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
|
Moller Financial Services
|
SELL
|
- |
-1.1K- 1.6% |
$115K - $118K
|
67.6K
$7.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.12K- 5.27% |
$117K - $120K
|
20K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.12K- 5.52% |
$118K - $121K
|
19.2K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.13K- 2.18% |
$118K - $121K
|
50.6K
$5.25M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.13K- 24.16% |
$118K - $121K
|
3.54K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-1.14K- 1.65% |
$120K - $123K
|
67.9K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.16K- 19.06% |
$121K - $125K
|
4.92K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.18K- 10.06% |
$123K - $127K
|
10.5K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.19K- 17.09% |
$125K - $128K
|
5.79K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.2K- 18.96% |
$125K - $129K
|
5.12K
$531K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.24K- 5.85% |
$129K - $133K
|
19.9K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.27K- 1.95% |
$133K - $137K
|
63.8K
$6.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.29K- 23.21% |
$135K - $139K
|
4.27K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 32.25% |
$136K - $140K
|
2.72K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.31K- 5.99% |
$137K - $141K
|
20.5K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.33K- 12.13% |
$139K - $143K
|
9.63K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.35K- 24.66% |
$142K - $146K
|
4.13K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.36K- 10.86% |
$143K - $147K
|
11.2K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.37K- 14.0% |
$143K - $147K
|
8.39K
$872K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.37K- 6.02% |
$143K - $147K
|
21.3K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.41K- 23.41% |
$147K - $151K
|
4.6K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-1.41K- 36.14% |
$148K - $152K
|
2.49K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.42K- 0.48% |
$148K - $152K
|
293K
$30.4M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.42K- 14.78% |
$149K - $153K
|
8.19K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.42K- 15.32% |
$149K - $153K
|
7.86K
$817K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.43K- 5.52% |
$149K - $153K
|
24.4K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.46K- 2.33% |
$152K - $157K
|
61K
$6.34M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 1.3% |
$153K - $157K
|
111K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.46K- 20.56% |
$153K - $157K
|
5.65K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 14.47% |
$155K - $159K
|
8.73K
$907K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.52K- 42.93% |
$159K - $164K
|
2.02K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.53K- 0.86% |
$160K - $165K
|
177K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.55K- 34.91% |
$162K - $167K
|
2.89K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.55K- 5.74% |
$163K - $167K
|
25.5K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.6K- 22.34% |
$167K - $172K
|
5.56K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.64K- 18.66% |
$171K - $176K
|
7.14K
$741K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.67K- 8.88% |
$175K - $180K
|
17.1K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.69K- 10.87% |
$177K - $182K
|
13.8K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-1.71K- 31.52% |
$179K - $184K
|
3.72K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.73K- 29.1% |
$181K - $186K
|
4.21K
$438K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.77K- 9.76% |
$186K - $191K
|
16.4K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 0.11% |
$190K - $195K
|
1.59M
$165M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.84K- 27.57% |
$192K - $198K
|
4.83K
$501K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.88K- 5.6% |
$196K - $202K
|
31.6K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.88K- 42.85% |
$197K - $202K
|
2.51K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.89K- 22.94% |
$198K - $204K
|
6.36K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.92K- 2.53% |
$201K - $207K
|
73.8K
$7.66M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.93K- 14.79% |
$202K - $208K
|
11.1K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.98K- 11.29% |
$207K - $213K
|
15.6K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.99K- 11.48% |
$208K - $214K
|
15.3K
$1.59M
|