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 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.11K+ 9.86% |
$318K - $329K
|
34.7K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.1K+ 1240.0% |
$317K - $328K
|
3.35K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.1KNew |
$317K - $328K
|
3.1K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.09K+ 3.38% |
$316K - $327K
|
94.4K
$10M
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
3.04K+ 3.22% |
$311K - $321K
|
97.2K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.03KNew |
$310K - $321K
|
3.03K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.98K+ 5.79% |
$305K - $315K
|
54.4K
$5.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.94KNew |
$300K - $311K
|
2.94K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.94KNew |
$300K - $311K
|
2.94K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.93K+ 15.39% |
$300K - $310K
|
22K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.88KNew |
$294K - $304K
|
2.88K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.87K+ 24.21% |
$293K - $303K
|
14.7K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.86KNew |
$293K - $303K
|
2.86K
$304K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.84KNew |
$290K - $300K
|
2.84K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.83K+ 7.68% |
$289K - $299K
|
39.6K
$4.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
2.82KNew |
$289K - $298K
|
2.82K
$300K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2.8KNew |
$286K - $296K
|
2.8K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.8KNew |
$286K - $296K
|
2.8K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.79K+ 13.61% |
$286K - $296K
|
23.3K
$2.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.79KNew |
$285K - $295K
|
2.79K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$284K - $293K
|
2.77K
$295K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.76KNew |
$282K - $292K
|
2.76K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.76KNew |
$282K - $292K
|
2.76K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.74K+ 91.97% |
$280K - $290K
|
5.72K
$608K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$280K - $290K
|
2.74K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.73K+ 73.88% |
$279K - $289K
|
6.42K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.7KNew |
$276K - $286K
|
2.7K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.65K+ 111.72% |
$271K - $280K
|
5.02K
$535K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.62KNew |
$268K - $277K
|
2.62K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.61K+ 46.15% |
$267K - $276K
|
8.26K
$879K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.59K+ 57.09% |
$265K - $274K
|
7.13K
$759K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.58K+ 38.97% |
$264K - $273K
|
9.2K
$980K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.57KNew |
$263K - $272K
|
2.57K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.57KNew |
$263K - $272K
|
2.57K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.55KNew |
$261K - $270K
|
2.55K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.54KNew |
$260K - $269K
|
2.54K
$270K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.53K+ 8.03% |
$259K - $268K
|
34K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.5K+ 94.76% |
$255K - $264K
|
5.13K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.47K+ 12.84% |
$253K - $261K
|
21.7K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.45K+ 33.91% |
$250K - $259K
|
9.67K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.4K+ 3.89% |
$246K - $254K
|
64.2K
$6.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$244K - $252K
|
2.38K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 21.54% |
$243K - $252K
|
13.4K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.37KNew |
$242K - $250K
|
2.37K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.35K+ 32.45% |
$240K - $248K
|
9.58K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.33KNew |
$239K - $247K
|
2.33K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.32KNew |
$238K - $246K
|
2.32K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.32KNew |
$237K - $245K
|
2.32K
$246K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.3K+ 1.48% |
$236K - $244K
|
158K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.29KNew |
$234K - $242K
|
2.29K
$243K
|