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 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.03K+ 20.61% |
$208K - $215K
|
11.9K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.26K- 9.8% |
$538K - $556K
|
48.4K
$5.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.28K+ 35.04% |
$745K - $771K
|
28.1K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.02K - $1.06K
|
4.7K
$487K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.2K+ 72.27% |
$1.15M - $1.19M
|
26.7K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-813- 19.03% |
$83.2K - $86K
|
3.46K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-64- 0.2% |
$6.55K - $6.77K
|
31.6K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.96K- 32.41% |
$815K - $842K
|
16.6K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
16+ 0.17% |
$1.64K - $1.69K
|
9.27K
$959K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.37KNew |
$242K - $250K
|
2.37K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.14K+ 64.64% |
$219K - $226K
|
5.45K
$564K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-13- 0.09% |
$1.33K - $1.38K
|
15.1K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 1.36% |
$1.28M - $1.32M
|
903K
$93.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-8.53K- 6.87% |
$873K - $902K
|
116K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.06K- 3.87% |
$108K - $112K
|
26.2K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25+ 0.34% |
$2.56K - $2.65K
|
7.47K
$774K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.01K- 23.7% |
$410K - $424K
|
12.9K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
39.3K+ 377.88% |
$4.02M - $4.16M
|
49.7K
$5.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.03K+ 11.86% |
$105K - $109K
|
9.73K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.92KNew |
$197K - $204K
|
1.92K
$199K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 8.57% |
$233K - $241K
|
24.3K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-329- 0.51% |
$33.7K - $34.8K
|
64.5K
$6.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-2.89K- 3.2% |
$295K - $305K
|
87.3K
$9.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.13K- 3.5% |
$218K - $225K
|
58.6K
$6.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
87New |
$8.9K - $9.2K
|
87
$9.01K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-32- 0.7% |
$3.27K - $3.39K
|
4.57K
$473K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.24K+ 1.07% |
$126K - $131K
|
117K
$12.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$244K - $252K
|
2.38K
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
23.1KNew |
$2.36M - $2.44M
|
23.1K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-551- 4.76% |
$56.4K - $58.3K
|
11K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
12.6K+ 66.46% |
$1.29M - $1.33M
|
31.6K
$3.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.7K+ 40.48% |
$1.6M - $1.66M
|
54.4K
$5.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.45K+ 2.89% |
$148K - $153K
|
51.6K
$5.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-30.5K- 14.76% |
$3.12M - $3.23M
|
176K
$18.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
49.4K+ 193.88% |
$5.05M - $5.23M
|
74.9K
$7.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
540+ 3.12% |
$55.2K - $57.1K
|
17.9K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-525- 18.71% |
$53.7K - $55.5K
|
2.28K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8.38K+ 213.12% |
$858K - $887K
|
12.3K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-956- 16.93% |
$97.8K - $101K
|
4.69K
$486K
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
5.41KNew |
$553K - $572K
|
5.41K
$560K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-105K- 13.04% |
$10.7M - $11.1M
|
698K
$72.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.2K- 10.68% |
$532K - $550K
|
43.5K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.86K- 24.49% |
$293K - $303K
|
8.82K
$913K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.92K+ 105.74% |
$196K - $203K
|
3.73K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.41K+ 6.84% |
$656K - $678K
|
100K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-200- 5.06% |
$20.5K - $21.2K
|
3.76K
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 27.5% |
$1.13K - $1.16K
|
51
$5.28K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.74K- 30.61% |
$894K - $924K
|
19.8K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
762New |
$78K - $80.6K
|
762
$78.9K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
58.5KNew |
$5.99M - $6.19M
|
58.5K
$6.06M
|