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 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.36K- 17.05% |
$569K - $582K
|
26.1K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.39K- 54.96% |
$572K - $585K
|
4.41K
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5.67K- 25.92% |
$602K - $617K
|
16.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.83K- 48.86% |
$619K - $634K
|
6.1K
$632K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.99K- 72.36% |
$636K - $651K
|
2.29K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.06K- 6.49% |
$643K - $659K
|
87.4K
$9.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6.13K- 3.16% |
$651K - $667K
|
188K
$19.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.27K- 19.01% |
$665K - $681K
|
26.7K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.36K- 1.06% |
$675K - $691K
|
594K
$61.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.46K- 22.67% |
$685K - $702K
|
22K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.47K- 11.54% |
$687K - $704K
|
49.6K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-6.99K- 53.54% |
$742K - $760K
|
6.07K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-7.07K- 5.29% |
$751K - $769K
|
127K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.43K- 1.79% |
$788K - $807K
|
408K
$42.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.66K- 8.21% |
$813K - $832K
|
85.6K
$8.86M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.71K- 33.82% |
$818K - $838K
|
15.1K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.72K- 5.92% |
$820K - $840K
|
123K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.23K- 1.79% |
$874K - $895K
|
453K
$46.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.38K- 15.59% |
$889K - $911K
|
45.4K
$4.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-8.57K- 3.87% |
$910K - $932K
|
213K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-8.8K- 7.13% |
$934K - $956K
|
115K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.08K- 6.14% |
$963K - $986K
|
139K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.17K- 0.94% |
$973K - $997K
|
968K
$100M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.33K- 64.85% |
$990K - $1.01M
|
5.06K
$524K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.38K- 16.67% |
$995K - $1.02M
|
46.9K
$4.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.42K- 0.84% |
$1M - $1.02M
|
1.11M
$115M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.58K- 4.54% |
$1.02M - $1.04M
|
201K
$20.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10.1K- 21.03% |
$1.07M - $1.09M
|
37.7K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.6K- 11.01% |
$1.13M - $1.15M
|
85.9K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-10.7K- 9.92% |
$1.13M - $1.16M
|
96.8K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.7K- 48.35% |
$1.14M - $1.17M
|
11.5K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.9K- 24.41% |
$1.15M - $1.18M
|
33.6K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.9K- 90.08% |
$1.15M - $1.18M
|
1.2K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-11K- 11.08% |
$1.17M - $1.2M
|
88.5K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.4K- 1.46% |
$1.21M - $1.24M
|
771K
$79.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 13.69% |
$1.24M - $1.27M
|
73.4K
$7.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.7K- 6.82% |
$1.24M - $1.27M
|
160K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-12.3K- 7.04% |
$1.31M - $1.34M
|
163K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.1K- 10.2% |
$1.39M - $1.42M
|
115K
$11.9M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-13.1K- 76.52% |
$1.39M - $1.43M
|
4.03K
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13.7K- 4.19% |
$1.45M - $1.48M
|
312K
$32.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-13.7K- 20.05% |
$1.45M - $1.49M
|
54.7K
$5.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-13.9K- 35.61% |
$1.47M - $1.51M
|
25.1K
$2.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-14.3K- 27.14% |
$1.52M - $1.55M
|
38.4K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-14.6K- 36.33% |
$1.55M - $1.59M
|
25.7K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-14.8K- 99.67% |
$1.57M - $1.61M
|
49
$5.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-15.6K- 19.22% |
$1.65M - $1.69M
|
65.4K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-16.2K- 86.54% |
$1.71M - $1.76M
|
2.51K
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.4K- 5.59% |
$1.75M - $1.79M
|
278K
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-16.8K- 5.93% |
$1.78M - $1.82M
|
266K
$27.6M
|