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 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.52K- 47.55% |
$1.01M - $1.03M
|
10.5K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.82K- 27.66% |
$1.04M - $1.07M
|
25.7K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-9.87K- 26.72% |
$1.04M - $1.07M
|
27.1K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.91K- 1.98% |
$1.05M - $1.08M
|
491K
$52.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.1K- 10.34% |
$1.06M - $1.09M
|
87.3K
$9.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-11.9K- 44.0% |
$1.25M - $1.29M
|
15.1K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11.9K- 1.23% |
$1.26M - $1.3M
|
956K
$102M
|
|
|
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
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 1.58% |
$1.35M - $1.39M
|
798K
$85M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.1K- 2.2% |
$1.39M - $1.43M
|
585K
$62.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.2K- 2.65% |
$1.4M - $1.43M
|
485K
$51.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-13.3K- 0.48% |
$1.4M - $1.44M
|
2.78M
$296M
|
|
|
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 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13.9K- 5.54% |
$1.47M - $1.52M
|
238K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.1K- 2.09% |
$1.49M - $1.53M
|
660K
$70.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14.5K- 5.8% |
$1.53M - $1.57M
|
235K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.4K- 18.48% |
$1.63M - $1.68M
|
68K
$7.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.5K- 5.11% |
$1.85M - $1.91M
|
325K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-19.7K- 17.43% |
$2.08M - $2.14M
|
93.2K
$9.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.8K- 3.02% |
$2.09M - $2.15M
|
634K
$67.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-20.3K- 22.92% |
$2.15M - $2.2M
|
68.2K
$7.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-20.7K- 39.44% |
$2.19M - $2.25M
|
31.7K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-21.2K- 11.29% |
$2.24M - $2.3M
|
167K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22K- 5.99% |
$2.33M - $2.39M
|
345K
$36.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-23.3K- 11.56% |
$2.47M - $2.54M
|
179K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 10.49% |
$2.51M - $2.58M
|
202K
$21.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-25.7K- 75.7% |
$2.72M - $2.79M
|
8.25K
$879K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-25.9K- 0.97% |
$2.74M - $2.81M
|
2.64M
$281M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-26.7K- 49.94% |
$2.82M - $2.9M
|
26.8K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.7K- 91.8% |
$2.83M - $2.91M
|
2.39K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 4.3% |
$2.84M - $2.92M
|
597K
$63.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 0.39% |
$3M - $3.08M
|
7.34M
$782M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28.4K- 99.74% |
$3.01M - $3.09M
|
75
$7.99K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-28.9K- 46.81% |
$3.06M - $3.14M
|
32.8K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-30.1K- 39.93% |
$3.18M - $3.27M
|
45.2K
$4.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-30.5K- 14.3% |
$3.22M - $3.31M
|
183K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-35.9K- 9.59% |
$3.8M - $3.91M
|
339K
$36.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-37.5K- 9.95% |
$3.96M - $4.07M
|
339K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-40.1K- 79.53% |
$4.24M - $4.36M
|
10.3K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-42.6K- 3.44% |
$4.51M - $4.63M
|
1.2M
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-45.6K- 51.28% |
$4.82M - $4.95M
|
43.3K
$4.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46K- 28.82% |
$4.86M - $5M
|
114K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-47K- 45.0% |
$4.98M - $5.11M
|
57.5K
$6.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-50K- 22.91% |
$5.29M - $5.44M
|
168K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51.3K- 19.29% |
$5.43M - $5.58M
|
215K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56.4K- 18.4% |
$5.97M - $6.13M
|
250K
$26.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60.6K- 65.28% |
$6.41M - $6.58M
|
32.2K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-62.4K- 82.73% |
$6.6M - $6.78M
|
13K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-75.2K- 29.97% |
$7.95M - $8.17M
|
176K
$18.7M
|