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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
286K+ 1102.7% |
$30.2M - $31.1M
|
312K
$33.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
108KNew |
$11.5M - $11.8M
|
108K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
25.6KNew |
$2.71M - $2.79M
|
25.6K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.7KNew |
$2.3M - $2.36M
|
21.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
21.5K+ 33.05% |
$2.27M - $2.34M
|
86.6K
$9.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.6KNew |
$1.65M - $1.69M
|
15.6K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.58M - $1.63M
|
15K
$1.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
13.8KNew |
$1.46M - $1.5M
|
13.8K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
13KNew |
$1.38M - $1.41M
|
13K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
12.7KNew |
$1.34M - $1.38M
|
12.7K
$1.35M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11.6KNew |
$1.22M - $1.26M
|
11.6K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.1K+ 31.17% |
$1.17M - $1.2M
|
46.6K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$1.13M - $1.16M
|
10.7K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10.5KNew |
$1.11M - $1.14M
|
10.5K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10.1K+ 7.56% |
$1.06M - $1.09M
|
143K
$15.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
8.27KNew |
$875K - $899K
|
8.27K
$880K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
8.2KNew |
$867K - $891K
|
8.2K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.03KNew |
$849K - $873K
|
8.03K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
7.6KNew |
$804K - $826K
|
7.6K
$809K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
6.13KNew |
$648K - $666K
|
6.13K
$652K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.52KNew |
$584K - $600K
|
5.52K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.42KNew |
$573K - $589K
|
5.42K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.3K+ 15.41% |
$561K - $577K
|
39.7K
$4.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$546K - $561K
|
5.16K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.14K+ 212.36% |
$543K - $558K
|
7.56K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.85KNew |
$513K - $527K
|
4.85K
$516K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
4.53KNew |
$479K - $493K
|
4.53K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.4K+ 231.58% |
$465K - $478K
|
6.3K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.16KNew |
$440K - $452K
|
4.16K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.9KNew |
$412K - $424K
|
3.9K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
3.85KNew |
$407K - $418K
|
3.85K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.73KNew |
$395K - $406K
|
3.73K
$397K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.43KNew |
$362K - $372K
|
3.43K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$333K - $342K
|
3.15K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
3.02KNew |
$319K - $328K
|
3.02K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.97KNew |
$314K - $323K
|
2.97K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.85KNew |
$301K - $310K
|
2.85K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.77KNew |
$293K - $301K
|
2.77K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.76KNew |
$292K - $300K
|
2.76K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.69KNew |
$284K - $292K
|
2.69K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$279K - $287K
|
2.64K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.55KNew |
$269K - $277K
|
2.55K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.48K+ 48.28% |
$262K - $269K
|
7.6K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.38KNew |
$252K - $258K
|
2.38K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.36KNew |
$249K - $256K
|
2.36K
$251K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.32KNew |
$246K - $253K
|
2.32K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.27KNew |
$240K - $247K
|
2.27K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
2.22KNew |
$235K - $242K
|
2.22K
$237K
|