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
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.34K- 2.89% |
$978K - $1.01M
|
313K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.35K- 6.82% |
$979K - $1.01M
|
128K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.51K- 3.53% |
$996K - $1.02M
|
260K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.58K- 23.89% |
$1M - $1.03M
|
30.5K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.71K- 54.48% |
$1.02M - $1.05M
|
8.11K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.78K- 24.47% |
$1.02M - $1.05M
|
30.2K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10K- 7.62% |
$1.05M - $1.08M
|
122K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10K- 49.4% |
$1.05M - $1.08M
|
10.3K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-10.2K- 55.44% |
$1.07M - $1.1M
|
8.23K
$854K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-10.3K- 80.47% |
$1.07M - $1.11M
|
2.49K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.4K- 78.63% |
$1.09M - $1.12M
|
2.84K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.6K- 4.43% |
$1.11M - $1.14M
|
229K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10.7K- 76.55% |
$1.12M - $1.15M
|
3.28K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-10.8K- 33.87% |
$1.13M - $1.16M
|
21K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.8K- 47.21% |
$1.13M - $1.17M
|
12.1K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-11K- 49.06% |
$1.16M - $1.19M
|
11.5K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11.1K- 30.29% |
$1.16M - $1.19M
|
25.5K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.1K- 14.0% |
$1.16M - $1.2M
|
68.2K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-11.2K- 54.84% |
$1.17M - $1.2M
|
9.21K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.4K- 2.02% |
$1.19M - $1.23M
|
554K
$57.5M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.5K- 37.47% |
$1.21M - $1.24M
|
19.2K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11.6K- 46.04% |
$1.21M - $1.24M
|
13.5K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-11.7K- 17.44% |
$1.22M - $1.26M
|
55.2K
$5.73M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.8K- 19.9% |
$1.24M - $1.27M
|
47.6K
$4.95M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 4.34% |
$1.26M - $1.3M
|
266K
$27.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-12.1K- 11.18% |
$1.27M - $1.3M
|
96K
$9.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-12.3K- 19.82% |
$1.29M - $1.33M
|
49.9K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12.4K- 50.44% |
$1.29M - $1.33M
|
12.1K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-12.4K- 37.78% |
$1.3M - $1.34M
|
20.4K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-12.5K- 30.88% |
$1.3M - $1.34M
|
27.9K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-12.6K- 29.87% |
$1.32M - $1.35M
|
29.5K
$3.06M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.9K- 22.15% |
$1.35M - $1.39M
|
45.3K
$4.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-13K- 86.77% |
$1.36M - $1.4M
|
1.98K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-13.1K- 37.96% |
$1.37M - $1.41M
|
21.3K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13.1K- 34.06% |
$1.37M - $1.41M
|
25.3K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-13.8K- 9.95% |
$1.45M - $1.49M
|
125K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-14K- 75.54% |
$1.46M - $1.5M
|
4.52K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-14.5K- 61.97% |
$1.52M - $1.56M
|
8.9K
$924K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-14.7K- 17.3% |
$1.54M - $1.58M
|
70.2K
$7.29M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15K- 0.92% |
$1.57M - $1.61M
|
1.61M
$167M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-15.3K- 5.63% |
$1.6M - $1.64M
|
256K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.5K- 8.26% |
$1.62M - $1.67M
|
172K
$17.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.5K- 7.74% |
$1.62M - $1.67M
|
185K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-15.6K- 72.63% |
$1.63M - $1.67M
|
5.86K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.6K- 4.59% |
$1.63M - $1.68M
|
323K
$33.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.7K- 42.66% |
$1.64M - $1.69M
|
21.1K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.3K- 23.14% |
$1.71M - $1.76M
|
54.1K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-16.3K- 10.36% |
$1.71M - $1.76M
|
141K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.5K- 2.39% |
$1.72M - $1.77M
|
671K
$69.7M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-16.5K- 10.72% |
$1.73M - $1.78M
|
137K
$14.3M
|