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 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.04K+ 4.02% |
$423K - $435K
|
105K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4K+ 52.66% |
$418K - $430K
|
11.6K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.97KNew |
$415K - $427K
|
3.97K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.96K+ 88.55% |
$415K - $427K
|
8.43K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.91K+ 11.89% |
$410K - $421K
|
36.8K
$3.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.9K+ 10.11% |
$408K - $420K
|
42.5K
$4.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.88K+ 56.82% |
$406K - $418K
|
10.7K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.85K+ 4.89% |
$403K - $415K
|
82.7K
$8.59M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.73K+ 12.34% |
$390K - $401K
|
33.9K
$3.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 0.75% |
$389K - $400K
|
500K
$51.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.7K+ 23.15% |
$387K - $398K
|
19.7K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$387K - $398K
|
3.7K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.69K+ 10.13% |
$386K - $397K
|
40.1K
$4.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3.69K+ 6.89% |
$386K - $397K
|
57.2K
$5.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.65K+ 7.64% |
$383K - $393K
|
51.5K
$5.34M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.63KNew |
$381K - $391K
|
3.63K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.62K+ 6.17% |
$379K - $390K
|
62.2K
$6.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.62KNew |
$379K - $389K
|
3.62K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$374K - $384K
|
3.57K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.56K+ 18.22% |
$373K - $383K
|
23.1K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3.54K+ 81.6% |
$370K - $381K
|
7.87K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.51K+ 20.94% |
$367K - $377K
|
20.2K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.48K+ 9.77% |
$364K - $374K
|
39.1K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.45K+ 4.64% |
$361K - $371K
|
77.8K
$8.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.44K+ 150.94% |
$360K - $370K
|
5.72K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.44K+ 3.6% |
$360K - $370K
|
99K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.37K+ 8.39% |
$353K - $363K
|
43.5K
$4.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.35K+ 19.57% |
$350K - $360K
|
20.4K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.3K+ 10.6% |
$345K - $355K
|
34.4K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.28K+ 38.48% |
$344K - $354K
|
11.8K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.21KNew |
$336K - $346K
|
3.21K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 28.68% |
$334K - $344K
|
14.3K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.19K+ 11.28% |
$334K - $344K
|
31.5K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.18KNew |
$332K - $342K
|
3.18K
$330K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 21.94% |
$332K - $341K
|
17.6K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.14KNew |
$329K - $338K
|
3.14K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.13K+ 158.22% |
$328K - $337K
|
5.11K
$530K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.12K+ 37.28% |
$327K - $336K
|
11.5K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.12K+ 20.4% |
$327K - $336K
|
18.4K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 0.49% |
$326K - $335K
|
641K
$66.6M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.11KNew |
$326K - $335K
|
3.11K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.03KNew |
$317K - $327K
|
3.03K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.01K+ 7.71% |
$315K - $324K
|
42K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.99K+ 18.23% |
$313K - $322K
|
19.4K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.99K+ 41.48% |
$313K - $321K
|
10.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.98K+ 56.87% |
$312K - $321K
|
8.23K
$854K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.98K+ 6.61% |
$312K - $321K
|
48K
$4.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.98KNew |
$312K - $321K
|
2.98K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.96K+ 0.31% |
$310K - $319K
|
959K
$99.6M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.93KNew |
$306K - $315K
|
2.93K
$304K
|