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 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-14.7K- 17.3% |
$1.54M - $1.58M
|
70.2K
$7.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.7K- 42.66% |
$1.64M - $1.69M
|
21.1K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-20K- 15.24% |
$2.09M - $2.15M
|
111K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-24.7K- 11.75% |
$2.59M - $2.66M
|
186K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-24.9K- 14.13% |
$2.6M - $2.68M
|
151K
$15.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-28.3K- 15.51% |
$2.96M - $3.05M
|
154K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.4K- 12.11% |
$3.08M - $3.17M
|
213K
$22.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.9K- 39.78% |
$3.34M - $3.43M
|
48.2K
$5M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-48.1K- 25.57% |
$5.04M - $5.18M
|
140K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-52.4K- 62.63% |
$5.49M - $5.65M
|
31.3K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-150K- 85.96% |
$15.7M - $16.1M
|
24.5K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-323K- 28.68% |
$33.8M - $34.7M
|
802K
$83.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429K- 36.77% |
$44.9M - $46.2M
|
738K
$76.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13.3M- 99.05% |
$1.39B - $1.43B
|
128K
$13.2M
|