Latest Institutional Purchases of Ishares National Muni Bond ETF (MUB)
This list provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
784New |
$82.1K - $84.4K
|
784
$83.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
774New |
$81K - $83.4K
|
774
$82.4K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
727+ 2.1% |
$76.1K - $78.3K
|
35.4K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
709New |
$74.2K - $76.4K
|
709
$75.5K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
645+ 5.5% |
$67.5K - $69.5K
|
12.4K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
645+ 24.37% |
$67.5K - $69.5K
|
3.29K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
620New |
$64.9K - $66.8K
|
620
$66K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
500+ 6.75% |
$52.4K - $53.8K
|
7.91K
$842K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
467+ 7.89% |
$48.9K - $50.3K
|
6.39K
$680K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
387New |
$40.5K - $41.7K
|
387
$41.2K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
372+ 8.3% |
$39K - $40.1K
|
4.85K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
350+ 3.2% |
$36.6K - $37.7K
|
11.3K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
348+ 2.28% |
$36.4K - $37.5K
|
15.6K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
321+ 7.31% |
$33.6K - $34.6K
|
4.71K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
310+ 11.39% |
$32.5K - $33.4K
|
3.03K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
275+ 7.87% |
$28.8K - $29.6K
|
3.77K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
250New |
$26.2K - $26.9K
|
250
$26.6K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
230New |
$24.1K - $24.8K
|
230
$24.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
212+ 3.18% |
$22.2K - $22.8K
|
6.88K
$732K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
200New |
$20.9K - $21.5K
|
200
$21.3K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
143New |
$15K - $15.4K
|
143
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
139+ 121.93% |
$14.6K - $15K
|
253
$26.9K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
137+ 4.87% |
$14.3K - $14.8K
|
2.95K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
134New |
$14K - $14.4K
|
134
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
128+ 55.65% |
$13.4K - $13.8K
|
358
$38.1K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
117+ 4.25% |
$12.3K - $12.6K
|
2.87K
$305K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
110New |
$11.5K - $11.8K
|
110
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
110+ 4.68% |
$11.5K - $11.8K
|
2.46K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
70+ 11.53% |
$7.33K - $7.54K
|
677
$72.1K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
70New |
$7.33K - $7.54K
|
70
$7.45K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
56+ 1.15% |
$5.86K - $6.03K
|
4.91K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
39New |
$4.08K - $4.2K
|
39
$4.15K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 257.14% |
$3.77K - $3.88K
|
50
$5.32K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35New |
$3.66K - $3.77K
|
35
$3.73K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
35+ 1.33% |
$3.66K - $3.77K
|
2.67K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26New |
$2.72K - $2.8K
|
26
$2.77K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 833.33% |
$2.62K - $2.69K
|
28
$2.98K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23+ 0.21% |
$2.41K - $2.48K
|
11K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
16+ 0.53% |
$1.68K - $1.72K
|
3.05K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 2.66% |
$1.36K - $1.4K
|
502
$53.4K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11+ 0.53% |
$1.15K - $1.18K
|
2.08K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.52% |
$1.05K - $1.08K
|
1.94K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10+ 0.35% |
$1.05K - $1.08K
|
2.89K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.12% |
$628 - $646
|
4.87K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.23% |
$524 - $538
|
2.18K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$209 - $215
|
2
$213
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$105 - $108
|
5.12K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1New |
$105 - $108
|
1
$106
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.0% |
$105 - $108
|
26.6K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|