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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.85KNew |
$1.03M - $1.06M
|
9.85K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.73KNew |
$1.02M - $1.05M
|
9.73K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.7K+ 42.61% |
$1.02M - $1.04M
|
32.5K
$3.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
9.68K+ 27.27% |
$1.01M - $1.04M
|
45.2K
$4.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
9.64KNew |
$1.01M - $1.04M
|
9.64K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.61K+ 19.54% |
$1.01M - $1.04M
|
58.8K
$6.11M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
9.49K+ 16.99% |
$994K - $1.02M
|
65.4K
$6.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.41K+ 11.15% |
$985K - $1.01M
|
93.8K
$9.74M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.33KNew |
$976K - $1M
|
9.33K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.11K+ 7.94% |
$954K - $981K
|
124K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.93K+ 12.95% |
$935K - $962K
|
77.9K
$8.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.89K+ 170.07% |
$930K - $957K
|
14.1K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.73KNew |
$914K - $940K
|
8.73K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
8.68K+ 2.98% |
$909K - $934K
|
300K
$31.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.66K+ 32.32% |
$907K - $932K
|
35.4K
$3.68M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
8.54KNew |
$894K - $920K
|
8.54K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8.46K+ 40.2% |
$886K - $911K
|
29.5K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
8.38K+ 5.66% |
$877K - $902K
|
156K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.34K+ 8.69% |
$873K - $898K
|
104K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
8.25K+ 78.04% |
$864K - $888K
|
18.8K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
8.08K+ 45.38% |
$846K - $870K
|
25.9K
$2.69M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
7.91K+ 75.36% |
$829K - $852K
|
18.4K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.91K+ 4.15% |
$828K - $852K
|
199K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
7.68K+ 35.83% |
$804K - $827K
|
29.1K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
7.2K+ 14.56% |
$754K - $775K
|
56.6K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
7.16K+ 23.68% |
$749K - $771K
|
37.4K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
7.15K+ 49.73% |
$749K - $770K
|
21.5K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.08K+ 19.33% |
$741K - $762K
|
43.7K
$4.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
6.89K+ 35.19% |
$721K - $742K
|
26.5K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.89K+ 8.82% |
$721K - $742K
|
85K
$8.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.86KNew |
$718K - $738K
|
6.86K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.81KNew |
$713K - $733K
|
6.81K
$707K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.64K+ 80.94% |
$695K - $715K
|
14.8K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.63K+ 10.47% |
$694K - $714K
|
69.9K
$7.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.43K+ 19.9% |
$673K - $692K
|
38.7K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.42K+ 2.96% |
$672K - $691K
|
223K
$23.2M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.39K+ 17.26% |
$669K - $688K
|
43.4K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.27K+ 34.27% |
$656K - $675K
|
24.6K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.24K+ 2.76% |
$654K - $672K
|
232K
$24.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.21K+ 103466.67% |
$650K - $669K
|
6.21K
$645K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.06K+ 5.64% |
$635K - $653K
|
114K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.03K+ 2.0% |
$631K - $649K
|
307K
$31.9M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.01K+ 9.95% |
$630K - $648K
|
66.5K
$6.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
6K+ 6.76% |
$628K - $646K
|
94.7K
$9.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.97K+ 144.98% |
$625K - $643K
|
10.1K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5.84K+ 16.83% |
$612K - $629K
|
40.6K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.82K+ 3.49% |
$609K - $626K
|
172K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.82K+ 10.6% |
$609K - $626K
|
60.7K
$6.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.77K+ 7.96% |
$605K - $622K
|
78.3K
$8.13M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.69K+ 20.1% |
$595K - $612K
|
34K
$3.53M
|