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
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-50.5K- 40.1% |
$5.29M - $5.44M
|
75.4K
$7.83M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-51.8K- 19.79% |
$5.42M - $5.58M
|
210K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-52.4K- 62.63% |
$5.49M - $5.65M
|
31.3K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-54.1K- 75.38% |
$5.66M - $5.82M
|
17.7K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-57.9K- 2.2% |
$6.06M - $6.23M
|
2.57M
$267M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-61.3K- 36.67% |
$6.42M - $6.6M
|
106K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-61.9K- 30.58% |
$6.48M - $6.66M
|
140K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-62.3K- 16.14% |
$6.53M - $6.71M
|
324K
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-67.7K- 35.72% |
$7.08M - $7.29M
|
122K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-68.3K- 80.89% |
$7.15M - $7.35M
|
16.1K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-72.9K- 20.53% |
$7.63M - $7.85M
|
282K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-75K- 53.68% |
$7.85M - $8.08M
|
64.7K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-81K- 6.98% |
$8.49M - $8.73M
|
1.08M
$112M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-88.1KClosed |
$9.22M - $9.49M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-92.4K- 72.59% |
$9.68M - $9.96M
|
34.9K
$3.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-97.1K- 87.46% |
$10.2M - $10.5M
|
13.9K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-97.4K- 3.5% |
$10.2M - $10.5M
|
2.68M
$279M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-99.6K- 10.64% |
$10.4M - $10.7M
|
837K
$86.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-101K- 9.66% |
$10.6M - $10.9M
|
949K
$98.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-104K- 0.78% |
$10.8M - $11.2M
|
13.1M
$1.36B
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-107K- 34.13% |
$11.2M - $11.5M
|
206K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-109K- 25.77% |
$11.4M - $11.7M
|
313K
$32.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-109K- 1.96% |
$11.4M - $11.8M
|
5.46M
$567M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-127K- 15.88% |
$13.3M - $13.6M
|
671K
$69.7M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-128K- 9.51% |
$13.4M - $13.8M
|
1.22M
$127M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-133K- 58.48% |
$14M - $14.4M
|
94.7K
$9.83M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-137K- 27.73% |
$14.3M - $14.7M
|
356K
$37M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-150K- 85.96% |
$15.7M - $16.1M
|
24.5K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-160K- 22.02% |
$16.7M - $17.2M
|
566K
$58.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-175K- 25.66% |
$18.4M - $18.9M
|
508K
$52.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180K- 2.45% |
$18.9M - $19.4M
|
7.16M
$743M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-206K- 2.28% |
$21.6M - $22.2M
|
8.86M
$920M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-207K- 48.91% |
$21.7M - $22.3M
|
217K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-263K- 22.29% |
$27.5M - $28.3M
|
915K
$95M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-323K- 28.68% |
$33.8M - $34.7M
|
802K
$83.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-329K- 21.67% |
$34.4M - $35.4M
|
1.19M
$123M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429K- 36.77% |
$44.9M - $46.2M
|
738K
$76.6M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-469K- 52.67% |
$49.1M - $50.5M
|
421K
$43.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511K- 10.57% |
$53.5M - $55M
|
4.32M
$449M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-538K- 5.07% |
$56.4M - $58M
|
10.1M
$1.05B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-583K- 5.77% |
$61.1M - $62.8M
|
9.52M
$989M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-674K- 43.5% |
$70.6M - $72.6M
|
876K
$91M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-764K- 96.66% |
$79.9M - $82.2M
|
26.4K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-815K- 57.28% |
$85.3M - $87.7M
|
607K
$63.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-864K- 11.41% |
$90.5M - $93.1M
|
6.71M
$697M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-892K- 4.38% |
$93.4M - $96.1M
|
19.5M
$2.02B
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.06M- 99.86% |
$111M - $114M
|
1.49K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.89M- 84.5% |
$198M - $204M
|
347K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.04M- 6.6% |
$213M - $220M
|
28.8M
$3B
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13.3M- 99.05% |
$1.39B - $1.43B
|
128K
$13.2M
|