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 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
33.4K+ 303.06% |
$3.42M - $3.53M
|
44.4K
$4.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
33.3KNew |
$3.4M - $3.52M
|
33.3K
$3.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
33.1K+ 244.52% |
$3.39M - $3.51M
|
46.7K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
32.5KNew |
$3.33M - $3.44M
|
32.5K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.3KNew |
$3.3M - $3.42M
|
32.3K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31.6K+ 101.09% |
$3.24M - $3.35M
|
62.9K
$6.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
31.6K+ 22.78% |
$3.23M - $3.34M
|
170K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
30.6KNew |
$3.13M - $3.24M
|
30.6K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
29.7K+ 0.98% |
$3.04M - $3.14M
|
3.05M
$317M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
28.5K+ 22.56% |
$2.91M - $3.01M
|
155K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.4K+ 2.33% |
$2.91M - $3.01M
|
1.25M
$130M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
28.1KNew |
$2.87M - $2.97M
|
28.1K
$2.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27.9K+ 14.55% |
$2.85M - $2.95M
|
220K
$22.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27.3K+ 29.19% |
$2.8M - $2.89M
|
121K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.1K+ 38.6% |
$2.77M - $2.87M
|
97.3K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.6K+ 8.19% |
$2.72M - $2.81M
|
351K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
25.9KNew |
$2.65M - $2.74M
|
25.9K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
25.9K+ 11.6% |
$2.65M - $2.74M
|
249K
$25.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
25.8K+ 0.94% |
$2.64M - $2.73M
|
2.78M
$289M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
25KNew |
$2.56M - $2.65M
|
25K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 3.3% |
$2.49M - $2.57M
|
762K
$79.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
23.3K+ 904.85% |
$2.39M - $2.47M
|
25.9K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
23.1KNew |
$2.36M - $2.44M
|
23.1K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
22.7K+ 12.28% |
$2.32M - $2.4M
|
207K
$21.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
22.4KNew |
$2.29M - $2.37M
|
22.4K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
21.8KNew |
$2.23M - $2.3M
|
21.8K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
21.7K+ 67.07% |
$2.22M - $2.29M
|
53.9K
$5.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.6K+ 8.13% |
$2.21M - $2.29M
|
288K
$29.9M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20.9K+ 16.51% |
$2.14M - $2.21M
|
147K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
20.7K+ 144.71% |
$2.12M - $2.19M
|
35.1K
$3.65M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
20.7KNew |
$2.11M - $2.19M
|
20.7K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20.5KNew |
$2.1M - $2.17M
|
20.5K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
19.8K+ 826.27% |
$2.02M - $2.09M
|
22.1K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.4K+ 42.77% |
$1.98M - $2.05M
|
64.7K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
19K+ 431.3% |
$1.95M - $2.01M
|
23.4K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
19K+ 20.07% |
$1.94M - $2.01M
|
114K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 22.33% |
$1.93M - $2M
|
104K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
18.4K+ 60.02% |
$1.88M - $1.95M
|
49.1K
$5.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
18.2K+ 18.63% |
$1.86M - $1.92M
|
116K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.2K+ 25.66% |
$1.86M - $1.92M
|
88.9K
$9.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
17.7KNew |
$1.82M - $1.88M
|
17.7K
$1.85M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
17.6K+ 6.35% |
$1.81M - $1.87M
|
296K
$30.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
17.3KNew |
$1.77M - $1.83M
|
17.3K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.9K+ 8.3% |
$1.73M - $1.79M
|
221K
$23M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16.8K+ 179.16% |
$1.72M - $1.78M
|
26.2K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.4KNew |
$1.68M - $1.74M
|
16.4K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
15.9K+ 35.22% |
$1.63M - $1.68M
|
61.1K
$6.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.7K+ 40.48% |
$1.6M - $1.66M
|
54.4K
$5.66M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
15.5K+ 22.45% |
$1.59M - $1.64M
|
84.6K
$8.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 49.87% |
$1.58M - $1.63M
|
46.3K
$4.81M
|