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 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-30.5K- 14.76% |
$3.12M - $3.23M
|
176K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-30.6K- 86.97% |
$3.13M - $3.24M
|
4.59K
$477K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-31.4K- 52.03% |
$3.21M - $3.32M
|
29K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-31.9K- 18.01% |
$3.26M - $3.37M
|
145K
$15.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-32.2K- 3.74% |
$3.29M - $3.4M
|
829K
$86.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-32.3K- 11.02% |
$3.31M - $3.42M
|
261K
$27.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33K- 19.21% |
$3.38M - $3.49M
|
139K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34.6K- 16.34% |
$3.54M - $3.66M
|
177K
$18.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-34.9K- 49.99% |
$3.57M - $3.69M
|
34.9K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35.5K- 19.77% |
$3.63M - $3.75M
|
144K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-36.2K- 97.2% |
$3.7M - $3.83M
|
1.04K
$109K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-36.6K- 46.29% |
$3.74M - $3.87M
|
42.4K
$4.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-36.7K- 46.84% |
$3.75M - $3.88M
|
41.6K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-36.7K- 11.05% |
$3.76M - $3.89M
|
296K
$30.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-37.1K- 12.71% |
$3.8M - $3.93M
|
255K
$26.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-37.5K- 57.35% |
$3.83M - $3.97M
|
27.9K
$2.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-37.8K- 54.73% |
$3.87M - $4M
|
31.3K
$3.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-37.9K- 17.76% |
$3.88M - $4.01M
|
176K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-40K- 16.95% |
$4.09M - $4.23M
|
196K
$20.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-42.3K- 38.91% |
$4.33M - $4.48M
|
66.5K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-44.3K- 1.72% |
$4.53M - $4.69M
|
2.53M
$263M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46.7K- 63.47% |
$4.78M - $4.94M
|
26.9K
$2.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-46.9K- 42.59% |
$4.8M - $4.96M
|
63.3K
$6.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-47.6K- 64.5% |
$4.87M - $5.04M
|
26.2K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-48.2K- 45.98% |
$4.94M - $5.1M
|
56.7K
$5.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-48.8K- 19.5% |
$4.99M - $5.16M
|
201K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.7K- 1.66% |
$5.29M - $5.47M
|
3.06M
$318M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-52.1K- 44.52% |
$5.33M - $5.52M
|
65K
$6.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-58.6K- 20.76% |
$5.99M - $6.2M
|
224K
$23.3M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-61.4K- 9.9% |
$6.28M - $6.5M
|
559K
$58.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-62.4K- 68.11% |
$6.39M - $6.6M
|
29.2K
$3.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-70.2K- 22.42% |
$7.18M - $7.43M
|
243K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-71.2K- 9.85% |
$7.29M - $7.54M
|
652K
$67.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-73.4K- 11.52% |
$7.51M - $7.77M
|
564K
$58.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-74.5K- 43.49% |
$7.62M - $7.88M
|
96.8K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-74.9K- 70.73% |
$7.66M - $7.92M
|
31K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-75.7K- 27.52% |
$7.74M - $8.01M
|
199K
$20.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-76.6K- 41.48% |
$7.83M - $8.1M
|
108K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-77.9K- 41.48% |
$7.97M - $8.24M
|
110K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-78.7K- 37.52% |
$8.06M - $8.33M
|
131K
$13.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-80.5K- 59.26% |
$8.23M - $8.51M
|
55.3K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-90.4K- 4.55% |
$9.25M - $9.56M
|
1.9M
$197M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-97.5K- 47.16% |
$9.97M - $10.3M
|
109K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-104K- 11.0% |
$10.7M - $11M
|
845K
$87.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-105K- 13.04% |
$10.7M - $11.1M
|
698K
$72.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-105K- 59.1% |
$10.7M - $11.1M
|
72.5K
$7.54M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-109K- 8.59% |
$11.2M - $11.6M
|
1.17M
$121M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-116K- 23.3% |
$11.9M - $12.3M
|
383K
$39.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-130K- 62.05% |
$13.3M - $13.7M
|
79.3K
$8.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-131K- 82.34% |
$13.4M - $13.8M
|
28K
$2.91M
|