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 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-91- 1.74% |
$9.31K - $9.63K
|
5.15K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-95- 1.79% |
$9.72K - $10.1K
|
5.2K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-95- 1.07% |
$9.72K - $10.1K
|
8.78K
$914K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-97- 29.13% |
$9.92K - $10.3K
|
236
$24.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-98- 9.16% |
$10K - $10.4K
|
972
$101K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-100- 2.82% |
$10.2K - $10.6K
|
3.44K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-105- 0.09% |
$10.7K - $11.1K
|
111K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-107- 1.52% |
$10.9K - $11.3K
|
6.93K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-108- 87.8% |
$11K - $11.4K
|
15
$1.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-109- 2.37% |
$11.2K - $11.5K
|
4.5K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-115- 0.98% |
$11.8K - $12.2K
|
11.7K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-118- 1.61% |
$12.1K - $12.5K
|
7.2K
$749K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-119- 2.8% |
$12.2K - $12.6K
|
4.13K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-122- 0.33% |
$12.5K - $12.9K
|
36.6K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-123- 2.69% |
$12.6K - $13K
|
4.46K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-126- 1.4% |
$12.9K - $13.3K
|
8.89K
$925K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-128- 0.4% |
$13.1K - $13.5K
|
32K
$3.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-130- 1.44% |
$13.3K - $13.8K
|
8.88K
$923K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-132- 4.32% |
$13.5K - $14K
|
2.92K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-135- 5.46% |
$13.8K - $14.3K
|
2.34K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-143- 1.97% |
$14.6K - $15.1K
|
7.12K
$740K
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-145- 0.79% |
$14.8K - $15.3K
|
18.1K
$1.88M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-145- 0.11% |
$14.8K - $15.3K
|
128K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-150- 6.47% |
$15.3K - $15.9K
|
2.17K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-150- 1.5% |
$15.3K - $15.9K
|
9.87K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-151- 2.01% |
$15.4K - $16K
|
7.37K
$766K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-151- 3.76% |
$15.4K - $16K
|
3.87K
$402K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-155- 0.64% |
$15.9K - $16.4K
|
24.2K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-163- 3.64% |
$16.7K - $17.2K
|
4.32K
$449K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-167- 1.91% |
$17.1K - $17.7K
|
8.57K
$892K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-172- 8.69% |
$17.6K - $18.2K
|
1.81K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-175- 0.53% |
$17.9K - $18.5K
|
33.1K
$3.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-178- 5.64% |
$18.2K - $18.8K
|
2.98K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-179- 2.03% |
$18.3K - $18.9K
|
8.65K
$900K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-180- 2.63% |
$18.4K - $19K
|
6.67K
$694K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-187- 54.52% |
$19.1K - $19.8K
|
156
$16.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-190- 5.52% |
$19.4K - $20.1K
|
3.25K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-191- 13.94% |
$19.5K - $20.2K
|
1.18K
$123K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-196- 2.56% |
$20.1K - $20.7K
|
7.47K
$777K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-200- 8.0% |
$20.5K - $21.2K
|
2.3K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-200- 5.06% |
$20.5K - $21.2K
|
3.76K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-202- 8.71% |
$20.7K - $21.4K
|
2.12K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-204- 2.1% |
$20.9K - $21.6K
|
9.52K
$990K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-205- 1.72% |
$21K - $21.7K
|
11.7K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-205- 2.95% |
$21K - $21.7K
|
6.75K
$702K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-209- 0.39% |
$21.4K - $22.1K
|
53.9K
$5.61M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-209- 7.58% |
$21.4K - $22.1K
|
2.55K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-211- 3.98% |
$21.6K - $22.3K
|
5.09K
$529K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-213- 2.79% |
$21.8K - $22.5K
|
7.43K
$773K
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-230- 4.35% |
$23.5K - $24.3K
|
5.05K
$526K
|