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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.84K+ 14.86% |
$904K - $935K
|
68.3K
$7.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
33.1K+ 244.52% |
$3.39M - $3.51M
|
46.7K
$4.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.36K+ 16.5% |
$548K - $567K
|
37.8K
$3.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-29.9K- 66.79% |
$3.06M - $3.16M
|
14.9K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
12+ 0.03% |
$1.23K - $1.27K
|
45.6K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158K+ 182.29% |
$16.1M - $16.7M
|
244K
$25.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.3K- 17.4% |
$235K - $243K
|
10.9K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-519- 3.62% |
$53.1K - $54.9K
|
13.8K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.52K+ 1.68% |
$872K - $902K
|
517K
$53.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-13- 0.4% |
$1.33K - $1.38K
|
3.27K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-284- 71.9% |
$29.1K - $30K
|
111
$11.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$105K - $108K
|
1.02K
$106K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.95K- 46.49% |
$200K - $207K
|
2.25K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
538+ 7.34% |
$55K - $56.9K
|
7.87K
$815K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
107KNew |
$10.9M - $11.3M
|
107K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.9K- 6.05% |
$1.12M - $1.16M
|
170K
$17.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.57KNew |
$263K - $272K
|
2.57K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
39+ 0.81% |
$3.99K - $4.13K
|
4.88K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.29K- 3.97% |
$234K - $242K
|
55.2K
$5.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.13K- 20.29% |
$627K - $649K
|
24.1K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.59K+ 57.09% |
$265K - $274K
|
7.13K
$738K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
14.2K+ 46.98% |
$1.45M - $1.5M
|
44.4K
$4.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.91K- 32.45% |
$196K - $202K
|
3.98K
$412K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.47K+ 3.05% |
$150K - $155K
|
49.5K
$5.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.47K+ 9.83% |
$150K - $156K
|
16.4K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-47.6K- 64.5% |
$4.87M - $5.04M
|
26.2K
$2.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97.7K+ 6.2% |
$10M - $10.3M
|
1.67M
$173M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-261- 11.66% |
$26.7K - $27.6K
|
1.98K
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.98KNew |
$202K - $209K
|
1.98K
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.45K- 71.59% |
$148K - $153K
|
575
$59.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
73+ 0.74% |
$7.47K - $7.72K
|
9.93K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-146K- 53.99% |
$14.9M - $15.4M
|
124K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
556K+ 12.86% |
$56.9M - $58.8M
|
4.88M
$505M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-191- 13.94% |
$19.5K - $20.2K
|
1.18K
$122K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-42.3K- 38.91% |
$4.33M - $4.48M
|
66.5K
$6.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-800- 5.32% |
$81.8K - $84.6K
|
14.2K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.12K- 21.48% |
$320K - $330K
|
11.4K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-13.2K- 53.99% |
$1.35M - $1.4M
|
11.3K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.96K+ 11.56% |
$405K - $419K
|
38.2K
$3.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-525- 9.16% |
$53.7K - $55.5K
|
5.21K
$539K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
35+ 6.53% |
$3.58K - $3.7K
|
571
$59.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5- 2.19% |
$512 - $529
|
223
$23.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.61K- 12.91% |
$267K - $276K
|
17.6K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-254- 2.7% |
$26K - $26.9K
|
9.16K
$948K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
393+ 6.97% |
$40.2K - $41.6K
|
6.03K
$624K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34.6K- 16.34% |
$3.54M - $3.66M
|
177K
$18.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
18.2K+ 18.63% |
$1.86M - $1.92M
|
116K
$12M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4K+ 72.56% |
$1.06M - $1.1M
|
24.7K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.48K- 11.1% |
$458K - $474K
|
35.9K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34K+ 32.83% |
$3.47M - $3.59M
|
137K
$14.2M
|