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 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.61K+ 11.23% |
$676K - $699K
|
65.4K
$6.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.41K+ 6.84% |
$656K - $678K
|
100K
$10.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.4K+ 2.75% |
$654K - $677K
|
239K
$24.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.26K+ 2.64% |
$640K - $662K
|
243K
$25.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.23K+ 77.42% |
$638K - $660K
|
14.3K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$618K - $639K
|
6.04K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.03K+ 1.77% |
$617K - $638K
|
347K
$36.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.98K+ 49.39% |
$612K - $633K
|
18.1K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.9K+ 9.86% |
$604K - $624K
|
65.7K
$6.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.9K+ 38.78% |
$604K - $624K
|
21.1K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.79K+ 4.45% |
$593K - $613K
|
136K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
5.78K+ 3.08% |
$592K - $612K
|
194K
$20.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.63K+ 61.15% |
$576K - $596K
|
14.8K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.56K+ 0.97% |
$569K - $588K
|
580K
$60.3M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
5.45KNew |
$557K - $576K
|
5.45K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.43K+ 45.97% |
$556K - $575K
|
17.2K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
5.41KNew |
$553K - $572K
|
5.41K
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.4K+ 3.45% |
$552K - $571K
|
162K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.36K+ 16.5% |
$548K - $567K
|
37.8K
$3.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
5.21K+ 12.39% |
$533K - $551K
|
47.2K
$4.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.19K+ 22.01% |
$531K - $549K
|
28.8K
$2.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.14K+ 163.67% |
$526K - $544K
|
8.29K
$862K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.11K+ 82.73% |
$523K - $541K
|
11.3K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.06K+ 13.26% |
$517K - $535K
|
43.2K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.04K+ 16.35% |
$516K - $533K
|
35.9K
$3.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 3.92% |
$514K - $532K
|
133K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4.99K+ 30.61% |
$511K - $528K
|
21.3K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.92K+ 255.0% |
$504K - $521K
|
6.86K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.92K+ 2.46% |
$504K - $521K
|
205K
$21.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.88K+ 10.51% |
$499K - $516K
|
51.3K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.87KNew |
$498K - $515K
|
4.87K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.85K+ 18.31% |
$496K - $513K
|
31.3K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.84K+ 13.06% |
$495K - $512K
|
41.9K
$4.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.76KNew |
$487K - $504K
|
4.76K
$495K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4.67K+ 308.99% |
$478K - $494K
|
6.18K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.63K+ 38.03% |
$474K - $490K
|
16.8K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
4.53K+ 3.48% |
$463K - $479K
|
134K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.51K+ 5.01% |
$462K - $477K
|
94.6K
$9.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.5KNew |
$461K - $476K
|
4.5K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
4.48K+ 153.26% |
$459K - $474K
|
7.41K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
4.48K+ 15.39% |
$458K - $474K
|
33.6K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.47K+ 83.93% |
$457K - $473K
|
9.8K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.47KNew |
$457K - $473K
|
4.47K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.47K+ 0.89% |
$457K - $473K
|
506K
$52.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
4.4KNew |
$450K - $466K
|
4.4K
$458K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.33K+ 33.05% |
$443K - $458K
|
17.4K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.27K+ 27.99% |
$437K - $452K
|
19.5K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.27K+ 166.67% |
$436K - $451K
|
6.82K
$710K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.25K+ 9.78% |
$434K - $449K
|
47.6K
$4.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.23K+ 21.77% |
$433K - $448K
|
23.7K
$2.46M
|