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 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.3K+ 21.99% |
$457K - $468K
|
23.9K
$2.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.3KNew |
$456K - $467K
|
4.3K
$459K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.27K+ 4.03% |
$453K - $464K
|
110K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.22KNew |
$448K - $459K
|
4.22K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.21K+ 2.06% |
$447K - $457K
|
209K
$22.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.17KNew |
$442K - $453K
|
4.17K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.14K+ 13.98% |
$440K - $450K
|
33.8K
$3.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.11K+ 15.48% |
$436K - $447K
|
30.7K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 1.65% |
$429K - $439K
|
250K
$26.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.03K+ 2.19% |
$427K - $438K
|
188K
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.98K+ 7.66% |
$423K - $433K
|
56K
$5.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.95K+ 11.38% |
$419K - $429K
|
38.6K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.94K+ 16.07% |
$418K - $428K
|
28.4K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.93K+ 18.44% |
$417K - $427K
|
25.2K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.89KNew |
$413K - $423K
|
3.89K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.86KNew |
$409K - $419K
|
3.86K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.83K+ 5.32% |
$406K - $416K
|
75.8K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.82K+ 3.5% |
$406K - $416K
|
113K
$12.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.81KNew |
$405K - $414K
|
3.81K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 15.5% |
$403K - $413K
|
28.3K
$3.02M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.79K+ 5.59% |
$403K - $412K
|
71.7K
$7.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 5.52% |
$398K - $408K
|
71.7K
$7.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.75K+ 2.1% |
$398K - $407K
|
182K
$19.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
3.74KNew |
$397K - $407K
|
3.74K
$399K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.74K+ 33.51% |
$397K - $406K
|
14.9K
$1.59M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.73K+ 6.55% |
$396K - $405K
|
60.7K
$6.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.68K+ 3.31% |
$390K - $399K
|
115K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 11.69% |
$388K - $398K
|
35K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.6K+ 7.15% |
$382K - $391K
|
54K
$5.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
3.56K+ 3.12% |
$378K - $387K
|
118K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.52K+ 114.31% |
$374K - $383K
|
6.61K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.51K+ 59.56% |
$372K - $381K
|
9.4K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47K+ 10.84% |
$368K - $377K
|
35.5K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.47K+ 1.93% |
$368K - $377K
|
183K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.46K+ 64.17% |
$367K - $376K
|
8.86K
$945K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.39K+ 4.23% |
$360K - $368K
|
83.5K
$8.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.35K+ 3.12% |
$355K - $364K
|
111K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.27KNew |
$347K - $355K
|
3.27K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
3.27K+ 12.32% |
$347K - $355K
|
29.8K
$3.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.24K+ 88.65% |
$344K - $352K
|
6.9K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.23KNew |
$343K - $351K
|
3.23K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.2K+ 11.03% |
$340K - $348K
|
32.2K
$3.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.2K+ 33.9% |
$339K - $347K
|
12.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.2KNew |
$339K - $347K
|
3.2K
$341K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.18K+ 3.67% |
$338K - $346K
|
90K
$9.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.15K+ 7.92% |
$334K - $342K
|
42.9K
$4.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.11K+ 28300.0% |
$330K - $338K
|
3.12K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.08K+ 6.4% |
$327K - $335K
|
51.2K
$5.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
3.07K+ 27.92% |
$325K - $333K
|
14K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.06K+ 8.1% |
$325K - $332K
|
40.8K
$4.35M
|