Latest Institutional Purchases of Ishares National Muni Bond ETF (MUB)
This list provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
3.64M+ 10274.79% |
$385M - $396M
|
3.68M
$392M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11MNew |
$117M - $121M
|
1.11M
$118M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
749K+ 530.33% |
$79.2M - $81.4M
|
890K
$95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
636K+ 80.85% |
$67.2M - $69.1M
|
1.42M
$152M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
471K+ 8.92% |
$49.8M - $51.2M
|
5.75M
$613M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
415K+ 61.57% |
$43.9M - $45.1M
|
1.09M
$116M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
312KNew |
$33M - $33.9M
|
312K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
309K+ 25.55% |
$32.7M - $33.6M
|
1.52M
$162M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
289K+ 28.28% |
$30.6M - $31.5M
|
1.31M
$140M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
281K+ 31.39% |
$29.8M - $30.6M
|
1.18M
$126M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
182K+ 18.56% |
$19.2M - $19.8M
|
1.16M
$124M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
176KNew |
$18.6M - $19.1M
|
176K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
150K+ 192.69% |
$15.9M - $16.3M
|
228K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 5.94% |
$15.4M - $15.8M
|
2.6M
$277M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
140K+ 1.7% |
$14.8M - $15.2M
|
8.4M
$896M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
137K+ 339.91% |
$14.5M - $14.9M
|
177K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
130K+ 46.74% |
$13.7M - $14.1M
|
408K
$43.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
123K+ 2644.04% |
$13M - $13.3M
|
127K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122K+ 40.51% |
$12.9M - $13.2M
|
422K
$45M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
108KNew |
$11.5M - $11.8M
|
108K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
108KNew |
$11.4M - $11.7M
|
108K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105K+ 22.9% |
$11.1M - $11.5M
|
565K
$60.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
102K+ 40.04% |
$10.8M - $11.1M
|
356K
$38M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.2K+ 719.25% |
$10.1M - $10.4M
|
108K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.4K+ 22.44% |
$9.56M - $9.82M
|
493K
$52.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.2K+ 5.89% |
$9.11M - $9.36M
|
1.55M
$165M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
85.2K+ 8.98% |
$9.01M - $9.26M
|
1.03M
$110M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
79.1K+ 36.89% |
$8.36M - $8.6M
|
293K
$31.3M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$8.22M - $8.45M
|
77.7K
$8.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.6K+ 2.47% |
$7.47M - $7.67M
|
2.93M
$313M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67.4K+ 570.36% |
$7.13M - $7.33M
|
79.3K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
64.3K+ 13.25% |
$6.8M - $6.99M
|
550K
$58.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
63.4KNew |
$6.7M - $6.89M
|
63.4K
$6.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
63.3KNew |
$6.7M - $6.88M
|
63.3K
$6.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
60.2KNew |
$6.37M - $6.54M
|
60.2K
$6.42M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
56.4KNew |
$5.97M - $6.13M
|
56.4K
$6.02M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.9K+ 44.83% |
$5.71M - $5.86M
|
174K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 9.16% |
$5.66M - $5.82M
|
638K
$68.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.5K+ 736.73% |
$5.23M - $5.38M
|
56.2K
$6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48K+ 9.9% |
$5.08M - $5.22M
|
533K
$56.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
47.1KNew |
$4.98M - $5.12M
|
47.1K
$5.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
44.1K+ 517.04% |
$4.67M - $4.8M
|
52.6K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 20.54% |
$4.63M - $4.76M
|
257K
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
42.6K+ 15.1% |
$4.5M - $4.63M
|
324K
$34.6M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
40.2KNew |
$4.25M - $4.37M
|
40.2K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 14.83% |
$4.1M - $4.22M
|
300K
$32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
38.6K+ 21.16% |
$4.08M - $4.2M
|
221K
$23.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
37.7K+ 58.65% |
$3.99M - $4.1M
|
102K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.5KNew |
$3.97M - $4.08M
|
37.5K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
36.9K+ 39.04% |
$3.9M - $4.01M
|
131K
$14M
|