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 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-430- 2.83% |
$45K - $46.3K
|
14.8K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-434- 78.62% |
$45.4K - $46.7K
|
118
$12.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-449- 30.44% |
$47K - $48.4K
|
1.03K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-453- 15.24% |
$47.4K - $48.8K
|
2.52K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-455- 7.15% |
$47.6K - $49K
|
5.91K
$614K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-455- 4.75% |
$47.6K - $49K
|
9.12K
$947K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-456- 5.63% |
$47.7K - $49.1K
|
7.65K
$794K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-470- 40.52% |
$49.2K - $50.6K
|
690
$71.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-481- 1.28% |
$50.4K - $51.8K
|
37K
$3.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-494- 6.84% |
$51.7K - $53.2K
|
6.73K
$699K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-495- 8.45% |
$51.8K - $53.3K
|
5.36K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-496- 9.74% |
$51.9K - $53.4K
|
4.6K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-498- 0.92% |
$52.1K - $53.6K
|
53.5K
$5.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-499- 3.89% |
$52.3K - $53.7K
|
12.3K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-499- 14.25% |
$52.3K - $53.7K
|
3K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-500- 5.13% |
$52.4K - $53.8K
|
9.25K
$961K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-500- 6.02% |
$52.4K - $53.8K
|
7.8K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 42.74% |
$52.4K - $53.8K
|
670
$69.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-503- 5.95% |
$52.7K - $54.2K
|
7.96K
$826K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-505- 12.8% |
$52.9K - $54.4K
|
3.44K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-517- 0.79% |
$54.1K - $55.7K
|
65.2K
$6.77M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-520- 8.94% |
$54.4K - $56K
|
5.3K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-521- 1.11% |
$54.6K - $56.1K
|
46.4K
$4.82M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-521- 1.7% |
$54.6K - $56.1K
|
30.1K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-533- 13.71% |
$55.8K - $57.4K
|
3.36K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-540- 8.34% |
$56.5K - $58.2K
|
5.94K
$616K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-552- 2.79% |
$57.8K - $59.4K
|
19.2K
$2M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-569- 7.2% |
$59.6K - $61.3K
|
7.33K
$762K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-570- 3.49% |
$59.7K - $61.4K
|
15.8K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-570- 6.99% |
$59.7K - $61.4K
|
7.59K
$788K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-576- 22.14% |
$60.3K - $62K
|
2.03K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-579- 2.78% |
$60.6K - $62.4K
|
20.2K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-594- 3.14% |
$62.2K - $64K
|
18.3K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-594- 12.14% |
$62.2K - $64K
|
4.3K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-597- 18.01% |
$62.5K - $64.3K
|
2.72K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-600- 0.48% |
$62.8K - $64.6K
|
124K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-605- 9.71% |
$63.3K - $65.2K
|
5.63K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-606- 2.81% |
$63.5K - $65.3K
|
21K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-609- 22.61% |
$63.8K - $65.6K
|
2.08K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-619- 0.78% |
$64.8K - $66.7K
|
78.4K
$8.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-626- 15.13% |
$65.5K - $67.4K
|
3.51K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-627- 21.88% |
$65.7K - $67.5K
|
2.24K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-628- 20.61% |
$65.8K - $67.6K
|
2.42K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-629- 2.04% |
$65.9K - $67.7K
|
30.2K
$3.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-631- 99.84% |
$66.1K - $68K
|
1
$104
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-655- 6.61% |
$68.6K - $70.5K
|
9.26K
$962K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-656- 22.04% |
$68.7K - $70.6K
|
2.32K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-660- 6.35% |
$69.1K - $71.1K
|
9.73K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-670- 75.88% |
$70.2K - $72.2K
|
213
$22.1K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-673- 8.3% |
$70.5K - $72.5K
|
7.44K
$773K
|