Purchases and Sales Made in Q3 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
290+ 0.71% |
$30.8K - $31.5K
|
41.4K
$4.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
278+ 13.03% |
$29.5K - $30.2K
|
2.41K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
275+ 1.23% |
$29.2K - $29.9K
|
22.7K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
273+ 3.55% |
$29K - $29.7K
|
7.96K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
270+ 1.14% |
$28.7K - $29.3K
|
23.9K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
264+ 68.93% |
$28K - $28.7K
|
647
$69K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
264+ 5.95% |
$28K - $28.7K
|
4.7K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
257+ 713.89% |
$27.3K - $27.9K
|
293
$31.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
256+ 7.9% |
$27.2K - $27.8K
|
3.5K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
254+ 10.94% |
$27K - $27.6K
|
2.58K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
246+ 1.26% |
$26.1K - $26.7K
|
19.7K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
245+ 2.08% |
$26K - $26.6K
|
12K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
243+ 8.57% |
$25.8K - $26.4K
|
3.08K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
232+ 0.57% |
$24.6K - $25.2K
|
40.7K
$4.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
220+ 1.42% |
$23.3K - $23.9K
|
15.7K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
215+ 3.32% |
$22.8K - $23.4K
|
6.69K
$714K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
213+ 0.5% |
$22.6K - $23.2K
|
42.7K
$4.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
212+ 7.21% |
$22.5K - $23K
|
3.15K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 2.18% |
$22.1K - $22.6K
|
9.75K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
204+ 10.06% |
$21.7K - $22.2K
|
2.23K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
204+ 4.23% |
$21.7K - $22.2K
|
5.03K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
200New |
$21.2K - $21.7K
|
200
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
196+ 1.78% |
$20.8K - $21.3K
|
11.2K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
194+ 17.64% |
$20.6K - $21.1K
|
1.29K
$138K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
194+ 0.65% |
$20.6K - $21.1K
|
29.8K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
187+ 0.92% |
$19.8K - $20.3K
|
20.6K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
184+ 1.04% |
$19.5K - $20K
|
17.9K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
183+ 0.59% |
$19.4K - $19.9K
|
31.5K
$3.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
181+ 2.6% |
$19.2K - $19.7K
|
7.13K
$761K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
181+ 1.48% |
$19.2K - $19.7K
|
12.4K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
171+ 4.62% |
$18.1K - $18.6K
|
3.87K
$413K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
170+ 0.43% |
$18K - $18.5K
|
39.8K
$4.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
167+ 2.88% |
$17.7K - $18.2K
|
5.97K
$637K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
166+ 1.86% |
$17.6K - $18K
|
9.08K
$969K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
162+ 1.83% |
$17.2K - $17.6K
|
9.02K
$963K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
155+ 1.45% |
$16.5K - $16.8K
|
10.9K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
149+ 4.09% |
$15.8K - $16.2K
|
3.79K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
148+ 7.47% |
$15.7K - $16.1K
|
2.13K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 1.79% |
$15.6K - $16K
|
8.34K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
145+ 5.86% |
$15.4K - $15.8K
|
2.62K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
140+ 147.37% |
$14.9K - $15.2K
|
235
$25.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
137+ 1.45% |
$14.5K - $14.9K
|
9.61K
$1.02M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
137New |
$14.5K - $14.9K
|
137
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
132+ 0.58% |
$14K - $14.3K
|
22.8K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
131+ 0.22% |
$13.9K - $14.2K
|
59K
$6.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
126+ 0.98% |
$13.4K - $13.7K
|
13K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 1.05% |
$13.1K - $13.4K
|
11.8K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
116+ 2.09% |
$12.3K - $12.6K
|
5.68K
$606K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
112+ 15.73% |
$11.9K - $12.2K
|
824
$87.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
112+ 0.65% |
$11.9K - $12.2K
|
17.5K
$1.86M
|