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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-399- 1.16% |
$42.3K - $43.4K
|
33.9K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-399- 4.7% |
$42.3K - $43.4K
|
8.09K
$863K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 5.88% |
$42.5K - $43.5K
|
6.41K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-400- 5.15% |
$42.5K - $43.5K
|
7.37K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-421- 18.59% |
$44.7K - $45.8K
|
1.84K
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-422- 3.24% |
$44.8K - $45.9K
|
12.6K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-426- 0.6% |
$45.2K - $46.3K
|
70.7K
$7.54M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-431- 8.3% |
$45.7K - $46.8K
|
4.76K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-434- 1.44% |
$46.1K - $47.2K
|
29.8K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-439- 18.52% |
$46.6K - $47.7K
|
1.93K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-450- 8.26% |
$47.8K - $48.9K
|
5K
$534K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-468- 10.53% |
$49.7K - $50.9K
|
3.98K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-468- 11.34% |
$49.7K - $50.9K
|
3.66K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-474- 0.16% |
$50.3K - $51.5K
|
301K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-485- 3.57% |
$51.5K - $52.7K
|
13.1K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-487- 11.29% |
$51.7K - $52.9K
|
3.83K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-488- 15.31% |
$51.8K - $53K
|
2.7K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-499- 16.38% |
$53K - $54.2K
|
2.55K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-515- 2.54% |
$54.7K - $56K
|
19.8K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-526- 11.15% |
$55.8K - $57.2K
|
4.19K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-543- 4.97% |
$57.6K - $59K
|
10.4K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-545- 7.76% |
$57.8K - $59.2K
|
6.48K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-545- 4.81% |
$57.8K - $59.2K
|
10.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-561- 14.08% |
$59.5K - $61K
|
3.42K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-579- 1.51% |
$61.4K - $62.9K
|
37.7K
$4.02M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-580- 3.21% |
$61.6K - $63K
|
17.5K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-591- 2.73% |
$62.7K - $64.2K
|
21K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-600- 24.0% |
$63.7K - $65.2K
|
1.9K
$203K
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-600- 8.94% |
$63.7K - $65.2K
|
6.11K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-610- 21.57% |
$64.7K - $66.3K
|
2.22K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-622- 4.89% |
$66K - $67.6K
|
12.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-622- 5.2% |
$66K - $67.6K
|
11.3K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-648- 7.77% |
$68.8K - $70.4K
|
7.69K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-656- 13.52% |
$69.6K - $71.3K
|
4.2K
$448K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-657- 1.91% |
$69.7K - $71.4K
|
33.7K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-662- 8.93% |
$70.3K - $72K
|
6.75K
$720K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-667- 11.22% |
$70.8K - $72.5K
|
5.28K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-686- 6.21% |
$72.8K - $74.6K
|
10.4K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-702- 3.43% |
$74.5K - $76.3K
|
19.8K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-703- 4.35% |
$74.6K - $76.4K
|
15.5K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-710- 9.55% |
$75.4K - $77.2K
|
6.72K
$718K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-711- 4.11% |
$75.5K - $77.3K
|
16.6K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-720- 4.47% |
$76.4K - $78.3K
|
15.4K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-731- 1.66% |
$77.6K - $79.5K
|
43.4K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-739- 1.89% |
$78.4K - $80.3K
|
38.4K
$4.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-740- 3.9% |
$78.5K - $80.4K
|
18.3K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-749- 12.33% |
$79.5K - $81.4K
|
5.33K
$568K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-752- 74.09% |
$79.8K - $81.7K
|
263
$28.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-773- 15.12% |
$82K - $84K
|
4.34K
$463K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-775- 2.55% |
$82.3K - $84.2K
|
29.7K
$3.17M
|