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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.2K- 2.46% |
$335K - $344K
|
127K
$13.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.21K- 3.9% |
$336K - $345K
|
79K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.21K- 17.5% |
$336K - $346K
|
15.1K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.24K- 17.53% |
$339K - $348K
|
15.2K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.33K- 12.87% |
$349K - $359K
|
22.6K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.34K- 6.86% |
$350K - $360K
|
45.4K
$4.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-3.4K- 6.62% |
$355K - $366K
|
47.9K
$4.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.46K- 27.77% |
$363K - $373K
|
9.01K
$936K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.5K- 28.32% |
$367K - $377K
|
8.86K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.55K- 23.81% |
$371K - $382K
|
11.3K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.62K- 22.55% |
$379K - $390K
|
12.4K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-3.69K- 48.23% |
$386K - $397K
|
3.96K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.69K- 23.77% |
$387K - $398K
|
11.8K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.7K- 24.95% |
$387K - $398K
|
11.1K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.72K- 16.52% |
$389K - $400K
|
18.8K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-3.75K- 6.99% |
$393K - $404K
|
49.9K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3.83K- 40.48% |
$401K - $413K
|
5.63K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.89K- 4.56% |
$407K - $419K
|
81.4K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.96K- 8.8% |
$415K - $427K
|
41.1K
$4.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.98K- 5.84% |
$417K - $429K
|
64.2K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.26K- 20.93% |
$446K - $458K
|
16.1K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-4.35K- 11.58% |
$455K - $468K
|
33.2K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.35K- 1.17% |
$455K - $468K
|
368K
$38.2M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.39K- 11.66% |
$460K - $473K
|
33.3K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.47K- 9.39% |
$468K - $481K
|
43.1K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.6K- 20.35% |
$482K - $496K
|
18K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-4.61K- 58.08% |
$483K - $496K
|
3.33K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-4.71K- 54.38% |
$493K - $507K
|
3.95K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.75K- 7.93% |
$497K - $512K
|
55.1K
$5.73M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.78K- 21.84% |
$500K - $514K
|
17.1K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-4.81K- 36.4% |
$504K - $518K
|
8.4K
$873K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.85K- 37.15% |
$507K - $522K
|
8.2K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.96K- 64.37% |
$519K - $534K
|
2.75K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.99K- 3.79% |
$522K - $537K
|
126K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.99K- 16.24% |
$523K - $538K
|
25.7K
$2.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5K- 71.43% |
$524K - $538K
|
2K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.07K- 1.74% |
$530K - $545K
|
286K
$29.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.14K- 12.86% |
$538K - $553K
|
34.8K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.14K- 2.07% |
$538K - $554K
|
243K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.19K- 0.71% |
$544K - $559K
|
723K
$75.1M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-5.4K- 63.44% |
$565K - $581K
|
3.11K
$323K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.44K- 1.54% |
$570K - $586K
|
348K
$36.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.45K- 7.31% |
$571K - $587K
|
69.1K
$7.18M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.47K- 2.83% |
$572K - $589K
|
188K
$19.5M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.49K- 20.93% |
$574K - $591K
|
20.7K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-5.75K- 25.29% |
$602K - $619K
|
17K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.8K- 8.26% |
$607K - $624K
|
64.4K
$6.69M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-5.8K- 4.84% |
$607K - $625K
|
114K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.94K- 46.36% |
$622K - $640K
|
6.87K
$714K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6K- 25.8% |
$628K - $646K
|
17.2K
$1.79M
|