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
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
57+ 2.23% |
$6.03K - $6.2K
|
2.62K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
54+ 0.92% |
$5.71K - $5.87K
|
5.92K
$631K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
53+ 0.14% |
$5.61K - $5.76K
|
38.4K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
52+ 0.98% |
$5.5K - $5.65K
|
5.38K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52+ 0.33% |
$5.5K - $5.65K
|
15.8K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
50New |
$5.29K - $5.44K
|
50
$5.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 25.0% |
$5.29K - $5.44K
|
250
$26.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
49+ 2.32% |
$5.18K - $5.33K
|
2.16K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
48+ 1.01% |
$5.08K - $5.22K
|
4.82K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
48New |
$5.08K - $5.22K
|
48
$5.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
46New |
$4.87K - $5K
|
46
$4.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
44+ 1.01% |
$4.65K - $4.78K
|
4.4K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
43+ 0.53% |
$4.55K - $4.67K
|
8.13K
$866K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
43+ 0.69% |
$4.55K - $4.67K
|
6.23K
$664K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
41+ 0.46% |
$4.34K - $4.46K
|
8.92K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
40+ 1.03% |
$4.23K - $4.35K
|
3.94K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
40+ 0.93% |
$4.23K - $4.35K
|
4.34K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
37+ 1.91% |
$3.91K - $4.02K
|
1.98K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
36+ 4.55% |
$3.81K - $3.91K
|
827
$88.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
36+ 0.66% |
$3.81K - $3.91K
|
5.53K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.18% |
$3.81K - $3.91K
|
19.8K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
35+ 0.94% |
$3.7K - $3.8K
|
3.78K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
33New |
$3.49K - $3.59K
|
33
$3.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 0.66% |
$3.28K - $3.37K
|
4.75K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30+ 0.94% |
$3.17K - $3.26K
|
3.24K
$345K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.4% |
$3.17K - $3.26K
|
7.49K
$798K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
30+ 0.52% |
$3.17K - $3.26K
|
5.77K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 1.0% |
$3.17K - $3.26K
|
3.02K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
28+ 0.73% |
$2.96K - $3.04K
|
3.89K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.16% |
$2.75K - $2.83K
|
16.5K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
26+ 0.36% |
$2.75K - $2.83K
|
7.33K
$781K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
26+ 2.17% |
$2.75K - $2.83K
|
1.22K
$130K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22+ 0.3% |
$2.33K - $2.39K
|
7.28K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
22+ 0.31% |
$2.33K - $2.39K
|
7.16K
$763K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
21+ 0.31% |
$2.22K - $2.28K
|
6.85K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
21+ 7.98% |
$2.22K - $2.28K
|
284
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
21+ 1.04% |
$2.22K - $2.28K
|
2.05K
$218K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 2.77% |
$2.12K - $2.17K
|
741
$78.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
20+ 1.06% |
$2.12K - $2.17K
|
1.91K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
20+ 0.52% |
$2.12K - $2.17K
|
3.85K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
19New |
$2.01K - $2.07K
|
19
$2.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.38% |
$1.9K - $1.96K
|
4.73K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17+ 0.1% |
$1.8K - $1.85K
|
16.6K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
16+ 0.24% |
$1.69K - $1.74K
|
6.67K
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
16+ 0.15% |
$1.69K - $1.74K
|
11K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16+ 0.33% |
$1.69K - $1.74K
|
4.91K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
15+ 10.34% |
$1.59K - $1.63K
|
160
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.6% |
$1.59K - $1.63K
|
2.5K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 0.17% |
$1.48K - $1.52K
|
8.35K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
14+ 0.44% |
$1.48K - $1.52K
|
3.16K
$337K
|