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 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3.69K+ 6.89% |
$386K - $397K
|
57.2K
$5.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.62K+ 6.17% |
$379K - $390K
|
62.2K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.62KNew |
$379K - $389K
|
3.62K
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.44K+ 150.94% |
$360K - $370K
|
5.72K
$592K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.44K+ 3.6% |
$360K - $370K
|
99K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.35K+ 19.57% |
$350K - $360K
|
20.4K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.14KNew |
$329K - $338K
|
3.14K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.98K+ 6.61% |
$312K - $321K
|
48K
$4.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.7K+ 65.48% |
$283K - $291K
|
6.82K
$707K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.69KNew |
$281K - $289K
|
2.69K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.56KNew |
$268K - $276K
|
2.56K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.4K+ 7.71% |
$251K - $259K
|
33.5K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.38K+ 80.64% |
$249K - $256K
|
5.33K
$552K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.37KNew |
$248K - $255K
|
2.37K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.28K+ 38.78% |
$239K - $246K
|
8.16K
$845K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.26K+ 4.33% |
$236K - $243K
|
54.4K
$5.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.2KNew |
$230K - $237K
|
2.2K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 8.68% |
$223K - $229K
|
26.6K
$2.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.12KNew |
$221K - $228K
|
2.12K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.11K+ 5.84% |
$221K - $227K
|
38.1K
$3.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.1KNew |
$220K - $226K
|
2.1K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.98K+ 19.84% |
$207K - $213K
|
12K
$1.24M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$203K - $209K
|
1.94K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.88K+ 52.45% |
$196K - $202K
|
5.45K
$565K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 84.98% |
$195K - $201K
|
4.06K
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.8K+ 50.28% |
$188K - $193K
|
5.37K
$556K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.66K+ 4.73% |
$174K - $178K
|
36.7K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.61K+ 1.74% |
$169K - $173K
|
93.9K
$9.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.6K+ 2.27% |
$168K - $173K
|
72.4K
$7.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.53K+ 14.8% |
$160K - $165K
|
11.9K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.53K+ 7.4% |
$160K - $165K
|
22.2K
$2.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.45K+ 2.18% |
$152K - $156K
|
67.9K
$7.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 3.3% |
$131K - $135K
|
39.2K
$4.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.19K+ 24.81% |
$124K - $128K
|
5.96K
$618K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.06K+ 2.16% |
$111K - $114K
|
50.2K
$5.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.05K+ 7.76% |
$110K - $113K
|
14.5K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
969+ 3.0% |
$101K - $104K
|
33.3K
$3.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
933+ 6.66% |
$97.7K - $100K
|
14.9K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
827+ 0.71% |
$86.6K - $89.1K
|
117K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
763+ 3.77% |
$79.9K - $82.2K
|
21K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
722+ 11.04% |
$75.6K - $77.8K
|
7.26K
$752K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
645+ 24.37% |
$67.5K - $69.5K
|
3.29K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
620New |
$64.9K - $66.8K
|
620
$64.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
612+ 10.41% |
$64.1K - $65.9K
|
6.49K
$672K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
595+ 3.26% |
$62.3K - $64.1K
|
18.8K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
587+ 22.26% |
$61.5K - $63.2K
|
3.22K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
500+ 6.75% |
$52.4K - $53.8K
|
7.91K
$819K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
476+ 1.78% |
$49.8K - $51.3K
|
27.1K
$2.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
458+ 19.51% |
$48K - $49.3K
|
2.81K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
419+ 1.39% |
$43.9K - $45.1K
|
30.5K
$3.16M
|