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 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25+ 0.49% |
$2.62K - $2.66K
|
5.13K
$550K
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
21+ 0.51% |
$2.2K - $2.23K
|
4.12K
$441K
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19+ 0.61% |
$1.99K - $2.02K
|
3.16K
$339K
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
19+ 0.52% |
$1.99K - $2.02K
|
3.7K
$397K
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
16+ 0.55% |
$1.68K - $1.7K
|
2.94K
$315K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 8.08% |
$1.68K - $1.7K
|
214
$22.9K
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
14+ 0.58% |
$1.47K - $1.49K
|
2.43K
$260K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13+ 1.13% |
$1.36K - $1.38K
|
1.17K
$125K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13+ 0.48% |
$1.36K - $1.38K
|
2.74K
$293K
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 0.58% |
$1.26K - $1.28K
|
2.09K
$224K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.27% |
$1.15K - $1.17K
|
4.05K
$435K
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.54% |
$1.15K - $1.17K
|
2.03K
$218K
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
11+ 0.12% |
$1.15K - $1.17K
|
9.23K
$990K
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9+ 0.26% |
$943 - $957
|
3.42K
$367K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6+ 0.2% |
$629 - $638
|
2.94K
$315K
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.63% |
$524 - $532
|
804
$86.2K
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5+ 0.04% |
$524 - $532
|
13.3K
$1.42M
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$524 - $532
|
23.3K
$2.49M
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4+ 0.06% |
$419 - $425
|
6.38K
$684K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.09% |
$419 - $425
|
4.23K
$453K
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3+ 0.08% |
$314 - $319
|
4K
$429K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.06% |
$314 - $319
|
4.96K
$531K
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3+ 0.04% |
$314 - $319
|
8.19K
$878K
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.76% |
$210 - $213
|
264
$28.3K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.42% |
$105 - $106
|
239
$25.6K
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.05% |
$105 - $106
|
1.97K
$211K
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$105 - $106
|
10.2K
$1.09M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $106
|
9.4K
$1.01M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.88% |
$105 - $106
|
115
$12.3K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1- 0.04% |
$105 - $106
|
2.67K
$286K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.02% |
$105 - $106
|
5.42K
$581K
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$105 - $106
|
2.46K
$263K
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$210 - $213
|
11.2K
$1.2M
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4- 0.15% |
$419 - $425
|
2.65K
$284K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.02% |
$629 - $638
|
31.2K
$3.34M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-9- 0.22% |
$943 - $957
|
4.07K
$437K
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.05K - $1.06K
|
9.89K
$1.06M
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13- 1.59% |
$1.36K - $1.38K
|
806
$86.4K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14- 0.52% |
$1.47K - $1.49K
|
2.67K
$286K
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.61% |
$1.57K - $1.6K
|
2.43K
$261K
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-18- 0.32% |
$1.89K - $1.91K
|
5.55K
$595K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19- 0.6% |
$1.99K - $2.02K
|
3.15K
$338K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-20- 0.97% |
$2.1K - $2.13K
|
2.04K
$219K
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-21- 0.66% |
$2.2K - $2.23K
|
3.16K
$338K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-21- 0.81% |
$2.2K - $2.23K
|
2.56K
$274K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-22- 1.16% |
$2.3K - $2.34K
|
1.88K
$202K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-25- 0.66% |
$2.62K - $2.66K
|
3.75K
$402K
|