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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-135K- 24.4% |
$13.8M - $14.3M
|
419K
$43.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-136K- 85.31% |
$13.9M - $14.4M
|
23.4K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-136K- 12.64% |
$14M - $14.4M
|
943K
$98.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-137K- 49.83% |
$14M - $14.5M
|
138K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-137K- 44.6% |
$14M - $14.5M
|
170K
$17.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-137K- 66.78% |
$14.1M - $14.5M
|
68.4K
$7.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-146K- 53.99% |
$14.9M - $15.4M
|
124K
$12.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-157K- 82.02% |
$16M - $16.6M
|
34.3K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-169K- 40.07% |
$17.3M - $17.9M
|
252K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-174K- 30.41% |
$17.8M - $18.4M
|
399K
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-178K- 62.23% |
$18.2M - $18.8M
|
108K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-190K- 91.74% |
$19.4M - $20.1M
|
17.1K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-196K- 2.58% |
$20.1M - $20.8M
|
7.39M
$769M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-227K- 47.21% |
$23.2M - $24M
|
254K
$26.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-232K- 33.31% |
$23.7M - $24.5M
|
464K
$48.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-238K- 79.33% |
$24.3M - $25.2M
|
62K
$6.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-250K- 2.48% |
$25.6M - $26.5M
|
9.82M
$1.02B
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-250K- 97.9% |
$25.6M - $26.5M
|
5.38K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-255K- 98.2% |
$26.1M - $27M
|
4.67K
$486K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-260K- 9.67% |
$26.6M - $27.5M
|
2.42M
$252M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-296K- 80.47% |
$30.3M - $31.3M
|
71.8K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-338K- 59.63% |
$34.5M - $35.7M
|
229K
$23.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361K- 4.08% |
$36.9M - $38.2M
|
8.49M
$884M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-551K- 8.1% |
$56.4M - $58.3M
|
6.25M
$650M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-723K- 86.33% |
$73.9M - $76.4M
|
114K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-781K- 5.95% |
$79.9M - $82.6M
|
12.3M
$1.28B
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-832K- 73.6% |
$85.1M - $88M
|
298K
$31M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-846K- 24.94% |
$86.5M - $89.5M
|
2.55M
$265M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-992K- 17.92% |
$101M - $105M
|
4.54M
$473M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.32M- 19.61% |
$135M - $139M
|
5.4M
$561M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3M- 93.9% |
$307M - $318M
|
195K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.14M- 99.4% |
$936M - $967M
|
55.4K
$5.76M
|