Purchases and Sales Made in Q2 2025 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.88M+ 34.36% |
$192M - $199M
|
7.34M
$760M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.11MNew |
$114M - $118M
|
1.11M
$115M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
556K+ 12.86% |
$56.9M - $58.8M
|
4.88M
$505M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
323K+ 1115.54% |
$33.1M - $34.2M
|
352K
$36.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
303K+ 8381.64% |
$31M - $32.1M
|
307K
$31.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158K+ 182.29% |
$16.1M - $16.7M
|
244K
$25.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
147K+ 41.94% |
$15M - $15.5M
|
497K
$51.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
107KNew |
$10.9M - $11.3M
|
107K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97.7K+ 6.2% |
$10M - $10.3M
|
1.67M
$173M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73.4K+ 59.71% |
$7.51M - $7.77M
|
196K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
73.2K+ 240.19% |
$7.49M - $7.74M
|
104K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
71.5K+ 71.67% |
$7.32M - $7.57M
|
171K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.1K+ 14.3% |
$6.46M - $6.68M
|
504K
$52.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
62.9K+ 96.73% |
$6.44M - $6.65M
|
128K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
58.5KNew |
$5.99M - $6.19M
|
58.5K
$6.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
58.1K+ 161.64% |
$5.94M - $6.15M
|
94K
$9.74M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
58KNew |
$5.94M - $6.14M
|
58K
$6.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
55.1KNew |
$5.63M - $5.83M
|
55.1K
$5.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53.2K+ 34.47% |
$5.44M - $5.63M
|
207K
$21.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50.4K+ 25.35% |
$5.15M - $5.33M
|
249K
$25.8M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6K+ 34.43% |
$5.07M - $5.25M
|
194K
$20M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
49.4K+ 193.88% |
$5.05M - $5.23M
|
74.9K
$7.75M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
47.3K+ 25.52% |
$4.84M - $5.01M
|
233K
$24.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.6K+ 35.73% |
$4.77M - $4.93M
|
177K
$18.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
39.6K+ 215.27% |
$4.06M - $4.19M
|
58.1K
$6.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
39.3K+ 377.88% |
$4.02M - $4.16M
|
49.7K
$5.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39K+ 1433.53% |
$3.99M - $4.13M
|
41.8K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37.5K+ 81.55% |
$3.83M - $3.96M
|
83.4K
$8.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
34.8K+ 388.03% |
$3.56M - $3.68M
|
43.7K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34K+ 32.83% |
$3.47M - $3.59M
|
137K
$14.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
33.1K+ 244.52% |
$3.39M - $3.51M
|
46.7K
$4.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
32.5KNew |
$3.33M - $3.44M
|
32.5K
$3.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
31.6K+ 22.78% |
$3.23M - $3.34M
|
170K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
28.5K+ 22.56% |
$2.91M - $3.01M
|
155K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.4K+ 2.33% |
$2.91M - $3.01M
|
1.25M
$129M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.1K+ 38.6% |
$2.77M - $2.87M
|
97.3K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
25KNew |
$2.56M - $2.65M
|
25K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 3.3% |
$2.49M - $2.57M
|
762K
$78.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
23.1KNew |
$2.36M - $2.44M
|
23.1K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
22.4KNew |
$2.29M - $2.37M
|
22.4K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
21.8KNew |
$2.23M - $2.3M
|
21.8K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20.9K+ 16.51% |
$2.14M - $2.21M
|
147K
$15.3M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
20.7KNew |
$2.11M - $2.19M
|
20.7K
$2.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.4K+ 42.77% |
$1.98M - $2.05M
|
64.7K
$6.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
19K+ 20.07% |
$1.94M - $2.01M
|
114K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 22.33% |
$1.93M - $2M
|
104K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
18.4K+ 60.02% |
$1.88M - $1.95M
|
49.1K
$5.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
18.2K+ 18.63% |
$1.86M - $1.92M
|
116K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.2K+ 25.66% |
$1.86M - $1.92M
|
88.9K
$9.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
17.7KNew |
$1.82M - $1.88M
|
17.7K
$1.84M
|