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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-306- 13.65% |
$32K - $33K
|
1.94K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.05K- 45.11% |
$320K - $329K
|
3.71K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
8.54KNew |
$894K - $920K
|
8.54K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.03KNew |
$212K - $218K
|
2.03K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
143New |
$15K - $15.4K
|
143
$15.3K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-287- 2.38% |
$30.1K - $30.9K
|
11.8K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.13K- 24.16% |
$118K - $121K
|
3.54K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-48- 6.2% |
$5.03K - $5.17K
|
726
$77.7K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-400- 3.02% |
$41.9K - $43.1K
|
12.9K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-80- 0.32% |
$8.38K - $8.62K
|
24.7K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-338- 8.8% |
$35.4K - $36.4K
|
3.5K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-764K- 96.66% |
$79.9M - $82.2M
|
26.4K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-533- 13.71% |
$55.8K - $57.4K
|
3.36K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
936New |
$98K - $101K
|
936
$100K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.96KNew |
$205K - $211K
|
1.96K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$294K - $302K
|
2.81K
$300K
|
|
|
May 06, 2025
Q1 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$23.7M - $24.4M
|
226K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.11K- 46.34% |
$849K - $873K
|
9.39K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1New |
$105 - $108
|
1
$107
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.13K- 30.68% |
$328K - $338K
|
7.08K
$757K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
230New |
$24.1K - $24.8K
|
230
$24.6K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-201- 9.58% |
$21K - $21.6K
|
1.9K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.2K- 18.96% |
$125K - $129K
|
5.12K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-171- 2.12% |
$17.9K - $18.4K
|
7.9K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-83- 2.35% |
$8.69K - $8.94K
|
3.45K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
727+ 2.1% |
$76.1K - $78.3K
|
35.4K
$3.79M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.97KNew |
$415K - $427K
|
3.97K
$424K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26New |
$2.72K - $2.8K
|
26
$2.78K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-455- 7.15% |
$47.6K - $49K
|
5.91K
$632K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
35+ 1.33% |
$3.66K - $3.77K
|
2.67K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-141- 0.19% |
$14.8K - $15.2K
|
74.6K
$7.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.19K+ 38.03% |
$124K - $128K
|
4.31K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
16+ 0.53% |
$1.68K - $1.72K
|
3.05K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1K- 30.08% |
$105K - $108K
|
2.33K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
774New |
$81K - $83.4K
|
774
$82.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.4KNew |
$251K - $258K
|
2.4K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
467+ 7.89% |
$48.9K - $50.3K
|
6.39K
$683K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.19K+ 22.63% |
$125K - $128K
|
6.44K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.82K+ 6.75% |
$295K - $304K
|
44.6K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
250New |
$26.2K - $26.9K
|
250
$26.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-25- 1.04% |
$2.62K - $2.69K
|
2.39K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-18- 3.5% |
$1.88K - $1.94K
|
496
$53.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.52% |
$1.05K - $1.08K
|
1.94K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
134New |
$14K - $14.4K
|
134
$14.3K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.98K- 1.03% |
$312K - $321K
|
287K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 0.78% |
$209 - $215
|
256
$27.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-780- 16.76% |
$81.7K - $84K
|
3.88K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-10.2K- 55.44% |
$1.07M - $1.1M
|
8.23K
$880K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.13K+ 158.22% |
$328K - $337K
|
5.11K
$546K
|
|