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 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.25K+ 11.87% |
$131K - $133K
|
11.8K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.24K+ 3.4% |
$129K - $131K
|
37.6K
$4.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.22K+ 8.01% |
$128K - $130K
|
16.5K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.16K+ 167.1% |
$121K - $123K
|
1.85K
$198K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.13K+ 44.09% |
$118K - $120K
|
3.68K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.13K+ 76.27% |
$118K - $120K
|
2.6K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.12K+ 7.33% |
$117K - $119K
|
16.3K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.11K+ 57.71% |
$116K - $118K
|
3.04K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.1K+ 7.01% |
$115K - $116K
|
16.7K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.09K+ 2.22% |
$114K - $116K
|
50.3K
$5.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 15.71% |
$114K - $116K
|
8.01K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 49.61% |
$113K - $115K
|
3.25K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.07K+ 22.02% |
$113K - $114K
|
5.95K
$638K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.07K+ 15.62% |
$112K - $114K
|
7.92K
$849K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$112K - $113K
|
1.07K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.06K+ 31.4% |
$111K - $113K
|
4.45K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$109K - $111K
|
1.04K
$111K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03K+ 5.96% |
$108K - $110K
|
18.4K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1K+ 247.29% |
$105K - $107K
|
1.41K
$151K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
996+ 3.05% |
$104K - $106K
|
33.6K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
992+ 7.08% |
$104K - $105K
|
15K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
986New |
$103K - $105K
|
986
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
969+ 43.22% |
$102K - $103K
|
3.21K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
952+ 40.37% |
$99.7K - $101K
|
3.31K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
935+ 2.5% |
$98K - $99.4K
|
38.3K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
932+ 1.19% |
$97.6K - $99.1K
|
79.4K
$8.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
915+ 13.85% |
$95.9K - $97.3K
|
7.52K
$806K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
894+ 3.97% |
$93.7K - $95.1K
|
23.4K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
854+ 4.87% |
$89.5K - $90.8K
|
18.4K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
847+ 11.01% |
$88.7K - $90.1K
|
8.54K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
844New |
$88.4K - $89.8K
|
844
$90.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
833New |
$87.3K - $88.6K
|
833
$89.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
825+ 7.79% |
$86.4K - $87.7K
|
11.4K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
811+ 37.79% |
$85K - $86.2K
|
2.96K
$317K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
810+ 2.85% |
$84.9K - $86.1K
|
29.2K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
806+ 1.11% |
$84.4K - $85.7K
|
73.7K
$7.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
805+ 7.19% |
$84.3K - $85.6K
|
12K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
804+ 9.45% |
$84.2K - $85.5K
|
9.31K
$999K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
792+ 2.04% |
$83K - $84.2K
|
39.6K
$4.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
785+ 2.63% |
$82.2K - $83.5K
|
30.6K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
758+ 7.72% |
$79.4K - $80.6K
|
10.6K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
750+ 5.15% |
$78.6K - $79.8K
|
15.3K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
750+ 156.9% |
$78.6K - $79.8K
|
1.23K
$132K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
742+ 4.38% |
$77.7K - $78.9K
|
17.7K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
732+ 5.16% |
$76.7K - $77.8K
|
14.9K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
704+ 24.96% |
$73.8K - $74.9K
|
3.52K
$378K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
702+ 4.16% |
$73.5K - $74.7K
|
17.6K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
656+ 1.04% |
$68.7K - $69.8K
|
63.5K
$6.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
648+ 5.44% |
$67.9K - $68.9K
|
12.6K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
640+ 8.19% |
$67.1K - $68.1K
|
8.45K
$906K
|