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 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-226- 54.99% |
$23.7K - $24.3K
|
185
$19.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-235- 7.11% |
$24.6K - $25.3K
|
3.07K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-240- 3.3% |
$25.1K - $25.8K
|
7.04K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-242- 9.45% |
$25.3K - $26.1K
|
2.32K
$241K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-247- 5.84% |
$25.9K - $26.6K
|
3.98K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-250- 1.88% |
$26.2K - $26.9K
|
13K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-254- 6.86% |
$26.6K - $27.4K
|
3.45K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-256- 5.31% |
$26.8K - $27.6K
|
4.57K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-265- 19.85% |
$27.7K - $28.5K
|
1.07K
$111K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-272- 3.5% |
$28.5K - $29.3K
|
7.51K
$780K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-285- 10.81% |
$29.8K - $30.7K
|
2.35K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-286- 8.84% |
$29.9K - $30.8K
|
2.95K
$306K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-287- 2.83% |
$30.1K - $30.9K
|
9.86K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-287- 2.38% |
$30.1K - $30.9K
|
11.8K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-290- 5.34% |
$30.4K - $31.2K
|
5.14K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-291- 19.16% |
$30.5K - $31.3K
|
1.23K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-291- 35.19% |
$30.5K - $31.3K
|
536
$55.7K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-295- 0.76% |
$30.9K - $31.8K
|
38.4K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-306- 13.65% |
$32K - $33K
|
1.94K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-316- 14.86% |
$33.1K - $34K
|
1.81K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-319- 6.91% |
$33.4K - $34.4K
|
4.3K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-330- 5.19% |
$34.6K - $35.5K
|
6.03K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-338- 8.8% |
$35.4K - $36.4K
|
3.5K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-339- 7.93% |
$35.5K - $36.5K
|
3.93K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-353- 29.81% |
$37K - $38K
|
831
$86.3K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-354- 3.99% |
$37.1K - $38.1K
|
8.51K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-362- 3.21% |
$37.9K - $39K
|
10.9K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-366- 4.03% |
$38.3K - $39.4K
|
8.71K
$904K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-367- 2.43% |
$38.4K - $39.5K
|
14.7K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-368- 6.53% |
$38.5K - $39.6K
|
5.27K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-369- 5.03% |
$38.6K - $39.7K
|
6.96K
$723K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-373- 10.08% |
$39.1K - $40.2K
|
3.33K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-374- 1.47% |
$39.2K - $40.3K
|
25.1K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-375- 13.17% |
$39.3K - $40.4K
|
2.47K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-376- 4.95% |
$39.4K - $40.5K
|
7.22K
$750K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-378- 12.32% |
$39.6K - $40.7K
|
2.69K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-380- 0.23% |
$39.8K - $40.9K
|
162K
$16.8M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-383- 59.2% |
$40.1K - $41.2K
|
264
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-392- 2.32% |
$41K - $42.2K
|
16.5K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-393- 10.66% |
$41.2K - $42.3K
|
3.29K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-400- 3.02% |
$41.9K - $43.1K
|
12.9K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-406- 0.31% |
$42.5K - $43.7K
|
131K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-408- 8.65% |
$42.7K - $43.9K
|
4.31K
$447K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-410- 0.26% |
$42.9K - $44.2K
|
156K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-413- 1.3% |
$43.2K - $44.5K
|
31.3K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-416- 4.48% |
$43.6K - $44.8K
|
8.88K
$922K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-418- 9.79% |
$43.8K - $45K
|
3.85K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-418- 1.56% |
$43.8K - $45K
|
26.4K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-420- 4.62% |
$44K - $45.2K
|
8.66K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-423- 7.27% |
$44.3K - $45.6K
|
5.4K
$561K
|