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 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.2K+ 2.88% |
$1.56M - $1.61M
|
544K
$56.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
15.1KNew |
$1.54M - $1.6M
|
15.1K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15K+ 7.6% |
$1.54M - $1.59M
|
213K
$22.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
14.9K+ 443.84% |
$1.52M - $1.58M
|
18.3K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$1.52M - $1.57M
|
14.8K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
14.7K+ 7.34% |
$1.51M - $1.56M
|
215K
$22.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
14.7K+ 15.68% |
$1.5M - $1.55M
|
108K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
14.5K+ 43.39% |
$1.48M - $1.53M
|
47.8K
$4.97M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
14.2K+ 46.98% |
$1.45M - $1.5M
|
44.4K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
14.1K+ 47.46% |
$1.45M - $1.5M
|
43.9K
$4.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
14.1K+ 38.43% |
$1.44M - $1.49M
|
50.6K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14K+ 137.74% |
$1.43M - $1.48M
|
24.2K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
14KNew |
$1.43M - $1.48M
|
14K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.9K+ 23.81% |
$1.42M - $1.47M
|
72.2K
$7.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.8K+ 1077.89% |
$1.41M - $1.46M
|
15.1K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
13.8KNew |
$1.41M - $1.46M
|
13.8K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.6K+ 115.17% |
$1.4M - $1.44M
|
25.5K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.4KNew |
$1.37M - $1.42M
|
13.4K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.1K+ 80.98% |
$1.34M - $1.38M
|
29.2K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13KNew |
$1.33M - $1.38M
|
13K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13K+ 0.81% |
$1.33M - $1.37M
|
1.62M
$169M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
12.6K+ 66.46% |
$1.29M - $1.33M
|
31.6K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
12.4KNew |
$1.27M - $1.31M
|
12.4K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.1K+ 19.61% |
$1.24M - $1.28M
|
73.8K
$7.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 83.09% |
$1.22M - $1.26M
|
26.2K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
11.7K+ 18.93% |
$1.19M - $1.24M
|
73.3K
$7.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$1.17M - $1.21M
|
11.5K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.5K+ 18.06% |
$1.17M - $1.21M
|
74.8K
$7.78M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.4K+ 486.05% |
$1.17M - $1.21M
|
13.8K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.2K+ 72.27% |
$1.15M - $1.19M
|
26.7K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.9K+ 41.21% |
$1.11M - $1.15M
|
37.3K
$3.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
10.8K+ 208.68% |
$1.11M - $1.14M
|
16K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 12.17% |
$1.1M - $1.14M
|
99.3K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.7K+ 0.83% |
$1.09M - $1.13M
|
1.3M
$136M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
10.6KNew |
$1.09M - $1.12M
|
10.6K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.6KNew |
$1.08M - $1.12M
|
10.6K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
10.5K+ 9.75% |
$1.08M - $1.11M
|
119K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.5K+ 6.87% |
$1.08M - $1.11M
|
164K
$17M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.5K+ 196.2% |
$1.07M - $1.11M
|
15.8K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10.5K+ 68.17% |
$1.07M - $1.11M
|
25.8K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
10.4K+ 318.46% |
$1.06M - $1.1M
|
13.7K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4K+ 72.56% |
$1.06M - $1.1M
|
24.7K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.3KNew |
$1.06M - $1.09M
|
10.3K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.2K+ 75.01% |
$1.04M - $1.07M
|
23.7K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.1KNew |
$1.03M - $1.07M
|
10.1K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10KNew |
$1.02M - $1.06M
|
10K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10K+ 50.32% |
$1.02M - $1.06M
|
29.9K
$3.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
9.96KNew |
$1.02M - $1.05M
|
9.96K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.67K+ 239.24% |
$989K - $1.02M
|
13.7K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
9.59K+ 17.63% |
$981K - $1.01M
|
64K
$6.65M
|