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 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
867+ 9.65% |
$90.8K - $93.4K
|
9.85K
$1.02M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
862+ 4.18% |
$90.3K - $92.8K
|
21.5K
$2.23M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
844+ 4.54% |
$88.4K - $90.9K
|
19.4K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
836+ 6.68% |
$87.5K - $90K
|
13.4K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
827+ 0.71% |
$86.6K - $89.1K
|
117K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
807+ 4.83% |
$84.5K - $86.9K
|
17.5K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
800+ 2.42% |
$83.8K - $86.2K
|
33.9K
$3.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
787+ 222.32% |
$82.4K - $84.8K
|
1.14K
$118K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
784New |
$82.1K - $84.4K
|
784
$81.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
774New |
$81K - $83.4K
|
774
$80.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
763+ 3.77% |
$79.9K - $82.2K
|
21K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
762+ 3.89% |
$79.8K - $82.1K
|
20.4K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
759+ 20.09% |
$79.5K - $81.7K
|
4.54K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
738+ 5.48% |
$77.3K - $79.5K
|
14.2K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
727+ 2.1% |
$76.1K - $78.3K
|
35.4K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
726+ 27.99% |
$76K - $78.2K
|
3.32K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
722+ 11.04% |
$75.6K - $77.8K
|
7.26K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
717+ 3.01% |
$75.1K - $77.2K
|
24.6K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
709New |
$74.2K - $76.4K
|
709
$73.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
706+ 64.47% |
$73.9K - $76K
|
1.8K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
690+ 18.55% |
$72.2K - $74.3K
|
4.41K
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
662+ 5.39% |
$69.3K - $71.3K
|
12.9K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
662+ 14.64% |
$69.3K - $71.3K
|
5.19K
$538K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
660+ 1.74% |
$69.1K - $71.1K
|
38.6K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
654+ 7.4% |
$68.5K - $70.4K
|
9.49K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
647+ 11.68% |
$67.7K - $69.7K
|
6.19K
$643K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
645+ 24.37% |
$67.5K - $69.5K
|
3.29K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
645+ 5.5% |
$67.5K - $69.5K
|
12.4K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
641+ 9.6% |
$67.1K - $69K
|
7.32K
$760K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
632+ 5.51% |
$66.2K - $68.1K
|
12.1K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
624+ 12.56% |
$65.3K - $67.2K
|
5.59K
$581K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
620New |
$64.9K - $66.8K
|
620
$64.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
612+ 10.41% |
$64.1K - $65.9K
|
6.49K
$674K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
607+ 48.6% |
$63.6K - $65.4K
|
1.86K
$193K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
602+ 7.31% |
$63K - $64.8K
|
8.83K
$917K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
595+ 3.26% |
$62.3K - $64.1K
|
18.8K
$1.96M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
590New |
$61.8K - $63.5K
|
590
$61.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
587+ 22.26% |
$61.5K - $63.2K
|
3.22K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
587+ 9.9% |
$61.5K - $63.2K
|
6.52K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
586+ 21.38% |
$61.4K - $63.1K
|
3.33K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
575+ 4.12% |
$60.2K - $61.9K
|
14.5K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
538+ 2.49% |
$56.3K - $57.9K
|
22.2K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
516+ 2.57% |
$54K - $55.6K
|
20.6K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
513+ 2.57% |
$53.7K - $55.2K
|
20.5K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
500+ 6.75% |
$52.4K - $53.8K
|
7.91K
$821K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
490+ 13.94% |
$51.3K - $52.8K
|
4.01K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
489+ 0.9% |
$51.2K - $52.7K
|
54.7K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
483+ 109.03% |
$50.6K - $52K
|
926
$96.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
476+ 1.78% |
$49.8K - $51.3K
|
27.1K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
474+ 2.75% |
$49.6K - $51K
|
17.7K
$1.84M
|