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 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-22K- 2.4% |
$2.34M - $2.39M
|
896K
$95.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.7K- 29.91% |
$2.41M - $2.47M
|
53.2K
$5.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.5K- 2.52% |
$2.6M - $2.67M
|
948K
$101M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-24.6K- 16.41% |
$2.61M - $2.67M
|
125K
$13.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-26.2K- 29.94% |
$2.78M - $2.84M
|
61.2K
$6.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-27.1K- 13.52% |
$2.88M - $2.95M
|
173K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-27.3K- 0.98% |
$2.9M - $2.97M
|
2.75M
$294M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.6K- 53.6% |
$3.04M - $3.11M
|
24.8K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-28.7K- 3.22% |
$3.05M - $3.12M
|
863K
$92.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-29.7K- 10.64% |
$3.15M - $3.23M
|
250K
$26.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31.4K- 9.6% |
$3.33M - $3.41M
|
295K
$31.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-36.3K- 6.79% |
$3.85M - $3.94M
|
498K
$53.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-37.4K- 11.73% |
$3.97M - $4.07M
|
282K
$30.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-38.6K- 81.89% |
$4.09M - $4.19M
|
8.53K
$910K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.2K- 15.96% |
$4.16M - $4.26M
|
206K
$22M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-42.9K- 10.27% |
$4.55M - $4.66M
|
375K
$40M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45.1K- 3.22% |
$4.79M - $4.9M
|
1.35M
$145M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-47.9K- 25.35% |
$5.09M - $5.21M
|
141K
$15.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-49.4K- 19.27% |
$5.24M - $5.37M
|
207K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.3K- 0.6% |
$5.76M - $5.9M
|
9M
$960M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-66.6K- 78.2% |
$7.07M - $7.24M
|
18.6K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-81K- 29.04% |
$8.6M - $8.81M
|
198K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-94.3K- 88.61% |
$10M - $10.3M
|
12.1K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-111K- 73.32% |
$11.7M - $12M
|
40.3K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-116K- 98.03% |
$12.3M - $12.6M
|
2.34K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-135K- 2.64% |
$14.3M - $14.6M
|
4.97M
$530M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-150K- 60.0% |
$15.9M - $16.3M
|
100K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-181K- 64.07% |
$19.2M - $19.7M
|
102K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-191K- 75.7% |
$20.3M - $20.8M
|
61.3K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193K- 19.7% |
$20.5M - $21M
|
786K
$83.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-214K- 45.99% |
$22.7M - $23.2M
|
251K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-246K- 17.04% |
$26.1M - $26.7M
|
1.2M
$128M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-283K- 95.53% |
$30.1M - $30.8M
|
13.2K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-321K- 95.84% |
$34.1M - $34.9M
|
13.9K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-354K- 4.11% |
$37.6M - $38.5M
|
8.26M
$881M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-383K- 51.07% |
$40.7M - $41.7M
|
367K
$39.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-385K- 85.4% |
$40.9M - $41.9M
|
65.9K
$7.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-493K- 19.86% |
$52.3M - $53.5M
|
1.99M
$212M
|