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
|
Ellevest, Inc.
|
BUY
|
- |
23.5K+ 2.55% |
$2.49M - $2.55M
|
944K
$101M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
23.5K+ 4.92% |
$2.49M - $2.55M
|
500K
$53.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.2K+ 12.93% |
$2.47M - $2.52M
|
203K
$21.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
23.1KNew |
$2.45M - $2.51M
|
23.1K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
22.9K+ 19.48% |
$2.43M - $2.49M
|
141K
$15M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
22.9K+ 16.85% |
$2.43M - $2.49M
|
159K
$16.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22.1K+ 30.52% |
$2.35M - $2.4M
|
94.6K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$2.26M - $2.32M
|
21.3K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 3.21% |
$2.22M - $2.28M
|
674K
$71.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
20.1K+ 93.78% |
$2.13M - $2.19M
|
41.5K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
19.8KNew |
$2.1M - $2.15M
|
19.8K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.6K+ 89.2% |
$2.08M - $2.13M
|
41.7K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
19.6K+ 22.83% |
$2.08M - $2.13M
|
105K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
19.5K+ 32.28% |
$2.07M - $2.12M
|
80.1K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19.1K+ 19.99% |
$2.03M - $2.08M
|
115K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.7KNew |
$1.98M - $2.03M
|
18.7K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.4K+ 33.05% |
$1.95M - $1.99M
|
73.9K
$7.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
17.8K+ 8.35% |
$1.89M - $1.94M
|
231K
$24.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.8K+ 28.51% |
$1.89M - $1.93M
|
80.2K
$8.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.5K+ 30.42% |
$1.86M - $1.91M
|
75.2K
$8.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.2K+ 6.41% |
$1.83M - $1.87M
|
286K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.2K+ 5.9% |
$1.83M - $1.87M
|
309K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.9K+ 3.03% |
$1.8M - $1.84M
|
575K
$61.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
16.9KNew |
$1.8M - $1.84M
|
16.9K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
16.7K+ 122.79% |
$1.77M - $1.82M
|
30.3K
$3.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
16.7KNew |
$1.77M - $1.81M
|
16.7K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.6K+ 5.1% |
$1.77M - $1.81M
|
343K
$36.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
16.4K+ 9.43% |
$1.74M - $1.79M
|
191K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.4K+ 5.14% |
$1.74M - $1.79M
|
336K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 721.12% |
$1.74M - $1.78M
|
18.7K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.3K+ 84.87% |
$1.73M - $1.77M
|
35.5K
$3.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.3K+ 2.55% |
$1.73M - $1.77M
|
654K
$69.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.9K+ 74.29% |
$1.69M - $1.73M
|
37.3K
$3.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
15.8K+ 19.29% |
$1.68M - $1.72M
|
97.9K
$10.5M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
15.6K+ 29.59% |
$1.65M - $1.69M
|
68.1K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 8.74% |
$1.64M - $1.68M
|
192K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.2K+ 25.91% |
$1.62M - $1.66M
|
74.1K
$7.9M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
15.2KNew |
$1.61M - $1.65M
|
15.2K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
15.1KNew |
$1.6M - $1.64M
|
15.1K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
14.8K+ 3.15% |
$1.57M - $1.61M
|
485K
$51.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 137.58% |
$1.55M - $1.58M
|
25.2K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
14.5K+ 0.52% |
$1.54M - $1.58M
|
2.79M
$298M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
14.2K+ 5.25% |
$1.51M - $1.55M
|
285K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.9K+ 2.61% |
$1.48M - $1.52M
|
549K
$58.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
13.6K+ 7.69% |
$1.45M - $1.48M
|
191K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$1.44M - $1.47M
|
13.5K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.4K+ 5.94% |
$1.43M - $1.46M
|
240K
$25.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.3K+ 4.39% |
$1.41M - $1.45M
|
316K
$33.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
13.3K+ 5.48% |
$1.41M - $1.44M
|
256K
$27.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.3K+ 16.89% |
$1.41M - $1.44M
|
91.9K
$9.8M
|