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 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-16.9K- 11.07% |
$1.77M - $1.82M
|
136K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17.1K- 6.85% |
$1.79M - $1.84M
|
233K
$24.2M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-17.7K- 9.83% |
$1.86M - $1.91M
|
163K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 2.07% |
$1.91M - $1.97M
|
861K
$89.4M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-18.3K- 42.8% |
$1.91M - $1.97M
|
24.4K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-18.4K- 34.87% |
$1.92M - $1.98M
|
34.3K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-18.7K- 19.35% |
$1.96M - $2.01M
|
77.9K
$8.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-18.9K- 5.33% |
$1.98M - $2.04M
|
337K
$35M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20K- 8.18% |
$2.09M - $2.15M
|
224K
$23.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-20K- 15.24% |
$2.09M - $2.15M
|
111K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.4K- 19.88% |
$2.13M - $2.19M
|
82K
$8.52M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-20.5K- 31.22% |
$2.15M - $2.21M
|
45.2K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-20.8K- 9.45% |
$2.18M - $2.24M
|
199K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.1K- 18.62% |
$2.21M - $2.28M
|
92.4K
$9.59M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-21.2K- 20.39% |
$2.22M - $2.28M
|
82.8K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 77.6% |
$2.23M - $2.29M
|
6.14K
$638K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-22.1K- 6.95% |
$2.31M - $2.37M
|
295K
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.5K- 3.41% |
$2.36M - $2.42M
|
638K
$66.3M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-22.7K- 34.5% |
$2.38M - $2.45M
|
43.1K
$4.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 51.59% |
$2.4M - $2.47M
|
21.5K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-23.2K- 7.16% |
$2.43M - $2.5M
|
301K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.6K- 6.47% |
$2.47M - $2.54M
|
341K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.6K- 9.48% |
$2.47M - $2.55M
|
226K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.9K- 10.51% |
$2.51M - $2.58M
|
204K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24K- 5.17% |
$2.51M - $2.58M
|
439K
$45.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-24.7K- 11.75% |
$2.59M - $2.66M
|
186K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-24.9K- 14.13% |
$2.6M - $2.68M
|
151K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.9K- 81.23% |
$2.6M - $2.68M
|
5.75K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-25.8K- 90.56% |
$2.7M - $2.77M
|
2.69K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27K- 5.39% |
$2.83M - $2.91M
|
474K
$49.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27.5K- 33.34% |
$2.88M - $2.96M
|
55K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-27.9K- 25.85% |
$2.92M - $3.01M
|
80.1K
$8.32M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-28.1K- 42.65% |
$2.94M - $3.02M
|
37.7K
$3.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-28.3K- 15.51% |
$2.96M - $3.05M
|
154K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.4K- 12.11% |
$3.08M - $3.17M
|
213K
$22.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29.5K- 5.28% |
$3.09M - $3.17M
|
529K
$54.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-29.8K- 53.05% |
$3.12M - $3.21M
|
26.4K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30K- 9.98% |
$3.14M - $3.23M
|
270K
$28.1M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.3K- 17.37% |
$3.17M - $3.26M
|
144K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-30.3K- 93.68% |
$3.17M - $3.26M
|
2.04K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.9K- 39.78% |
$3.34M - $3.43M
|
48.2K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-34.1K- 34.68% |
$3.57M - $3.68M
|
64.3K
$6.68M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-35.8K- 39.71% |
$3.75M - $3.86M
|
54.4K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-37.2K- 14.45% |
$3.89M - $4M
|
220K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-37.4K- 17.41% |
$3.91M - $4.02M
|
177K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-37.7K- 29.33% |
$3.95M - $4.06M
|
90.9K
$9.44M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-38.1K- 12.23% |
$3.99M - $4.1M
|
273K
$28.4M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-45.8K- 13.5% |
$4.79M - $4.93M
|
293K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-45.8K- 10.54% |
$4.8M - $4.93M
|
389K
$40.4M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-48.1K- 25.57% |
$5.04M - $5.18M
|
140K
$14.5M
|