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 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-6.01K- 3.32% |
$630K - $647K
|
175K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.03K- 12.44% |
$631K - $649K
|
42.4K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.06K- 55.0% |
$635K - $653K
|
4.96K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.06K- 17.31% |
$635K - $653K
|
29K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.08K- 33.29% |
$637K - $655K
|
12.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.13K- 39.76% |
$641K - $660K
|
9.28K
$964K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.18K- 55.81% |
$647K - $665K
|
4.89K
$508K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.26K- 16.16% |
$656K - $674K
|
32.5K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.28K- 29.62% |
$658K - $676K
|
14.9K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-6.28K- 9.79% |
$658K - $677K
|
57.9K
$6.01M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.32K- 23.64% |
$662K - $681K
|
20.4K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-6.36K- 40.68% |
$666K - $685K
|
9.27K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-6.4K- 11.72% |
$671K - $690K
|
48.2K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.63K- 3.77% |
$694K - $713K
|
169K
$17.6M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6.66K- 6.85% |
$697K - $717K
|
90.5K
$9.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.7K- 50.55% |
$702K - $722K
|
6.56K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.74K- 34.03% |
$706K - $726K
|
13.1K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.78K- 43.0% |
$710K - $730K
|
8.99K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-6.95K- 28.52% |
$727K - $748K
|
17.4K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-7.22K- 58.95% |
$756K - $777K
|
5.03K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-7.24K- 12.83% |
$758K - $779K
|
49.2K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.41K- 49.46% |
$776K - $798K
|
7.58K
$787K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.45K- 11.59% |
$780K - $802K
|
56.8K
$5.9M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.55K- 7.0% |
$791K - $813K
|
100K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 52.47% |
$795K - $818K
|
6.88K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.65K- 5.76% |
$801K - $823K
|
125K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.66K- 4.09% |
$802K - $825K
|
179K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.71K- 12.51% |
$807K - $830K
|
53.9K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.83K- 1.04% |
$820K - $843K
|
748K
$77.7M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.86K- 8.25% |
$823K - $847K
|
87.4K
$9.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.02K- 4.49% |
$840K - $864K
|
171K
$17.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-8.08K- 50.66% |
$846K - $870K
|
7.87K
$817K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.11K- 46.34% |
$849K - $873K
|
9.39K
$975K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.22K- 4.57% |
$861K - $885K
|
172K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-8.32K- 35.3% |
$872K - $896K
|
15.3K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.42K- 1.44% |
$882K - $907K
|
574K
$59.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8.44K- 4.3% |
$883K - $909K
|
188K
$19.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.5K- 23.62% |
$890K - $915K
|
27.5K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-8.52K- 18.08% |
$892K - $918K
|
38.6K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.54K- 18.89% |
$894K - $920K
|
36.7K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.57K- 4.28% |
$897K - $923K
|
192K
$19.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-8.59K- 55.93% |
$900K - $925K
|
6.77K
$703K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-8.74K- 22.76% |
$915K - $941K
|
29.7K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-8.86K- 9.32% |
$928K - $954K
|
86.2K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-8.87K- 3.56% |
$929K - $955K
|
240K
$25M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.93K- 7.01% |
$935K - $962K
|
119K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.95K- 18.16% |
$937K - $964K
|
40.3K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.03K- 10.35% |
$946K - $973K
|
78.2K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-9.2K- 60.34% |
$963K - $991K
|
6.05K
$628K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.31K- 3.96% |
$975K - $1M
|
226K
$23.5M
|