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 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-14K- 75.54% |
$1.46M - $1.5M
|
4.52K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-14.5K- 61.97% |
$1.52M - $1.56M
|
8.9K
$926K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-14.7K- 17.3% |
$1.54M - $1.58M
|
70.2K
$7.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15K- 0.92% |
$1.57M - $1.61M
|
1.61M
$167M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-15.3K- 5.63% |
$1.6M - $1.64M
|
256K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.5K- 8.26% |
$1.62M - $1.67M
|
172K
$17.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.5K- 7.74% |
$1.62M - $1.67M
|
185K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-15.6K- 72.63% |
$1.63M - $1.67M
|
5.86K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.6K- 4.59% |
$1.63M - $1.68M
|
323K
$33.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.7K- 42.66% |
$1.64M - $1.69M
|
21.1K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.3K- 23.14% |
$1.71M - $1.76M
|
54.1K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-16.3K- 10.36% |
$1.71M - $1.76M
|
141K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.5K- 2.39% |
$1.72M - $1.77M
|
671K
$69.8M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-16.5K- 10.72% |
$1.73M - $1.78M
|
137K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-16.9K- 11.07% |
$1.77M - $1.82M
|
136K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17.1K- 6.85% |
$1.79M - $1.84M
|
233K
$24.2M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-17.7K- 9.83% |
$1.86M - $1.91M
|
163K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 2.07% |
$1.91M - $1.97M
|
861K
$89.6M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-18.3K- 42.8% |
$1.91M - $1.97M
|
24.4K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-18.4K- 34.87% |
$1.92M - $1.98M
|
34.3K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-18.7K- 19.35% |
$1.96M - $2.01M
|
77.9K
$8.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-18.9K- 5.33% |
$1.98M - $2.04M
|
337K
$35M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20K- 8.18% |
$2.09M - $2.15M
|
224K
$23.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-20K- 15.24% |
$2.09M - $2.15M
|
111K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.4K- 19.88% |
$2.13M - $2.19M
|
82K
$8.53M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-20.5K- 31.22% |
$2.15M - $2.21M
|
45.2K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-20.8K- 9.45% |
$2.18M - $2.24M
|
199K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.1K- 18.62% |
$2.21M - $2.28M
|
92.4K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-21.2K- 20.39% |
$2.22M - $2.28M
|
82.8K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 77.6% |
$2.23M - $2.29M
|
6.14K
$639K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-22.1K- 6.95% |
$2.31M - $2.37M
|
295K
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.5K- 3.41% |
$2.36M - $2.42M
|
638K
$66.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-22.7K- 34.5% |
$2.38M - $2.45M
|
43.1K
$4.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 51.59% |
$2.4M - $2.47M
|
21.5K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-23.2K- 7.16% |
$2.43M - $2.5M
|
301K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.6K- 6.47% |
$2.47M - $2.54M
|
341K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.6K- 9.48% |
$2.47M - $2.55M
|
226K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.9K- 10.51% |
$2.51M - $2.58M
|
204K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24K- 5.17% |
$2.51M - $2.58M
|
439K
$45.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-24.7K- 11.75% |
$2.59M - $2.66M
|
186K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-24.9K- 14.13% |
$2.6M - $2.68M
|
151K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.9K- 81.23% |
$2.6M - $2.68M
|
5.75K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-25.8K- 90.56% |
$2.7M - $2.77M
|
2.69K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27K- 5.39% |
$2.83M - $2.91M
|
474K
$49.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27.5K- 33.34% |
$2.88M - $2.96M
|
55K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-27.9K- 25.85% |
$2.92M - $3.01M
|
80.1K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-28.1K- 42.65% |
$2.94M - $3.02M
|
37.7K
$3.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-28.3K- 15.51% |
$2.96M - $3.05M
|
154K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.4K- 12.11% |
$3.08M - $3.17M
|
213K
$22.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29.5K- 5.28% |
$3.09M - $3.17M
|
529K
$55M
|