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 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2K- 35.69% |
$209K - $215K
|
3.6K
$374K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.05K- 7.54% |
$214K - $220K
|
25.1K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.06K- 19.65% |
$216K - $222K
|
8.42K
$874K
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-2.07K- 2.24% |
$216K - $222K
|
90.2K
$9.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.09K- 8.15% |
$219K - $225K
|
23.6K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.1K- 40.74% |
$220K - $226K
|
3.06K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.11K- 34.8% |
$220K - $227K
|
3.94K
$410K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.16K- 2.77% |
$226K - $232K
|
75.6K
$7.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-2.17K- 16.29% |
$227K - $233K
|
11.1K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.18K- 2.6% |
$228K - $234K
|
81.5K
$8.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.19K- 3.69% |
$229K - $236K
|
57.1K
$5.93M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.21K- 19.67% |
$231K - $237K
|
9.01K
$935K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.22K- 10.67% |
$232K - $239K
|
18.6K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.23K- 3.33% |
$234K - $240K
|
64.8K
$6.73M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 2.09% |
$234K - $241K
|
105K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.25K- 23.06% |
$236K - $243K
|
7.52K
$781K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-2.28K- 1.3% |
$238K - $245K
|
172K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.28K- 7.08% |
$239K - $245K
|
29.9K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.29K- 51.36% |
$240K - $247K
|
2.17K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.3K- 10.03% |
$241K - $248K
|
20.6K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-2.32K- 26.39% |
$243K - $250K
|
6.47K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.38K- 34.7% |
$249K - $256K
|
4.47K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-2.41K- 26.95% |
$252K - $259K
|
6.52K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.53K- 35.78% |
$264K - $272K
|
4.53K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-2.55K- 1.93% |
$267K - $274K
|
130K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.56K- 9.34% |
$268K - $276K
|
24.9K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.57K- 1.29% |
$269K - $277K
|
198K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.63K- 16.7% |
$275K - $283K
|
13.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.63K- 1.1% |
$275K - $283K
|
235K
$24.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.64K- 30.93% |
$276K - $284K
|
5.89K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-2.67K- 1.26% |
$280K - $288K
|
209K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.73K- 38.4% |
$285K - $294K
|
4.37K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.75K- 3.74% |
$288K - $297K
|
70.9K
$7.36M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2.76K- 10.53% |
$289K - $297K
|
23.4K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.77K- 13.79% |
$290K - $299K
|
17.3K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.78K- 9.8% |
$291K - $299K
|
25.6K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.8K- 18.75% |
$293K - $301K
|
12.1K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.8K- 6.15% |
$293K - $302K
|
42.7K
$4.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.86K- 1.04% |
$299K - $308K
|
273K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.88K- 6.49% |
$301K - $310K
|
41.5K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.93K- 2.75% |
$307K - $316K
|
104K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.98K- 1.03% |
$312K - $321K
|
287K
$29.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3K- 13.15% |
$314K - $323K
|
19.8K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.04K- 5.58% |
$318K - $327K
|
51.3K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.05K- 45.11% |
$320K - $329K
|
3.71K
$386K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.06K- 12.85% |
$321K - $330K
|
20.8K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.11K- 12.32% |
$326K - $335K
|
22.2K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.13K- 30.68% |
$328K - $338K
|
7.08K
$735K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.14K- 13.6% |
$328K - $338K
|
19.9K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.16K- 16.89% |
$331K - $340K
|
15.6K
$1.61M
|