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 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-794- 28.27% |
$84.3K - $86.3K
|
2.02K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-798- 1.32% |
$84.7K - $86.7K
|
59.8K
$6.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-800- 2.84% |
$84.9K - $87K
|
27.4K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-809- 5.94% |
$85.9K - $87.9K
|
12.8K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-818- 5.63% |
$86.8K - $88.9K
|
13.7K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-833- 2.84% |
$88.4K - $90.5K
|
28.5K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-850- 4.11% |
$90.2K - $92.4K
|
19.8K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-856- 0.49% |
$90.8K - $93K
|
175K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-869- 1.32% |
$92.2K - $94.5K
|
65.1K
$6.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-871- 5.81% |
$92.4K - $94.7K
|
14.1K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-871- 3.34% |
$92.4K - $94.7K
|
25.2K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-906- 0.99% |
$96.2K - $98.5K
|
90.5K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-913- 8.46% |
$96.9K - $99.2K
|
9.88K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-923- 17.56% |
$98K - $100K
|
4.33K
$462K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-929- 1.98% |
$98.6K - $101K
|
45.9K
$4.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-935- 11.08% |
$99.2K - $102K
|
7.51K
$801K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-946- 8.99% |
$100K - $103K
|
9.58K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-946- 0.18% |
$100K - $103K
|
517K
$55.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-988- 4.7% |
$105K - $107K
|
20K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-990- 9.15% |
$105K - $108K
|
9.83K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-995- 6.9% |
$106K - $108K
|
13.4K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1K- 6.22% |
$106K - $109K
|
15.1K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.03K- 9.31% |
$109K - $112K
|
10K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-1.03K- 9.12% |
$110K - $112K
|
10.3K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.05K- 12.94% |
$112K - $114K
|
7.08K
$755K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 15.91% |
$112K - $115K
|
5.59K
$596K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.07K- 1.77% |
$114K - $117K
|
59.4K
$6.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.08K- 30.9% |
$115K - $118K
|
2.42K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.12K- 4.48% |
$118K - $121K
|
23.8K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.12K- 6.04% |
$119K - $122K
|
17.5K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.12K- 3.38% |
$119K - $122K
|
32.2K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.15K- 8.74% |
$122K - $125K
|
12K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.16K- 4.76% |
$123K - $126K
|
23.1K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 36.79% |
$124K - $127K
|
2K
$213K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 1.78% |
$127K - $130K
|
66.1K
$7.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.2K- 21.03% |
$127K - $130K
|
4.5K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$127K - $131K
|
6.13K
$654K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.21K- 0.52% |
$128K - $131K
|
232K
$24.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.21K- 2.16% |
$128K - $131K
|
54.9K
$5.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.23K- 3.04% |
$130K - $133K
|
39.2K
$4.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.24K- 23.65% |
$132K - $135K
|
4K
$427K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.26K- 0.7% |
$134K - $137K
|
179K
$19.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.26K- 11.34% |
$134K - $137K
|
9.85K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.27K- 13.26% |
$134K - $138K
|
8.28K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 11.63% |
$138K - $142K
|
9.92K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 0.96% |
$140K - $143K
|
136K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.35K- 7.41% |
$143K - $147K
|
16.9K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.36K- 2.63% |
$144K - $148K
|
50.2K
$5.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.39K- 2.75% |
$148K - $151K
|
49.2K
$5.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 18.82% |
$152K - $156K
|
6.19K
$660K
|