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 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3K- 15.05% |
$307K - $317K
|
16.9K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.09K- 40.77% |
$316K - $327K
|
4.49K
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3.1K- 17.78% |
$317K - $327K
|
14.3K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.12K- 16.23% |
$319K - $330K
|
16.1K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.12K- 21.48% |
$320K - $330K
|
11.4K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.19K- 16.6% |
$326K - $338K
|
16K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.2K- 25.73% |
$327K - $338K
|
9.23K
$960K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.2K- 20.42% |
$327K - $339K
|
12.5K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.25K- 29.19% |
$332K - $344K
|
7.88K
$820K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.29K- 26.69% |
$336K - $348K
|
9.03K
$940K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.31K- 23.6% |
$338K - $350K
|
10.7K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 15.61% |
$340K - $352K
|
18K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.35K- 9.88% |
$343K - $355K
|
30.6K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.41K- 18.16% |
$349K - $361K
|
15.4K
$1.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.46K- 6.42% |
$354K - $366K
|
50.4K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-3.55K- 7.21% |
$363K - $375K
|
45.6K
$4.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.55K- 53.57% |
$363K - $376K
|
3.08K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.56K- 23.63% |
$364K - $377K
|
11.5K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.61K- 31.39% |
$369K - $382K
|
7.89K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-3.62K- 3.32% |
$371K - $383K
|
106K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.63K- 24.95% |
$371K - $384K
|
10.9K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.66K- 2.89% |
$374K - $387K
|
123K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.7K- 46.46% |
$378K - $391K
|
4.26K
$443K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.7K- 61.65% |
$379K - $392K
|
2.3K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.77K- 19.62% |
$386K - $399K
|
15.5K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.78K- 19.44% |
$387K - $400K
|
15.7K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.79K- 8.93% |
$388K - $401K
|
38.6K
$4.02M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.88K- 23.81% |
$397K - $410K
|
12.4K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.95K- 46.8% |
$404K - $418K
|
4.49K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.96K- 99.92% |
$405K - $419K
|
3
$312
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.98K- 40.76% |
$407K - $421K
|
5.79K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-4K- 6.41% |
$409K - $423K
|
58.4K
$6.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 15.93% |
$409K - $423K
|
21.1K
$2.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.01K- 23.7% |
$410K - $424K
|
12.9K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-4.04K- 54.64% |
$414K - $428K
|
3.36K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.31K- 5.71% |
$440K - $455K
|
71.1K
$7.4M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.43K- 35.67% |
$453K - $468K
|
7.99K
$831K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.43K- 48.57% |
$453K - $469K
|
4.69K
$488K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.48K- 11.1% |
$458K - $474K
|
35.9K
$3.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.53K- 15.28% |
$464K - $480K
|
25.1K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.55K- 4.53% |
$465K - $481K
|
95.8K
$9.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4.56K- 20.79% |
$467K - $482K
|
17.4K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-4.71K- 12.18% |
$481K - $498K
|
33.9K
$3.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.72K- 46.39% |
$483K - $500K
|
5.46K
$568K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.8K- 11.25% |
$491K - $508K
|
37.9K
$3.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.81K- 2.1% |
$492K - $509K
|
224K
$23.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.94K- 58.92% |
$505K - $522K
|
3.44K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-4.94K- 32.67% |
$505K - $523K
|
10.2K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-4.95K- 7.23% |
$507K - $524K
|
63.5K
$6.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.04K- 17.98% |
$515K - $533K
|
23K
$2.39M
|