Purchases and Sales Made in Q4 2025 in Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.6K+ 64.85% |
$4M - $4.02M
|
95.6K
$10.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
28.4K+ 24.43% |
$3.02M - $3.03M
|
145K
$15.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
25.3K+ 106.31% |
$2.69M - $2.7M
|
49.1K
$5.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.8K+ 9.42% |
$2.42M - $2.43M
|
265K
$28.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
17.1K+ 195.74% |
$1.81M - $1.82M
|
25.8K
$2.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15.3K+ 6.2% |
$1.62M - $1.63M
|
262K
$27.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.48K+ 15.91% |
$1.01M - $1.01M
|
69.1K
$7.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.43K+ 5.11% |
$1M - $1.01M
|
194K
$20.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
6.57KNew |
$698K - $702K
|
6.57K
$700K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
4.44K+ 4.06% |
$471K - $474K
|
114K
$12.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.59K+ 7.49% |
$382K - $384K
|
51.6K
$5.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.58K+ 16.87% |
$381K - $383K
|
24.8K
$2.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.94K+ 109.15% |
$312K - $313K
|
5.62K
$599K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.64KNew |
$280K - $282K
|
2.64K
$281K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.49K+ 5.2% |
$264K - $266K
|
50.4K
$5.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.31K+ 2.8% |
$246K - $247K
|
85K
$9.05M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.26K+ 18.71% |
$240K - $241K
|
14.3K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.22K+ 6.28% |
$236K - $237K
|
37.5K
$4M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.15K+ 11.25% |
$228K - $229K
|
21.2K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.87KNew |
$199K - $200K
|
1.87K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.85K+ 4.73% |
$197K - $198K
|
40.9K
$4.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.79K+ 46.05% |
$190K - $191K
|
5.68K
$605K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1.69K+ 12.31% |
$179K - $180K
|
15.4K
$1.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.65K+ 24.64% |
$175K - $176K
|
8.36K
$890K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.55K+ 0.72% |
$164K - $165K
|
218K
$23.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 2.5% |
$163K - $164K
|
63K
$6.71M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.22K+ 0.79% |
$129K - $130K
|
155K
$16.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.12K+ 12.77% |
$119K - $120K
|
9.92K
$1.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
995+ 5.29% |
$106K - $106K
|
19.8K
$2.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
924+ 2.81% |
$98.1K - $98.7K
|
33.8K
$3.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
602+ 6.03% |
$63.9K - $64.3K
|
10.6K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
507+ 14.78% |
$53.9K - $54.2K
|
3.94K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
499+ 11.46% |
$53K - $53.3K
|
4.85K
$517K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
452+ 5.51% |
$48K - $48.3K
|
8.66K
$922K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
420+ 3.67% |
$44.6K - $44.9K
|
11.9K
$1.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
307+ 1.32% |
$32.6K - $32.8K
|
23.6K
$2.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
284+ 4.78% |
$30.2K - $30.3K
|
6.23K
$664K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
254+ 9.63% |
$27K - $27.1K
|
2.89K
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
196+ 7.84% |
$20.8K - $20.9K
|
2.7K
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
159+ 2.7% |
$16.9K - $17K
|
6.04K
$643K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
156+ 0.8% |
$16.6K - $16.7K
|
19.7K
$2.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
136+ 2.76% |
$14.4K - $14.5K
|
5.07K
$540K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
111+ 1.44% |
$11.8K - $11.9K
|
7.83K
$833K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
92+ 0.75% |
$9.77K - $9.83K
|
12.3K
$1.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
91+ 3.04% |
$9.67K - $9.72K
|
3.08K
$328K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
39+ 0.32% |
$4.14K - $4.17K
|
12.4K
$1.32M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29+ 0.85% |
$3.08K - $3.1K
|
3.44K
$367K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 9.35% |
$2.12K - $2.14K
|
234
$24.9K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10+ 0.25% |
$1.06K - $1.07K
|
4.09K
$435K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$212 - $214
|
2.52K
$269K
|
|