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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.46K- 2.33% |
$152K - $157K
|
61K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-943- 25.25% |
$98.7K - $102K
|
2.79K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-18.3K- 42.8% |
$1.91M - $1.97M
|
24.4K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-609- 22.61% |
$63.8K - $65.6K
|
2.08K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
128+ 55.65% |
$13.4K - $13.8K
|
358
$38.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-583K- 5.77% |
$61.1M - $62.8M
|
9.52M
$1.01B
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.14K+ 77.34% |
$433K - $446K
|
9.49K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.5KNew |
$262K - $269K
|
2.5K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-1.41K- 36.14% |
$148K - $152K
|
2.49K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$209 - $215
|
2
$213
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.99K+ 18.23% |
$313K - $322K
|
19.4K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.05K- 7.54% |
$214K - $220K
|
25.1K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.6K+ 135.16% |
$1.11M - $1.14M
|
18.5K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
310+ 11.39% |
$32.5K - $33.4K
|
3.03K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
139+ 121.93% |
$14.6K - $15K
|
253
$26.9K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.03KNew |
$317K - $327K
|
3.03K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-962- 9.45% |
$101K - $104K
|
9.22K
$981K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 42.74% |
$52.4K - $53.8K
|
670
$71.3K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.98KNew |
$207K - $213K
|
1.98K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-5.4K- 63.44% |
$565K - $581K
|
3.11K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-306- 13.65% |
$32K - $33K
|
1.94K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-290- 5.34% |
$30.4K - $31.2K
|
5.14K
$547K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.05K- 45.11% |
$320K - $329K
|
3.71K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
42.6KNew |
$4.46M - $4.59M
|
42.6K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
8.54KNew |
$894K - $920K
|
8.54K
$909K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.03KNew |
$212K - $218K
|
2.03K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
143New |
$15K - $15.4K
|
143
$15.2K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-287- 2.38% |
$30.1K - $30.9K
|
11.8K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.13K- 24.16% |
$118K - $121K
|
3.54K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-48- 6.2% |
$5.03K - $5.17K
|
726
$77.3K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-400- 3.02% |
$41.9K - $43.1K
|
12.9K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.03K- 16.65% |
$108K - $111K
|
5.17K
$550K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-80- 0.32% |
$8.38K - $8.62K
|
24.7K
$2.63M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
275+ 7.87% |
$28.8K - $29.6K
|
3.77K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-498- 0.92% |
$52.1K - $53.6K
|
53.5K
$5.7M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-338- 8.8% |
$35.4K - $36.4K
|
3.5K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
709New |
$74.2K - $76.4K
|
709
$75.5K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-764K- 96.66% |
$79.9M - $82.2M
|
26.4K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-533- 13.71% |
$55.8K - $57.4K
|
3.36K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.73K- 38.4% |
$285K - $294K
|
4.37K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.31K+ 10.3% |
$242K - $249K
|
24.7K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.88K- 42.85% |
$197K - $202K
|
2.51K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
936New |
$98K - $101K
|
936
$99.6K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.96KNew |
$205K - $211K
|
1.96K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$294K - $302K
|
2.81K
$299K
|
|
|
May 06, 2025
Q1 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$23.7M - $24.4M
|
226K
$24.1M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.11K- 46.34% |
$849K - $873K
|
9.39K
$999K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
645+ 5.5% |
$67.5K - $69.5K
|
12.4K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.03K+ 449.57% |
$108K - $111K
|
1.26K
$135K
|