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
|
Old National Bancorp
|
SELL
|
- |
-747- 9.15% |
$76.4K - $79K
|
7.41K
$771K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-766- 26.4% |
$78.4K - $81K
|
2.14K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-778- 18.09% |
$79.6K - $82.3K
|
3.52K
$366K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-782- 1.62% |
$80K - $82.7K
|
47.5K
$4.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-792- 64.5% |
$81K - $83.8K
|
436
$45.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-800- 5.32% |
$81.8K - $84.6K
|
14.2K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-800- 29.14% |
$81.8K - $84.6K
|
1.95K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-813- 19.03% |
$83.2K - $86K
|
3.46K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-840- 31.6% |
$85.9K - $88.9K
|
1.82K
$189K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-843- 2.44% |
$86.2K - $89.2K
|
33.8K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-901- 2.02% |
$92.2K - $95.3K
|
43.6K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-914- 5.01% |
$93.5K - $96.7K
|
17.3K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-916- 45.55% |
$93.7K - $96.9K
|
1.1K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-921- 9.37% |
$94.2K - $97.4K
|
8.91K
$926K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-930- 8.48% |
$95.1K - $98.4K
|
10K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-931- 3.17% |
$95.3K - $98.5K
|
28.5K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-937- 58.56% |
$95.9K - $99.1K
|
663
$69K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-939- 19.64% |
$96.1K - $99.3K
|
3.84K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-945- 0.78% |
$96.7K - $100K
|
121K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-953- 25.77% |
$97.5K - $101K
|
2.75K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-956- 16.93% |
$97.8K - $101K
|
4.69K
$488K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-964- 13.36% |
$98.6K - $102K
|
6.25K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-965- 16.38% |
$98.7K - $102K
|
4.93K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-995- 2.64% |
$102K - $105K
|
36.7K
$3.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1K- 1.37% |
$102K - $106K
|
72K
$7.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.01K- 4.47% |
$103K - $107K
|
21.6K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.01K- 25.64% |
$103K - $107K
|
2.92K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 1.43% |
$103K - $107K
|
69.6K
$7.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.01K- 10.24% |
$103K - $107K
|
8.85K
$920K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.01K- 23.21% |
$103K - $107K
|
3.35K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 20.17% |
$105K - $109K
|
4.06K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.04K- 1.43% |
$106K - $110K
|
71.4K
$7.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.06K- 3.87% |
$108K - $112K
|
26.2K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.06K- 3.27% |
$109K - $112K
|
31.4K
$3.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 34.35% |
$109K - $113K
|
2.04K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.08K- 39.11% |
$110K - $114K
|
1.67K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.08K- 6.32% |
$110K - $114K
|
16K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.09K- 0.96% |
$111K - $115K
|
113K
$11.7M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.1K- 7.24% |
$113K - $117K
|
14.1K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.1K- 8.68% |
$113K - $117K
|
11.6K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.11K- 12.68% |
$113K - $117K
|
7.63K
$793K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.11K- 25.8% |
$114K - $118K
|
3.2K
$332K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.12K- 1.98% |
$115K - $119K
|
55.5K
$5.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.13K- 6.21% |
$115K - $119K
|
17K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.15K- 9.58% |
$117K - $121K
|
10.8K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.19K- 25.95% |
$121K - $125K
|
3.38K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.19K- 3.03% |
$121K - $125K
|
38K
$3.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.2K- 13.64% |
$123K - $127K
|
7.6K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.2K- 10.06% |
$123K - $127K
|
10.7K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 17.85% |
$124K - $128K
|
5.58K
$581K
|