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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-451- 12.41% |
$46.1K - $47.7K
|
3.18K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-451- 2.92% |
$46.1K - $47.7K
|
15K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-474- 5.1% |
$48.5K - $50.1K
|
8.81K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-488- 5.8% |
$49.9K - $51.6K
|
7.93K
$824K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-490- 1.13% |
$50.1K - $51.8K
|
43K
$4.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 5.53% |
$51.2K - $52.9K
|
8.54K
$888K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-500- 68.12% |
$51.2K - $52.9K
|
234
$24.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-501- 17.73% |
$51.3K - $53K
|
2.32K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-502- 5.9% |
$51.4K - $53.1K
|
8.01K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-502- 67.02% |
$51.4K - $53.1K
|
247
$25.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-507- 74.23% |
$51.9K - $53.6K
|
176
$18.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-514- 5.0% |
$52.6K - $54.4K
|
9.76K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-517- 87.63% |
$52.9K - $54.7K
|
73
$7.59K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-519- 3.62% |
$53.1K - $54.9K
|
13.8K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-521- 12.76% |
$53.3K - $55.1K
|
3.56K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-521- 4.46% |
$53.3K - $55.1K
|
11.2K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-521- 20.6% |
$53.3K - $55.1K
|
2.01K
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-525- 18.71% |
$53.7K - $55.5K
|
2.28K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-525- 9.16% |
$53.7K - $55.5K
|
5.21K
$542K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-534- 6.02% |
$54.6K - $56.5K
|
8.34K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-534- 90.51% |
$54.6K - $56.5K
|
56
$5.83K
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-545- 2.06% |
$55.8K - $57.7K
|
25.9K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-548- 11.5% |
$56.1K - $58K
|
4.22K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-549- 14.71% |
$56.2K - $58.1K
|
3.18K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-551- 4.76% |
$56.4K - $58.3K
|
11K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-569- 2.7% |
$58.2K - $60.2K
|
20.5K
$2.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-572- 10.66% |
$58.5K - $60.5K
|
4.79K
$498K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-576- 14.38% |
$58.9K - $60.9K
|
3.43K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-595- 7.98% |
$60.9K - $63K
|
6.86K
$714K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-597- 21.91% |
$61.1K - $63.2K
|
2.13K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-599- 12.9% |
$61.3K - $63.4K
|
4.05K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-605- 21.12% |
$61.9K - $64K
|
2.26K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-613- 1.8% |
$62.7K - $64.9K
|
33.4K
$3.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-623- 14.51% |
$63.7K - $65.9K
|
3.67K
$382K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-624- 17.63% |
$63.8K - $66K
|
2.92K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-626- 2.82% |
$64K - $66.2K
|
21.5K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-626- 3.23% |
$64K - $66.2K
|
18.7K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-632- 7.52% |
$64.7K - $66.9K
|
7.77K
$808K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-642- 2.98% |
$65.7K - $67.9K
|
20.9K
$2.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-642- 23.9% |
$65.7K - $67.9K
|
2.04K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-654- 2.92% |
$66.9K - $69.2K
|
21.7K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-655- 57.41% |
$67K - $69.3K
|
486
$50.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-657- 10.52% |
$67.2K - $69.5K
|
5.59K
$581K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-665- 96.38% |
$68K - $70.4K
|
25
$2.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-665- 15.71% |
$68K - $70.4K
|
3.57K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-685- 1.52% |
$70.1K - $72.5K
|
44.5K
$4.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-695- 4.07% |
$71.1K - $73.5K
|
16.4K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-697- 0.54% |
$71.3K - $73.7K
|
129K
$13.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-714- 15.75% |
$73K - $75.5K
|
3.82K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-734- 7.91% |
$75.1K - $77.7K
|
8.55K
$889K
|