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 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-230- 8.31% |
$23.5K - $24.3K
|
2.54K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-234- 0.24% |
$23.9K - $24.8K
|
97.1K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-235- 3.13% |
$24K - $24.9K
|
7.27K
$756K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-236- 50.0% |
$24.1K - $25K
|
236
$24.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-241- 8.91% |
$24.7K - $25.5K
|
2.47K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-248- 7.45% |
$25.4K - $26.2K
|
3.08K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-250- 1.17% |
$25.6K - $26.5K
|
21.1K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-252- 4.68% |
$25.8K - $26.7K
|
5.14K
$534K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-253- 2.9% |
$25.9K - $26.8K
|
8.48K
$882K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-254- 2.7% |
$26K - $26.9K
|
9.16K
$952K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-259- 4.0% |
$26.5K - $27.4K
|
6.22K
$646K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-261- 11.66% |
$26.7K - $27.6K
|
1.98K
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-270- 11.24% |
$27.6K - $28.6K
|
2.13K
$222K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-270- 3.92% |
$27.6K - $28.6K
|
6.62K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-271- 3.81% |
$27.7K - $28.7K
|
6.85K
$712K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-281- 7.56% |
$28.7K - $29.7K
|
3.44K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-281- 56.09% |
$28.7K - $29.7K
|
220
$22.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-284- 71.9% |
$29.1K - $30K
|
111
$11.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-295- 10.21% |
$30.2K - $31.2K
|
2.6K
$270K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-300- 8.01% |
$30.7K - $31.7K
|
3.45K
$359K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-302- 7.52% |
$30.9K - $32K
|
3.71K
$386K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-326- 2.5% |
$33.4K - $34.5K
|
12.7K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-329- 0.51% |
$33.7K - $34.8K
|
64.5K
$6.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-330- 9.79% |
$33.8K - $34.9K
|
3.04K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-332- 1.61% |
$34K - $35.1K
|
20.3K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-336- 3.96% |
$34.4K - $35.5K
|
8.15K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-338- 15.48% |
$34.6K - $35.8K
|
1.85K
$192K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-339- 3.58% |
$34.7K - $35.9K
|
9.13K
$949K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-342- 8.58% |
$35K - $36.2K
|
3.64K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-347- 5.68% |
$35.5K - $36.7K
|
5.76K
$599K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-348- 7.78% |
$35.6K - $36.8K
|
4.13K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-348- 37.06% |
$35.6K - $36.8K
|
591
$61.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-361Closed |
$36.9K - $38.2K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-362- 5.55% |
$37K - $38.3K
|
6.16K
$641K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-368- 1.5% |
$37.7K - $38.9K
|
24.2K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-373- 8.9% |
$38.2K - $39.5K
|
3.82K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-375- 10.68% |
$38.4K - $39.7K
|
3.14K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-375- 11.49% |
$38.4K - $39.7K
|
2.89K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-384- 6.87% |
$39.3K - $40.6K
|
5.21K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-394- 15.82% |
$40.3K - $41.7K
|
2.1K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-408- 8.16% |
$41.7K - $43.2K
|
4.59K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-420- 3.46% |
$43K - $44.4K
|
11.7K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-421- 13.06% |
$43.1K - $44.5K
|
2.8K
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-425- 6.52% |
$43.5K - $45K
|
6.1K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-425- 3.18% |
$43.5K - $45K
|
12.9K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-429- 11.71% |
$43.9K - $45.4K
|
3.24K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-445- 20.13% |
$45.5K - $47.1K
|
1.77K
$184K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-446- 8.31% |
$45.6K - $47.2K
|
4.92K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-449- 0.66% |
$45.9K - $47.5K
|
67.4K
$7.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-449- 3.92% |
$45.9K - $47.5K
|
11K
$1.15M
|