K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.82K+ 60.44% |
$400K - $406K
|
10.1K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.74KNew |
$392K - $397K
|
3.74K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.6KNew |
$377K - $382K
|
3.6K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 8.81% |
$375K - $380K
|
44.1K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.54KNew |
$371K - $376K
|
3.54K
$379K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.53K+ 26.68% |
$370K - $375K
|
16.7K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
3.53KNew |
$369K - $375K
|
3.53K
$378K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.5K+ 163.78% |
$367K - $372K
|
5.64K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
3.43K+ 60.57% |
$360K - $365K
|
9.1K
$976K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.42KNew |
$358K - $364K
|
3.42K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.4K+ 9.43% |
$356K - $361K
|
39.4K
$4.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.3K+ 118.95% |
$345K - $350K
|
6.07K
$650K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3.29KNew |
$345K - $350K
|
3.29K
$353K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.29KNew |
$344K - $349K
|
3.29K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.2KNew |
$335K - $340K
|
3.2K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.13KNew |
$328K - $332K
|
3.13K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
3.11K+ 8.39% |
$326K - $331K
|
40.2K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.06KNew |
$321K - $325K
|
3.06K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.06K+ 4.02% |
$320K - $325K
|
79.1K
$8.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.05K+ 11.13% |
$320K - $325K
|
30.5K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.03K+ 303.82% |
$317K - $322K
|
4.02K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3KNew |
$314K - $319K
|
3K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3K+ 10331.03% |
$314K - $319K
|
3.03K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.97K+ 86.79% |
$311K - $316K
|
6.39K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.92K+ 8.65% |
$306K - $310K
|
36.6K
$3.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.88KNew |
$302K - $307K
|
2.88K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.77K+ 23.39% |
$290K - $294K
|
14.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.75K+ 29.5% |
$288K - $292K
|
12.1K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.74K+ 69.73% |
$287K - $292K
|
6.68K
$716K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.65K+ 60.14% |
$277K - $282K
|
7.05K
$756K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.59KNew |
$271K - $276K
|
2.59K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 4.26% |
$271K - $275K
|
63.2K
$6.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.54K+ 70.37% |
$266K - $270K
|
6.14K
$658K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.54KNew |
$266K - $270K
|
2.54K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.53KNew |
$265K - $269K
|
2.53K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.53K+ 13.04% |
$265K - $269K
|
21.9K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.49K+ 10.99% |
$261K - $264K
|
25.1K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.48K+ 60.63% |
$260K - $264K
|
6.58K
$706K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.47K+ 69.65% |
$258K - $262K
|
6K
$644K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.46K+ 21.98% |
$257K - $261K
|
13.6K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.37K+ 49.01% |
$249K - $252K
|
7.22K
$774K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 20.72% |
$247K - $250K
|
13.7K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.32K+ 7.88% |
$243K - $247K
|
31.8K
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.31K+ 32.84% |
$242K - $246K
|
9.34K
$1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
2.31K+ 11.04% |
$241K - $245K
|
23.2K
$2.48M
|