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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
17.4KNew |
$1.82M - $1.91M
|
17.4K
$1.8M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.8KNew |
$1.44M - $1.51M
|
13.8K
$1.42M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
9.32KNew |
$976K - $1.02M
|
9.32K
$964K
|
|
|
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
8.46KNew |
$886K - $926K
|
8.46K
$876K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
7.52KNew |
$788K - $824K
|
7.52K
$779K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
7.5K+ 3.98% |
$785K - $821K
|
196K
$20.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.35KNew |
$769K - $805K
|
7.35K
$761K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
7.08KNew |
$742K - $775K
|
7.08K
$733K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
5.99KNew |
$627K - $656K
|
5.99K
$620K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5.06KNew |
$530K - $555K
|
5.06K
$524K
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.22KNew |
$442K - $462K
|
4.22K
$436K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.94KNew |
$412K - $431K
|
3.94K
$408K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.51KNew |
$367K - $384K
|
3.51K
$363K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
3.12KNew |
$326K - $341K
|
3.12K
$323K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.08KNew |
$323K - $338K
|
3.08K
$319K
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.88KNew |
$302K - $315K
|
2.88K
$298K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$244K - $255K
|
2.33K
$241K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$220K - $230K
|
2.1K
$217K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.92KNew |
$202K - $211K
|
1.92K
$199K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.07K+ 3.95% |
$112K - $117K
|
28.1K
$2.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
855+ 4.34% |
$89.5K - $93.6K
|
20.6K
$2.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
603+ 257.69% |
$63.2K - $66K
|
837
$86.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
524New |
$54.9K - $57.4K
|
524
$54.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
310New |
$32.5K - $33.9K
|
310
$32.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
293+ 14.77% |
$30.7K - $32.1K
|
2.28K
$236K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
149+ 14900.0% |
$15.6K - $16.3K
|
150
$15.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
124New |
$13K - $13.6K
|
124
$12.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.78K - $1.86K
|
17
$1.76K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15New |
$1.57K - $1.64K
|
15
$1.55K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9New |
$943 - $986
|
9
$932
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.19% |
$419 - $438
|
2.16K
$223K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2New |
$209 - $219
|
2
$207
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.2KNew |
$1.55M - $1.64M
|
14.2K
$1.47M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
9.7KNew |
$1.06M - $1.13M
|
9.7K
$1M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2.96KNew |
$324K - $344K
|
2.96K
$307K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.63K+ 4537.93% |
$288K - $306K
|
2.69K
$278K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$266K - $283K
|
2.44K
$252K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.3KNew |
$251K - $267K
|
2.3K
$238K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
455+ 11.19% |
$49.7K - $52.9K
|
4.52K
$468K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
42+ 1.11% |
$4.59K - $4.88K
|
3.83K
$396K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
362KNew |
$41.7M - $42.2M
|
362K
$37.4M
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.59K+ 49.85% |
$991K - $1M
|
25.8K
$2.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
BUY
|
- |
3.75KNew |
$433K - $437K
|
3.75K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
3.52KNew |
$406K - $411K
|
3.52K
$364K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
2.43KNew |
$280K - $283K
|
2.43K
$251K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2KNew |
$231K - $233K
|
2K
$207K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
784+ 31.56% |
$90.5K - $91.4K
|
3.27K
$338K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
643New |
$74.2K - $75K
|
643
$66.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
138New |
$15.9K - $16.1K
|
138
$14.3K
|
|