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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-180- 2.63% |
$18.4K - $19K
|
6.67K
$691K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
303K+ 8381.64% |
$31M - $32.1M
|
307K
$31.8M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.73K- 14.72% |
$177K - $183K
|
10K
$1.04M
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.06K- 3.27% |
$109K - $112K
|
31.4K
$3.25M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 21.54% |
$243K - $252K
|
13.4K
$1.39M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4.67K+ 308.99% |
$478K - $494K
|
6.18K
$640K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-137K- 49.83% |
$14M - $14.5M
|
138K
$14.3M
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
173+ 2.14% |
$17.7K - $18.3K
|
8.24K
$853K
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.58K- 10.69% |
$162K - $167K
|
13.2K
$1.37M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
288+ 7.74% |
$29.5K - $30.5K
|
4.01K
$415K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 1.55% |
$2.35K - $2.43K
|
1.51K
$156K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.1K+ 14.3% |
$6.46M - $6.68M
|
504K
$52.2M
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-12.3K- 32.9% |
$1.26M - $1.3M
|
25.1K
$2.6M
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-778- 18.09% |
$79.6K - $82.3K
|
3.52K
$365K
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.1K+ 19.61% |
$1.24M - $1.28M
|
73.8K
$7.64M
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.79KNew |
$285K - $295K
|
2.79K
$288K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.04K- 17.98% |
$515K - $533K
|
23K
$2.38M
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-28.3K- 48.91% |
$2.9M - $3M
|
29.6K
$3.06M
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
58.1K+ 161.64% |
$5.94M - $6.15M
|
94K
$9.74M
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.29K- 26.69% |
$336K - $348K
|
9.03K
$935K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.95K+ 60.26% |
$404K - $418K
|
10.5K
$1.09M
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-52.1K- 44.52% |
$5.33M - $5.52M
|
65K
$6.73M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.35K+ 32.45% |
$240K - $248K
|
9.58K
$992K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.01K- 10.24% |
$103K - $107K
|
8.85K
$916K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
147K+ 41.94% |
$15M - $15.5M
|
497K
$51.4M
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
4.14K+ 6.12% |
$423K - $437K
|
71.7K
$7.42M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-80- 1.67% |
$8.18K - $8.46K
|
4.71K
$488K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 3.3% |
$2.49M - $2.57M
|
762K
$78.9M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.11K+ 10.64% |
$216K - $223K
|
21.9K
$2.27M
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.17K- 28.7% |
$222K - $230K
|
5.4K
$559K
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
489+ 7.22% |
$50K - $51.7K
|
7.26K
$752K
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-572- 10.66% |
$58.5K - $60.5K
|
4.79K
$496K
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.47K+ 25.97% |
$150K - $155K
|
7.13K
$738K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.42K- 62.4% |
$247K - $256K
|
1.46K
$151K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
688+ 7.32% |
$70.4K - $72.8K
|
10.1K
$1.04M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.11K- 25.8% |
$114K - $118K
|
3.2K
$331K
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.59K- 3.67% |
$265K - $274K
|
68.1K
$7.05M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-449- 0.66% |
$45.9K - $47.5K
|
67.4K
$6.98M
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.74K- 32.0% |
$178K - $185K
|
3.71K
$384K
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16.8K+ 179.16% |
$1.72M - $1.78M
|
26.2K
$2.71M
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-846K- 24.94% |
$86.5M - $89.5M
|
2.55M
$264M
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
25KNew |
$2.56M - $2.65M
|
25K
$2.59M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 3.8% |
$3.07K - $3.17K
|
760
$78.7K
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
55.1KNew |
$5.63M - $5.83M
|
55.1K
$5.7M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
750+ 10.33% |
$76.7K - $79.4K
|
8.01K
$829K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.43K- 3.55% |
$146K - $151K
|
38.7K
$4.01M
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-250- 1.17% |
$25.6K - $26.5K
|
21.1K
$2.18M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.47K+ 83.93% |
$457K - $473K
|
9.8K
$1.01M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
348+ 7.03% |
$35.6K - $36.8K
|
5.3K
$548K
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-40- 0.89% |
$4.09K - $4.23K
|
4.46K
$461K
|