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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.71K- 4.18% |
$604K - $621K
|
131K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-5.74K- 8.29% |
$607K - $623K
|
63.4K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.8K- 9.7% |
$614K - $631K
|
54K
$5.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.89K- 1.86% |
$623K - $640K
|
311K
$33M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.99K- 50.7% |
$633K - $651K
|
5.82K
$618K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.99K- 28.13% |
$634K - $651K
|
15.3K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.2K- 99.9% |
$656K - $674K
|
6
$637
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 0.7% |
$659K - $677K
|
880K
$93.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.5K- 24.75% |
$688K - $707K
|
19.8K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-6.71K- 56.26% |
$709K - $729K
|
5.21K
$553K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.74K- 3.26% |
$712K - $732K
|
200K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.77K- 3.87% |
$716K - $735K
|
168K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-6.9K- 22.77% |
$730K - $750K
|
23.4K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-7.11K- 9.72% |
$752K - $773K
|
66K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.16K- 16.52% |
$758K - $779K
|
36.2K
$3.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.18K- 10.05% |
$759K - $780K
|
64.2K
$6.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.18K- 2.38% |
$760K - $781K
|
294K
$31.2M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-7.2K- 11.84% |
$762K - $783K
|
53.6K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.57K- 76.68% |
$801K - $823K
|
2.3K
$244K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7.83K- 5.21% |
$828K - $851K
|
142K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.85K- 17.59% |
$830K - $853K
|
36.7K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7.85K- 18.44% |
$830K - $853K
|
34.7K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.33K- 0.61% |
$881K - $905K
|
1.35M
$143M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-8.78K- 36.91% |
$929K - $954K
|
15K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-9.22K- 29.59% |
$976K - $1M
|
21.9K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.35K- 17.04% |
$989K - $1.02M
|
45.5K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.36K- 39.85% |
$990K - $1.02M
|
14.1K
$1.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.52K- 47.55% |
$1.01M - $1.03M
|
10.5K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.82K- 27.66% |
$1.04M - $1.07M
|
25.7K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-9.87K- 26.72% |
$1.04M - $1.07M
|
27.1K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.91K- 1.98% |
$1.05M - $1.08M
|
491K
$52.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.1K- 10.34% |
$1.06M - $1.09M
|
87.3K
$9.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11.9K- 1.23% |
$1.26M - $1.3M
|
956K
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.2K- 8.42% |
$1.29M - $1.33M
|
133K
$14.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.8K- 81.17% |
$1.35M - $1.39M
|
2.96K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.1K- 2.2% |
$1.39M - $1.43M
|
585K
$62.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-13.3K- 0.48% |
$1.4M - $1.44M
|
2.78M
$295M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-13.5K- 12.17% |
$1.42M - $1.46M
|
97.1K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14.5K- 5.8% |
$1.53M - $1.57M
|
235K
$25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.4K- 18.48% |
$1.63M - $1.68M
|
68K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.5K- 5.11% |
$1.85M - $1.91M
|
325K
$34.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-19.7K- 17.43% |
$2.08M - $2.14M
|
93.2K
$9.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.8K- 3.02% |
$2.09M - $2.15M
|
634K
$67.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-21.2K- 11.29% |
$2.24M - $2.3M
|
167K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22K- 5.99% |
$2.33M - $2.39M
|
345K
$36.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-23.3K- 11.56% |
$2.47M - $2.54M
|
179K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-25.7K- 75.7% |
$2.72M - $2.79M
|
8.25K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-25.9K- 0.97% |
$2.74M - $2.81M
|
2.64M
$280M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-26.7K- 49.94% |
$2.82M - $2.9M
|
26.8K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 0.39% |
$3M - $3.08M
|
7.34M
$779M
|