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 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-605- 21.12% |
$61.9K - $64K
|
2.26K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-119- 2.8% |
$12.2K - $12.6K
|
4.13K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-937- 58.56% |
$95.9K - $99.1K
|
663
$68.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.03K+ 32.55% |
$924K - $956K
|
36.8K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 22.33% |
$1.93M - $2M
|
104K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.54KNew |
$260K - $269K
|
2.54K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-655- 57.41% |
$67K - $69.3K
|
486
$50.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.72K+ 2.26% |
$175K - $181K
|
77.5K
$8.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
71.5K+ 71.67% |
$7.32M - $7.57M
|
171K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-747- 9.15% |
$76.4K - $79K
|
7.41K
$767K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
115+ 0.46% |
$11.8K - $12.2K
|
25.4K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-230- 8.31% |
$23.5K - $24.3K
|
2.54K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$1.17M - $1.21M
|
11.5K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39K+ 1433.53% |
$3.99M - $4.13M
|
41.8K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
14.9K+ 443.84% |
$1.52M - $1.58M
|
18.3K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 45.45% |
$1.02K - $1.06K
|
32
$3.31K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-4K- 6.41% |
$409K - $423K
|
58.4K
$6.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-204- 2.1% |
$20.9K - $21.6K
|
9.52K
$985K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-521- 4.46% |
$53.3K - $55.1K
|
11.2K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
517+ 18.23% |
$52.9K - $54.7K
|
3.35K
$347K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.1KNew |
$317K - $328K
|
3.1K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73.4K+ 59.71% |
$7.51M - $7.77M
|
196K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
10.5K+ 9.75% |
$1.08M - $1.11M
|
119K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-227K- 47.21% |
$23.2M - $24M
|
254K
$26.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8+ 0.13% |
$818 - $846
|
6.04K
$625K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-595- 7.98% |
$60.9K - $63K
|
6.86K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.58K- 5.15% |
$162K - $167K
|
29.2K
$3.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-73.4K- 11.52% |
$7.51M - $7.77M
|
564K
$58.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.4K- 26.7% |
$143K - $148K
|
3.84K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15+ 0.78% |
$1.53K - $1.59K
|
1.94K
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.63K+ 61.15% |
$576K - $596K
|
14.8K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.34K+ 11.04% |
$137K - $142K
|
13.5K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 17.85% |
$124K - $128K
|
5.58K
$578K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
710+ 29.58% |
$72.6K - $75.1K
|
3.11K
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.64K+ 3.68% |
$373K - $386K
|
103K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-70- 1.71% |
$7.16K - $7.41K
|
4.03K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-347- 5.68% |
$35.5K - $36.7K
|
5.76K
$597K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$618K - $639K
|
6.04K
$625K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-70- 0.83% |
$7.16K - $7.41K
|
8.32K
$862K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 2.91% |
$1.53K - $1.59K
|
501
$51.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.38K- 21.75% |
$141K - $146K
|
4.97K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2K+ 115.29% |
$123K - $127K
|
2.24K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 1.18% |
$2.56K - $2.65K
|
2.09K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.1K- 10.24% |
$2.16M - $2.24M
|
185K
$19.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.3K+ 3.35% |
$133K - $137K
|
40K
$4.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-27.3K- 18.04% |
$2.79M - $2.88M
|
124K
$12.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-15- 0.38% |
$1.53K - $1.59K
|
3.9K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.4K+ 17.93% |
$348K - $360K
|
22.4K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.37K- 9.86% |
$549K - $568K
|
49.1K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.43K- 15.42% |
$249K - $257K
|
13.3K
$1.38M
|