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 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
75+ 0.81% |
$7.85K - $8.08K
|
9.32K
$968K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
73+ 0.88% |
$7.64K - $7.86K
|
8.41K
$874K
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
72+ 3.61% |
$7.54K - $7.75K
|
2.06K
$214K
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
70+ 11.53% |
$7.33K - $7.54K
|
677
$70.3K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
70New |
$7.33K - $7.54K
|
70
$7.27K
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
61+ 1.0% |
$6.39K - $6.57K
|
6.17K
$641K
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
60+ 1.87% |
$6.28K - $6.46K
|
3.27K
$339K
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
59+ 1.53% |
$6.18K - $6.35K
|
3.91K
$406K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
56+ 1.15% |
$5.86K - $6.03K
|
4.91K
$510K
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
55+ 1.17% |
$5.76K - $5.92K
|
4.75K
$493K
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
46+ 1.07% |
$4.82K - $4.95K
|
4.35K
$452K
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
45+ 1.29% |
$4.71K - $4.85K
|
3.52K
$366K
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
41+ 0.29% |
$4.29K - $4.42K
|
14K
$1.45M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
39+ 14.55% |
$4.08K - $4.2K
|
307
$31.9K
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
39New |
$4.08K - $4.2K
|
39
$4.05K
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
38+ 0.51% |
$3.98K - $4.09K
|
7.45K
$773K
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
38+ 0.41% |
$3.98K - $4.09K
|
9.37K
$973K
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
38+ 0.38% |
$3.98K - $4.09K
|
10.1K
$1.04M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
37+ 0.4% |
$3.87K - $3.98K
|
9.4K
$976K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.21% |
$3.77K - $3.88K
|
17.4K
$1.81M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
35+ 0.82% |
$3.66K - $3.77K
|
4.31K
$447K
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
35+ 1.33% |
$3.66K - $3.77K
|
2.67K
$277K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35New |
$3.66K - $3.77K
|
35
$3.63K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29New |
$3.04K - $3.12K
|
29
$3.01K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
27+ 0.5% |
$2.83K - $2.91K
|
5.41K
$561K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
27+ 1.06% |
$2.83K - $2.91K
|
2.59K
$268K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26New |
$2.72K - $2.8K
|
26
$2.7K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 833.33% |
$2.62K - $2.69K
|
28
$2.91K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25+ 0.52% |
$2.62K - $2.69K
|
4.84K
$503K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24+ 0.32% |
$2.51K - $2.58K
|
7.46K
$775K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24+ 0.11% |
$2.51K - $2.58K
|
21.9K
$2.27M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
23+ 0.26% |
$2.41K - $2.48K
|
8.74K
$908K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23+ 0.21% |
$2.41K - $2.48K
|
11K
$1.14M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21+ 0.22% |
$2.2K - $2.26K
|
9.54K
$990K
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.44% |
$2.2K - $2.26K
|
4.79K
$498K
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
21+ 0.19% |
$2.2K - $2.26K
|
11K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
21+ 0.33% |
$2.2K - $2.26K
|
6.47K
$672K
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19+ 0.03% |
$1.99K - $2.05K
|
66K
$6.86M
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 0.47% |
$1.99K - $2.05K
|
4.06K
$421K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
18+ 0.67% |
$1.88K - $1.94K
|
2.7K
$280K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18+ 0.48% |
$1.88K - $1.94K
|
3.79K
$393K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 0.33% |
$1.78K - $1.83K
|
5.24K
$544K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17+ 0.59% |
$1.78K - $1.83K
|
2.9K
$301K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
17New |
$1.78K - $1.83K
|
17
$1.77K
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.26% |
$1.78K - $1.83K
|
6.52K
$677K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 0.36% |
$1.78K - $1.83K
|
4.77K
$495K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
16+ 0.53% |
$1.68K - $1.72K
|
3.05K
$316K
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
16+ 0.38% |
$1.68K - $1.72K
|
4.23K
$439K
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
15+ 0.13% |
$1.57K - $1.62K
|
11.7K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
15+ 0.53% |
$1.57K - $1.62K
|
2.87K
$298K
|