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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.74K- 14.87% |
$280K - $290K
|
15.7K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.11K- 12.68% |
$113K - $117K
|
7.63K
$812K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-24- 9.49% |
$2.46K - $2.54K
|
229
$24.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
325+ 8.58% |
$33.3K - $34.4K
|
4.11K
$438K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
38.3K+ 49.14% |
$3.92M - $4.05M
|
116K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
25.8K+ 0.94% |
$2.64M - $2.73M
|
2.78M
$296M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.18K+ 7.63% |
$223K - $230K
|
30.7K
$3.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.33K+ 16.9% |
$136K - $141K
|
9.19K
$978K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-9.32K- 19.62% |
$953K - $986K
|
38.2K
$4.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.4K- 14.22% |
$1.48M - $1.53M
|
87.1K
$9.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-24.4K- 9.75% |
$2.5M - $2.58M
|
226K
$24.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.94KNew |
$198K - $205K
|
1.94K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$321K - $331K
|
3.13K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.71K+ 15.09% |
$175K - $181K
|
13.1K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
5.78K+ 3.08% |
$592K - $612K
|
194K
$20.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
4.53K+ 3.48% |
$463K - $479K
|
134K
$14.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.5K- 42.17% |
$256K - $265K
|
3.43K
$365K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.97K+ 19.95% |
$406K - $420K
|
23.8K
$2.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
802+ 21.46% |
$82.1K - $84.9K
|
4.54K
$483K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-534- 6.02% |
$54.6K - $56.5K
|
8.34K
$887K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-685- 1.52% |
$70.1K - $72.5K
|
44.5K
$4.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-451- 12.41% |
$46.1K - $47.7K
|
3.18K
$339K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-339- 3.58% |
$34.7K - $35.9K
|
9.13K
$971K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.8K- 11.25% |
$491K - $508K
|
37.9K
$4.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.62KNew |
$268K - $277K
|
2.62K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.11K+ 9.86% |
$318K - $329K
|
34.7K
$3.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
59+ 1.03% |
$6.04K - $6.24K
|
5.8K
$617K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.4K- 28.45% |
$143K - $148K
|
3.52K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-32.2K- 3.74% |
$3.29M - $3.4M
|
829K
$88.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-115- 0.98% |
$11.8K - $12.2K
|
11.7K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.59K- 18.36% |
$163K - $168K
|
7.07K
$752K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-26- 0.2% |
$2.66K - $2.75K
|
12.9K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.42K+ 21.78% |
$861K - $890K
|
47.1K
$5.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-13.5K- 23.67% |
$1.38M - $1.42M
|
43.4K
$4.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
9.25KNew |
$946K - $978K
|
9.25K
$984K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
5.21K+ 12.39% |
$533K - $551K
|
47.2K
$5.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.55KNew |
$158K - $164K
|
1.55K
$165K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.43K- 48.57% |
$453K - $469K
|
4.69K
$499K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.04K+ 11.15% |
$106K - $110K
|
10.4K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.2K+ 2.88% |
$1.56M - $1.61M
|
544K
$57.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 96.13% |
$379K - $392K
|
7.56K
$804K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-8- 0.05% |
$818 - $846
|
14.8K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
25New |
$2.56K - $2.65K
|
25
$2.66K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-172- 8.69% |
$17.6K - $18.2K
|
1.81K
$192K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
244K+ 27.82% |
$24.9M - $25.8M
|
1.12M
$119M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.46K+ 16.03% |
$149K - $154K
|
10.6K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
163K+ 72.26% |
$16.7M - $17.3M
|
389K
$41.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
124KNew |
$12.7M - $13.1M
|
124K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-10.3K- 20.7% |
$1.06M - $1.09M
|
39.6K
$4.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
246+ 1.67% |
$25.2K - $26K
|
15K
$1.59M
|