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 |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
325+ 0.43% |
$33.3K - $34.4K
|
75.9K
$8.08M
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.94KNew |
$300K - $311K
|
2.94K
$312K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.7K- 46.46% |
$378K - $391K
|
4.26K
$453K
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-10- 0.09% |
$1.02K - $1.06K
|
11.3K
$1.2M
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
36.4K+ 11.44% |
$3.72M - $3.85M
|
354K
$37.7M
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-1.96K- 3.02% |
$200K - $207K
|
62.8K
$6.68M
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.46K- 3.71% |
$149K - $154K
|
37.8K
$4.02M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
191K+ 3.76% |
$19.5M - $20.2M
|
5.27M
$560M
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
334+ 3.7% |
$34.2K - $35.3K
|
9.35K
$995K
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
29.7K+ 0.98% |
$3.04M - $3.14M
|
3.05M
$324M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.95K- 31.89% |
$302K - $312K
|
6.31K
$671K
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.17K+ 2.62% |
$734K - $759K
|
281K
$29.9M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.2K- 5.76% |
$737K - $762K
|
118K
$12.5M
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
158+ 4.86% |
$16.2K - $16.7K
|
3.41K
$363K
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-205- 2.95% |
$21K - $21.7K
|
6.75K
$718K
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.79K- 8.93% |
$388K - $401K
|
38.6K
$4.11M
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
9.05KNew |
$926K - $957K
|
9.05K
$963K
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-2.81K- 25.2% |
$287K - $297K
|
8.33K
$886K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.53K+ 8.03% |
$259K - $268K
|
34K
$3.62M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.8K- 3.75% |
$1.82M - $1.88M
|
456K
$48.5M
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.08KNew |
$213K - $220K
|
2.08K
$221K
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-232K- 33.31% |
$23.7M - $24.5M
|
464K
$49.4M
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-723K- 86.33% |
$73.9M - $76.4M
|
114K
$12.2M
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.34K+ 1.06% |
$137K - $142K
|
128K
$13.6M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.05K- 17.11% |
$517K - $534K
|
24.5K
$2.6M
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-500- 68.12% |
$51.2K - $52.9K
|
234
$24.9K
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-32.3K- 11.02% |
$3.31M - $3.42M
|
261K
$27.8M
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-21.5K- 27.58% |
$2.2M - $2.27M
|
56.4K
$6.01M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.4K+ 2.75% |
$654K - $677K
|
239K
$25.5M
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-2.8K- 23.09% |
$286K - $296K
|
9.32K
$992K
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
10.8K+ 208.68% |
$1.11M - $1.14M
|
16K
$1.7M
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-22- 0.3% |
$2.25K - $2.33K
|
7.23K
$769K
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.65K+ 111.72% |
$271K - $280K
|
5.02K
$535K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.22K+ 2.42% |
$125K - $129K
|
51.8K
$5.51M
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.57K- 32.78% |
$160K - $166K
|
3.21K
$342K
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.1K+ 0.9% |
$112K - $116K
|
123K
$13.1M
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-654- 2.92% |
$66.9K - $69.2K
|
21.7K
$2.31M
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
65+ 0.46% |
$6.65K - $6.88K
|
14.3K
$1.52M
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.01K- 25.64% |
$103K - $107K
|
2.92K
$311K
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.51K- 2.23% |
$666K - $689K
|
286K
$30.4M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.53K- 15.28% |
$464K - $480K
|
25.1K
$2.68M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.72K- 2.87% |
$278K - $287K
|
92K
$9.79M
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
831+ 561.49% |
$85K - $87.9K
|
979
$104K
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-12.3K- 85.61% |
$1.26M - $1.3M
|
2.07K
$220K
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-362- 5.55% |
$37K - $38.3K
|
6.16K
$656K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13.1K- 20.35% |
$1.34M - $1.39M
|
51.3K
$5.46M
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.51K- 21.05% |
$257K - $266K
|
9.43K
$1M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
453+ 0.27% |
$46.3K - $47.9K
|
170K
$18M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.57K- 6.81% |
$161K - $166K
|
21.5K
$2.29M
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.7K- 61.65% |
$379K - $392K
|
2.3K
$245K
|