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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.95K+ 60.26% |
$404K - $418K
|
10.5K
$1.09M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.66K+ 22.76% |
$374K - $387K
|
19.7K
$2.04M
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.65K+ 8.04% |
$374K - $386K
|
49.1K
$5.08M
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.64K+ 3.68% |
$373K - $386K
|
103K
$10.6M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.5KNew |
$358K - $371K
|
3.5K
$363K
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.45KNew |
$353K - $365K
|
3.45K
$358K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.4K+ 17.93% |
$348K - $360K
|
22.4K
$2.31M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
3.36KNew |
$344K - $356K
|
3.36K
$348K
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3.36K+ 68.18% |
$343K - $355K
|
8.28K
$857K
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.33K+ 96.44% |
$341K - $353K
|
6.79K
$703K
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.19KNew |
$327K - $338K
|
3.19K
$331K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.15KNew |
$322K - $333K
|
3.15K
$326K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.11K+ 34.58% |
$318K - $329K
|
12.1K
$1.25M
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.1KNew |
$317K - $328K
|
3.1K
$321K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.98K+ 5.79% |
$305K - $315K
|
54.4K
$5.64M
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.94KNew |
$300K - $311K
|
2.94K
$304K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.88KNew |
$294K - $304K
|
2.88K
$298K
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.83K+ 7.68% |
$289K - $299K
|
39.6K
$4.1M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
2.82KNew |
$289K - $298K
|
2.82K
$292K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.79K+ 13.61% |
$286K - $296K
|
23.3K
$2.41M
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.79KNew |
$285K - $295K
|
2.79K
$288K
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.76KNew |
$282K - $292K
|
2.76K
$286K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.74K+ 91.97% |
$280K - $290K
|
5.72K
$592K
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$280K - $290K
|
2.74K
$284K
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.73K+ 73.88% |
$279K - $289K
|
6.42K
$665K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.55KNew |
$261K - $270K
|
2.55K
$264K
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.54KNew |
$260K - $269K
|
2.54K
$263K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.5K+ 94.76% |
$255K - $264K
|
5.13K
$531K
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$244K - $252K
|
2.38K
$247K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 21.54% |
$243K - $252K
|
13.4K
$1.39M
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.37KNew |
$242K - $250K
|
2.37K
$245K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.35K+ 32.45% |
$240K - $248K
|
9.58K
$992K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.32KNew |
$237K - $245K
|
2.32K
$240K
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.3K+ 1.48% |
$236K - $244K
|
158K
$16.4M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.21K+ 3.16% |
$226K - $234K
|
72.2K
$7.47M
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.16K+ 2.68% |
$220K - $228K
|
82.5K
$8.54M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.14K+ 64.64% |
$219K - $226K
|
5.45K
$564K
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.11K+ 10.64% |
$216K - $223K
|
21.9K
$2.27M
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.03K+ 20.61% |
$208K - $215K
|
11.9K
$1.23M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.02KNew |
$207K - $214K
|
2.02K
$209K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.96KNew |
$200K - $207K
|
1.96K
$203K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.92KNew |
$197K - $204K
|
1.92K
$199K
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.92K+ 105.74% |
$196K - $203K
|
3.73K
$386K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.86K+ 21.36% |
$190K - $197K
|
10.6K
$1.09M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.72K+ 42.58% |
$176K - $182K
|
5.76K
$596K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.72K+ 2.26% |
$175K - $181K
|
77.5K
$8.02M
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 11.01% |
$174K - $180K
|
17.1K
$1.77M
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.59K+ 40.19% |
$162K - $168K
|
5.53K
$572K
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.53K+ 69.73% |
$157K - $162K
|
3.73K
$386K
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.53K+ 24.11% |
$157K - $162K
|
7.88K
$816K
|