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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 9.16% |
$5.66M - $5.82M
|
638K
$66M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50.9K+ 24.4% |
$5.38M - $5.53M
|
259K
$26.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.5K+ 736.73% |
$5.23M - $5.38M
|
56.2K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48.6K+ 35.03% |
$5.14M - $5.28M
|
187K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
47.1KNew |
$4.98M - $5.12M
|
47.1K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.9K+ 9.86% |
$4.75M - $4.88M
|
501K
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
44.3KNew |
$4.69M - $4.82M
|
44.3K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
44.1K+ 517.04% |
$4.67M - $4.8M
|
52.6K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 20.54% |
$4.63M - $4.76M
|
257K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
43.7K+ 20.48% |
$4.63M - $4.75M
|
257K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
42.6K+ 15.1% |
$4.5M - $4.63M
|
324K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42K+ 64.49% |
$4.45M - $4.57M
|
107K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
40.3KNew |
$4.27M - $4.38M
|
40.3K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
40.2KNew |
$4.25M - $4.37M
|
40.2K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
39.3K+ 15.37% |
$4.16M - $4.27M
|
295K
$30.5M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
39KNew |
$4.13M - $4.24M
|
39K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 14.83% |
$4.1M - $4.22M
|
300K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
38.2K+ 496.38% |
$4.04M - $4.15M
|
45.9K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
37.7K+ 58.65% |
$3.99M - $4.1M
|
102K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.5KNew |
$3.97M - $4.08M
|
37.5K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
36.5K+ 11.92% |
$3.86M - $3.96M
|
342K
$35.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
36.3K+ 17.88% |
$3.84M - $3.95M
|
239K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
36K+ 181.79% |
$3.81M - $3.92M
|
55.9K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
35.5KNew |
$3.75M - $3.86M
|
35.5K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
34.3K+ 8.0% |
$3.63M - $3.73M
|
463K
$47.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33.5K+ 94.28% |
$3.54M - $3.64M
|
69K
$7.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31.8K+ 663.48% |
$3.36M - $3.45M
|
36.5K
$3.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
31.4KNew |
$3.32M - $3.41M
|
31.4K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
31.1KNew |
$3.29M - $3.38M
|
31.1K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
30.8KNew |
$3.26M - $3.35M
|
30.8K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 6.58% |
$3.24M - $3.33M
|
496K
$51.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
30.5KNew |
$3.23M - $3.32M
|
30.5K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.6K+ 30.26% |
$3.13M - $3.22M
|
127K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29.5K+ 12.31% |
$3.12M - $3.21M
|
269K
$27.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
29.4K+ 192.58% |
$3.11M - $3.2M
|
44.7K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
28.1K+ 9.85% |
$2.97M - $3.06M
|
314K
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
27.8KNew |
$2.94M - $3.02M
|
27.8K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.7K+ 27.73% |
$2.93M - $3.01M
|
127K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27.4KNew |
$2.9M - $2.98M
|
27.4K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.3K+ 3.74% |
$2.88M - $2.96M
|
756K
$78.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$2.83M - $2.91M
|
26.8K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
25.6KNew |
$2.71M - $2.79M
|
25.6K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.6K+ 61.5% |
$2.71M - $2.78M
|
67.3K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
25.5KNew |
$2.7M - $2.78M
|
25.5K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
25.5K+ 63.38% |
$2.7M - $2.77M
|
65.8K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 9.84% |
$2.7M - $2.77M
|
284K
$29.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
25.1KNew |
$2.66M - $2.73M
|
25.1K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25K+ 80.16% |
$2.64M - $2.72M
|
56.2K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
24.4KNew |
$2.58M - $2.65M
|
24.4K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
24.1K+ 1023.91% |
$2.55M - $2.62M
|
26.4K
$2.73M
|