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 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.91K+ 2.72% |
$305K - $314K
|
110K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
2.89K+ 1.17% |
$302K - $311K
|
250K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.88K+ 77.04% |
$302K - $310K
|
6.62K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.82K+ 6.75% |
$295K - $304K
|
44.6K
$4.64M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
2.82KNew |
$295K - $303K
|
2.82K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$294K - $302K
|
2.81K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.8K+ 98.0% |
$293K - $302K
|
5.66K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.8K+ 30.03% |
$293K - $302K
|
12.1K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.8K+ 73.36% |
$293K - $302K
|
6.62K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
2.76K+ 41.92% |
$289K - $298K
|
9.35K
$971K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
2.76K+ 12.55% |
$289K - $297K
|
24.7K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.73K+ 7.69% |
$286K - $294K
|
38.2K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.73KNew |
$285K - $293K
|
2.73K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.71K+ 4.41% |
$283K - $292K
|
64.1K
$6.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.7K+ 65.48% |
$283K - $291K
|
6.82K
$708K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.69KNew |
$281K - $289K
|
2.69K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.68K+ 83.36% |
$281K - $289K
|
5.9K
$612K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
2.58KNew |
$270K - $278K
|
2.58K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
2.57K+ 1.36% |
$270K - $277K
|
192K
$20M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2.57K+ 7.87% |
$269K - $277K
|
35.2K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.57K+ 0.8% |
$269K - $276K
|
322K
$33.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.56K+ 3.77% |
$268K - $276K
|
70.6K
$7.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.56KNew |
$268K - $276K
|
2.56K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.56K+ 14.76% |
$268K - $275K
|
19.9K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.53KNew |
$265K - $272K
|
2.53K
$263K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.53KNew |
$265K - $272K
|
2.53K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.5KNew |
$262K - $269K
|
2.5K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.46K+ 3.47% |
$258K - $265K
|
73.6K
$7.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.4K+ 7.71% |
$251K - $259K
|
33.5K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.4KNew |
$251K - $258K
|
2.4K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.4KNew |
$251K - $258K
|
2.4K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.4K+ 7.52% |
$251K - $258K
|
34.2K
$3.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.38K+ 80.64% |
$249K - $256K
|
5.33K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.37KNew |
$248K - $256K
|
2.37K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.37KNew |
$248K - $255K
|
2.37K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.35K+ 9.19% |
$246K - $253K
|
27.9K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.32K+ 21.18% |
$243K - $250K
|
13.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.32K+ 7.05% |
$243K - $250K
|
35.2K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.32KNew |
$242K - $249K
|
2.32K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.31K+ 10.3% |
$242K - $249K
|
24.7K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.31K+ 5.35% |
$242K - $249K
|
45.5K
$4.72M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.3K+ 3.42% |
$241K - $247K
|
69.5K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.28K+ 38.78% |
$239K - $246K
|
8.16K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.26K+ 69.43% |
$237K - $243K
|
5.52K
$573K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.26K+ 4.33% |
$236K - $243K
|
54.4K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.24K+ 13.37% |
$234K - $241K
|
19K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.24K+ 23.7% |
$234K - $241K
|
11.7K
$1.21M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.24K+ 22.98% |
$234K - $241K
|
12K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.2KNew |
$230K - $237K
|
2.2K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 5.41% |
$228K - $234K
|
42.4K
$4.4M
|