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 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25+ 0.34% |
$2.56K - $2.65K
|
7.47K
$777K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
25+ 0.43% |
$2.56K - $2.65K
|
5.82K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
25New |
$2.56K - $2.65K
|
25
$2.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
24+ 0.68% |
$2.46K - $2.54K
|
3.55K
$369K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24+ 0.79% |
$2.46K - $2.54K
|
3.05K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 1.55% |
$2.35K - $2.43K
|
1.51K
$157K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
21+ 0.63% |
$2.15K - $2.22K
|
3.35K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
20+ 0.12% |
$2.05K - $2.12K
|
16.5K
$1.72M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
20New |
$2.05K - $2.12K
|
20
$2.08K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
19New |
$1.94K - $2.01K
|
19
$1.98K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 45.24% |
$1.94K - $2.01K
|
61
$6.35K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
18+ 0.16% |
$1.84K - $1.9K
|
11.5K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
17+ 0.83% |
$1.74K - $1.8K
|
2.08K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
16+ 0.17% |
$1.64K - $1.69K
|
9.27K
$964K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15+ 0.78% |
$1.53K - $1.59K
|
1.94K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
12+ 0.23% |
$1.23K - $1.27K
|
5.12K
$533K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
12+ 0.03% |
$1.23K - $1.27K
|
45.6K
$4.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12+ 0.05% |
$1.23K - $1.27K
|
26.4K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.48% |
$1.23K - $1.27K
|
2.52K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 27.5% |
$1.13K - $1.16K
|
51
$5.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
11+ 0.17% |
$1.13K - $1.16K
|
6.53K
$679K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.02K - $1.06K
|
4.7K
$489K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 45.45% |
$1.02K - $1.06K
|
32
$3.33K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9+ 0.33% |
$921 - $952
|
2.7K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8+ 0.13% |
$818 - $846
|
6.04K
$628K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6New |
$614 - $635
|
6
$624
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.82% |
$614 - $635
|
738
$76.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 13.16% |
$512 - $529
|
43
$4.47K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.45% |
$409 - $423
|
884
$92K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
3+ 0.66% |
$307 - $317
|
460
$47.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.87% |
$307 - $317
|
347
$36.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$307 - $317
|
3.79K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2+ 0.01% |
$205 - $212
|
34.4K
$3.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.03% |
$102 - $106
|
3.69K
$384K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$102 - $106
|
30
$3.12K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.89% |
$102 - $106
|
113
$11.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$102 - $106
|
5.53K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.58% |
$102 - $106
|
173
$18K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$102 - $106
|
1
$104
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.02% |
$102 - $106
|
4.06K
$422K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2- 0.06% |
$205 - $212
|
3.52K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-2- 0.1% |
$205 - $212
|
1.97K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2- 0.03% |
$205 - $212
|
5.85K
$609K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5- 2.19% |
$512 - $529
|
223
$23.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 0.94% |
$716 - $741
|
738
$76.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-7- 0.11% |
$716 - $741
|
6.17K
$641K
|