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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
232+ 1.01% |
$24.3K - $24.7K
|
23.2K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
203New |
$21.3K - $21.6K
|
203
$21.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
189+ 3.52% |
$19.8K - $20.1K
|
5.57K
$597K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
186+ 8.18% |
$19.5K - $19.8K
|
2.46K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
181New |
$19K - $19.2K
|
181
$19.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
171+ 5.05% |
$17.9K - $18.2K
|
3.56K
$381K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
170+ 87.63% |
$17.8K - $18.1K
|
364
$39K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
166+ 2.41% |
$17.4K - $17.7K
|
7.05K
$755K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
150+ 19.92% |
$15.7K - $16K
|
903
$96.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
150+ 2.04% |
$15.7K - $16K
|
7.5K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
144+ 19.54% |
$15.1K - $15.3K
|
881
$94.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
141+ 0.78% |
$14.8K - $15K
|
18.1K
$1.94M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
136+ 1.09% |
$14.2K - $14.5K
|
12.6K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
132+ 0.57% |
$13.8K - $14K
|
23.2K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
130+ 0.29% |
$13.6K - $13.8K
|
45.2K
$4.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
121+ 1.19% |
$12.7K - $12.9K
|
10.3K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
120+ 0.83% |
$12.6K - $12.8K
|
14.5K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
120+ 4.94% |
$12.6K - $12.8K
|
2.55K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
112+ 6.12% |
$11.7K - $11.9K
|
1.94K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
103+ 3.94% |
$10.8K - $11K
|
2.72K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
100+ 0.53% |
$10.5K - $10.6K
|
19K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100+ 6.67% |
$10.5K - $10.6K
|
1.6K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
99+ 0.49% |
$10.4K - $10.5K
|
20.1K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
98+ 3.45% |
$10.3K - $10.4K
|
2.94K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
92+ 0.81% |
$9.64K - $9.78K
|
11.5K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
81+ 3.54% |
$8.49K - $8.61K
|
2.37K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
79+ 1.17% |
$8.28K - $8.4K
|
6.81K
$730K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
76+ 0.22% |
$7.96K - $8.08K
|
35.1K
$3.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
60+ 0.76% |
$6.29K - $6.38K
|
7.92K
$849K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
55+ 0.32% |
$5.76K - $5.85K
|
17.3K
$1.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
53+ 0.35% |
$5.55K - $5.64K
|
15.3K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
50+ 0.94% |
$5.24K - $5.32K
|
5.38K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
49+ 0.58% |
$5.13K - $5.21K
|
8.47K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
48+ 0.49% |
$5.03K - $5.1K
|
9.92K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
48New |
$5.03K - $5.1K
|
48
$5.15K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
47+ 0.57% |
$4.92K - $5K
|
8.28K
$888K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45+ 2.18% |
$4.71K - $4.79K
|
2.11K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
43+ 0.26% |
$4.51K - $4.57K
|
16.6K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
43New |
$4.51K - $4.57K
|
43
$4.61K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
43+ 0.45% |
$4.51K - $4.57K
|
9.67K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
41+ 0.19% |
$4.3K - $4.36K
|
21.7K
$2.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
39+ 0.13% |
$4.09K - $4.15K
|
29.6K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
37+ 0.56% |
$3.88K - $3.93K
|
6.66K
$714K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
36New |
$3.77K - $3.83K
|
36
$3.86K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
32+ 0.58% |
$3.35K - $3.4K
|
5.54K
$594K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
31New |
$3.25K - $3.3K
|
31
$3.32K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29+ 0.58% |
$3.04K - $3.08K
|
5.03K
$539K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
26+ 0.44% |
$2.72K - $2.76K
|
5.94K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26+ 0.21% |
$2.72K - $2.76K
|
12.7K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
25+ 0.95% |
$2.62K - $2.66K
|
2.66K
$285K
|