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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200+ 20.62% |
$21.2K - $21.7K
|
1.17K
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 0.74% |
$21.1K - $21.6K
|
27K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
195+ 1.76% |
$20.6K - $21.2K
|
11.3K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
191+ 2.68% |
$20.2K - $20.8K
|
7.32K
$757K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
185+ 0.57% |
$19.6K - $20.1K
|
32.7K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
179+ 1.43% |
$18.9K - $19.5K
|
12.7K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
172New |
$18.2K - $18.7K
|
172
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
168+ 2.06% |
$17.8K - $18.3K
|
8.34K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
168+ 0.23% |
$17.8K - $18.3K
|
74.6K
$7.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
162+ 12.2% |
$17.1K - $17.6K
|
1.49K
$154K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
155+ 1.02% |
$16.4K - $16.8K
|
15.4K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
149+ 1.91% |
$15.8K - $16.2K
|
7.94K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
148+ 103.5% |
$15.7K - $16.1K
|
291
$30.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
147+ 5.71% |
$15.5K - $16K
|
2.72K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
140+ 63.64% |
$14.8K - $15.2K
|
360
$37.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
132+ 1.05% |
$14K - $14.3K
|
12.8K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
131+ 0.85% |
$13.9K - $14.2K
|
15.5K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
127+ 0.47% |
$13.4K - $13.8K
|
27.2K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
118+ 2.08% |
$12.5K - $12.8K
|
5.79K
$599K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
118+ 1.68% |
$12.5K - $12.8K
|
7.16K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
101+ 4.54% |
$10.7K - $11K
|
2.33K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
100New |
$10.6K - $10.9K
|
100
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 6.34% |
$10.6K - $10.9K
|
1.68K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
97+ 0.59% |
$10.3K - $10.5K
|
16.6K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
95+ 2.58% |
$10K - $10.3K
|
3.78K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
94+ 3.1% |
$9.94K - $10.2K
|
3.12K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
93+ 4.4% |
$9.84K - $10.1K
|
2.21K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$9.63K - $9.89K
|
91
$9.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
83+ 1.98% |
$8.78K - $9.02K
|
4.27K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
79+ 0.88% |
$8.36K - $8.59K
|
9.02K
$933K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
75+ 1.79% |
$7.93K - $8.15K
|
4.27K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 0.57% |
$7.72K - $7.94K
|
12.8K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
73+ 0.62% |
$7.72K - $7.94K
|
11.9K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 21.65% |
$6.66K - $6.85K
|
354
$36.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
62+ 2.17% |
$6.56K - $6.74K
|
2.92K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
61+ 6.58% |
$6.45K - $6.63K
|
988
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
60+ 1.38% |
$6.35K - $6.52K
|
4.4K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 2.03% |
$6.14K - $6.3K
|
2.91K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
57+ 2.23% |
$6.03K - $6.2K
|
2.62K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
54+ 0.92% |
$5.71K - $5.87K
|
5.92K
$612K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
53+ 0.14% |
$5.61K - $5.76K
|
38.4K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52+ 0.33% |
$5.5K - $5.65K
|
15.8K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
52+ 0.98% |
$5.5K - $5.65K
|
5.38K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 25.0% |
$5.29K - $5.44K
|
250
$25.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
50New |
$5.29K - $5.44K
|
50
$5.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
49+ 2.32% |
$5.18K - $5.33K
|
2.16K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
48New |
$5.08K - $5.22K
|
48
$4.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
48+ 1.01% |
$5.08K - $5.22K
|
4.82K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
46New |
$4.87K - $5K
|
46
$4.76K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
44+ 1.01% |
$4.65K - $4.78K
|
4.4K
$455K
|