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 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.16KNew |
$426K - $440K
|
4.16K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
4.14K+ 6.12% |
$423K - $437K
|
71.7K
$7.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.1K+ 16.39% |
$419K - $434K
|
29.1K
$3.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.06K+ 49.6% |
$415K - $430K
|
12.2K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.04K+ 5.32% |
$413K - $427K
|
79.9K
$8.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.04KNew |
$413K - $427K
|
4.04K
$420K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.97K+ 19.95% |
$406K - $420K
|
23.8K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.96K+ 11.56% |
$405K - $419K
|
38.2K
$3.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.95K+ 60.26% |
$404K - $418K
|
10.5K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.82K+ 5.94% |
$391K - $404K
|
68.1K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.81K+ 4.15% |
$390K - $403K
|
95.6K
$9.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.75KNew |
$384K - $397K
|
3.75K
$390K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 96.13% |
$379K - $392K
|
7.56K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.68K+ 8.84% |
$377K - $390K
|
45.4K
$4.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.66K+ 22.76% |
$374K - $387K
|
19.7K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.65K+ 8.04% |
$374K - $386K
|
49.1K
$5.1M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.64K+ 3.68% |
$373K - $386K
|
103K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.62KNew |
$370K - $383K
|
3.62K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.62K+ 29.66% |
$370K - $383K
|
15.8K
$1.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.6KNew |
$368K - $381K
|
3.6K
$375K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.59KNew |
$367K - $380K
|
3.59K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.5KNew |
$358K - $371K
|
3.5K
$364K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$358K - $370K
|
3.5K
$364K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.48KNew |
$356K - $368K
|
3.48K
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.46K+ 101.74% |
$354K - $366K
|
6.86K
$713K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.45KNew |
$353K - $365K
|
3.45K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.43KNew |
$351K - $363K
|
3.43K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.4K+ 17.93% |
$348K - $360K
|
22.4K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.37K+ 38.63% |
$345K - $357K
|
12.1K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
3.36KNew |
$344K - $356K
|
3.36K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3.36K+ 68.18% |
$343K - $355K
|
8.28K
$861K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.33K+ 96.44% |
$341K - $353K
|
6.79K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.26KNew |
$334K - $345K
|
3.26K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.23K+ 4.3% |
$331K - $342K
|
78.5K
$8.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 79.33% |
$330K - $341K
|
7.29K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.21KNew |
$329K - $340K
|
3.21K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.21K+ 69.87% |
$328K - $339K
|
7.8K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.2K+ 17.44% |
$327K - $338K
|
21.5K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
3.19KNew |
$327K - $338K
|
3.19K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.19KNew |
$327K - $338K
|
3.19K
$332K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.16K+ 20.33% |
$323K - $334K
|
18.7K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.15KNew |
$322K - $333K
|
3.15K
$327K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$321K - $331K
|
3.13K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.12K+ 28.43% |
$319K - $330K
|
14.1K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
3.11K+ 134.51% |
$319K - $329K
|
5.43K
$565K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.11K+ 9.86% |
$318K - $329K
|
34.7K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.11K+ 34.58% |
$318K - $329K
|
12.1K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.1K+ 1240.0% |
$317K - $328K
|
3.35K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.1KNew |
$317K - $328K
|
3.1K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.09K+ 3.38% |
$316K - $327K
|
94.4K
$9.82M
|