Purchases and Sales Made in Q4 2025 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
133K+ 109.49% |
$14.2M - $14.3M
|
255K
$27.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
92.6K+ 386.92% |
$9.84M - $9.96M
|
116K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
82.7K+ 42.18% |
$8.79M - $8.9M
|
279K
$29.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66.5K+ 14.25% |
$7.08M - $7.16M
|
533K
$57.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
49.7K+ 11.24% |
$5.28M - $5.34M
|
492K
$52.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.7K+ 1.82% |
$4.96M - $5.02M
|
2.62M
$280M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39.8K+ 28.67% |
$4.23M - $4.28M
|
179K
$19.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
38K+ 14.27% |
$4.05M - $4.09M
|
305K
$32.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
30.3K+ 14.1% |
$3.22M - $3.26M
|
245K
$26.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1K+ 3.8% |
$3.2M - $3.24M
|
821K
$87.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
23K+ 15.28% |
$2.44M - $2.47M
|
173K
$18.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
22.7KNew |
$2.42M - $2.45M
|
22.7K
$2.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19.3K+ 19.21% |
$2.05M - $2.08M
|
120K
$12.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
17.5KNew |
$1.86M - $1.89M
|
17.5K
$1.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
14.3KNew |
$1.52M - $1.54M
|
14.3K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.7K+ 15.51% |
$1.35M - $1.37M
|
94.7K
$10.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
12.5K+ 14.05% |
$1.33M - $1.34M
|
101K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
11.9KNew |
$1.27M - $1.28M
|
11.9K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 3.42% |
$1.23M - $1.25M
|
351K
$37.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.5K+ 6.27% |
$1.22M - $1.24M
|
195K
$20.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
10.2K+ 31.32% |
$1.08M - $1.09M
|
42.7K
$4.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.98K+ 4.11% |
$1.06M - $1.07M
|
253K
$27.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.53K+ 7.29% |
$1.01M - $1.03M
|
140K
$15M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
9.09K+ 78.48% |
$966K - $978K
|
20.7K
$2.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7.35K+ 3.62% |
$782K - $791K
|
210K
$22.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.25KNew |
$771K - $780K
|
7.25K
$775K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
7.07K+ 30.93% |
$752K - $761K
|
29.9K
$3.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
6.84KNew |
$728K - $736K
|
6.84K
$732K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.58K+ 5.12% |
$700K - $708K
|
135K
$14.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 1.64% |
$657K - $664K
|
382K
$40.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.76K+ 25.23% |
$613K - $620K
|
28.6K
$3.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.69K+ 13.9% |
$605K - $613K
|
46.6K
$4.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.64K+ 54.76% |
$600K - $607K
|
15.9K
$1.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
4.98K+ 6.59% |
$529K - $535K
|
80.5K
$8.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.84K+ 15.65% |
$515K - $521K
|
35.8K
$3.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
4.77KNew |
$507K - $513K
|
4.77K
$510K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.73K+ 4.56% |
$503K - $509K
|
108K
$11.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.67K+ 20.03% |
$497K - $503K
|
28K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.58K+ 26.74% |
$487K - $493K
|
21.7K
$2.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
4.44K+ 211.12% |
$473K - $478K
|
6.55K
$701K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.37K+ 2.47% |
$465K - $470K
|
181K
$19.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.34K+ 87.56% |
$462K - $467K
|
9.3K
$995K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
4.23K+ 8.86% |
$450K - $455K
|
52K
$5.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.12K+ 134.17% |
$438K - $443K
|
7.19K
$769K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.95K+ 35.54% |
$420K - $425K
|
15.1K
$1.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.59K+ 41.55% |
$382K - $386K
|
12.2K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.52K+ 4.35% |
$375K - $379K
|
84.5K
$9.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
3.38KNew |
$359K - $364K
|
3.38K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.24K+ 26.46% |
$345K - $349K
|
15.5K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.12K+ 39.41% |
$332K - $336K
|
11K
$1.18M
|
|