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 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-1.96K- 3.02% |
$200K - $207K
|
62.8K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.97K- 13.04% |
$202K - $209K
|
13.2K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.98K- 7.67% |
$202K - $209K
|
23.8K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-1.99K- 5.16% |
$204K - $211K
|
36.6K
$3.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.05K- 35.7% |
$210K - $217K
|
3.69K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 4.89% |
$212K - $219K
|
40.3K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.11K- 25.61% |
$216K - $223K
|
6.12K
$637K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.12K- 28.34% |
$216K - $224K
|
5.35K
$557K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.13K- 3.5% |
$218K - $225K
|
58.6K
$6.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.14K- 25.36% |
$218K - $226K
|
6.28K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 1.09% |
$219K - $227K
|
195K
$20.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.17K- 6.53% |
$222K - $229K
|
31K
$3.23M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.17K- 28.7% |
$222K - $230K
|
5.4K
$562K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.2K- 38.97% |
$225K - $233K
|
3.45K
$359K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.23K- 28.37% |
$228K - $236K
|
5.64K
$586K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 8.57% |
$233K - $241K
|
24.3K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.29K- 3.97% |
$234K - $242K
|
55.2K
$5.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.3K- 17.4% |
$235K - $243K
|
10.9K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.35K- 16.17% |
$240K - $249K
|
12.2K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2.35K- 36.1% |
$241K - $249K
|
4.16K
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.37K- 26.25% |
$242K - $250K
|
6.64K
$691K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.37K- 3.68% |
$242K - $250K
|
61.9K
$6.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.42K- 62.4% |
$247K - $256K
|
1.46K
$152K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-2.43K- 26.19% |
$248K - $257K
|
6.84K
$712K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.43K- 15.42% |
$249K - $257K
|
13.3K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.46K- 37.02% |
$252K - $261K
|
4.19K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.47K- 70.81% |
$253K - $261K
|
1.02K
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.5K- 19.94% |
$256K - $265K
|
10K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.5K- 25.35% |
$256K - $265K
|
7.36K
$766K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.5K- 42.17% |
$256K - $265K
|
3.43K
$357K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.51K- 21.05% |
$257K - $266K
|
9.43K
$981K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.53K- 6.89% |
$259K - $268K
|
34.2K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.54K- 39.19% |
$260K - $269K
|
3.95K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.59K- 3.67% |
$265K - $274K
|
68.1K
$7.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.6K- 54.64% |
$266K - $275K
|
2.16K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.61K- 12.91% |
$267K - $276K
|
17.6K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.62K- 2.84% |
$268K - $277K
|
89.4K
$9.3M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.72K- 2.87% |
$278K - $287K
|
92K
$9.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 18.21% |
$278K - $288K
|
12.2K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.74K- 6.47% |
$280K - $289K
|
39.6K
$4.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.74K- 22.6% |
$280K - $289K
|
9.37K
$974K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.74K- 14.87% |
$280K - $290K
|
15.7K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-2.8K- 23.09% |
$286K - $296K
|
9.32K
$970K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-2.81K- 25.2% |
$287K - $297K
|
8.33K
$866K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.84K- 29.76% |
$290K - $300K
|
6.7K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.86K- 24.49% |
$293K - $303K
|
8.82K
$917K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.87K- 27.34% |
$293K - $303K
|
7.61K
$792K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-2.89K- 3.2% |
$295K - $305K
|
87.3K
$9.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.95K- 31.89% |
$302K - $312K
|
6.31K
$656K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.97K- 8.64% |
$303K - $314K
|
31.4K
$3.26M
|