Latest Institutional Transactions on Ishares National Muni Bond ETF (MUB)
This table provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
933+ 6.66% |
$97.7K - $100K
|
14.9K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-819- 9.22% |
$85.8K - $88.2K
|
8.07K
$849K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 0.17% |
$1.05K - $1.08K
|
6.01K
$632K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.11K- 12.32% |
$326K - $335K
|
22.2K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
6.89K+ 35.19% |
$721K - $742K
|
26.5K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
209+ 7.09% |
$21.9K - $22.5K
|
3.16K
$332K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21+ 0.22% |
$2.2K - $2.26K
|
9.54K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16K+ 8.84% |
$1.67M - $1.72M
|
197K
$20.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-192- 4.11% |
$20.1K - $20.7K
|
4.48K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12.7K+ 7.54% |
$1.33M - $1.37M
|
181K
$19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-220- 4.35% |
$23K - $23.7K
|
4.84K
$509K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
969+ 3.0% |
$101K - $104K
|
33.3K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-286- 8.84% |
$29.9K - $30.8K
|
2.95K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-117- 1.32% |
$12.3K - $12.6K
|
8.73K
$918K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.63K+ 10.47% |
$694K - $714K
|
69.9K
$7.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5K- 71.43% |
$524K - $538K
|
2K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
321+ 7.31% |
$33.6K - $34.6K
|
4.71K
$496K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
407+ 16.83% |
$42.6K - $43.8K
|
2.83K
$297K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-494- 6.84% |
$51.7K - $53.2K
|
6.73K
$708K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-434- 78.62% |
$45.4K - $46.7K
|
118
$12.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.44K+ 150.94% |
$360K - $370K
|
5.72K
$602K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-500- 5.13% |
$52.4K - $53.8K
|
9.25K
$973K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.69KNew |
$281K - $289K
|
2.69K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.6K+ 29.07% |
$2.05M - $2.11M
|
86.8K
$9.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-330- 5.19% |
$34.6K - $35.5K
|
6.03K
$634K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.98K+ 6.61% |
$312K - $321K
|
48K
$5.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.4K- 12.11% |
$3.08M - $3.17M
|
213K
$22.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.29K- 23.21% |
$135K - $139K
|
4.27K
$449K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-12.3K- 19.82% |
$1.29M - $1.33M
|
49.9K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-25- 0.54% |
$2.62K - $2.69K
|
4.6K
$484K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
358+ 7.57% |
$37.5K - $38.6K
|
5.09K
$535K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.38K+ 80.64% |
$249K - $256K
|
5.33K
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
27.8KNew |
$2.91M - $2.99M
|
27.8K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
458+ 19.51% |
$48K - $49.3K
|
2.81K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-162- 3.17% |
$17K - $17.4K
|
4.95K
$521K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.06K+ 2.16% |
$111K - $114K
|
50.2K
$5.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
419+ 1.39% |
$43.9K - $45.1K
|
30.5K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.53K- 0.86% |
$160K - $165K
|
177K
$18.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.13% |
$628 - $646
|
4.69K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-946- 1.61% |
$99.1K - $102K
|
57.9K
$6.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
81.2K+ 141.14% |
$8.5M - $8.74M
|
139K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.28K- 29.62% |
$658K - $676K
|
14.9K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
500+ 6.75% |
$52.4K - $53.8K
|
7.91K
$832K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-552- 2.79% |
$57.8K - $59.4K
|
19.2K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
55+ 1.17% |
$5.76K - $5.92K
|
4.75K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
161+ 0.58% |
$16.9K - $17.3K
|
28K
$2.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.07K+ 16.42% |
$531K - $546K
|
35.9K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-14.7K- 17.3% |
$1.54M - $1.58M
|
70.2K
$7.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
40.5K+ 7.61% |
$4.24M - $4.36M
|
573K
$60.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.7K- 50.55% |
$702K - $722K
|
6.56K
$690K
|