Purchases and Sales Made in Q4 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.86M+ 6306.0% |
$725M - $745M
|
6.97M
$739M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
3.64M+ 10274.79% |
$385M - $396M
|
3.68M
$390M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.05M+ 27.08% |
$217M - $223M
|
9.64M
$1.02B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61M+ 17.87% |
$170M - $175M
|
10.6M
$1.13B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 5.93% |
$120M - $124M
|
20.4M
$2.16B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11MNew |
$117M - $121M
|
1.11M
$118M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
837K+ 112.88% |
$88.5M - $91M
|
1.58M
$168M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
749K+ 530.33% |
$79.2M - $81.4M
|
890K
$94.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
725K+ 11.49% |
$76.7M - $78.8M
|
7.04M
$747M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
692K+ 14.33% |
$73.2M - $75.3M
|
5.52M
$586M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
636K+ 80.85% |
$67.2M - $69.1M
|
1.42M
$151M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
471K+ 8.92% |
$49.8M - $51.2M
|
5.75M
$610M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
415K+ 61.57% |
$43.9M - $45.1M
|
1.09M
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
408K+ 4.2% |
$43.1M - $44.3M
|
10.1M
$1.07B
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
312KNew |
$33M - $33.9M
|
312K
$33.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
309K+ 25.55% |
$32.7M - $33.6M
|
1.52M
$161M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
289K+ 28.28% |
$30.6M - $31.5M
|
1.31M
$139M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
281K+ 31.39% |
$29.8M - $30.6M
|
1.18M
$125M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
238K+ 27.6% |
$25.2M - $25.9M
|
1.1M
$117M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
182K+ 18.56% |
$19.2M - $19.8M
|
1.16M
$123M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
176KNew |
$18.6M - $19.1M
|
176K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
150K+ 192.69% |
$15.9M - $16.3M
|
228K
$24.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 5.94% |
$15.4M - $15.8M
|
2.6M
$275M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
140K+ 1.7% |
$14.8M - $15.2M
|
8.4M
$891M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
137K+ 339.91% |
$14.5M - $14.9M
|
177K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
130K+ 46.74% |
$13.7M - $14.1M
|
408K
$43.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
123K+ 2644.04% |
$13M - $13.3M
|
127K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122K+ 40.51% |
$12.9M - $13.2M
|
422K
$44.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
108KNew |
$11.5M - $11.8M
|
108K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
108KNew |
$11.4M - $11.7M
|
108K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105K+ 22.9% |
$11.1M - $11.5M
|
565K
$60M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
102K+ 40.04% |
$10.8M - $11.1M
|
356K
$37.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.2K+ 719.25% |
$10.1M - $10.4M
|
108K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
92.3KNew |
$9.76M - $10M
|
92.3K
$9.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.4K+ 22.44% |
$9.56M - $9.82M
|
493K
$52.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.2K+ 5.89% |
$9.11M - $9.36M
|
1.55M
$164M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
85.2K+ 8.98% |
$9.01M - $9.26M
|
1.03M
$110M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
82.2K+ 124.78% |
$8.69M - $8.93M
|
148K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
79.1K+ 36.89% |
$8.36M - $8.6M
|
293K
$31.1M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$8.22M - $8.45M
|
77.7K
$8.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.4K+ 11.07% |
$7.65M - $7.87M
|
726K
$77.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
71.8K+ 10.0% |
$7.6M - $7.81M
|
790K
$83.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.6K+ 2.47% |
$7.47M - $7.67M
|
2.93M
$311M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67.4K+ 570.36% |
$7.13M - $7.33M
|
79.3K
$8.41M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
67.2KNew |
$7.11M - $7.3M
|
67.2K
$7.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
64.3K+ 13.25% |
$6.8M - $6.99M
|
550K
$58.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
63.4KNew |
$6.7M - $6.89M
|
63.4K
$6.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
63.3KNew |
$6.7M - $6.88M
|
63.3K
$6.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
60.2KNew |
$6.37M - $6.54M
|
60.2K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
56.4KNew |
$5.97M - $6.13M
|
56.4K
$5.99M
|