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 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-137- 1.44% |
$14.3K - $14.8K
|
9.41K
$975K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-140- 1.47% |
$14.7K - $15.1K
|
9.4K
$974K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-154- 0.25% |
$16.1K - $16.6K
|
61.7K
$6.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-157- 0.95% |
$16.4K - $16.9K
|
16.5K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-162- 31.95% |
$17K - $17.4K
|
345
$35.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-162- 3.17% |
$17K - $17.4K
|
4.95K
$513K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-192- 4.11% |
$20.1K - $20.7K
|
4.48K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 1.06% |
$20.3K - $20.9K
|
18.1K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 11.42% |
$20.4K - $21K
|
1.51K
$157K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-211- 2.79% |
$22.1K - $22.7K
|
7.36K
$762K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-216- 9.79% |
$22.6K - $23.3K
|
1.99K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-220- 4.35% |
$23K - $23.7K
|
4.84K
$501K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-247- 5.84% |
$25.9K - $26.6K
|
3.98K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-286- 8.84% |
$29.9K - $30.8K
|
2.95K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-330- 5.19% |
$34.6K - $35.5K
|
6.03K
$625K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-366- 4.03% |
$38.3K - $39.4K
|
8.71K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-367- 2.43% |
$38.4K - $39.5K
|
14.7K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-369- 5.03% |
$38.6K - $39.7K
|
6.96K
$721K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-393- 10.66% |
$41.2K - $42.3K
|
3.29K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-406- 0.31% |
$42.5K - $43.7K
|
131K
$13.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-410- 0.26% |
$42.9K - $44.2K
|
156K
$16.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-423- 7.27% |
$44.3K - $45.6K
|
5.4K
$559K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-430- 2.83% |
$45K - $46.3K
|
14.8K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-434- 78.62% |
$45.4K - $46.7K
|
118
$12.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-494- 6.84% |
$51.7K - $53.2K
|
6.73K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-499- 14.25% |
$52.3K - $53.7K
|
3K
$311K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-499- 3.89% |
$52.3K - $53.7K
|
12.3K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-500- 5.13% |
$52.4K - $53.8K
|
9.25K
$958K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-552- 2.79% |
$57.8K - $59.4K
|
19.2K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-569- 7.2% |
$59.6K - $61.3K
|
7.33K
$760K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-594- 12.14% |
$62.2K - $64K
|
4.3K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-600- 0.48% |
$62.8K - $64.6K
|
124K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-628- 20.61% |
$65.8K - $67.6K
|
2.42K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-631- 99.84% |
$66.1K - $68K
|
1
$104
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-656- 22.04% |
$68.7K - $70.6K
|
2.32K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-660- 6.35% |
$69.1K - $71.1K
|
9.73K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-670- 75.88% |
$70.2K - $72.2K
|
213
$22.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-710- 20.78% |
$74.3K - $76.5K
|
2.71K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-721- 16.97% |
$75.5K - $77.6K
|
3.53K
$366K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-762- 10.17% |
$79.8K - $82.1K
|
6.73K
$697K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-780- 16.76% |
$81.7K - $84K
|
3.88K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-790- 0.38% |
$82.7K - $85.1K
|
207K
$21.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-819- 9.22% |
$85.8K - $88.2K
|
8.07K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-829- 5.1% |
$86.8K - $89.3K
|
15.4K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-897- 22.28% |
$93.9K - $96.6K
|
3.13K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-946- 1.61% |
$99.1K - $102K
|
57.9K
$6M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-953- 4.73% |
$99.8K - $103K
|
19.2K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.07K- 5.23% |
$112K - $116K
|
19.4K
$2.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-1.1K- 1.6% |
$115K - $118K
|
67.6K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.13K- 2.18% |
$118K - $121K
|
50.6K
$5.24M
|