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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-329K- 21.67% |
$34.4M - $35.4M
|
1.19M
$124M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429K- 36.77% |
$44.9M - $46.2M
|
738K
$76.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-469K- 52.67% |
$49.1M - $50.5M
|
421K
$43.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511K- 10.57% |
$53.5M - $55M
|
4.32M
$450M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-538K- 5.07% |
$56.4M - $58M
|
10.1M
$1.05B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-583K- 5.77% |
$61.1M - $62.8M
|
9.52M
$991M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-674K- 43.5% |
$70.6M - $72.6M
|
876K
$91.1M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-764K- 96.66% |
$79.9M - $82.2M
|
26.4K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-815K- 57.28% |
$85.3M - $87.7M
|
607K
$63.2M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-864K- 11.41% |
$90.5M - $93.1M
|
6.71M
$698M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-892K- 4.38% |
$93.4M - $96.1M
|
19.5M
$2.02B
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.06M- 99.86% |
$111M - $114M
|
1.49K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.89M- 84.5% |
$198M - $204M
|
347K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.04M- 6.6% |
$213M - $220M
|
28.8M
$3B
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13.3M- 99.05% |
$1.39B - $1.43B
|
128K
$13.3M
|