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 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-375- 10.68% |
$38.4K - $39.7K
|
3.14K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.41K- 18.16% |
$349K - $361K
|
15.4K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
99+ 1.85% |
$10.1K - $10.5K
|
5.44K
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.28K+ 25.53% |
$131K - $136K
|
6.31K
$653K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.74K+ 91.97% |
$280K - $290K
|
5.72K
$592K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
67+ 17.18% |
$6.85K - $7.09K
|
457
$47.3K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.92K+ 255.0% |
$504K - $521K
|
6.86K
$710K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.04K- 1.43% |
$106K - $110K
|
71.4K
$7.39M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.04K+ 5.32% |
$413K - $427K
|
79.9K
$8.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
12+ 0.23% |
$1.23K - $1.27K
|
5.12K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.5K- 19.94% |
$256K - $265K
|
10K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.33K+ 96.44% |
$341K - $353K
|
6.79K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.4K+ 2.33% |
$2.91M - $3.01M
|
1.25M
$129M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-51- 0.2% |
$5.22K - $5.4K
|
25.3K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-6.79K- 54.39% |
$695K - $719K
|
5.7K
$590K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.72K+ 42.58% |
$176K - $182K
|
5.76K
$596K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.2K+ 25.66% |
$1.86M - $1.92M
|
88.9K
$9.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7.2K- 2.23% |
$737K - $762K
|
315K
$32.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
464+ 19.46% |
$47.5K - $49.1K
|
2.85K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.83K+ 7.68% |
$289K - $299K
|
39.6K
$4.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
31.6K+ 22.78% |
$3.23M - $3.34M
|
170K
$17.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-136K- 85.31% |
$13.9M - $14.4M
|
23.4K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.25K- 29.19% |
$332K - $344K
|
7.88K
$816K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50.4K+ 25.35% |
$5.15M - $5.33M
|
249K
$25.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
37+ 0.75% |
$3.79K - $3.91K
|
4.95K
$513K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.6KNew |
$1.08M - $1.12M
|
10.6K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-108- 87.8% |
$11K - $11.4K
|
15
$1.55K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-8.39K- 30.9% |
$858K - $887K
|
18.8K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16.1K- 8.05% |
$1.64M - $1.7M
|
183K
$19M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
76+ 1.59% |
$7.78K - $8.04K
|
4.84K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.31K- 23.6% |
$338K - $350K
|
10.7K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.19KNew |
$327K - $338K
|
3.19K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1K+ 48.92% |
$102K - $106K
|
3.04K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.2K+ 75.01% |
$1.04M - $1.07M
|
23.7K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 5.53% |
$51.2K - $52.9K
|
8.54K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
607+ 0.63% |
$62.1K - $64.2K
|
96.6K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
54New |
$5.52K - $5.71K
|
54
$5.59K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$1.52M - $1.57M
|
14.8K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.01K- 4.47% |
$103K - $107K
|
21.6K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.15K+ 2.1% |
$118K - $122K
|
55.8K
$5.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
70+ 2.71% |
$7.16K - $7.41K
|
2.66K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.19K- 25.95% |
$121K - $125K
|
3.38K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
109+ 1.61% |
$11.2K - $11.5K
|
6.86K
$710K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.94KNew |
$300K - $311K
|
2.94K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-945- 0.78% |
$96.7K - $100K
|
121K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13.5K- 64.8% |
$1.38M - $1.43M
|
7.35K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.43K+ 45.97% |
$556K - $575K
|
17.2K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3.1K- 17.78% |
$317K - $327K
|
14.3K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
243+ 5.2% |
$24.9K - $25.7K
|
4.91K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.9K+ 9.86% |
$604K - $624K
|
65.7K
$6.8M
|