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 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
635+ 25.78% |
$66.5K - $67.5K
|
3.1K
$332K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
633+ 26.86% |
$66.3K - $67.3K
|
2.99K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
630+ 28.51% |
$66K - $67K
|
2.84K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
626+ 3.59% |
$65.6K - $66.6K
|
18.1K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
617+ 11.6% |
$64.6K - $65.6K
|
5.94K
$637K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
616+ 32.1% |
$64.5K - $65.5K
|
2.54K
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
592+ 7.58% |
$62K - $63K
|
8.41K
$901K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
573+ 0.33% |
$60K - $60.9K
|
173K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
569+ 4.69% |
$59.6K - $60.5K
|
12.7K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
553+ 17.52% |
$57.9K - $58.8K
|
3.71K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
525New |
$55K - $55.8K
|
525
$56.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
520+ 10.73% |
$54.5K - $55.3K
|
5.37K
$575K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
517+ 1.64% |
$54.2K - $55K
|
32K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
496+ 11.24% |
$52K - $52.7K
|
4.91K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
486New |
$50.9K - $51.7K
|
486
$52.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
483+ 10.22% |
$50.6K - $51.4K
|
5.21K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
476+ 13.06% |
$49.9K - $50.6K
|
4.12K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
473+ 7.43% |
$49.6K - $50.3K
|
6.84K
$734K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
472+ 374.6% |
$49.5K - $50.2K
|
598
$64.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
451+ 1.91% |
$47.3K - $48K
|
24K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
449+ 12.42% |
$47K - $47.7K
|
4.07K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
448+ 12.07% |
$46.9K - $47.6K
|
4.16K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
400+ 1.31% |
$41.9K - $42.5K
|
31K
$3.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
400New |
$41.9K - $42.5K
|
400
$42.9K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
400+ 165.98% |
$41.9K - $42.5K
|
641
$68.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
396+ 9.35% |
$41.5K - $42.1K
|
4.63K
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
392+ 1264.52% |
$41.1K - $41.7K
|
423
$45.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
388+ 5.45% |
$40.7K - $41.3K
|
7.51K
$805K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
375+ 8.22% |
$39.3K - $39.9K
|
4.94K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
352+ 10.54% |
$36.9K - $37.4K
|
3.69K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
351+ 13.68% |
$36.8K - $37.3K
|
2.92K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
345+ 7.24% |
$36.1K - $36.7K
|
5.11K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
342+ 1.79% |
$35.8K - $36.4K
|
19.5K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
340+ 2.59% |
$35.6K - $36.2K
|
13.5K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
336+ 6.28% |
$35.2K - $35.7K
|
5.69K
$610K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
336+ 6.37% |
$35.2K - $35.7K
|
5.61K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
332+ 2.35% |
$34.8K - $35.3K
|
14.5K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
325+ 18.52% |
$34.1K - $34.6K
|
2.08K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
321+ 0.21% |
$33.6K - $34.1K
|
156K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
303+ 2.85% |
$31.7K - $32.2K
|
10.9K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
294+ 3.33% |
$30.8K - $31.3K
|
9.11K
$977K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
284+ 3.88% |
$29.8K - $30.2K
|
7.61K
$815K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
277+ 3.95% |
$29K - $29.5K
|
7.29K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
253+ 10.31% |
$26.5K - $26.9K
|
2.71K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
245+ 0.74% |
$25.7K - $26.1K
|
33.1K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
245+ 6.02% |
$25.7K - $26.1K
|
4.31K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
242+ 7.29% |
$25.4K - $25.7K
|
3.56K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
241New |
$25.2K - $25.6K
|
241
$25.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
236+ 1.32% |
$24.7K - $25.1K
|
18.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
235+ 4.95% |
$24.6K - $25K
|
4.98K
$534K
|