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
$1.4B
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.84M+ 135.6% |
$193M - $198M
|
3.2M
$332M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.44M+ 91.21% |
$151M - $155M
|
3.02M
$313M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.06MNew |
$111M - $114M
|
1.06M
$110M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
976K+ 634.72% |
$102M - $105M
|
1.13M
$117M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
802K+ 9.55% |
$84M - $86.4M
|
9.2M
$955M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
634K+ 57.12% |
$66.4M - $68.3M
|
1.74M
$181M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
551K+ 7.82% |
$57.7M - $59.3M
|
7.59M
$788M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
490K+ 8.53% |
$51.3M - $52.8M
|
6.24M
$648M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
478K+ 26.29% |
$50M - $51.5M
|
2.29M
$238M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
450K+ 76.88% |
$47.1M - $48.4M
|
1.03M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
448K+ 344.78% |
$47M - $48.3M
|
579K
$60.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
366K+ 5.68% |
$38.3M - $39.4M
|
6.8M
$706M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
355K+ 739.53% |
$37.2M - $38.2M
|
403K
$41.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
323K+ 27.18% |
$33.8M - $34.8M
|
1.51M
$157M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
300K+ 3.11% |
$31.4M - $32.3M
|
9.94M
$1.03B
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
278KNew |
$29.1M - $30M
|
278K
$28.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
264K+ 20.13% |
$27.7M - $28.5M
|
1.58M
$164M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
246K+ 6570.03% |
$25.8M - $26.5M
|
250K
$26M
|
|
|
May 06, 2025
Q1 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$23.7M - $24.4M
|
226K
$23.5M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
192K+ 3.92% |
$20.1M - $20.6M
|
5.07M
$527M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
186KNew |
$19.5M - $20.1M
|
186K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
179K+ 6.12% |
$18.8M - $19.3M
|
3.11M
$323M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
167K+ 172.29% |
$17.5M - $18M
|
264K
$27.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
161K+ 6.22% |
$16.9M - $17.4M
|
2.76M
$286M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
152K+ 84.19% |
$15.9M - $16.4M
|
332K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
150K+ 0.82% |
$15.8M - $16.2M
|
18.4M
$1.91B
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
143KNew |
$15M - $15.4M
|
143K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
105K+ 19.3% |
$11M - $11.3M
|
651K
$67.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103K+ 5.99% |
$10.8M - $11.1M
|
1.82M
$189M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
102K+ 20.93% |
$10.6M - $10.9M
|
587K
$60.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
95.2K+ 24.01% |
$9.97M - $10.3M
|
492K
$51.1M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
91.6KNew |
$9.59M - $9.87M
|
91.6K
$9.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
91.3K+ 62.36% |
$9.56M - $9.84M
|
238K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
86.8K+ 666.35% |
$9.09M - $9.35M
|
99.8K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
84.7K+ 3.21% |
$8.86M - $9.12M
|
2.72M
$283M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
82.3K+ 7.37% |
$8.62M - $8.86M
|
1.2M
$125M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
81.2K+ 141.14% |
$8.5M - $8.74M
|
139K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
80.3KNew |
$8.41M - $8.65M
|
80.3K
$8.34M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.1K+ 7.05% |
$8.39M - $8.63M
|
1.22M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
80KNew |
$8.38M - $8.62M
|
80K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
78K+ 6.52% |
$8.16M - $8.4M
|
1.27M
$132M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76K+ 5.2% |
$7.96M - $8.19M
|
1.54M
$160M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72.8K+ 17.86% |
$7.62M - $7.84M
|
480K
$49.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
71.7K+ 13.04% |
$7.51M - $7.72M
|
621K
$64.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
68.4K+ 125.14% |
$7.16M - $7.36M
|
123K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
67.3KNew |
$7.05M - $7.25M
|
67.3K
$6.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
65KNew |
$6.81M - $7M
|
65K
$6.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
62.4KNew |
$6.54M - $6.72M
|
62.4K
$6.48M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
61.1K+ 9.63% |
$6.4M - $6.58M
|
695K
$72.2M
|