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 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 3.1% |
$443K - $456K
|
131K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.19K- 15.71% |
$443K - $456K
|
22.5K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-4.3K- 8.01% |
$455K - $468K
|
49.4K
$5.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-4.33K- 7.33% |
$457K - $470K
|
54.7K
$5.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.36K- 37.3% |
$461K - $474K
|
7.33K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.45K- 85.26% |
$471K - $484K
|
770
$82K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.5K- 2.43% |
$476K - $489K
|
180K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-4.52K- 7.68% |
$478K - $492K
|
54.4K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.6K- 9.27% |
$486K - $500K
|
45K
$4.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.7K- 4.64% |
$497K - $511K
|
96.7K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4.71K- 55.87% |
$498K - $512K
|
3.72K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.75K- 62.76% |
$502K - $516K
|
2.82K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.76K- 5.48% |
$504K - $518K
|
82.2K
$8.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.77K- 2.41% |
$505K - $519K
|
193K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.83K- 7.52% |
$510K - $524K
|
59.3K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.83K- 1.69% |
$511K - $525K
|
282K
$30M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4.85K- 4.83% |
$513K - $527K
|
95.6K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.88K- 40.09% |
$517K - $531K
|
7.3K
$777K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.91K- 15.62% |
$520K - $534K
|
26.5K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.95K- 11.41% |
$524K - $538K
|
38.4K
$4.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-4.97K- 3.08% |
$526K - $540K
|
156K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5K- 29.65% |
$529K - $544K
|
11.9K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.02K- 14.53% |
$531K - $545K
|
29.5K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.05K- 7.15% |
$534K - $549K
|
65.6K
$6.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-5.07K- 12.34% |
$537K - $552K
|
36K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.08K- 16.45% |
$538K - $552K
|
25.8K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.13K- 15.21% |
$543K - $558K
|
28.6K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.17K- 39.7% |
$547K - $562K
|
7.86K
$837K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.26K- 20.4% |
$557K - $572K
|
20.5K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5.33K- 71.81% |
$563K - $579K
|
2.09K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.49K- 27.42% |
$581K - $597K
|
14.5K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.53K- 21.52% |
$585K - $601K
|
20.2K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.61K- 83.68% |
$594K - $610K
|
1.1K
$117K
|
|
|
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
$6.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.8K- 9.7% |
$614K - $631K
|
54K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.89K- 1.86% |
$623K - $640K
|
311K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.98K- 22.95% |
$633K - $650K
|
20.1K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.99K- 50.7% |
$633K - $651K
|
5.82K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.99K- 28.13% |
$634K - $651K
|
15.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.2K- 99.9% |
$656K - $674K
|
6
$639
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 0.7% |
$659K - $677K
|
880K
$93.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.5K- 24.75% |
$688K - $707K
|
19.8K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.56K- 0.1% |
$693K - $713K
|
6.44M
$685M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.65K- 19.56% |
$704K - $723K
|
27.4K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-6.71K- 56.26% |
$709K - $729K
|
5.21K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.74K- 3.26% |
$712K - $732K
|
200K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.77K- 3.87% |
$716K - $735K
|
168K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-6.9K- 22.77% |
$730K - $750K
|
23.4K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.02K- 1.64% |
$742K - $763K
|
422K
$44.9M
|