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 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.22K- 21.57% |
$124K - $129K
|
4.42K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.25K- 13.32% |
$128K - $132K
|
8.15K
$847K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.29K- 16.41% |
$132K - $137K
|
6.58K
$685K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 11.11% |
$133K - $137K
|
10.4K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.35K- 40.52% |
$138K - $143K
|
1.98K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.36K- 8.72% |
$139K - $144K
|
14.2K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.38K- 21.75% |
$141K - $146K
|
4.97K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.4K- 26.7% |
$143K - $148K
|
3.84K
$399K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.4K- 28.45% |
$143K - $148K
|
3.52K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.41K- 20.72% |
$145K - $149K
|
5.41K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.43K- 3.55% |
$146K - $151K
|
38.7K
$4.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.43K- 14.87% |
$147K - $152K
|
8.2K
$852K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.45K- 71.59% |
$148K - $153K
|
575
$59.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.46K- 3.71% |
$149K - $154K
|
37.8K
$3.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.46K- 24.12% |
$149K - $154K
|
4.59K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.5K- 13.48% |
$153K - $158K
|
9.6K
$998K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.5K- 1.83% |
$153K - $158K
|
80K
$8.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-1.5K- 11.85% |
$154K - $159K
|
11.2K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 7.03% |
$154K - $160K
|
20K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.53K- 8.48% |
$156K - $162K
|
16.5K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.54K- 7.76% |
$158K - $163K
|
18.3K
$1.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.57K- 43.45% |
$160K - $166K
|
2.04K
$212K
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.57K- 32.78% |
$160K - $166K
|
3.21K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.57K- 6.81% |
$161K - $166K
|
21.5K
$2.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.58K- 10.69% |
$162K - $167K
|
13.2K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.58K- 5.15% |
$162K - $167K
|
29.2K
$3.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.59K- 18.36% |
$163K - $168K
|
7.07K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.62K- 3.27% |
$166K - $172K
|
48.1K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.62K- 21.75% |
$166K - $172K
|
5.84K
$607K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 11.9% |
$169K - $175K
|
12.3K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.68K- 6.67% |
$171K - $177K
|
23.4K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.68K- 29.89% |
$172K - $178K
|
3.95K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.7K- 29.36% |
$174K - $180K
|
4.09K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.71K- 12.37% |
$175K - $181K
|
12.1K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.73K- 14.72% |
$177K - $183K
|
10K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.73K- 9.21% |
$177K - $183K
|
17.1K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.74K- 32.0% |
$178K - $185K
|
3.71K
$385K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.75K- 33.3% |
$179K - $185K
|
3.51K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.77K- 1.89% |
$181K - $188K
|
92.2K
$9.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.81K- 47.38% |
$185K - $191K
|
2.01K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.85K- 13.02% |
$189K - $195K
|
12.3K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.87K- 33.57% |
$191K - $198K
|
3.7K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.87K- 26.83% |
$191K - $198K
|
5.1K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 20.8% |
$193K - $199K
|
7.18K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.89K- 16.78% |
$193K - $200K
|
9.36K
$973K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.91K- 32.45% |
$196K - $202K
|
3.98K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.92K- 0.48% |
$196K - $203K
|
401K
$41.7M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.93K- 12.19% |
$197K - $204K
|
13.9K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.95K- 16.43% |
$200K - $206K
|
9.92K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.95K- 46.49% |
$200K - $207K
|
2.25K
$234K
|