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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-99- 4.83% |
$10.4K - $10.7K
|
1.95K
$208K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-762- 10.17% |
$79.8K - $82.1K
|
6.73K
$716K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-12.4K- 37.78% |
$1.3M - $1.34M
|
20.4K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-96- 3.58% |
$10.1K - $10.3K
|
2.59K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-423- 7.27% |
$44.3K - $45.6K
|
5.4K
$575K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-897- 22.28% |
$93.9K - $96.6K
|
3.13K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.19K+ 24.81% |
$124K - $128K
|
5.96K
$634K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-631- 99.84% |
$66.1K - $68K
|
1
$106
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-91- 2.1% |
$9.53K - $9.8K
|
4.24K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5.84K+ 16.83% |
$612K - $629K
|
40.6K
$4.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
110+ 4.68% |
$11.5K - $11.8K
|
2.46K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.1KNew |
$220K - $226K
|
2.1K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
200New |
$20.9K - $21.5K
|
200
$21.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
620New |
$64.9K - $66.8K
|
620
$66K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-11.7K- 17.44% |
$1.22M - $1.26M
|
55.2K
$5.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.12KNew |
$221K - $228K
|
2.12K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.13% |
$5.24K - $5.38K
|
37.8K
$4.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.64K- 18.66% |
$171K - $176K
|
7.14K
$759K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.37KNew |
$248K - $255K
|
2.37K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
9.64KNew |
$1.01M - $1.04M
|
9.64K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 2.66% |
$1.36K - $1.4K
|
502
$53.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
645+ 24.37% |
$67.5K - $69.5K
|
3.29K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.06K- 55.0% |
$635K - $653K
|
4.96K
$528K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.63K- 16.7% |
$275K - $283K
|
13.1K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-710- 20.78% |
$74.3K - $76.5K
|
2.71K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-286- 8.84% |
$29.9K - $30.8K
|
2.95K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5K- 71.43% |
$524K - $538K
|
2K
$213K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
321+ 7.31% |
$33.6K - $34.6K
|
4.71K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.69KNew |
$281K - $289K
|
2.69K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-330- 5.19% |
$34.6K - $35.5K
|
6.03K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
27.8KNew |
$2.91M - $2.99M
|
27.8K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
500+ 6.75% |
$52.4K - $53.8K
|
7.91K
$842K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10+ 0.35% |
$1.05K - $1.08K
|
2.89K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-393- 10.66% |
$41.2K - $42.3K
|
3.29K
$351K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3.69K+ 6.89% |
$386K - $397K
|
57.2K
$6.09M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-48- 0.48% |
$5.03K - $5.17K
|
9.95K
$1.06M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-13K- 86.77% |
$1.36M - $1.4M
|
1.98K
$211K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
17KNew |
$1.78M - $1.83M
|
17K
$1.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$203K - $209K
|
1.94K
$206K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-94.5K- 48.01% |
$10M - $10.3M
|
102K
$10.9M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-2.61K- 14.68% |
$276K - $283K
|
15.1K
$1.61M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
144New |
$15.2K - $15.7K
|
144
$15.3K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-362K- 21.61% |
$38.3M - $39.3M
|
1.31M
$140M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-4Closed |
$423 - $435
|
0
$0
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
6.13KNew |
$648K - $666K
|
6.13K
$652K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.52KNew |
$584K - $600K
|
5.52K
$587K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.89KNew |
$199K - $205K
|
1.89K
$201K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
996New |
$105K - $108K
|
996
$106K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.06KNew |
$218K - $224K
|
2.06K
$219K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11.6KNew |
$1.22M - $1.26M
|
11.6K
$1.23M
|
|