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 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-8.86K- 5.07% |
$907K - $938K
|
166K
$17.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-8.88K- 3.32% |
$909K - $940K
|
259K
$26.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.89K- 29.58% |
$910K - $941K
|
21.2K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-8.99K- 52.9% |
$919K - $951K
|
8K
$832K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-9.1K- 15.93% |
$931K - $963K
|
48K
$4.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.16K- 14.28% |
$937K - $969K
|
55K
$5.72M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9.32K- 6.65% |
$953K - $986K
|
131K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-9.32K- 19.62% |
$953K - $986K
|
38.2K
$3.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-9.32K- 70.72% |
$954K - $986K
|
3.86K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-9.58K- 75.52% |
$980K - $1.01M
|
3.11K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-9.6K- 45.76% |
$982K - $1.02M
|
11.4K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.63K- 5.17% |
$985K - $1.02M
|
177K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.77K- 1.69% |
$1M - $1.03M
|
569K
$59.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-9.83K- 39.53% |
$1.01M - $1.04M
|
15K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10.1K- 15.15% |
$1.03M - $1.07M
|
56.4K
$5.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-10.1K- 15.82% |
$1.03M - $1.07M
|
53.7K
$5.59M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-10.3K- 20.7% |
$1.06M - $1.09M
|
39.6K
$4.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-10.4K- 40.19% |
$1.06M - $1.1M
|
15.5K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.5K- 12.09% |
$1.07M - $1.11M
|
76.3K
$7.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-10.5K- 3.18% |
$1.08M - $1.11M
|
321K
$33.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.6K- 19.2% |
$1.08M - $1.12M
|
44.4K
$4.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 22.41% |
$1.11M - $1.14M
|
37.4K
$3.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-10.9K- 17.45% |
$1.11M - $1.15M
|
51.4K
$5.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-10.9K- 13.89% |
$1.11M - $1.15M
|
67.4K
$7.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.9K- 4.42% |
$1.12M - $1.16M
|
236K
$24.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.9K- 6.05% |
$1.12M - $1.16M
|
170K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 6.62% |
$1.14M - $1.18M
|
157K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.3K- 17.26% |
$1.15M - $1.19M
|
53.9K
$5.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-11.5K- 32.96% |
$1.18M - $1.22M
|
23.4K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.6K- 6.74% |
$1.18M - $1.22M
|
160K
$16.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11.7K- 75.96% |
$1.2M - $1.24M
|
3.71K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11.7K- 1.23% |
$1.2M - $1.24M
|
947K
$98.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-11.8K- 41.94% |
$1.21M - $1.25M
|
16.3K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-12.3K- 85.61% |
$1.26M - $1.3M
|
2.07K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-12.3K- 32.9% |
$1.26M - $1.3M
|
25.1K
$2.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-12.3K- 4.16% |
$1.26M - $1.31M
|
284K
$29.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 1.36% |
$1.28M - $1.32M
|
903K
$93.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-12.5K- 11.99% |
$1.28M - $1.32M
|
91.9K
$9.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-12.6K- 78.17% |
$1.29M - $1.33M
|
3.52K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-12.7K- 57.02% |
$1.3M - $1.34M
|
9.55K
$993K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-12.8K- 20.2% |
$1.31M - $1.36M
|
50.6K
$5.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-12.9K- 4.06% |
$1.32M - $1.37M
|
305K
$31.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13.1K- 20.35% |
$1.34M - $1.39M
|
51.3K
$5.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13.2K- 8.08% |
$1.35M - $1.39M
|
150K
$15.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-13.2K- 85.12% |
$1.35M - $1.4M
|
2.31K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-13.2K- 53.99% |
$1.35M - $1.4M
|
11.3K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-13.5K- 23.67% |
$1.38M - $1.42M
|
43.4K
$4.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-13.5K- 14.94% |
$1.38M - $1.43M
|
77K
$8.01M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13.5K- 64.8% |
$1.38M - $1.43M
|
7.35K
$765K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-13.7K- 6.23% |
$1.4M - $1.45M
|
206K
$21.5M
|