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 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
770+ 7.66% |
$78.8K - $81.5K
|
10.8K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
765+ 7.26% |
$78.3K - $80.9K
|
11.3K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
762New |
$78K - $80.6K
|
762
$79.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
754+ 6.82% |
$77.1K - $79.8K
|
11.8K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
753+ 3.72% |
$77K - $79.7K
|
21K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
750+ 10.33% |
$76.7K - $79.4K
|
8.01K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
743+ 1.81% |
$76K - $78.6K
|
41.8K
$4.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
728+ 34.92% |
$74.5K - $77K
|
2.81K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
727+ 1.6% |
$74.4K - $76.9K
|
46.2K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
714+ 10.79% |
$73K - $75.5K
|
7.33K
$763K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
710+ 29.58% |
$72.6K - $75.1K
|
3.11K
$324K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
695+ 11.18% |
$71.1K - $73.5K
|
6.91K
$719K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
695+ 16.5% |
$71.1K - $73.5K
|
4.91K
$511K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
690+ 23.55% |
$70.6K - $73K
|
3.62K
$377K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
688+ 7.32% |
$70.4K - $72.8K
|
10.1K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
672+ 2.25% |
$68.8K - $71.1K
|
30.6K
$3.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
672+ 36.21% |
$68.8K - $71.1K
|
2.53K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
669+ 1.01% |
$68.4K - $70.8K
|
66.7K
$6.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
660+ 20.36% |
$67.5K - $69.8K
|
3.9K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
654+ 30.15% |
$66.9K - $69.2K
|
2.82K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
650+ 3.05% |
$66.5K - $68.8K
|
22K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
630+ 1.64% |
$64.5K - $66.7K
|
39.1K
$4.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
624+ 3.65% |
$63.8K - $66K
|
17.7K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
612+ 2.85% |
$62.6K - $64.7K
|
22.1K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
607+ 0.63% |
$62.1K - $64.2K
|
96.6K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
600+ 16.15% |
$61.4K - $63.5K
|
4.32K
$449K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
599+ 14.8% |
$61.3K - $63.4K
|
4.65K
$483K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
595+ 2.24% |
$60.9K - $63K
|
27.2K
$2.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
588+ 3.34% |
$60.2K - $62.2K
|
18.2K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
581+ 0.73% |
$59.4K - $61.5K
|
80.7K
$8.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
580+ 8.01% |
$59.3K - $61.4K
|
7.82K
$814K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
579+ 18.04% |
$59.2K - $61.3K
|
3.79K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
574+ 21.39% |
$58.7K - $60.7K
|
3.26K
$339K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
560+ 2.8% |
$57.3K - $59.2K
|
20.5K
$2.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
540+ 3.12% |
$55.2K - $57.1K
|
17.9K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
538+ 7.34% |
$55K - $56.9K
|
7.87K
$819K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
533+ 16.32% |
$54.5K - $56.4K
|
3.8K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
520+ 1.22% |
$53.2K - $55K
|
43.1K
$4.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
517+ 18.23% |
$52.9K - $54.7K
|
3.35K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
516+ 6.97% |
$52.8K - $54.6K
|
7.92K
$824K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
514+ 2.35% |
$52.6K - $54.4K
|
22.4K
$2.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
513+ 5.48% |
$52.5K - $54.3K
|
9.87K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
501+ 17.28% |
$51.3K - $53K
|
3.4K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
500+ 7.43% |
$51.2K - $52.9K
|
7.23K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
497+ 20.58% |
$50.8K - $52.6K
|
2.91K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
494+ 11.86% |
$50.5K - $52.3K
|
4.66K
$485K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
493+ 5.67% |
$50.4K - $52.2K
|
9.19K
$956K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
489+ 7.22% |
$50K - $51.7K
|
7.26K
$755K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
464+ 19.46% |
$47.5K - $49.1K
|
2.85K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
453+ 0.27% |
$46.3K - $47.9K
|
170K
$17.6M
|