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
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.05K- 17.11% |
$517K - $534K
|
24.5K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 38.67% |
$517K - $535K
|
8.01K
$833K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-5.12K- 7.36% |
$523K - $541K
|
64.4K
$6.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.2K- 10.68% |
$532K - $550K
|
43.5K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-5.22K- 27.71% |
$534K - $552K
|
13.6K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.26K- 9.8% |
$538K - $556K
|
48.4K
$5.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.3K- 35.94% |
$542K - $561K
|
9.44K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.33K- 4.38% |
$546K - $564K
|
117K
$12.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.37K- 13.55% |
$549K - $568K
|
34.2K
$3.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.37K- 9.86% |
$549K - $568K
|
49.1K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.46K- 4.72% |
$559K - $578K
|
110K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5.64K- 74.37% |
$577K - $597K
|
1.94K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.79K- 8.17% |
$592K - $612K
|
65.1K
$6.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5.88K- 25.1% |
$602K - $622K
|
17.6K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.13K- 20.29% |
$627K - $649K
|
24.1K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.14K- 2.72% |
$628K - $650K
|
220K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.2K- 34.8% |
$634K - $655K
|
11.6K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-6.3K- 70.79% |
$645K - $667K
|
2.6K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.31K- 1.44% |
$645K - $667K
|
433K
$45M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-6.32K- 3.65% |
$647K - $669K
|
167K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.34K- 5.35% |
$648K - $670K
|
112K
$11.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.51K- 2.23% |
$666K - $689K
|
286K
$29.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-6.52K- 18.4% |
$667K - $690K
|
28.9K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-6.79K- 54.39% |
$695K - $719K
|
5.7K
$592K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.8K- 19.92% |
$696K - $719K
|
27.3K
$2.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-6.82K- 33.36% |
$698K - $721K
|
13.6K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.95K- 1.79% |
$711K - $735K
|
382K
$39.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.01K- 16.27% |
$718K - $742K
|
36.1K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.03K- 5.41% |
$719K - $744K
|
123K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.08K- 10.39% |
$725K - $749K
|
61.1K
$6.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.08K- 11.68% |
$725K - $749K
|
53.6K
$5.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.12K- 40.29% |
$729K - $754K
|
10.6K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.2K- 5.76% |
$737K - $762K
|
118K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7.2K- 2.23% |
$737K - $762K
|
315K
$32.8M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-7.37K- 26.93% |
$754K - $780K
|
20K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.44K- 21.35% |
$761K - $787K
|
27.4K
$2.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-7.54K- 43.36% |
$771K - $798K
|
9.85K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.96K- 32.41% |
$815K - $842K
|
16.6K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.17K- 39.59% |
$836K - $864K
|
12.5K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-8.3K- 80.58% |
$849K - $878K
|
2K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.33K- 5.89% |
$852K - $881K
|
133K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-8.35K- 10.26% |
$854K - $883K
|
73.1K
$7.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-8.39K- 30.9% |
$858K - $887K
|
18.8K
$1.95M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-8.41K- 30.15% |
$860K - $889K
|
19.5K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-8.53K- 6.87% |
$873K - $902K
|
116K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-8.55K- 27.31% |
$874K - $904K
|
22.7K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.66K- 6.27% |
$886K - $916K
|
129K
$13.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.66K- 14.01% |
$886K - $917K
|
53.2K
$5.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.7K- 22.29% |
$891K - $921K
|
30.4K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.74K- 30.61% |
$894K - $924K
|
19.8K
$2.06M
|