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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
472New |
$49.4K - $50.8K
|
472
$49K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
467+ 7.89% |
$48.9K - $50.3K
|
6.39K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
467+ 4.99% |
$48.9K - $50.3K
|
9.83K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
463+ 20.09% |
$48.5K - $49.9K
|
2.77K
$287K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
458+ 19.51% |
$48K - $49.3K
|
2.81K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
457+ 12.03% |
$47.9K - $49.2K
|
4.26K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
444+ 4.92% |
$46.5K - $47.8K
|
9.47K
$983K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
442+ 2.01% |
$46.3K - $47.6K
|
22.4K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
419+ 1.39% |
$43.9K - $45.1K
|
30.5K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
413+ 5.77% |
$43.2K - $44.5K
|
7.58K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
412+ 6.7% |
$43.1K - $44.4K
|
6.56K
$681K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
407+ 16.83% |
$42.6K - $43.8K
|
2.83K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
407+ 20.59% |
$42.6K - $43.8K
|
2.38K
$248K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
387New |
$40.5K - $41.7K
|
387
$40.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
383+ 12.26% |
$40.1K - $41.2K
|
3.51K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
373+ 37.41% |
$39.1K - $40.2K
|
1.37K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
372+ 8.3% |
$39K - $40.1K
|
4.85K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
367+ 2.4% |
$38.4K - $39.5K
|
15.7K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
363+ 3.87% |
$38K - $39.1K
|
9.75K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
358+ 7.57% |
$37.5K - $38.6K
|
5.09K
$528K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
351+ 1.71% |
$36.8K - $37.8K
|
20.9K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
350+ 3.74% |
$36.6K - $37.7K
|
9.72K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
350+ 3.2% |
$36.6K - $37.7K
|
11.3K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
348+ 2.28% |
$36.4K - $37.5K
|
15.6K
$1.62M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
348New |
$36.4K - $37.5K
|
348
$36.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
344+ 1.31% |
$36K - $37K
|
26.6K
$2.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
338+ 18.31% |
$35.4K - $36.4K
|
2.18K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
329+ 2193.33% |
$34.4K - $35.4K
|
344
$35.7K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
321+ 7.31% |
$33.6K - $34.6K
|
4.71K
$490K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
320+ 3.13% |
$33.5K - $34.5K
|
10.5K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
310+ 11.39% |
$32.5K - $33.4K
|
3.03K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
307+ 1.71% |
$32.1K - $33.1K
|
18.3K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
302+ 8.14% |
$31.6K - $32.5K
|
4.01K
$417K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
300+ 3.59% |
$31.4K - $32.3K
|
8.66K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
295+ 1.06% |
$30.9K - $31.8K
|
28.1K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
282+ 5.52% |
$29.5K - $30.4K
|
5.39K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
281+ 127.73% |
$29.4K - $30.3K
|
501
$52K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
275+ 7.87% |
$28.8K - $29.6K
|
3.77K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
271+ 6.03% |
$28.4K - $29.2K
|
4.77K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
265+ 7.26% |
$27.7K - $28.5K
|
3.92K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
265+ 0.16% |
$27.7K - $28.5K
|
168K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
257+ 2.25% |
$26.9K - $27.7K
|
11.7K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
255+ 0.84% |
$26.7K - $27.5K
|
30.7K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
253New |
$26.5K - $27.2K
|
253
$26.3K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
250New |
$26.2K - $26.9K
|
250
$26K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
245+ 11.36% |
$25.7K - $26.4K
|
2.4K
$249K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
230New |
$24.1K - $24.8K
|
230
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
230+ 63.89% |
$24.1K - $24.8K
|
590
$61.3K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
228+ 10.54% |
$23.9K - $24.6K
|
2.39K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
226+ 7.47% |
$23.7K - $24.3K
|
3.25K
$338K
|