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 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.71K+ 43.39% |
$393K - $404K
|
12.3K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.65K+ 45.56% |
$386K - $397K
|
11.7K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3.57KNew |
$378K - $388K
|
3.57K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.52K+ 17.31% |
$372K - $383K
|
23.9K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.41K+ 34.59% |
$360K - $370K
|
13.3K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.26K+ 158.45% |
$345K - $354K
|
5.32K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$333K - $342K
|
3.15K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.05KNew |
$322K - $331K
|
3.05K
$324K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3KNew |
$317K - $326K
|
3K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.88KNew |
$304K - $313K
|
2.88K
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.86KNew |
$302K - $311K
|
2.86K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.85K+ 8.87% |
$302K - $310K
|
35K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.84K+ 31.04% |
$300K - $308K
|
12K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.83K+ 76.18% |
$299K - $307K
|
6.54K
$695K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.78K+ 83.24% |
$294K - $302K
|
6.11K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.77KNew |
$293K - $301K
|
2.77K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.76KNew |
$292K - $300K
|
2.76K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.74KNew |
$289K - $297K
|
2.74K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.72K+ 21.58% |
$287K - $295K
|
15.3K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.69K+ 4.16% |
$284K - $292K
|
67.3K
$7.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.69KNew |
$284K - $292K
|
2.69K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 2.43% |
$282K - $290K
|
112K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.66K+ 12.16% |
$281K - $289K
|
24.5K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.64K+ 2.7% |
$280K - $287K
|
101K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$279K - $287K
|
2.64K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.58K+ 18.25% |
$273K - $280K
|
16.7K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.58K+ 4.13% |
$273K - $280K
|
65.1K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.55K+ 4.93% |
$269K - $277K
|
54.2K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.55KNew |
$269K - $277K
|
2.55K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.49K+ 3.04% |
$263K - $271K
|
84.4K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 3.68% |
$263K - $271K
|
70.2K
$7.46M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.41K+ 19.18% |
$255K - $262K
|
15K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.34K+ 2.6% |
$248K - $254K
|
92.3K
$9.81M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.32KNew |
$246K - $253K
|
2.32K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.32K+ 98.93% |
$245K - $252K
|
4.66K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.2KNew |
$232K - $239K
|
2.2K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 3.63% |
$230K - $237K
|
62.2K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.14K+ 42.37% |
$227K - $233K
|
7.2K
$765K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.07K+ 54.18% |
$219K - $225K
|
5.88K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.02K+ 15.64% |
$214K - $219K
|
14.9K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2K+ 2.15% |
$212K - $218K
|
95.1K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2K+ 22.17% |
$212K - $217K
|
11K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2KNew |
$212K - $217K
|
2K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 13.18% |
$210K - $216K
|
17.1K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.98KNew |
$209K - $215K
|
1.98K
$210K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 18.06% |
$202K - $208K
|
12.5K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.91K+ 10.37% |
$202K - $208K
|
20.3K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.71K+ 46.46% |
$181K - $186K
|
5.38K
$572K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.69K+ 14.88% |
$179K - $184K
|
13K
$1.39M
|