Latest Institutional Transactions on Ishares National Muni Bond ETF (MUB)
This table provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-80.3K- 12.21% |
$8.3M - $8.57M
|
578K
$61.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
26+ 0.21% |
$2.68K - $2.77K
|
12.4K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
39+ 0.8% |
$4.03K - $4.16K
|
4.92K
$526K
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-431- 8.53% |
$44.5K - $46K
|
4.62K
$495K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.63KNew |
$271K - $280K
|
2.63K
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-99- 0.58% |
$10.2K - $10.6K
|
16.9K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-10.9K- 31.15% |
$1.12M - $1.16M
|
24K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-171- 2.42% |
$17.7K - $18.2K
|
6.9K
$738K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-85- 0.09% |
$8.78K - $9.07K
|
93.5K
$10M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
943+ 37.07% |
$97.4K - $101K
|
3.49K
$373K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.9% |
$619 - $640
|
669
$71.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
238+ 6.6% |
$24.6K - $25.4K
|
3.84K
$411K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.9K+ 5.84% |
$299K - $309K
|
52.6K
$5.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-38.9K- 87.58% |
$4.02M - $4.15M
|
5.52K
$590K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-533- 1.23% |
$55K - $56.9K
|
42.9K
$4.59M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
458+ 0.31% |
$47.3K - $48.9K
|
148K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
813+ 5.08% |
$83.9K - $86.7K
|
16.8K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-127- 1.61% |
$13.1K - $13.5K
|
7.75K
$829K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.66K+ 32.88% |
$274K - $284K
|
10.7K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.4K+ 26.73% |
$1.49M - $1.54M
|
68.3K
$7.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
130+ 1.39% |
$13.4K - $13.9K
|
9.45K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
42.8K+ 17.53% |
$4.41M - $4.56M
|
287K
$30.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
23.7K+ 12.78% |
$2.44M - $2.53M
|
209K
$22.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.87K+ 8.0% |
$296K - $306K
|
38.7K
$4.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
145+ 3.72% |
$15K - $15.5K
|
4.05K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-55.9K- 6.05% |
$5.77M - $5.96M
|
868K
$92.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
900+ 11.54% |
$92.9K - $96K
|
8.7K
$931K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.62K- 38.38% |
$270K - $279K
|
4.2K
$449K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.06KNew |
$213K - $220K
|
2.06K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
100+ 0.74% |
$10.3K - $10.7K
|
13.6K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.97K+ 258.27% |
$203K - $210K
|
2.73K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.07KNew |
$626K - $647K
|
6.07K
$649K
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.89K+ 12.71% |
$195K - $201K
|
16.7K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.89K+ 5.83% |
$298K - $308K
|
52.4K
$5.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-470- 13.23% |
$48.5K - $50.1K
|
3.08K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.34K- 8.03% |
$242K - $250K
|
26.8K
$2.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
712+ 11.09% |
$73.5K - $76K
|
7.14K
$763K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-8.15K- 14.39% |
$841K - $869K
|
48.5K
$5.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.76K+ 8.05% |
$285K - $294K
|
37K
$3.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16+ 0.5% |
$1.65K - $1.71K
|
3.2K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
11+ 0.38% |
$1.14K - $1.17K
|
2.88K
$308K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
120+ 27.52% |
$12.4K - $12.8K
|
556
$59.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-936- 9.03% |
$96.6K - $99.9K
|
9.43K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
508+ 7.4% |
$52.4K - $54.2K
|
7.37K
$788K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3.4K- 3.14% |
$351K - $363K
|
105K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70.9K- 5.69% |
$7.32M - $7.57M
|
1.18M
$126M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16K+ 265.79% |
$1.66M - $1.71M
|
22.1K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.6% |
$310 - $320
|
504
$53.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.16K+ 13.17% |
$430K - $444K
|
35.8K
$3.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.19K- 21.35% |
$536K - $554K
|
19.1K
$2.05M
|
|