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 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.3K+ 30.57% |
$133K - $138K
|
5.56K
$578K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.3K+ 3.35% |
$133K - $137K
|
40K
$4.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.29K+ 23.16% |
$132K - $136K
|
6.84K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.28K+ 25.53% |
$131K - $136K
|
6.31K
$656K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.24K+ 14.62% |
$127K - $131K
|
9.72K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.24K+ 1.07% |
$126K - $131K
|
117K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.22K+ 2.42% |
$125K - $129K
|
51.8K
$5.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.21K+ 49.94% |
$124K - $128K
|
3.63K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2K+ 115.29% |
$123K - $127K
|
2.24K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.2K+ 26.0% |
$122K - $126K
|
5.79K
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.19K+ 2.61% |
$122K - $126K
|
46.9K
$4.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.16K+ 5.95% |
$118K - $122K
|
20.6K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.15K+ 2.1% |
$118K - $122K
|
55.8K
$5.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.15KNew |
$117K - $121K
|
1.15K
$119K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.13K+ 20.81% |
$115K - $119K
|
6.53K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.11K+ 9.92% |
$113K - $117K
|
12.3K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.1K+ 0.9% |
$112K - $116K
|
123K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 3.12% |
$107K - $111K
|
34.6K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.04K+ 6.5% |
$107K - $110K
|
17.1K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.04K+ 6.27% |
$107K - $110K
|
17.7K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.04K+ 882.2% |
$107K - $110K
|
1.16K
$121K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.04K+ 11.15% |
$106K - $110K
|
10.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.04K+ 5.69% |
$106K - $110K
|
19.3K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.03K+ 11.86% |
$105K - $109K
|
9.73K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$105K - $108K
|
1.02K
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1K+ 48.92% |
$102K - $106K
|
3.04K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1K+ 44.44% |
$102K - $106K
|
3.25K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
984+ 285.22% |
$101K - $104K
|
1.33K
$138K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
984+ 9.01% |
$101K - $104K
|
11.9K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
964+ 5.74% |
$98.6K - $102K
|
17.7K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
958+ 2.0% |
$98K - $101K
|
48.9K
$5.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
931+ 26.99% |
$95.3K - $98.5K
|
4.38K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
912+ 38.56% |
$93.3K - $96.5K
|
3.28K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
908+ 13.2% |
$92.9K - $96.1K
|
7.79K
$810K
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
900+ 3.23% |
$92.1K - $95.2K
|
28.8K
$2.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
885+ 7.24% |
$90.5K - $93.6K
|
13.1K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
881+ 4.77% |
$90.1K - $93.2K
|
19.3K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
875+ 4.82% |
$89.5K - $92.6K
|
19K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
863+ 24.61% |
$88.3K - $91.3K
|
4.37K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
846+ 4.56% |
$86.6K - $89.5K
|
19.4K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
836+ 13.91% |
$85.5K - $88.4K
|
6.85K
$712K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
835+ 7.52% |
$85.4K - $88.3K
|
11.9K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
831+ 561.49% |
$85K - $87.9K
|
979
$102K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
826New |
$84.5K - $87.4K
|
826
$85.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
819+ 41.91% |
$83.8K - $86.7K
|
2.77K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
811+ 5.62% |
$83K - $85.8K
|
15.2K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
806+ 5.27% |
$82.5K - $85.3K
|
16.1K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
802+ 21.46% |
$82.1K - $84.9K
|
4.54K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
785+ 0.25% |
$80.3K - $83.1K
|
315K
$32.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
776+ 3.25% |
$79.4K - $82.1K
|
24.6K
$2.56M
|