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
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
408K+ 4.2% |
$43.1M - $44.3M
|
10.1M
$1.05B
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
312KNew |
$33M - $33.9M
|
312K
$32.2M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
309K+ 25.55% |
$32.7M - $33.6M
|
1.52M
$157M
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
291K+ 100013.75% |
$30.8M - $31.6M
|
291K
$30.1M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
289K+ 28.28% |
$30.6M - $31.5M
|
1.31M
$136M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
286K+ 1102.7% |
$30.2M - $31.1M
|
312K
$32.2M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
281K+ 31.39% |
$29.8M - $30.6M
|
1.18M
$122M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
238K+ 27.6% |
$25.2M - $25.9M
|
1.1M
$114M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
226K+ 13.27% |
$23.9M - $24.6M
|
1.93M
$200M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
211K+ 14.04% |
$22.4M - $23M
|
1.72M
$178M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
182K+ 18.56% |
$19.2M - $19.8M
|
1.16M
$120M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
150K+ 192.69% |
$15.9M - $16.3M
|
228K
$23.6M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 5.94% |
$15.4M - $15.8M
|
2.6M
$268M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
140K+ 1.7% |
$14.8M - $15.2M
|
8.4M
$869M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
137K+ 339.91% |
$14.5M - $14.9M
|
177K
$18.3M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133K+ 114.65% |
$14.1M - $14.5M
|
249K
$25.8M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
130K+ 46.74% |
$13.7M - $14.1M
|
408K
$42.2M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
129K+ 511.51% |
$13.6M - $14M
|
154K
$15.9M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 8.61% |
$13.6M - $14M
|
1.62M
$168M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
123K+ 2644.04% |
$13M - $13.3M
|
127K
$13.2M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
110K+ 11.72% |
$11.7M - $12M
|
1.05M
$109M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
108KNew |
$11.5M - $11.8M
|
108K
$11.2M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
108KNew |
$11.4M - $11.7M
|
108K
$11.2M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
108K+ 76.08% |
$11.4M - $11.7M
|
249K
$25.8M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
106K+ 23.36% |
$11.2M - $11.5M
|
558K
$57.7M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
102K+ 40.04% |
$10.8M - $11.1M
|
356K
$36.8M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
96.8K+ 53.44% |
$10.2M - $10.5M
|
278K
$28.7M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.2K+ 719.25% |
$10.1M - $10.4M
|
108K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
92.3KNew |
$9.76M - $10M
|
92.3K
$9.54M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.4K+ 22.44% |
$9.56M - $9.82M
|
493K
$51M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87.9K+ 8.38% |
$9.29M - $9.55M
|
1.14M
$118M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.2K+ 5.89% |
$9.11M - $9.36M
|
1.55M
$160M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
85.2K+ 8.98% |
$9.01M - $9.26M
|
1.03M
$107M
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
82.2K+ 124.78% |
$8.69M - $8.93M
|
148K
$15.3M
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$8.22M - $8.45M
|
77.7K
$8.04M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77.7K+ 25.18% |
$8.22M - $8.45M
|
386K
$40M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.4K+ 11.07% |
$7.65M - $7.87M
|
726K
$75.1M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
71.8K+ 10.0% |
$7.6M - $7.81M
|
790K
$81.7M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.6K+ 2.47% |
$7.47M - $7.67M
|
2.93M
$303M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
69.4K+ 4.98% |
$7.34M - $7.54M
|
1.46M
$151M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.7K+ 42.38% |
$7.27M - $7.47M
|
231K
$23.9M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67.4K+ 570.36% |
$7.13M - $7.33M
|
79.3K
$8.2M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
67.4K+ 18.37% |
$7.13M - $7.33M
|
435K
$44.9M
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
67.2KNew |
$7.11M - $7.3M
|
67.2K
$6.95M
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
64.3K+ 13.25% |
$6.8M - $6.99M
|
550K
$56.8M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
63.4KNew |
$6.7M - $6.89M
|
63.4K
$6.56M
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
60.2KNew |
$6.37M - $6.54M
|
60.2K
$6.23M
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
56.4KNew |
$5.97M - $6.13M
|
56.4K
$5.84M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
55.3K+ 44.2% |
$5.85M - $6.01M
|
180K
$18.7M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.9K+ 44.83% |
$5.71M - $5.86M
|
174K
$18M
|