Purchases and Sales Made in Q1 2025 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.3M+ 11651.42% |
$1.4B - $1.44B
|
13.4M
$1.39B
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
86.8K+ 666.35% |
$9.09M - $9.35M
|
99.8K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
84.7K+ 3.21% |
$8.86M - $9.12M
|
2.72M
$282M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
81.2K+ 141.14% |
$8.5M - $8.74M
|
139K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
68.4K+ 125.14% |
$7.16M - $7.36M
|
123K
$12.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
65KNew |
$6.81M - $7M
|
65K
$6.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
62.4KNew |
$6.54M - $6.72M
|
62.4K
$6.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
56.8K+ 55.41% |
$5.95M - $6.11M
|
159K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
56.4K+ 19.24% |
$5.91M - $6.08M
|
350K
$36.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
53.6K+ 24.23% |
$5.61M - $5.77M
|
275K
$28.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
40.5K+ 7.61% |
$4.24M - $4.36M
|
573K
$59.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
36.6K+ 12.99% |
$3.83M - $3.94M
|
318K
$33M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
27.8KNew |
$2.91M - $2.99M
|
27.8K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
24.8K+ 15.55% |
$2.6M - $2.67M
|
184K
$19.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24.2K+ 0.72% |
$2.54M - $2.61M
|
3.39M
$351M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.5K+ 19.79% |
$2.25M - $2.32M
|
130K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21K+ 43.55% |
$2.2M - $2.26M
|
69.1K
$7.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 24.97% |
$2.16M - $2.23M
|
103K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
19.8K+ 13.89% |
$2.07M - $2.13M
|
162K
$16.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.6K+ 29.07% |
$2.05M - $2.11M
|
86.8K
$9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 4.58% |
$2.02M - $2.08M
|
441K
$45.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
17KNew |
$1.78M - $1.83M
|
17K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
16.4K+ 65.61% |
$1.72M - $1.77M
|
41.5K
$4.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16K+ 8.84% |
$1.67M - $1.72M
|
197K
$20.4M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.3K+ 25.34% |
$1.61M - $1.65M
|
75.8K
$7.86M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13.8K+ 18.13% |
$1.45M - $1.49M
|
90.1K
$9.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
13.7K+ 30.15% |
$1.43M - $1.47M
|
59K
$6.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12.7K+ 7.54% |
$1.33M - $1.37M
|
181K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.4K+ 20.94% |
$1.08M - $1.12M
|
59.8K
$6.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.85KNew |
$1.03M - $1.06M
|
9.85K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.73KNew |
$1.02M - $1.05M
|
9.73K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
9.64KNew |
$1.01M - $1.04M
|
9.64K
$998K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.89K+ 170.07% |
$930K - $957K
|
14.1K
$1.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
7.91K+ 75.36% |
$829K - $852K
|
18.4K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
6.89K+ 35.19% |
$721K - $742K
|
26.5K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.63K+ 10.47% |
$694K - $714K
|
69.9K
$7.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.21K+ 103466.67% |
$650K - $669K
|
6.21K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5.84K+ 16.83% |
$612K - $629K
|
40.6K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.07K+ 16.42% |
$531K - $546K
|
35.9K
$3.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4.62K+ 30.04% |
$483K - $497K
|
20K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.54KNew |
$475K - $489K
|
4.54K
$470K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.48K+ 2.3% |
$469K - $483K
|
199K
$20.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
4.25KNew |
$444K - $457K
|
4.25K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.2K+ 2.14% |
$439K - $452K
|
200K
$20.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.16K+ 12.07% |
$436K - $448K
|
38.7K
$4.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.1K+ 3.3% |
$429K - $441K
|
128K
$13.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.06K+ 13.9% |
$426K - $438K
|
33.3K
$3.45M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.88K+ 56.82% |
$406K - $418K
|
10.7K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.85K+ 4.89% |
$403K - $415K
|
82.7K
$8.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.69K+ 10.13% |
$386K - $397K
|
40.1K
$4.16M
|