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 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-63- 0.37% |
$6.66K - $6.85K
|
16.9K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-64- 0.46% |
$6.77K - $6.96K
|
14K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-68- 1.12% |
$7.19K - $7.39K
|
6K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 8.1% |
$7.83K - $8.04K
|
840
$89.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-75- 15.89% |
$7.93K - $8.15K
|
397
$42.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-79- 0.11% |
$8.36K - $8.59K
|
69.1K
$7.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-87- 1.46% |
$9.2K - $9.46K
|
5.88K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90- 1.51% |
$9.52K - $9.78K
|
5.86K
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-90- 2.12% |
$9.52K - $9.78K
|
4.16K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-91- 2.1% |
$9.63K - $9.89K
|
4.25K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-92- 0.28% |
$9.73K - $10K
|
32.9K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-92- 1.1% |
$9.73K - $10K
|
8.25K
$875K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-95- 4.1% |
$10K - $10.3K
|
2.22K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-95- 1.99% |
$10K - $10.3K
|
4.67K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-99- 1.9% |
$10.5K - $10.8K
|
5.12K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-101- 3.41% |
$10.7K - $11K
|
2.87K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-104- 3.9% |
$11K - $11.3K
|
2.56K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-108- 0.19% |
$11.4K - $11.7K
|
55.9K
$5.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-115- 3.83% |
$12.2K - $12.5K
|
2.89K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-118- 5.36% |
$12.5K - $12.8K
|
2.09K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-119- 1.29% |
$12.6K - $12.9K
|
9.1K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-138- 29.3% |
$14.6K - $15K
|
333
$35.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-145- 1.49% |
$15.3K - $15.8K
|
9.61K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-146- 5.44% |
$15.4K - $15.9K
|
2.54K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-148- 11.44% |
$15.7K - $16.1K
|
1.15K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-150- 3.27% |
$15.9K - $16.3K
|
4.44K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 0.45% |
$15.9K - $16.3K
|
33.1K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-158- 2.07% |
$16.7K - $17.2K
|
7.47K
$793K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-162- 6.29% |
$17.1K - $17.6K
|
2.42K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-162- 4.05% |
$17.1K - $17.6K
|
3.84K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-169- 2.32% |
$17.9K - $18.4K
|
7.11K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-174- 2.0% |
$18.4K - $18.9K
|
8.53K
$906K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-175- 8.14% |
$18.5K - $19K
|
1.98K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-179- 4.44% |
$18.9K - $19.5K
|
3.85K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-182- 4.03% |
$19.3K - $19.8K
|
4.33K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-188- 2.18% |
$19.9K - $20.4K
|
8.43K
$895K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 1.26% |
$20.5K - $21.1K
|
15.2K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-196- 4.64% |
$20.7K - $21.3K
|
4.03K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-203- 1.09% |
$21.5K - $22.1K
|
18.4K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-208- 2.66% |
$22K - $22.6K
|
7.6K
$807K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-217- 0.69% |
$23K - $23.6K
|
31.1K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-221- 2.31% |
$23.4K - $24K
|
9.36K
$993K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-225- 9.64% |
$23.8K - $24.5K
|
2.11K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-227- 0.26% |
$24K - $24.7K
|
88K
$9.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-229- 93.09% |
$24.2K - $24.9K
|
17
$1.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-233- 5.84% |
$24.6K - $25.3K
|
3.76K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-235- 2.45% |
$24.9K - $25.5K
|
9.37K
$994K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-244- 8.96% |
$25.8K - $26.5K
|
2.48K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-245- 1.99% |
$25.9K - $26.6K
|
12.1K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-252- 13.01% |
$26.7K - $27.4K
|
1.69K
$179K
|