Purchases and Sales Made in Q2 2025 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
47.3K+ 25.52% |
$4.84M - $5.01M
|
233K
$24.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
39.6K+ 215.27% |
$4.06M - $4.19M
|
58.1K
$6.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
17.6K+ 6.35% |
$1.81M - $1.87M
|
296K
$30.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
15.5K+ 22.45% |
$1.59M - $1.64M
|
84.6K
$8.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.16K+ 80.79% |
$732K - $757K
|
16K
$1.67M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.3K+ 1.48% |
$236K - $244K
|
158K
$16.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.86K+ 21.36% |
$190K - $197K
|
10.6K
$1.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
595+ 2.24% |
$60.9K - $63K
|
27.2K
$2.84M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2- 0.06% |
$205 - $212
|
3.52K
$367K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-642- 2.98% |
$65.7K - $67.9K
|
20.9K
$2.18M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.12K- 40.29% |
$729K - $754K
|
10.6K
$1.1M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9.32K- 6.65% |
$953K - $986K
|
131K
$13.6M
|