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 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$593K - $609K
|
5.66K
$588K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.61K+ 21.13% |
$587K - $604K
|
32.1K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.59K+ 30.59% |
$585K - $602K
|
23.9K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5.58K+ 6.48% |
$584K - $601K
|
91.8K
$9.53M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.45K+ 5.28% |
$571K - $587K
|
109K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.43K+ 153.71% |
$568K - $584K
|
8.96K
$930K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.34KNew |
$560K - $575K
|
5.34K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.34KNew |
$559K - $575K
|
5.34K
$554K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.26K+ 3.14% |
$551K - $567K
|
173K
$18M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.25K+ 12.44% |
$550K - $566K
|
47.5K
$4.93M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.23K+ 29.32% |
$548K - $564K
|
23.1K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
5.21K+ 4.47% |
$545K - $561K
|
122K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.17K+ 2.56% |
$542K - $557K
|
207K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.12K+ 2.22% |
$536K - $552K
|
236K
$24.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.12K+ 86.79% |
$536K - $551K
|
11K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
5.11KNew |
$535K - $550K
|
5.11K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.08K+ 8.02% |
$532K - $547K
|
68.5K
$7.11M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.08K+ 253900.0% |
$532K - $547K
|
5.08K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.08K+ 4.18% |
$532K - $547K
|
127K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.07K+ 16.42% |
$531K - $546K
|
35.9K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.98K+ 2.56% |
$522K - $537K
|
200K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.96K+ 72.06% |
$519K - $534K
|
11.8K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.96K+ 19.12% |
$519K - $534K
|
30.9K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.92KNew |
$515K - $530K
|
4.92K
$511K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.87K+ 9.26% |
$510K - $525K
|
57.5K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.79K+ 33.56% |
$502K - $516K
|
19.1K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
4.78KNew |
$501K - $515K
|
4.78K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.78KNew |
$501K - $515K
|
4.78K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.69K+ 15.69% |
$491K - $505K
|
34.6K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.67KNew |
$489K - $503K
|
4.67K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.65KNew |
$486K - $500K
|
4.65K
$482K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4.62K+ 30.04% |
$483K - $497K
|
20K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.59KNew |
$481K - $494K
|
4.59K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.54KNew |
$475K - $489K
|
4.54K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.51KNew |
$472K - $485K
|
4.51K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.5K+ 8.37% |
$471K - $485K
|
58.3K
$6.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.48K+ 2.3% |
$469K - $483K
|
199K
$20.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.38K+ 36.86% |
$459K - $472K
|
16.3K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.34K+ 5.29% |
$455K - $468K
|
86.4K
$8.97M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4.3KNew |
$450K - $463K
|
4.3K
$446K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
4.25KNew |
$444K - $457K
|
4.25K
$441K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.2KNew |
$440K - $452K
|
4.2K
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.2K+ 2.14% |
$439K - $452K
|
200K
$20.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.16K+ 12.07% |
$436K - $448K
|
38.7K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.14K+ 77.34% |
$433K - $446K
|
9.49K
$985K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.12K+ 11.94% |
$432K - $444K
|
38.6K
$4.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.1K+ 3.3% |
$429K - $441K
|
128K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.09K+ 4.64% |
$428K - $440K
|
92.1K
$9.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.06K+ 13.9% |
$426K - $438K
|
33.3K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.05K+ 34.75% |
$424K - $436K
|
15.7K
$1.63M
|