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 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-682- 5.4% |
$71.4K - $73.4K
|
11.9K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-700- 9.92% |
$73.3K - $75.4K
|
6.36K
$660K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-710- 20.78% |
$74.3K - $76.5K
|
2.71K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-710- 2.09% |
$74.3K - $76.5K
|
33.3K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-714- 3.15% |
$74.8K - $76.9K
|
21.9K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-720- 4.79% |
$75.4K - $77.5K
|
14.3K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-721- 16.97% |
$75.5K - $77.6K
|
3.53K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-725- 6.13% |
$75.9K - $78.1K
|
11.1K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-734- 21.13% |
$76.9K - $79K
|
2.74K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-744- 9.35% |
$77.9K - $80.1K
|
7.21K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-747- 18.14% |
$78.2K - $80.4K
|
3.37K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-750- 16.53% |
$78.5K - $80.8K
|
3.79K
$393K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-762- 10.17% |
$79.8K - $82.1K
|
6.73K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-770- 2.82% |
$80.6K - $82.9K
|
26.6K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-773- 5.12% |
$80.9K - $83.2K
|
14.3K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-773- 5.47% |
$80.9K - $83.2K
|
13.4K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-780- 16.76% |
$81.7K - $84K
|
3.88K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-780- 16.76% |
$81.7K - $84K
|
3.88K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-790- 0.38% |
$82.7K - $85.1K
|
207K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-808- 9.25% |
$84.6K - $87K
|
7.92K
$823K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-819- 9.22% |
$85.8K - $88.2K
|
8.07K
$838K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-825- 18.17% |
$86.4K - $88.8K
|
3.72K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-826- 13.52% |
$86.5K - $89K
|
5.28K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-829- 5.1% |
$86.8K - $89.3K
|
15.4K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-835- 1.94% |
$87.4K - $89.9K
|
42.3K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-836- 5.23% |
$87.5K - $90K
|
15.1K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-837- 2.09% |
$87.6K - $90.1K
|
39.2K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-850- 20.0% |
$89K - $91.5K
|
3.4K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-876- 12.3% |
$91.7K - $94.3K
|
6.25K
$649K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-896- 9.53% |
$93.8K - $96.5K
|
8.51K
$884K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-897- 22.28% |
$93.9K - $96.6K
|
3.13K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-907- 8.5% |
$95K - $97.7K
|
9.77K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-921- 51.14% |
$96.4K - $99.2K
|
880
$91.4K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-923- 25.77% |
$96.6K - $99.4K
|
2.66K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-943- 25.25% |
$98.7K - $102K
|
2.79K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-944- 20.76% |
$98.8K - $102K
|
3.6K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-946- 1.61% |
$99.1K - $102K
|
57.9K
$6.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-953- 4.73% |
$99.8K - $103K
|
19.2K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-958- 78.08% |
$100K - $103K
|
269
$27.9K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-962- 9.45% |
$101K - $104K
|
9.22K
$957K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-969- 9.7% |
$101K - $104K
|
9.02K
$936K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-971- 4.36% |
$102K - $105K
|
21.3K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-984- 11.98% |
$103K - $106K
|
7.23K
$751K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-996- 3.37% |
$104K - $107K
|
28.5K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 9.96% |
$105K - $108K
|
9.04K
$938K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1K- 30.08% |
$105K - $108K
|
2.33K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01K- 7.35% |
$106K - $109K
|
12.7K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.03K- 16.65% |
$108K - $111K
|
5.17K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.07K- 5.23% |
$112K - $116K
|
19.4K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 96.27% |
$113K - $117K
|
42
$4.36K
|