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 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.15K+ 24.2% |
$225K - $232K
|
11K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.14K+ 3.25% |
$224K - $230K
|
67.8K
$7.04M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.13K+ 0.62% |
$223K - $229K
|
345K
$35.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 8.68% |
$223K - $229K
|
26.6K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.12K+ 8.39% |
$222K - $228K
|
27.4K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.12KNew |
$221K - $228K
|
2.12K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.12KNew |
$221K - $228K
|
2.12K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.11K+ 5.84% |
$221K - $227K
|
38.1K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.1KNew |
$220K - $226K
|
2.1K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.08K+ 20.52% |
$218K - $224K
|
12.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.06K+ 1.06% |
$215K - $221K
|
196K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.03KNew |
$212K - $218K
|
2.03K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.98K+ 19.84% |
$207K - $213K
|
12K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.98KNew |
$207K - $213K
|
1.98K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.97K+ 0.97% |
$207K - $212K
|
206K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.97KNew |
$206K - $212K
|
1.97K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.96K+ 26.81% |
$206K - $211K
|
9.29K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.96KNew |
$205K - $211K
|
1.96K
$203K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$203K - $209K
|
1.94K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.94K+ 83.45% |
$203K - $208K
|
4.26K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.92K+ 4.2% |
$201K - $207K
|
47.8K
$4.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.92K+ 54.39% |
$201K - $207K
|
5.45K
$566K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.9K+ 23.86% |
$199K - $205K
|
9.86K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.88K+ 52.45% |
$196K - $202K
|
5.45K
$566K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 84.98% |
$195K - $201K
|
4.06K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.86K+ 33.69% |
$195K - $201K
|
7.4K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 1.83% |
$191K - $197K
|
102K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.81K+ 90.04% |
$189K - $195K
|
3.82K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.8K+ 7.76% |
$189K - $194K
|
25K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.8K+ 50.28% |
$188K - $193K
|
5.37K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.67K+ 57.17% |
$174K - $179K
|
4.58K
$476K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.66K+ 4.73% |
$174K - $178K
|
36.7K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.66K+ 2.25% |
$173K - $178K
|
75.2K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.65K+ 2.74% |
$173K - $178K
|
61.8K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.65K+ 1.45% |
$173K - $178K
|
116K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.64K+ 10.85% |
$172K - $177K
|
16.8K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.64K+ 101.99% |
$171K - $176K
|
3.24K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.61K+ 1.74% |
$169K - $173K
|
93.9K
$9.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.6K+ 2.27% |
$168K - $173K
|
72.4K
$7.52M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.6K+ 5.76% |
$168K - $172K
|
29.4K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.6K+ 3.4% |
$167K - $172K
|
48.7K
$5.05M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.59K+ 9.55% |
$166K - $171K
|
18.2K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.55K+ 325.21% |
$162K - $167K
|
2.02K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.53K+ 14.8% |
$160K - $165K
|
11.9K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.53K+ 7.4% |
$160K - $165K
|
22.2K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.48K+ 10.14% |
$155K - $159K
|
16.1K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.47K+ 4.5% |
$154K - $158K
|
34.1K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.46K+ 2.43% |
$153K - $157K
|
61.7K
$6.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.45K+ 15.09% |
$152K - $156K
|
11.1K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.45K+ 2.18% |
$152K - $156K
|
67.9K
$7.05M
|