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 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.57K+ 154.7% |
$979K - $1.01M
|
15.8K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.56K+ 5.6% |
$978K - $1.01M
|
180K
$18.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
9.25KNew |
$946K - $978K
|
9.25K
$962K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.22KNew |
$943K - $975K
|
9.22K
$959K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
9.19K+ 5.66% |
$940K - $972K
|
171K
$17.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
9.05KNew |
$926K - $957K
|
9.05K
$941K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.03K+ 32.55% |
$924K - $956K
|
36.8K
$3.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
8.9K+ 24.4% |
$910K - $941K
|
45.4K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.84K+ 14.86% |
$904K - $935K
|
68.3K
$7.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.83KNew |
$904K - $935K
|
8.83K
$919K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.78K+ 58.82% |
$898K - $929K
|
23.7K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.77K+ 62.17% |
$898K - $928K
|
22.9K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.74K+ 4.38% |
$894K - $925K
|
208K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.62K+ 28.25% |
$882K - $912K
|
39.1K
$4.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.6K+ 10.11% |
$879K - $909K
|
93.6K
$9.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.52K+ 1.68% |
$872K - $902K
|
517K
$53.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.52K+ 84.37% |
$871K - $901K
|
18.6K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
8.51KNew |
$870K - $900K
|
8.51K
$885K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.5K+ 23.13% |
$869K - $899K
|
45.2K
$4.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.42K+ 21.78% |
$861K - $890K
|
47.1K
$4.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8.38K+ 213.12% |
$858K - $887K
|
12.3K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.29K+ 2.38% |
$848K - $877K
|
357K
$37.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.05K+ 131.11% |
$824K - $852K
|
14.2K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.71K+ 5.65% |
$789K - $816K
|
144K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.65K+ 20.03% |
$783K - $809K
|
45.8K
$4.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.58K+ 15.86% |
$776K - $802K
|
55.4K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.51K+ 9.66% |
$769K - $795K
|
85.3K
$8.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.4K+ 7.08% |
$758K - $783K
|
112K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.28K+ 35.04% |
$745K - $771K
|
28.1K
$2.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.17K+ 2.62% |
$734K - $759K
|
281K
$29.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.16K+ 80.79% |
$732K - $757K
|
16K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.15K+ 34.98% |
$731K - $756K
|
27.6K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.08K+ 66.07% |
$724K - $749K
|
17.8K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
7.07KNew |
$723K - $748K
|
7.07K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.06K+ 44.91% |
$722K - $747K
|
22.8K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.99K+ 11.41% |
$715K - $739K
|
68.2K
$7.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.98K+ 173.86% |
$715K - $739K
|
11K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.96KNew |
$712K - $736K
|
6.96K
$724K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.94K+ 30.07% |
$710K - $734K
|
30K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.94KNew |
$710K - $734K
|
6.94K
$722K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.93K+ 71.2% |
$709K - $733K
|
16.7K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.88KNew |
$703K - $727K
|
6.88K
$715K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
6.87KNew |
$703K - $727K
|
6.87K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.85K+ 41.76% |
$701K - $724K
|
23.2K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.79K+ 5.58% |
$695K - $719K
|
129K
$13.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.78K+ 1.06% |
$693K - $717K
|
648K
$67.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.74K+ 10.44% |
$690K - $713K
|
71.3K
$7.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.73K+ 13.49% |
$688K - $712K
|
56.6K
$5.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.66K+ 8.5% |
$682K - $705K
|
85.1K
$8.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.64K+ 33.4% |
$679K - $702K
|
26.5K
$2.76M
|