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 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
56.8K+ 55.41% |
$5.95M - $6.11M
|
159K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
56.4K+ 19.24% |
$5.91M - $6.08M
|
350K
$36.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
56.3K+ 5.11% |
$5.9M - $6.07M
|
1.16M
$120M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.5K+ 2.87% |
$5.81M - $5.98M
|
1.99M
$206M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
53.6K+ 24.23% |
$5.61M - $5.77M
|
275K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
53.2K+ 45.02% |
$5.57M - $5.73M
|
171K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
49.7KNew |
$5.2M - $5.35M
|
49.7K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46K+ 42.93% |
$4.82M - $4.96M
|
153K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
45.1K+ 182.26% |
$4.72M - $4.85M
|
69.8K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
43.3K+ 854.31% |
$4.54M - $4.67M
|
48.4K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.3K+ 29.28% |
$4.53M - $4.66M
|
191K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
42.6KNew |
$4.46M - $4.59M
|
42.6K
$4.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
40.5K+ 7.61% |
$4.24M - $4.36M
|
573K
$59.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 6.67% |
$4.18M - $4.29M
|
637K
$66.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38.4K+ 87.35% |
$4.02M - $4.14M
|
82.4K
$8.56M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.2K+ 11.72% |
$4M - $4.11M
|
364K
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
37.8KNew |
$3.96M - $4.08M
|
37.8K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
37.8K+ 37.0% |
$3.95M - $4.07M
|
140K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
37.2KNew |
$3.9M - $4.01M
|
37.2K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
37.2K+ 110.95% |
$3.9M - $4.01M
|
70.7K
$7.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
36.6K+ 12.99% |
$3.83M - $3.94M
|
318K
$33M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
35.2K+ 13.7% |
$3.68M - $3.79M
|
292K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
33K+ 125.04% |
$3.46M - $3.56M
|
59.5K
$6.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.8K+ 14.75% |
$3.33M - $3.42M
|
247K
$25.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31.4K+ 70.76% |
$3.29M - $3.38M
|
75.8K
$7.87M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.6KNew |
$3.2M - $3.3M
|
30.6K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.6K+ 10.39% |
$3.09M - $3.18M
|
314K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
28.8K+ 10.77% |
$3.02M - $3.11M
|
297K
$30.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
27.8KNew |
$2.91M - $2.99M
|
27.8K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
27.6K+ 31.45% |
$2.89M - $2.97M
|
115K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27.5K+ 828.67% |
$2.88M - $2.96M
|
30.8K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
26.8KNew |
$2.81M - $2.89M
|
26.8K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26.3K+ 39.15% |
$2.76M - $2.84M
|
93.6K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25KNew |
$2.61M - $2.69M
|
25K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
24.8K+ 15.55% |
$2.6M - $2.67M
|
184K
$19.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24.2K+ 0.72% |
$2.54M - $2.61M
|
3.39M
$352M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
23.7K+ 22.35% |
$2.49M - $2.56M
|
130K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
23.2K+ 21.76% |
$2.43M - $2.5M
|
130K
$13.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.9K+ 476.14% |
$2.4M - $2.47M
|
27.7K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.9K+ 3.83% |
$2.4M - $2.47M
|
620K
$64.4M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
22.6K+ 7.67% |
$2.37M - $2.44M
|
318K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
22.6KNew |
$2.37M - $2.44M
|
22.6K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22.1K+ 1.74% |
$2.32M - $2.38M
|
1.29M
$134M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.5K+ 19.79% |
$2.25M - $2.32M
|
130K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
21.1K+ 20.91% |
$2.21M - $2.27M
|
122K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21K+ 43.55% |
$2.2M - $2.26M
|
69.1K
$7.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 24.97% |
$2.16M - $2.23M
|
103K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
19.8K+ 13.89% |
$2.07M - $2.13M
|
162K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.7K+ 35.03% |
$2.06M - $2.12M
|
75.8K
$7.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.6K+ 29.07% |
$2.05M - $2.11M
|
86.8K
$9.02M
|