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 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
150New |
$15.3K - $15.9K
|
150
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
150New |
$15.3K - $15.9K
|
150
$15.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
127+ 3.18% |
$13K - $13.4K
|
4.12K
$429K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
125+ 0.29% |
$12.8K - $13.2K
|
42.6K
$4.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
123+ 0.59% |
$12.6K - $13K
|
21.1K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
118+ 2.57% |
$12.1K - $12.5K
|
4.72K
$491K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
117+ 2.15% |
$12K - $12.4K
|
5.56K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
115+ 0.46% |
$11.8K - $12.2K
|
25.4K
$2.64M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
111+ 11100.0% |
$11.4K - $11.7K
|
112
$11.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
109+ 1.61% |
$11.2K - $11.5K
|
6.86K
$714K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
102New |
$10.4K - $10.8K
|
102
$10.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
99+ 1.85% |
$10.1K - $10.5K
|
5.44K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
96New |
$9.82K - $10.2K
|
96
$9.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
96+ 2.25% |
$9.82K - $10.2K
|
4.36K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
91+ 1.05% |
$9.31K - $9.63K
|
8.75K
$910K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
87New |
$8.9K - $9.2K
|
87
$9.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
85+ 0.9% |
$8.7K - $8.99K
|
9.58K
$996K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
76+ 1.59% |
$7.78K - $8.04K
|
4.84K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
73+ 0.35% |
$7.47K - $7.72K
|
20.8K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
73+ 0.74% |
$7.47K - $7.72K
|
9.93K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
73+ 27.14% |
$7.47K - $7.72K
|
342
$35.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
71New |
$7.26K - $7.51K
|
71
$7.39K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
70+ 2.71% |
$7.16K - $7.41K
|
2.66K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
68+ 2.26% |
$6.96K - $7.19K
|
3.07K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
67+ 17.18% |
$6.85K - $7.09K
|
457
$47.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
65+ 0.46% |
$6.65K - $6.88K
|
14.3K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
64+ 1.5% |
$6.55K - $6.77K
|
4.32K
$449K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
59+ 1.03% |
$6.04K - $6.24K
|
5.8K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
58+ 1.48% |
$5.93K - $6.14K
|
3.97K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
57+ 0.49% |
$5.83K - $6.03K
|
11.7K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
55+ 0.4% |
$5.63K - $5.82K
|
13.7K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
54New |
$5.52K - $5.71K
|
54
$5.62K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
53+ 1.93% |
$5.42K - $5.61K
|
2.79K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
50+ 2.33% |
$5.12K - $5.29K
|
2.2K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
49+ 0.64% |
$5.01K - $5.18K
|
7.65K
$796K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
45+ 12.93% |
$4.6K - $4.76K
|
393
$40.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
45+ 0.54% |
$4.6K - $4.76K
|
8.3K
$864K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
43+ 0.8% |
$4.4K - $4.55K
|
5.45K
$567K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
40+ 14.08% |
$4.09K - $4.23K
|
324
$33.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
39+ 0.81% |
$3.99K - $4.13K
|
4.88K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
37+ 0.75% |
$3.79K - $3.91K
|
4.95K
$515K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
35+ 6.53% |
$3.58K - $3.7K
|
571
$59.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
35+ 0.2% |
$3.58K - $3.7K
|
17.3K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
32+ 1.55% |
$3.27K - $3.39K
|
2.1K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.41% |
$3.27K - $3.39K
|
7.8K
$811K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31+ 0.48% |
$3.17K - $3.28K
|
6.5K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30+ 1000.0% |
$3.07K - $3.17K
|
33
$3.43K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
29+ 1.43% |
$2.97K - $3.07K
|
2.05K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 0.14% |
$2.97K - $3.07K
|
20.1K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
26+ 3.08% |
$2.66K - $2.75K
|
870
$90.5K
|