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 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-14.3K- 72.9% |
$1.47M - $1.52M
|
5.34K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.4K- 14.22% |
$1.48M - $1.53M
|
87.1K
$9.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-14.7K- 84.15% |
$1.51M - $1.56M
|
2.78K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.8K- 31.05% |
$1.51M - $1.57M
|
32.9K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-14.8K- 4.93% |
$1.52M - $1.57M
|
286K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.1K- 0.98% |
$1.55M - $1.6M
|
1.52M
$159M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-15.2K- 11.05% |
$1.55M - $1.6M
|
122K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16K- 12.57% |
$1.64M - $1.7M
|
111K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16.1K- 8.05% |
$1.64M - $1.7M
|
183K
$19.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-16.5K- 52.55% |
$1.69M - $1.74M
|
14.9K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-16.6K- 14.56% |
$1.7M - $1.75M
|
97.4K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-16.6K- 47.81% |
$1.7M - $1.76M
|
18.2K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-16.9K- 40.71% |
$1.73M - $1.79M
|
24.6K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-17.2K- 25.4% |
$1.76M - $1.82M
|
50.6K
$5.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.8K- 3.75% |
$1.82M - $1.88M
|
456K
$47.4M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.1K- 23.48% |
$1.85M - $1.91M
|
58.9K
$6.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18.2K- 19.72% |
$1.86M - $1.93M
|
74.2K
$7.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-18.5K- 10.75% |
$1.9M - $1.96M
|
154K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.7K- 1.56% |
$1.91M - $1.98M
|
1.18M
$123M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-18.7K- 20.59% |
$1.92M - $1.98M
|
72.2K
$7.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-19.8K- 74.82% |
$2.02M - $2.09M
|
6.65K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-19.9K- 17.95% |
$2.04M - $2.11M
|
91K
$9.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.3K- 24.51% |
$2.07M - $2.14M
|
62.4K
$6.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.3K- 10.32% |
$2.07M - $2.15M
|
176K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.1K- 10.24% |
$2.16M - $2.24M
|
185K
$19.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-21.5K- 27.58% |
$2.2M - $2.27M
|
56.4K
$5.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-22K- 82.25% |
$2.25M - $2.33M
|
4.76K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-22.2K- 89.71% |
$2.27M - $2.35M
|
2.54K
$265K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-22.8K- 6.62% |
$2.33M - $2.41M
|
322K
$33.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-23.1K- 90.57% |
$2.37M - $2.45M
|
2.41K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-23.3K- 69.81% |
$2.38M - $2.46M
|
10.1K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-23.4K- 16.72% |
$2.39M - $2.47M
|
116K
$12.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.7K- 3.54% |
$2.43M - $2.51M
|
647K
$67.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-24.4K- 9.75% |
$2.5M - $2.58M
|
226K
$23.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-24.7K- 4.22% |
$2.53M - $2.62M
|
562K
$58.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-26.3K- 13.67% |
$2.69M - $2.78M
|
166K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-26.3K- 30.08% |
$2.69M - $2.78M
|
61.1K
$6.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-26.9K- 45.6% |
$2.75M - $2.85M
|
32.1K
$3.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-27.1K- 35.79% |
$2.78M - $2.87M
|
48.7K
$5.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-27.3K- 18.04% |
$2.79M - $2.88M
|
124K
$12.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-27.4K- 40.28% |
$2.8M - $2.9M
|
40.6K
$4.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-27.7K- 17.07% |
$2.83M - $2.93M
|
134K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.1K- 4.32% |
$2.88M - $2.97M
|
622K
$64.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.2K- 12.58% |
$2.89M - $2.98M
|
196K
$20.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-28.3K- 48.91% |
$2.9M - $3M
|
29.6K
$3.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-28.5K- 55.48% |
$2.91M - $3.01M
|
22.9K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-29K- 12.21% |
$2.97M - $3.07M
|
209K
$21.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-29.6K- 71.85% |
$3.03M - $3.14M
|
11.6K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-29.9K- 66.79% |
$3.06M - $3.16M
|
14.9K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30.1K- 12.4% |
$3.08M - $3.18M
|
213K
$22.1M
|