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 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
448+ 1.84% |
$45.8K - $47.4K
|
24.8K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
409New |
$41.8K - $43.3K
|
409
$42.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
399+ 43.09% |
$40.8K - $42.2K
|
1.33K
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
393+ 6.97% |
$40.2K - $41.6K
|
6.03K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
387+ 29.34% |
$39.6K - $40.9K
|
1.71K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
378+ 2.85% |
$38.7K - $40K
|
13.7K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
367+ 1.08% |
$37.5K - $38.8K
|
34.2K
$3.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
352+ 1.99% |
$36K - $37.2K
|
18K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
350+ 5.24% |
$35.8K - $37K
|
7.03K
$731K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
348+ 7.03% |
$35.6K - $36.8K
|
5.3K
$551K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
345+ 2.47% |
$35.3K - $36.5K
|
14.3K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
338+ 7.69% |
$34.6K - $35.8K
|
4.74K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
334+ 3.7% |
$34.2K - $35.3K
|
9.35K
$973K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
333+ 1.27% |
$34.1K - $35.2K
|
26.5K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
325+ 8.58% |
$33.3K - $34.4K
|
4.11K
$428K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
325+ 0.43% |
$33.3K - $34.4K
|
75.9K
$7.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
323+ 3.46% |
$33K - $34.2K
|
9.65K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
302+ 2.59% |
$30.9K - $32K
|
12K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
302+ 4.61% |
$30.9K - $32K
|
6.86K
$714K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
301+ 1.47% |
$30.8K - $31.8K
|
20.8K
$2.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
297+ 6.9% |
$30.4K - $31.4K
|
4.6K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
289+ 13.66% |
$29.6K - $30.6K
|
2.4K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
288+ 7.74% |
$29.5K - $30.5K
|
4.01K
$417K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
253New |
$25.9K - $26.8K
|
253
$26.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
246+ 1.67% |
$25.2K - $26K
|
15K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
244+ 9.05% |
$25K - $25.8K
|
2.94K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
243+ 5.2% |
$24.9K - $25.7K
|
4.91K
$511K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
241+ 1.18% |
$24.7K - $25.5K
|
20.6K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
235New |
$24K - $24.9K
|
235
$24.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
225+ 1.34% |
$23K - $23.8K
|
17K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
220+ 5.29% |
$22.5K - $23.3K
|
4.38K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
219+ 1.99% |
$22.4K - $23.2K
|
11.2K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
211+ 4.37% |
$21.6K - $22.3K
|
5.04K
$524K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
209+ 18.41% |
$21.4K - $22.1K
|
1.34K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
206New |
$21.1K - $21.8K
|
206
$21.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
202+ 4.36% |
$20.7K - $21.4K
|
4.84K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
200+ 5.97% |
$20.5K - $21.2K
|
3.55K
$369K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
190+ 5.89% |
$19.4K - $20.1K
|
3.41K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
188+ 648.28% |
$19.2K - $19.9K
|
217
$22.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
185+ 3.35% |
$18.9K - $19.6K
|
5.7K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
173+ 2.14% |
$17.7K - $18.3K
|
8.24K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
168+ 2.87% |
$17.2K - $17.8K
|
6.03K
$627K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
165+ 3.79% |
$16.9K - $17.5K
|
4.52K
$470K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164+ 2.87% |
$16.8K - $17.4K
|
5.88K
$612K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
163New |
$16.7K - $17.2K
|
163
$17K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
163+ 1.75% |
$16.7K - $17.2K
|
9.48K
$986K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
162+ 6.4% |
$16.6K - $17.1K
|
2.69K
$280K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
159+ 3.29% |
$16.3K - $16.8K
|
5K
$520K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
158+ 4.86% |
$16.2K - $16.7K
|
3.41K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
150+ 7.4% |
$15.3K - $15.9K
|
2.18K
$226K
|