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 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
217+ 1.9% |
$22.7K - $23.4K
|
11.6K
$1.21M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
212+ 3.18% |
$22.2K - $22.8K
|
6.88K
$714K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
209+ 7.09% |
$21.9K - $22.5K
|
3.16K
$328K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
209+ 8.2% |
$21.9K - $22.5K
|
2.76K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
201+ 4.84% |
$21K - $21.6K
|
4.36K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
200New |
$20.9K - $21.5K
|
200
$20.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
200+ 5.99% |
$20.9K - $21.5K
|
3.54K
$368K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
200+ 9.76% |
$20.9K - $21.5K
|
2.25K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
196+ 2.62% |
$20.5K - $21.1K
|
7.67K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
193+ 0.27% |
$20.2K - $20.8K
|
73K
$7.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
189+ 0.17% |
$19.8K - $20.4K
|
109K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
187+ 2.2% |
$19.6K - $20.1K
|
8.7K
$903K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
184+ 2.01% |
$19.3K - $19.8K
|
9.33K
$969K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
182+ 4.72% |
$19.1K - $19.6K
|
4.04K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
180+ 0.59% |
$18.8K - $19.4K
|
30.7K
$3.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
176+ 0.16% |
$18.4K - $19K
|
108K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
175+ 34.45% |
$18.3K - $18.8K
|
683
$70.9K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
171+ 4.45% |
$17.9K - $18.4K
|
4.02K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
170+ 4.87% |
$17.8K - $18.3K
|
3.66K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
165+ 1.53% |
$17.3K - $17.8K
|
11K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
161+ 0.58% |
$16.9K - $17.3K
|
28K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
148+ 2.65% |
$15.5K - $15.9K
|
5.73K
$595K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
147+ 2.01% |
$15.4K - $15.8K
|
7.47K
$775K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
143+ 1.73% |
$15K - $15.4K
|
8.41K
$873K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
143New |
$15K - $15.4K
|
143
$14.9K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141+ 11.97% |
$14.8K - $15.2K
|
1.32K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
140+ 2.19% |
$14.7K - $15.1K
|
6.52K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
139+ 121.93% |
$14.6K - $15K
|
253
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
137+ 4.87% |
$14.3K - $14.8K
|
2.95K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.22% |
$14.2K - $14.6K
|
63.4K
$6.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
134New |
$14K - $14.4K
|
134
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
132+ 3.4% |
$13.8K - $14.2K
|
4.02K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
130+ 0.77% |
$13.6K - $14K
|
17.1K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
130+ 1.56% |
$13.6K - $14K
|
8.48K
$881K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
128+ 55.65% |
$13.4K - $13.8K
|
358
$37.2K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
125+ 0.96% |
$13.1K - $13.5K
|
13.2K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
123+ 1.43% |
$12.9K - $13.2K
|
8.7K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
123New |
$12.9K - $13.2K
|
123
$12.8K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
117+ 4.25% |
$12.3K - $12.6K
|
2.87K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
110+ 4.68% |
$11.5K - $11.8K
|
2.46K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
110+ 0.4% |
$11.5K - $11.8K
|
27.3K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
109+ 5.19% |
$11.4K - $11.7K
|
2.21K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
103+ 2.52% |
$10.8K - $11.1K
|
4.19K
$435K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
100+ 1.12% |
$10.5K - $10.8K
|
9.02K
$936K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
95+ 3.41% |
$9.95K - $10.2K
|
2.88K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
88+ 3.46% |
$9.21K - $9.48K
|
2.63K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
87+ 0.61% |
$9.11K - $9.37K
|
14.3K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
84+ 4.43% |
$8.8K - $9.05K
|
1.98K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
77+ 1.15% |
$8.06K - $8.29K
|
6.8K
$706K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
75+ 0.49% |
$7.85K - $8.08K
|
15.4K
$1.6M
|