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 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.89% |
$102 - $106
|
113
$12K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.68K- 29.89% |
$172K - $178K
|
3.95K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
163+ 1.75% |
$16.7K - $17.2K
|
9.48K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.33K- 5.89% |
$852K - $881K
|
133K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.67K+ 239.24% |
$989K - $1.02M
|
13.7K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-9.6K- 45.76% |
$982K - $1.02M
|
11.4K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-421- 13.06% |
$43.1K - $44.5K
|
2.8K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-211- 3.98% |
$21.6K - $22.3K
|
5.09K
$541K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-80.5K- 59.26% |
$8.23M - $8.51M
|
55.3K
$5.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-15.2K- 11.05% |
$1.55M - $1.6M
|
122K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.78K+ 4.07% |
$182K - $188K
|
45.5K
$4.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
179K+ 17.34% |
$18.3M - $19M
|
1.21M
$129M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
399+ 43.09% |
$40.8K - $42.2K
|
1.33K
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 34.35% |
$109K - $113K
|
2.04K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
370K+ 5.17% |
$37.8M - $39.1M
|
7.53M
$801M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.15K+ 34.98% |
$731K - $756K
|
27.6K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-394- 15.82% |
$40.3K - $41.7K
|
2.1K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-196- 2.56% |
$20.1K - $20.7K
|
7.47K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
9.59K+ 17.63% |
$981K - $1.01M
|
64K
$6.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-80- 1.7% |
$8.18K - $8.46K
|
4.62K
$491K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-8.3K- 80.58% |
$849K - $878K
|
2K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
41.6KNew |
$4.25M - $4.4M
|
41.6K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-800- 29.14% |
$81.8K - $84.6K
|
1.95K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-23.3K- 69.81% |
$2.38M - $2.46M
|
10.1K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.66K- 14.01% |
$886K - $917K
|
53.2K
$5.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
727+ 1.6% |
$74.4K - $76.9K
|
46.2K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-234- 0.24% |
$23.9K - $24.8K
|
97.1K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.24K+ 14.62% |
$127K - $131K
|
9.72K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
448+ 1.84% |
$45.8K - $47.4K
|
24.8K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.66K- 2.89% |
$374K - $387K
|
123K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4.99K+ 30.61% |
$511K - $528K
|
21.3K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
18+ 0.16% |
$1.84K - $1.9K
|
11.5K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.03KNew |
$310K - $321K
|
3.03K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-626- 3.23% |
$64K - $66.2K
|
18.7K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2- 0.03% |
$205 - $212
|
5.85K
$623K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.64K+ 33.4% |
$679K - $702K
|
26.5K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-930- 8.48% |
$95.1K - $98.4K
|
10K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-22.2K- 89.71% |
$2.27M - $2.35M
|
2.54K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 1.43% |
$103K - $107K
|
69.6K
$7.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
350+ 5.24% |
$35.8K - $37K
|
7.03K
$748K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.27K+ 27.99% |
$437K - $452K
|
19.5K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6New |
$614 - $635
|
6
$639
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 49.87% |
$1.58M - $1.63M
|
46.3K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.35K- 16.17% |
$240K - $249K
|
12.2K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
10.6KNew |
$1.09M - $1.12M
|
10.6K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-248- 7.45% |
$25.4K - $26.2K
|
3.08K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-136K- 12.64% |
$14M - $14.4M
|
943K
$100M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-425- 3.18% |
$43.5K - $45K
|
12.9K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13K+ 0.81% |
$1.33M - $1.37M
|
1.62M
$173M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
181K+ 36.88% |
$18.6M - $19.2M
|
673K
$71.6M
|