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 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-79.1K- 6.61% |
$8.37M - $8.6M
|
1.12M
$119M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-83.3K- 10.81% |
$8.81M - $9.05M
|
687K
$73.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-84K- 5.01% |
$8.88M - $9.13M
|
1.59M
$170M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-84.5K- 97.71% |
$8.94M - $9.19M
|
1.98K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-86.7K- 1.75% |
$9.18M - $9.43M
|
4.88M
$520M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-98.6K- 37.9% |
$10.4M - $10.7M
|
162K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-109K- 13.73% |
$11.5M - $11.8M
|
684K
$72.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-110K- 7.99% |
$11.7M - $12M
|
1.27M
$136M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-126K- 4.57% |
$13.3M - $13.7M
|
2.63M
$280M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-154K- 63.05% |
$16.3M - $16.7M
|
90.2K
$9.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-160K- 27.42% |
$16.9M - $17.4M
|
424K
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-163K- 90.33% |
$17.3M - $17.8M
|
17.5K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171K- 8.59% |
$18.1M - $18.6M
|
1.82M
$194M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-206K- 67.93% |
$21.7M - $22.3M
|
97K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-206K- 47.74% |
$21.8M - $22.4M
|
226K
$24.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-255K- 49.4% |
$27M - $27.8M
|
262K
$27.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-290K- 96.53% |
$30.7M - $31.5M
|
10.4K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-306K- 8.34% |
$32.4M - $33.3M
|
3.37M
$359M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-470K- 8.87% |
$49.7M - $51.1M
|
4.83M
$515M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-661K- 82.65% |
$69.9M - $71.9M
|
139K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.28M- 18.7% |
$136M - $139M
|
5.57M
$594M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.64M- 99.06% |
$385M - $396M
|
34.5K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.74M- 99.99% |
$1.03B - $1.06B
|
1.2K
$128K
|