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 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33K- 19.21% |
$3.38M - $3.49M
|
139K
$14.8M
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
50+ 2.33% |
$5.12K - $5.29K
|
2.2K
$234K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.62K- 21.75% |
$166K - $172K
|
5.84K
$622K
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
497+ 20.58% |
$50.8K - $52.6K
|
2.91K
$310K
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-9.58K- 75.52% |
$980K - $1.01M
|
3.11K
$330K
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.21KNew |
$329K - $340K
|
3.21K
$342K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.31K- 5.71% |
$440K - $455K
|
71.1K
$7.57M
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-965- 16.38% |
$98.7K - $102K
|
4.93K
$524K
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-17.2K- 25.4% |
$1.76M - $1.82M
|
50.6K
$5.38M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.37K+ 38.63% |
$345K - $357K
|
12.1K
$1.29M
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.98K+ 173.86% |
$715K - $739K
|
11K
$1.17M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 29.9% |
$46.2M - $47.8M
|
1.96M
$209M
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.04K+ 6.5% |
$107K - $110K
|
17.1K
$1.82M
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.89K- 16.78% |
$193K - $200K
|
9.36K
$996K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.68M+ 42.96% |
$274M - $283M
|
8.91M
$949M
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
581+ 0.73% |
$59.4K - $61.5K
|
80.7K
$8.59M
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.53K- 6.89% |
$259K - $268K
|
34.2K
$3.63M
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31+ 0.48% |
$3.17K - $3.28K
|
6.5K
$692K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-4.71K- 12.18% |
$481K - $498K
|
33.9K
$3.61M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-39- 12.7% |
$3.99K - $4.13K
|
268
$28.5K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
654+ 30.15% |
$66.9K - $69.2K
|
2.82K
$300K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
176K+ 23.54% |
$18M - $18.6M
|
924K
$98.3M
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
13.8KNew |
$1.41M - $1.46M
|
13.8K
$1.47M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-14.8K- 4.93% |
$1.52M - $1.57M
|
286K
$30.5M
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
49.5K+ 132.91% |
$5.06M - $5.23M
|
86.7K
$9.23M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.1K- 4.32% |
$2.88M - $2.97M
|
622K
$66.2M
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.47K+ 0.89% |
$457K - $473K
|
506K
$53.8M
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-766- 26.4% |
$78.4K - $81K
|
2.14K
$227K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 38.67% |
$517K - $535K
|
8.01K
$853K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.55K- 4.53% |
$465K - $481K
|
95.8K
$10.2M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-901- 2.02% |
$92.2K - $95.3K
|
43.6K
$4.64M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-235- 3.13% |
$24K - $24.9K
|
7.27K
$774K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 20.8% |
$193K - $199K
|
7.18K
$764K
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-95- 1.07% |
$9.72K - $10.1K
|
8.78K
$935K
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.11K+ 82.73% |
$523K - $541K
|
11.3K
$1.2M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.37K- 3.68% |
$242K - $250K
|
61.9K
$6.59M
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.35K- 9.88% |
$343K - $355K
|
30.6K
$3.25M
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.65K+ 20.03% |
$783K - $809K
|
45.8K
$4.88M
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.4KNew |
$1.37M - $1.42M
|
13.4K
$1.43M
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-250K- 97.9% |
$25.6M - $26.5M
|
5.38K
$572K
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
200KNew |
$20.5M - $21.2M
|
200K
$21.3M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.6K+ 8.19% |
$2.72M - $2.81M
|
351K
$37.3M
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
168+ 2.87% |
$17.2K - $17.8K
|
6.03K
$642K
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.57KNew |
$263K - $272K
|
2.57K
$274K
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.92K+ 2.46% |
$504K - $521K
|
205K
$21.8M
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-97.5K- 47.16% |
$9.97M - $10.3M
|
109K
$11.6M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
306K+ 115.86% |
$31.3M - $32.4M
|
570K
$60.7M
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.23K+ 4.3% |
$331K - $342K
|
78.5K
$8.35M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.8K- 31.05% |
$1.51M - $1.57M
|
32.9K
$3.5M
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.3KNew |
$3.3M - $3.42M
|
32.3K
$3.44M
|