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 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-36.2K- 97.2% |
$3.7M - $3.83M
|
1.04K
$111K
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.32KNew |
$238K - $246K
|
2.32K
$247K
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
206New |
$21.1K - $21.8K
|
206
$21.9K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.9K+ 41.21% |
$1.11M - $1.15M
|
37.3K
$3.97M
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
25.9KNew |
$2.65M - $2.74M
|
25.9K
$2.76M
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-16.9K- 40.71% |
$1.73M - $1.79M
|
24.6K
$2.62M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
387+ 29.34% |
$39.6K - $40.9K
|
1.71K
$182K
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
58+ 1.48% |
$5.93K - $6.14K
|
3.97K
$423K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.2K- 25.73% |
$327K - $338K
|
9.23K
$983K
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
912+ 38.56% |
$93.3K - $96.5K
|
3.28K
$349K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
485K+ 27.8% |
$49.6M - $51.3M
|
2.23M
$237M
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
4.48K+ 15.39% |
$458K - $474K
|
33.6K
$3.57M
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.2K- 10.06% |
$123K - $127K
|
10.7K
$1.14M
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.12K+ 28.43% |
$319K - $330K
|
14.1K
$1.5M
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-665- 15.71% |
$68K - $70.4K
|
3.57K
$380K
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
8.51KNew |
$870K - $900K
|
8.51K
$906K
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
14KNew |
$1.43M - $1.48M
|
14K
$1.49M
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-131K- 82.34% |
$13.4M - $13.8M
|
28K
$2.98M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.9K+ 8.3% |
$1.73M - $1.79M
|
221K
$23.5M
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-255K- 98.2% |
$26.1M - $27M
|
4.67K
$497K
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-488- 5.8% |
$49.9K - $51.6K
|
7.93K
$844K
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.03K- 5.41% |
$719K - $744K
|
123K
$13.1M
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.36K- 8.72% |
$139K - $144K
|
14.2K
$1.51M
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-150- 1.5% |
$15.3K - $15.9K
|
9.87K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-474- 5.1% |
$48.5K - $50.1K
|
8.81K
$938K
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.1K- 23.48% |
$1.85M - $1.91M
|
58.9K
$6.27M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142K+ 11.68% |
$14.5M - $15M
|
1.36M
$145M
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-8.99K- 52.9% |
$919K - $951K
|
8K
$851K
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.11K+ 9.92% |
$113K - $117K
|
12.3K
$1.31M
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
11+ 0.17% |
$1.13K - $1.16K
|
6.53K
$695K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
64.4K+ 1267.54% |
$6.59M - $6.81M
|
69.5K
$7.39M
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
28.1KNew |
$2.87M - $2.97M
|
28.1K
$2.99M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-196K- 2.58% |
$20.1M - $20.8M
|
7.39M
$787M
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.03K+ 1.77% |
$617K - $638K
|
347K
$36.9M
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.88KNew |
$703K - $727K
|
6.88K
$732K
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-105K- 59.1% |
$10.7M - $11.1M
|
72.5K
$7.72M
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
7.07KNew |
$723K - $748K
|
7.07K
$752K
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
235New |
$24K - $24.9K
|
235
$25K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.44K- 21.35% |
$761K - $787K
|
27.4K
$2.92M
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.81K- 47.38% |
$185K - $191K
|
2.01K
$214K
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.62K+ 20.48% |
$166K - $172K
|
9.55K
$1.02M
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
660+ 20.36% |
$67.5K - $69.8K
|
3.9K
$415K
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-74.5K- 43.49% |
$7.62M - $7.88M
|
96.8K
$10.3M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.79K+ 5.58% |
$695K - $719K
|
129K
$13.7M
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
19.8K+ 826.27% |
$2.02M - $2.09M
|
22.1K
$2.36M
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.74K+ 4.38% |
$894K - $925K
|
208K
$22.2M
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-163- 3.64% |
$16.7K - $17.2K
|
4.32K
$460K
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.83KNew |
$904K - $935K
|
8.83K
$940K
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.08K- 6.32% |
$110K - $114K
|
16K
$1.7M
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-843- 2.44% |
$86.2K - $89.2K
|
33.8K
$3.59M
|