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 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.44KNew |
$151K - $155K
|
1.44K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.43K+ 13.8% |
$149K - $153K
|
11.8K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.42K+ 75.98% |
$148K - $153K
|
3.28K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.39K+ 13.36% |
$145K - $149K
|
11.8K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 64.79% |
$144K - $148K
|
3.51K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.38K+ 57.6% |
$144K - $148K
|
3.77K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 8.04% |
$144K - $148K
|
18.5K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 503.77% |
$140K - $144K
|
1.6K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.33K+ 8.68% |
$139K - $143K
|
16.6K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.32K+ 60.74% |
$138K - $142K
|
3.49K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.31K+ 23.95% |
$137K - $141K
|
6.75K
$701K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 24.34% |
$136K - $140K
|
6.63K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.28KNew |
$134K - $138K
|
1.28K
$133K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.26K+ 9.89% |
$132K - $136K
|
14K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 3.3% |
$131K - $135K
|
39.2K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.26K+ 11.74% |
$131K - $135K
|
11.9K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 8.83% |
$131K - $135K
|
15.4K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.24K+ 44.25% |
$130K - $133K
|
4.04K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 1.47% |
$129K - $132K
|
84.7K
$8.79M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.21K+ 27.23% |
$127K - $130K
|
5.65K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.21K+ 10.15% |
$126K - $130K
|
13.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 3.1% |
$125K - $128K
|
39.6K
$4.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.19K+ 23.07% |
$125K - $128K
|
6.35K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.19K+ 22.63% |
$125K - $128K
|
6.44K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.19K+ 38.03% |
$124K - $128K
|
4.31K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.19K+ 24.81% |
$124K - $128K
|
5.96K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 2.21% |
$121K - $125K
|
53.6K
$5.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.13K+ 3.62% |
$118K - $122K
|
32.3K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.12K+ 1.21% |
$117K - $121K
|
93.8K
$9.74M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 15.12% |
$117K - $120K
|
8.48K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.11K+ 18.13% |
$116K - $119K
|
7.22K
$750K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.1K+ 4.73% |
$115K - $118K
|
24.4K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.09K+ 6.35% |
$114K - $117K
|
18.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.06K+ 17.57% |
$111K - $115K
|
7.12K
$739K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.06K+ 2.16% |
$111K - $114K
|
50.2K
$5.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.06K+ 39.34% |
$110K - $114K
|
3.74K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.05K+ 9.47% |
$110K - $114K
|
12.2K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.05K+ 7.76% |
$110K - $113K
|
14.5K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.03K+ 449.57% |
$108K - $111K
|
1.26K
$131K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.03K+ 2.84% |
$108K - $111K
|
37.2K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
988+ 1.64% |
$103K - $106K
|
61.2K
$6.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
969+ 3.0% |
$101K - $104K
|
33.3K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
966+ 2.72% |
$101K - $104K
|
36.5K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
966+ 1.04% |
$101K - $104K
|
94.1K
$9.77M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
938+ 9.23% |
$98.2K - $101K
|
11.1K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
936New |
$98K - $101K
|
936
$97.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
933+ 6.66% |
$97.7K - $100K
|
14.9K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
925+ 11.37% |
$96.9K - $99.6K
|
9.06K
$941K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
919+ 23.89% |
$96.2K - $99K
|
4.77K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
896+ 2.92% |
$93.8K - $96.5K
|
31.6K
$3.28M
|