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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.14K- 12.86% |
$538K - $553K
|
34.8K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.14K- 2.07% |
$538K - $554K
|
243K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.19K- 0.71% |
$544K - $559K
|
723K
$75.2M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-5.4K- 63.44% |
$565K - $581K
|
3.11K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.44K- 1.54% |
$570K - $586K
|
348K
$36.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.45K- 7.31% |
$571K - $587K
|
69.1K
$7.19M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.47K- 2.83% |
$572K - $589K
|
188K
$19.5M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.49K- 20.93% |
$574K - $591K
|
20.7K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-5.75K- 25.29% |
$602K - $619K
|
17K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.8K- 8.26% |
$607K - $624K
|
64.4K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-5.8K- 4.84% |
$607K - $625K
|
114K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.94K- 46.36% |
$622K - $640K
|
6.87K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6K- 25.8% |
$628K - $646K
|
17.2K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-6.01K- 3.32% |
$630K - $647K
|
175K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.03K- 12.44% |
$631K - $649K
|
42.4K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.06K- 55.0% |
$635K - $653K
|
4.96K
$516K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.06K- 17.31% |
$635K - $653K
|
29K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.08K- 33.29% |
$637K - $655K
|
12.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.13K- 39.76% |
$641K - $660K
|
9.28K
$965K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.18K- 55.81% |
$647K - $665K
|
4.89K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.26K- 16.16% |
$656K - $674K
|
32.5K
$3.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.28K- 29.62% |
$658K - $676K
|
14.9K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-6.28K- 9.79% |
$658K - $677K
|
57.9K
$6.02M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.32K- 23.64% |
$662K - $681K
|
20.4K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-6.36K- 40.68% |
$666K - $685K
|
9.27K
$964K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-6.4K- 11.72% |
$671K - $690K
|
48.2K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.63K- 3.77% |
$694K - $713K
|
169K
$17.6M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6.66K- 6.85% |
$697K - $717K
|
90.5K
$9.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.7K- 50.55% |
$702K - $722K
|
6.56K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.74K- 34.03% |
$706K - $726K
|
13.1K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.78K- 43.0% |
$710K - $730K
|
8.99K
$935K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-6.95K- 28.52% |
$727K - $748K
|
17.4K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-7.22K- 58.95% |
$756K - $777K
|
5.03K
$523K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-7.24K- 12.83% |
$758K - $779K
|
49.2K
$5.12M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.41K- 49.46% |
$776K - $798K
|
7.58K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.45K- 11.59% |
$780K - $802K
|
56.8K
$5.91M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.55K- 7.0% |
$791K - $813K
|
100K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 52.47% |
$795K - $818K
|
6.88K
$716K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.65K- 5.76% |
$801K - $823K
|
125K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.66K- 4.09% |
$802K - $825K
|
179K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.71K- 12.51% |
$807K - $830K
|
53.9K
$5.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.83K- 1.04% |
$820K - $843K
|
748K
$77.8M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.86K- 8.25% |
$823K - $847K
|
87.4K
$9.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.02K- 4.49% |
$840K - $864K
|
171K
$17.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-8.08K- 50.66% |
$846K - $870K
|
7.87K
$818K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.11K- 46.34% |
$849K - $873K
|
9.39K
$976K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.22K- 4.57% |
$861K - $885K
|
172K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-8.32K- 35.3% |
$872K - $896K
|
15.3K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.42K- 1.44% |
$882K - $907K
|
574K
$59.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8.44K- 4.3% |
$883K - $909K
|
188K
$19.5M
|