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 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8- 0.36% |
$838 - $862
|
2.21K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 10.67% |
$838 - $862
|
67
$6.96K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9- 0.12% |
$942 - $969
|
7.65K
$794K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-11- 0.19% |
$1.15K - $1.18K
|
5.85K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11- 0.96% |
$1.15K - $1.18K
|
1.14K
$118K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13- 0.25% |
$1.36K - $1.4K
|
5.24K
$544K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-17- 0.42% |
$1.78K - $1.83K
|
3.99K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-18- 3.5% |
$1.88K - $1.94K
|
496
$51.5K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-19- 0.13% |
$1.99K - $2.05K
|
14.4K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-20- 0.13% |
$2.09K - $2.15K
|
15.2K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-25- 0.54% |
$2.62K - $2.69K
|
4.6K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-25- 1.04% |
$2.62K - $2.69K
|
2.39K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-27- 0.06% |
$2.83K - $2.91K
|
41.7K
$4.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-30- 0.22% |
$3.14K - $3.23K
|
13.6K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-31- 0.18% |
$3.25K - $3.34K
|
16.8K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32- 0.92% |
$3.35K - $3.45K
|
3.45K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.57% |
$3.46K - $3.55K
|
5.74K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-35- 0.11% |
$3.66K - $3.77K
|
31.4K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-36- 0.22% |
$3.77K - $3.88K
|
16.3K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-37- 0.85% |
$3.87K - $3.98K
|
4.3K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-37- 1.87% |
$3.87K - $3.98K
|
1.94K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 24.2% |
$3.98K - $4.09K
|
119
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-38- 4.41% |
$3.98K - $4.09K
|
823
$85.5K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-45- 0.5% |
$4.71K - $4.85K
|
8.87K
$921K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-48- 0.48% |
$5.03K - $5.17K
|
9.95K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-48- 6.2% |
$5.03K - $5.17K
|
726
$75.4K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-49- 0.33% |
$5.13K - $5.28K
|
15K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.13% |
$5.24K - $5.38K
|
37.8K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-54- 2.72% |
$5.65K - $5.82K
|
1.93K
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 2.15% |
$5.76K - $5.92K
|
2.5K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55- 1.03% |
$5.76K - $5.92K
|
5.26K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-56- 0.19% |
$5.86K - $6.03K
|
29.8K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-57- 0.29% |
$5.97K - $6.14K
|
19.4K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60- 0.6% |
$6.28K - $6.46K
|
10K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-64- 0.82% |
$6.7K - $6.89K
|
7.77K
$806K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-65- 2.62% |
$6.81K - $7K
|
2.42K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-65- 0.23% |
$6.81K - $7K
|
28.5K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-68- 1.81% |
$7.12K - $7.32K
|
3.69K
$384K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-70- 0.58% |
$7.33K - $7.54K
|
11.9K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-78- 0.96% |
$8.17K - $8.4K
|
8.05K
$836K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-78- 0.34% |
$8.17K - $8.4K
|
23.1K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-78- 0.32% |
$8.17K - $8.4K
|
24.6K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-80- 1.09% |
$8.38K - $8.62K
|
7.25K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-80- 2.67% |
$8.38K - $8.62K
|
2.92K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-80- 0.32% |
$8.38K - $8.62K
|
24.7K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-83- 2.35% |
$8.69K - $8.94K
|
3.45K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-83- 9.98% |
$8.69K - $8.94K
|
749
$77.8K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-85- 2.23% |
$8.9K - $9.15K
|
3.73K
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-86- 0.65% |
$9.01K - $9.26K
|
13.2K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-91- 2.1% |
$9.53K - $9.8K
|
4.24K
$440K
|