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 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.02K- 9.42% |
$107K - $110K
|
9.76K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 25.18% |
$109K - $112K
|
3.07K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.04K- 12.42% |
$110K - $113K
|
7.32K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.06K- 1.72% |
$112K - $115K
|
60.5K
$6.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.07K- 62.82% |
$113K - $116K
|
632
$67.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.12K- 0.73% |
$118K - $121K
|
153K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.16K- 3.15% |
$123K - $126K
|
35.6K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.17K- 2.08% |
$124K - $127K
|
54.9K
$5.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.19K- 14.48% |
$125K - $129K
|
7K
$743K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.19K- 3.0% |
$126K - $130K
|
38.6K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 9.33% |
$129K - $133K
|
11.9K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.27K- 17.6% |
$134K - $138K
|
5.94K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.29K- 92.8% |
$136K - $140K
|
100
$10.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.31K- 23.48% |
$139K - $143K
|
4.27K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.31K- 4.69% |
$139K - $143K
|
26.6K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.32K- 11.48% |
$139K - $143K
|
10.1K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.35K- 14.05% |
$142K - $146K
|
8.23K
$874K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.36K- 9.44% |
$144K - $148K
|
13.1K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.37K- 1.71% |
$145K - $149K
|
78.8K
$8.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.39K- 6.17% |
$147K - $152K
|
21.2K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.4K- 12.07% |
$148K - $152K
|
10.2K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.44K- 7.27% |
$152K - $156K
|
18.3K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.44K- 15.27% |
$152K - $156K
|
7.96K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.46K- 0.72% |
$154K - $158K
|
200K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.48K- 41.28% |
$156K - $160K
|
2.1K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.5K- 0.51% |
$158K - $163K
|
290K
$30.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.51K- 21.12% |
$160K - $164K
|
5.63K
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.54K- 34.12% |
$163K - $168K
|
2.98K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 9.21% |
$164K - $168K
|
15.3K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.6K- 23.37% |
$169K - $173K
|
5.23K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.63K- 5.71% |
$172K - $177K
|
26.8K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.64K- 9.39% |
$173K - $178K
|
15.8K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 37.69% |
$175K - $180K
|
2.74K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.66K- 2.44% |
$176K - $181K
|
66.4K
$7.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.66K- 4.25% |
$176K - $181K
|
37.5K
$3.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.68K- 47.35% |
$177K - $182K
|
1.87K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 1.74% |
$187K - $192K
|
99.8K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.81K- 18.08% |
$192K - $197K
|
8.22K
$872K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.81K- 4.17% |
$192K - $197K
|
41.7K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.82K- 4.87% |
$192K - $198K
|
35.5K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 0.86% |
$198K - $203K
|
217K
$23M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.97K- 44.44% |
$209K - $215K
|
2.47K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.99KClosed |
$210K - $216K
|
0
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 29.06% |
$212K - $218K
|
4.89K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.02K- 17.16% |
$214K - $220K
|
9.77K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.06K- 2.35% |
$217K - $223K
|
85.3K
$9.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.08K- 7.59% |
$219K - $226K
|
25.3K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.1K- 2.76% |
$222K - $228K
|
73.8K
$7.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.14K- 12.26% |
$227K - $233K
|
15.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.14K- 8.51% |
$227K - $233K
|
23.1K
$2.45M
|