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 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
86.2KNew |
$8.82M - $9.12M
|
86.2K
$8.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
83.7K+ 25.87% |
$8.56M - $8.85M
|
407K
$42.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73.4K+ 59.71% |
$7.51M - $7.77M
|
196K
$20.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
73.2K+ 240.19% |
$7.49M - $7.74M
|
104K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
71.5K+ 71.67% |
$7.32M - $7.57M
|
171K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
71K+ 95.53% |
$7.27M - $7.52M
|
145K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
68.2K+ 2.5% |
$6.98M - $7.22M
|
2.79M
$290M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
64.4K+ 1267.54% |
$6.59M - $6.81M
|
69.5K
$7.23M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
63.4K+ 17.8% |
$6.49M - $6.71M
|
420K
$43.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.1K+ 14.3% |
$6.46M - $6.68M
|
504K
$52.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
62.9K+ 96.73% |
$6.44M - $6.65M
|
128K
$13.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
62.6K+ 235.75% |
$6.4M - $6.62M
|
89.1K
$9.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.6K+ 142.92% |
$6.31M - $6.52M
|
105K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
58.5KNew |
$5.99M - $6.19M
|
58.5K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58.5K+ 66.28% |
$5.98M - $6.19M
|
147K
$15.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
58.1K+ 161.64% |
$5.94M - $6.15M
|
94K
$9.78M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
58KNew |
$5.94M - $6.14M
|
58K
$6.03M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
57.5KNew |
$5.88M - $6.08M
|
57.5K
$5.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
55.6K+ 188.26% |
$5.68M - $5.88M
|
85.1K
$8.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
55.1KNew |
$5.63M - $5.83M
|
55.1K
$5.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
53.2K+ 34.47% |
$5.44M - $5.63M
|
207K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
51.2K+ 16.32% |
$5.23M - $5.41M
|
365K
$37.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50.4K+ 25.35% |
$5.15M - $5.33M
|
249K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6K+ 34.43% |
$5.07M - $5.25M
|
194K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
49.5K+ 132.91% |
$5.06M - $5.23M
|
86.7K
$9.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
49.4K+ 193.88% |
$5.05M - $5.23M
|
74.9K
$7.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
48.7K+ 16.5% |
$4.98M - $5.15M
|
344K
$35.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
47.3K+ 25.52% |
$4.84M - $5.01M
|
233K
$24.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
47.3K+ 33.94% |
$4.84M - $5.01M
|
187K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.6K+ 35.73% |
$4.77M - $4.93M
|
177K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
43.9K+ 373.83% |
$4.49M - $4.65M
|
55.7K
$5.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
43.6KNew |
$4.46M - $4.62M
|
43.6K
$4.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
42.7K+ 12.69% |
$4.37M - $4.52M
|
379K
$39.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.4K+ 11.66% |
$4.34M - $4.49M
|
406K
$42.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
41.6KNew |
$4.25M - $4.4M
|
41.6K
$4.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
40.7KNew |
$4.16M - $4.31M
|
40.7K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
39.9K+ 48.19% |
$4.08M - $4.22M
|
123K
$12.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
39.6K+ 215.27% |
$4.06M - $4.19M
|
58.1K
$6.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
39.3K+ 377.88% |
$4.02M - $4.16M
|
49.7K
$5.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39.1K+ 16.85% |
$4M - $4.14M
|
271K
$28.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39K+ 1433.53% |
$3.99M - $4.13M
|
41.8K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
38.3K+ 16.27% |
$3.92M - $4.05M
|
274K
$28.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
38.3K+ 49.14% |
$3.92M - $4.05M
|
116K
$12.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 99.73% |
$3.86M - $3.99M
|
75.6K
$7.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37.5K+ 81.55% |
$3.83M - $3.96M
|
83.4K
$8.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
36.9K+ 5.95% |
$3.78M - $3.91M
|
658K
$68.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.4K+ 13.31% |
$3.72M - $3.85M
|
309K
$32.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
36.4K+ 11.44% |
$3.72M - $3.85M
|
354K
$36.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
34.8K+ 388.03% |
$3.56M - $3.68M
|
43.7K
$4.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34K+ 32.83% |
$3.47M - $3.59M
|
137K
$14.3M
|