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 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.15K+ 16.06% |
$219K - $227K
|
15.5K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.14K+ 64.64% |
$219K - $226K
|
5.45K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.12K+ 44.55% |
$217K - $225K
|
6.89K
$716K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.11K+ 10.64% |
$216K - $223K
|
21.9K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2.1KNew |
$215K - $222K
|
2.1K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.08KNew |
$213K - $220K
|
2.08K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.08KNew |
$213K - $220K
|
2.08K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.03K+ 20.61% |
$208K - $215K
|
11.9K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.02KNew |
$207K - $214K
|
2.02K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.98KNew |
$202K - $209K
|
1.98K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.96K+ 920.66% |
$201K - $207K
|
2.17K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.96KNew |
$200K - $207K
|
1.96K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.95KNew |
$200K - $207K
|
1.95K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.94KNew |
$198K - $205K
|
1.94K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.92KNew |
$197K - $204K
|
1.92K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.92K+ 105.74% |
$196K - $203K
|
3.73K
$388K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.9K+ 18.71% |
$194K - $201K
|
12K
$1.25M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.86K+ 21.36% |
$190K - $197K
|
10.6K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.78KNew |
$182K - $189K
|
1.78K
$185K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.78K+ 4.07% |
$182K - $188K
|
45.5K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.74KNew |
$178K - $184K
|
1.74K
$181K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.74KNew |
$178K - $184K
|
1.74K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.72K+ 42.58% |
$176K - $182K
|
5.76K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.72K+ 2.26% |
$175K - $181K
|
77.5K
$8.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.71K+ 15.09% |
$175K - $181K
|
13.1K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 11.01% |
$174K - $180K
|
17.1K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.7K+ 4.82% |
$174K - $180K
|
36.9K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.62K+ 20.48% |
$166K - $172K
|
9.55K
$993K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.59K+ 40.19% |
$162K - $168K
|
5.53K
$575K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.55KNew |
$158K - $164K
|
1.55K
$161K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.53K+ 69.73% |
$157K - $162K
|
3.73K
$388K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.53K+ 24.11% |
$157K - $162K
|
7.88K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.52K+ 36.68% |
$155K - $160K
|
5.65K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.51K+ 1.22% |
$154K - $160K
|
125K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.5K+ 2.72% |
$153K - $159K
|
56.6K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 3110.42% |
$153K - $158K
|
1.54K
$160K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.47K+ 9.83% |
$150K - $156K
|
16.4K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.47K+ 25.97% |
$150K - $155K
|
7.13K
$741K
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.47K+ 2.89% |
$150K - $155K
|
52.1K
$5.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.47K+ 3.05% |
$150K - $155K
|
49.5K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.46K+ 6.6% |
$150K - $155K
|
23.6K
$2.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.46K+ 16.03% |
$149K - $154K
|
10.6K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.45K+ 2.89% |
$148K - $153K
|
51.6K
$5.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.43KNew |
$146K - $151K
|
1.43K
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.37K+ 13.01% |
$140K - $145K
|
11.9K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 39.03% |
$140K - $145K
|
4.87K
$507K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.34K+ 11.04% |
$137K - $142K
|
13.5K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.34K+ 1.06% |
$137K - $142K
|
128K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.33K+ 16.9% |
$136K - $141K
|
9.19K
$956K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.32K+ 1.95% |
$135K - $139K
|
68.6K
$7.14M
|