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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 4.58% |
$2.02M - $2.08M
|
441K
$45.8M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
18.5K+ 33.12% |
$1.94M - $1.99M
|
74.4K
$7.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
17.9K+ 245.76% |
$1.88M - $1.93M
|
25.2K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
17.6K+ 5.61% |
$1.84M - $1.89M
|
331K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
17.2K+ 39.71% |
$1.8M - $1.85M
|
60.4K
$6.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
17KNew |
$1.78M - $1.83M
|
17K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
16.9K+ 567.02% |
$1.77M - $1.82M
|
19.9K
$2.06M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.9K+ 814.38% |
$1.77M - $1.82M
|
19K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
16.4K+ 65.61% |
$1.72M - $1.77M
|
41.5K
$4.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16K+ 8.84% |
$1.67M - $1.72M
|
197K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16K+ 55.93% |
$1.67M - $1.72M
|
44.5K
$4.62M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.8K+ 21.77% |
$1.65M - $1.7M
|
88.2K
$9.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
15.6K+ 61.01% |
$1.64M - $1.68M
|
41.3K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
15.5K+ 57.27% |
$1.62M - $1.67M
|
42.6K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$1.62M - $1.67M
|
15.5K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15.5K+ 5.96% |
$1.62M - $1.67M
|
275K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.4K+ 645.56% |
$1.61M - $1.66M
|
17.8K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.3K+ 25.34% |
$1.61M - $1.65M
|
75.8K
$7.88M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
15.3KNew |
$1.6M - $1.65M
|
15.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.3KNew |
$1.6M - $1.64M
|
15.3K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
15.1KNew |
$1.58M - $1.63M
|
15.1K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
14.8K+ 13.33% |
$1.55M - $1.6M
|
126K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.7K+ 19.98% |
$1.54M - $1.59M
|
88.6K
$9.2M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
14.2K+ 7.38% |
$1.49M - $1.53M
|
207K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
14.2KNew |
$1.48M - $1.53M
|
14.2K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.9K+ 61.6% |
$1.46M - $1.5M
|
36.6K
$3.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13.8K+ 18.13% |
$1.45M - $1.49M
|
90.1K
$9.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
13.7K+ 30.15% |
$1.43M - $1.47M
|
59K
$6.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
13.6KNew |
$1.42M - $1.46M
|
13.6K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
13.1K+ 10.4% |
$1.38M - $1.41M
|
139K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12.7K+ 7.54% |
$1.33M - $1.37M
|
181K
$18.8M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.9K+ 13.95% |
$1.25M - $1.28M
|
97.3K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.8K+ 4.59% |
$1.23M - $1.27M
|
268K
$27.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.7K+ 5.88% |
$1.23M - $1.27M
|
212K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 48.29% |
$1.19M - $1.22M
|
34.8K
$3.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
11.3KNew |
$1.18M - $1.21M
|
11.3K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1K+ 28.78% |
$1.16M - $1.2M
|
49.7K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11K+ 16.74% |
$1.16M - $1.19M
|
77K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11K+ 0.2% |
$1.15M - $1.18M
|
5.53M
$575M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10.9K+ 21.37% |
$1.14M - $1.17M
|
61.8K
$6.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
10.8K+ 18.14% |
$1.14M - $1.17M
|
70.7K
$7.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
10.8K+ 2.21% |
$1.14M - $1.17M
|
501K
$52.1M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$1.13M - $1.16M
|
10.7K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 8.38% |
$1.12M - $1.15M
|
138K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.6K+ 135.16% |
$1.11M - $1.14M
|
18.5K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.4K+ 20.94% |
$1.08M - $1.12M
|
59.8K
$6.21M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.3K+ 11.78% |
$1.07M - $1.11M
|
97.4K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.2K+ 4.5% |
$1.07M - $1.1M
|
237K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
10.1KNew |
$1.06M - $1.09M
|
10.1K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 8.01% |
$1.06M - $1.09M
|
136K
$14.2M
|