Purchases and Sales Made in Q1 2025 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-80- 1.09% |
$8.38K - $8.62K
|
7.25K
$754K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-80- 2.67% |
$8.38K - $8.62K
|
2.92K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-80- 0.32% |
$8.38K - $8.62K
|
24.7K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-83- 2.35% |
$8.69K - $8.94K
|
3.45K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-83- 9.98% |
$8.69K - $8.94K
|
749
$77.9K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-85- 2.23% |
$8.9K - $9.15K
|
3.73K
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-86- 0.65% |
$9.01K - $9.26K
|
13.2K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-91- 2.1% |
$9.53K - $9.8K
|
4.24K
$441K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-91- 1.04% |
$9.53K - $9.8K
|
8.66K
$901K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-92- 1.33% |
$9.63K - $9.91K
|
6.83K
$710K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-96- 3.58% |
$10.1K - $10.3K
|
2.59K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-96- 0.21% |
$10.1K - $10.3K
|
45.9K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-99- 4.83% |
$10.4K - $10.7K
|
1.95K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 1.86% |
$10.5K - $10.8K
|
5.28K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-100- 0.55% |
$10.5K - $10.8K
|
18.2K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-101- 2.62% |
$10.6K - $10.9K
|
3.75K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-103- 1.37% |
$10.8K - $11.1K
|
7.4K
$770K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-104- 0.17% |
$10.9K - $11.2K
|
60.8K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-105- 0.93% |
$11K - $11.3K
|
11.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-106- 0.54% |
$11.1K - $11.4K
|
19.4K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-107- 0.72% |
$11.2K - $11.5K
|
14.7K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-115- 1.56% |
$12K - $12.4K
|
7.26K
$755K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-117- 1.32% |
$12.3K - $12.6K
|
8.73K
$908K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-128- 5.98% |
$13.4K - $13.8K
|
2.01K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-131- 1.54% |
$13.7K - $14.1K
|
8.38K
$871K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-133- 3.96% |
$13.9K - $14.3K
|
3.22K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-137- 1.44% |
$14.3K - $14.8K
|
9.41K
$979K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-140- 1.47% |
$14.7K - $15.1K
|
9.4K
$978K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-140- 1.18% |
$14.7K - $15.1K
|
11.7K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-141- 0.19% |
$14.8K - $15.2K
|
74.6K
$7.76M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-143- 49.14% |
$15K - $15.4K
|
148
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-149- 0.92% |
$15.6K - $16K
|
16.1K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-150- 5.25% |
$15.7K - $16.2K
|
2.71K
$281K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-151- 0.99% |
$15.8K - $16.3K
|
15.1K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-152- 1.19% |
$15.9K - $16.4K
|
12.7K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-154- 0.25% |
$16.1K - $16.6K
|
61.7K
$6.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-157- 0.95% |
$16.4K - $16.9K
|
16.5K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-162- 3.17% |
$17K - $17.4K
|
4.95K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-162- 31.95% |
$17K - $17.4K
|
345
$35.9K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-167- 3.53% |
$17.5K - $18K
|
4.57K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-171- 2.12% |
$17.9K - $18.4K
|
7.9K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-173- 2.05% |
$18.1K - $18.6K
|
8.26K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-173- 0.27% |
$18.1K - $18.6K
|
64.6K
$6.72M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-184- 2.46% |
$19.3K - $19.8K
|
7.3K
$759K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-186- 1.64% |
$19.5K - $20K
|
11.2K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-187- 5.42% |
$19.6K - $20.1K
|
3.27K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-192- 4.11% |
$20.1K - $20.7K
|
4.48K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 1.06% |
$20.3K - $20.9K
|
18.1K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 11.42% |
$20.4K - $21K
|
1.51K
$157K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-201- 9.58% |
$21K - $21.6K
|
1.9K
$197K
|