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 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-7- 0.35% |
$716 - $741
|
1.98K
$206K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-8- 0.05% |
$818 - $846
|
14.8K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-10- 58.82% |
$1.02K - $1.06K
|
7
$728
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-10- 0.09% |
$1.02K - $1.06K
|
11.3K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-13- 0.26% |
$1.33K - $1.38K
|
4.96K
$516K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-13- 0.09% |
$1.33K - $1.38K
|
15.1K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-13- 0.4% |
$1.33K - $1.38K
|
3.27K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13- 19.4% |
$1.33K - $1.38K
|
54
$5.62K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13- 0.28% |
$1.33K - $1.38K
|
4.69K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-14- 0.29% |
$1.43K - $1.48K
|
4.9K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 2.91% |
$1.53K - $1.59K
|
501
$52.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-15- 0.38% |
$1.53K - $1.59K
|
3.9K
$406K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-16- 0.19% |
$1.64K - $1.69K
|
8.39K
$873K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-16- 0.52% |
$1.64K - $1.69K
|
3.08K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-17- 0.59% |
$1.74K - $1.8K
|
2.87K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-19- 0.57% |
$1.94K - $2.01K
|
3.3K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-22- 0.3% |
$2.25K - $2.33K
|
7.23K
$752K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-24- 9.49% |
$2.46K - $2.54K
|
229
$23.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-24- 20.17% |
$2.46K - $2.54K
|
95
$9.88K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 1.18% |
$2.56K - $2.65K
|
2.09K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-26- 0.2% |
$2.66K - $2.75K
|
12.9K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-28- 0.37% |
$2.86K - $2.96K
|
7.62K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 0.36% |
$2.97K - $3.07K
|
8.09K
$841K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 3.8% |
$3.07K - $3.17K
|
760
$79.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-30- 1.19% |
$3.07K - $3.17K
|
2.49K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-32- 0.7% |
$3.27K - $3.39K
|
4.57K
$475K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-34- 0.46% |
$3.48K - $3.6K
|
7.33K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-39- 12.7% |
$3.99K - $4.13K
|
268
$27.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-40- 0.89% |
$4.09K - $4.23K
|
4.46K
$463K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-40- 0.44% |
$4.09K - $4.23K
|
8.97K
$933K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-46- 0.08% |
$4.71K - $4.87K
|
57.9K
$6.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-46- 1.01% |
$4.71K - $4.87K
|
4.49K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-48- 0.19% |
$4.91K - $5.08K
|
24.6K
$2.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-50- 1.19% |
$5.12K - $5.29K
|
4.15K
$432K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-50- 1.71% |
$5.12K - $5.29K
|
2.87K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-51- 0.2% |
$5.22K - $5.4K
|
25.3K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-56- 1.63% |
$5.73K - $5.92K
|
3.39K
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-64- 0.2% |
$6.55K - $6.77K
|
31.6K
$3.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-65- 0.89% |
$6.65K - $6.88K
|
7.23K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-65- 2.7% |
$6.65K - $6.88K
|
2.34K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-68- 2.14% |
$6.96K - $7.19K
|
3.11K
$323K
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-68- 1.29% |
$6.96K - $7.19K
|
5.2K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-70- 1.71% |
$7.16K - $7.41K
|
4.03K
$419K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-70- 0.83% |
$7.16K - $7.41K
|
8.32K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-71- 8.54% |
$7.26K - $7.51K
|
760
$79.1K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-80- 1.67% |
$8.18K - $8.46K
|
4.71K
$490K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-80- 1.7% |
$8.18K - $8.46K
|
4.62K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-80- 0.31% |
$8.18K - $8.46K
|
25.4K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-80- 0.3% |
$8.18K - $8.46K
|
26.5K
$2.76M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-81- 0.35% |
$8.29K - $8.57K
|
23K
$2.39M
|