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 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
96.8K+ 53.44% |
$10.2M - $10.5M
|
278K
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.2K+ 719.25% |
$10.1M - $10.4M
|
108K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
92.3KNew |
$9.76M - $10M
|
92.3K
$9.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.4K+ 22.44% |
$9.56M - $9.82M
|
493K
$52.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87.9K+ 8.38% |
$9.29M - $9.55M
|
1.14M
$121M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.2K+ 5.89% |
$9.11M - $9.36M
|
1.55M
$165M
|
|
|
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
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
79.1K+ 36.89% |
$8.36M - $8.6M
|
293K
$31.3M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$8.22M - $8.45M
|
77.7K
$8.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77.7K+ 25.18% |
$8.22M - $8.45M
|
386K
$41.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.4K+ 11.07% |
$7.65M - $7.87M
|
726K
$77.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
71.8K+ 10.0% |
$7.6M - $7.81M
|
790K
$84.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.6K+ 2.47% |
$7.47M - $7.67M
|
2.93M
$312M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
69.4K+ 4.98% |
$7.34M - $7.54M
|
1.46M
$156M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.7K+ 42.38% |
$7.27M - $7.47M
|
231K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67.4K+ 570.36% |
$7.13M - $7.33M
|
79.3K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
67.4K+ 18.37% |
$7.13M - $7.33M
|
435K
$46.3M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
67.2KNew |
$7.11M - $7.3M
|
67.2K
$7.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
64.3K+ 13.25% |
$6.8M - $6.99M
|
550K
$58.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
63.4KNew |
$6.7M - $6.89M
|
63.4K
$6.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
63.3KNew |
$6.7M - $6.88M
|
63.3K
$6.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
60.2KNew |
$6.37M - $6.54M
|
60.2K
$6.41M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
56.4KNew |
$5.97M - $6.13M
|
56.4K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
55.3K+ 44.2% |
$5.85M - $6.01M
|
180K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.9K+ 44.83% |
$5.71M - $5.86M
|
174K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 9.16% |
$5.66M - $5.82M
|
638K
$68M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50.9K+ 24.4% |
$5.38M - $5.53M
|
259K
$27.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.5K+ 736.73% |
$5.23M - $5.38M
|
56.2K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48.6K+ 35.03% |
$5.14M - $5.28M
|
187K
$20M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48K+ 9.9% |
$5.08M - $5.22M
|
533K
$56.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
47.1KNew |
$4.98M - $5.12M
|
47.1K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.9K+ 9.86% |
$4.75M - $4.88M
|
501K
$53.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
44.3KNew |
$4.69M - $4.82M
|
44.3K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
44.1K+ 517.04% |
$4.67M - $4.8M
|
52.6K
$5.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 20.54% |
$4.63M - $4.76M
|
257K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
43.7K+ 20.48% |
$4.63M - $4.75M
|
257K
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
42.6K+ 15.1% |
$4.5M - $4.63M
|
324K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42K+ 64.49% |
$4.45M - $4.57M
|
107K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
40.3KNew |
$4.27M - $4.38M
|
40.3K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
40.2KNew |
$4.25M - $4.37M
|
40.2K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
39.3K+ 15.37% |
$4.16M - $4.27M
|
295K
$31.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 14.83% |
$4.1M - $4.22M
|
300K
$32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
38.6K+ 21.16% |
$4.08M - $4.2M
|
221K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
38.2K+ 496.38% |
$4.04M - $4.15M
|
45.9K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
37.7K+ 58.65% |
$3.99M - $4.1M
|
102K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.5KNew |
$3.97M - $4.08M
|
37.5K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
36.9K+ 39.04% |
$3.9M - $4.01M
|
131K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
36.5K+ 11.92% |
$3.86M - $3.96M
|
342K
$36.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
36.3K+ 17.88% |
$3.84M - $3.95M
|
239K
$25.5M
|