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 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.3KNew |
$241K - $245K
|
2.3K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.26KNew |
$237K - $241K
|
2.26K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23KNew |
$234K - $237K
|
2.23K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.21KNew |
$232K - $235K
|
2.21K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.2KNew |
$231K - $234K
|
2.2K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.2K+ 58.49% |
$230K - $234K
|
5.96K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2.18K+ 36.84% |
$228K - $231K
|
8.08K
$866K
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
2.15K+ 18.68% |
$225K - $229K
|
13.7K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.14K+ 3.07% |
$224K - $227K
|
71.8K
$7.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.12KNew |
$222K - $226K
|
2.12K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.08KNew |
$218K - $221K
|
2.08K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.07KNew |
$217K - $220K
|
2.07K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.06K+ 19.39% |
$215K - $219K
|
12.7K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 54.29% |
$215K - $218K
|
5.83K
$625K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.02K+ 29.92% |
$211K - $214K
|
8.75K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.02K+ 3.78% |
$211K - $214K
|
55.4K
$5.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.01KNew |
$211K - $214K
|
2.01K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2K+ 18.87% |
$210K - $213K
|
12.6K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2K+ 14.08% |
$210K - $213K
|
16.2K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.99KNew |
$208K - $212K
|
1.99K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.99KNew |
$208K - $211K
|
1.99K
$213K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.96KNew |
$205K - $208K
|
1.96K
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.93KNew |
$202K - $205K
|
1.93K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 2.71% |
$202K - $205K
|
73.1K
$7.84M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.93KNew |
$202K - $205K
|
1.93K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.92K+ 26.9% |
$202K - $205K
|
9.08K
$973K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.92KNew |
$201K - $204K
|
1.92K
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.9KNew |
$199K - $202K
|
1.9K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.9K+ 89.26% |
$199K - $202K
|
4.02K
$431K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 43.43% |
$192K - $195K
|
6.05K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.79K+ 41.82% |
$188K - $191K
|
6.08K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.78K+ 20.57% |
$186K - $189K
|
10.4K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.77K+ 6.76% |
$185K - $188K
|
27.9K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.72K+ 5.24% |
$180K - $183K
|
34.5K
$3.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.7K+ 12.62% |
$178K - $181K
|
15.2K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.7K+ 1.6% |
$178K - $180K
|
108K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 8.34% |
$170K - $173K
|
21.1K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.55K+ 25.06% |
$162K - $165K
|
7.74K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.52K+ 16.54% |
$159K - $162K
|
10.7K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.5K+ 10.64% |
$157K - $160K
|
15.6K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.49K+ 24.32% |
$156K - $158K
|
7.61K
$816K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.48K+ 0.27% |
$155K - $158K
|
545K
$58.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.48K+ 27.06% |
$155K - $157K
|
6.94K
$744K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.36K+ 41.1% |
$142K - $145K
|
4.67K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.35K+ 3.72% |
$141K - $144K
|
37.6K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.35K+ 29.28% |
$141K - $144K
|
5.96K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.33K+ 7.48% |
$139K - $142K
|
19.1K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.31K+ 4.78% |
$138K - $140K
|
28.8K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.28K+ 43.97% |
$134K - $136K
|
4.18K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.27K+ 195.69% |
$133K - $135K
|
1.92K
$206K
|