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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.7M+ 9.37% |
$276M - $286M
|
31.5M
$3.28B
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.68M+ 42.96% |
$274M - $283M
|
8.91M
$927M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.88M+ 34.36% |
$192M - $199M
|
7.34M
$764M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.69M+ 2118.0% |
$173M - $179M
|
1.77M
$185M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.11MNew |
$114M - $118M
|
1.11M
$116M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.08M+ 11118.54% |
$111M - $115M
|
1.09M
$114M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
891K+ 4.58% |
$91.1M - $94.2M
|
20.4M
$2.12B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
639K+ 6.43% |
$65.3M - $67.6M
|
10.6M
$1.1B
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
556K+ 12.86% |
$56.9M - $58.8M
|
4.88M
$507M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
485K+ 27.8% |
$49.6M - $51.3M
|
2.23M
$232M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 29.9% |
$46.2M - $47.8M
|
1.96M
$204M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
370K+ 5.17% |
$37.8M - $39.1M
|
7.53M
$783M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
365K+ 168.28% |
$37.3M - $38.6M
|
581K
$60.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
323K+ 1115.54% |
$33.1M - $34.2M
|
352K
$36.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
306K+ 115.86% |
$31.3M - $32.4M
|
570K
$59.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
303K+ 8381.64% |
$31M - $32.1M
|
307K
$31.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250K+ 41.19% |
$25.6M - $26.5M
|
858K
$89.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
250KNew |
$25.6M - $26.5M
|
250K
$26M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
244K+ 27.82% |
$24.9M - $25.8M
|
1.12M
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 9.96% |
$23.4M - $24.2M
|
2.52M
$262M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
213KNew |
$21.8M - $22.5M
|
213K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
200KNew |
$20.5M - $21.2M
|
200K
$20.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
191K+ 3.76% |
$19.5M - $20.2M
|
5.27M
$548M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
190K+ 54.61% |
$19.4M - $20.1M
|
537K
$55.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
181K+ 36.88% |
$18.6M - $19.2M
|
673K
$70M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
179K+ 17.34% |
$18.3M - $19M
|
1.21M
$126M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
176K+ 23.54% |
$18M - $18.6M
|
924K
$96.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
176K+ 0.95% |
$18M - $18.6M
|
18.6M
$1.93B
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
173KNew |
$17.7M - $18.3M
|
173K
$18M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
168K+ 97.44% |
$17.2M - $17.8M
|
340K
$35.4M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
163K+ 72.26% |
$16.7M - $17.3M
|
389K
$40.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
163K+ 1512.26% |
$16.6M - $17.2M
|
173K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158K+ 182.29% |
$16.1M - $16.7M
|
244K
$25.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
147K+ 41.94% |
$15M - $15.5M
|
497K
$51.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
146K+ 21.78% |
$15M - $15.5M
|
817K
$85M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 22.65% |
$14.8M - $15.3M
|
782K
$81.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142K+ 11.68% |
$14.5M - $15M
|
1.36M
$141M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
138K+ 8.7% |
$14.2M - $14.6M
|
1.73M
$180M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
138K+ 7.56% |
$14.1M - $14.6M
|
1.96M
$204M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
131K+ 477.22% |
$13.4M - $13.9M
|
159K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
130K+ 92.77% |
$13.3M - $13.8M
|
271K
$28.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
126KNew |
$12.9M - $13.3M
|
126K
$13.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
124KNew |
$12.7M - $13.1M
|
124K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
115K+ 140.09% |
$11.8M - $12.2M
|
197K
$20.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
107KNew |
$10.9M - $11.3M
|
107K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
101K+ 8.7% |
$10.3M - $10.7M
|
1.26M
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99KNew |
$10.1M - $10.5M
|
99K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97.7K+ 6.2% |
$10M - $10.3M
|
1.67M
$174M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
88.6KNew |
$9.06M - $9.37M
|
88.6K
$9.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
87.1KNew |
$8.91M - $9.21M
|
87.1K
$9.06M
|