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 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$2.23M - $2.3M
|
21.1K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
20.7KNew |
$2.19M - $2.25M
|
20.7K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.3KNew |
$2.15M - $2.21M
|
20.3K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
20.2KNew |
$2.14M - $2.2M
|
20.2K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18.4K+ 150.89% |
$1.95M - $2M
|
30.6K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
17.1K+ 14.97% |
$1.81M - $1.86M
|
132K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.1K+ 15.18% |
$1.81M - $1.86M
|
130K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.81M - $1.86M
|
17.1K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.8K+ 8.8% |
$1.78M - $1.83M
|
208K
$22M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
16.7K+ 5.54% |
$1.76M - $1.81M
|
317K
$33.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 1.5% |
$1.76M - $1.81M
|
1.12M
$119M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
16.4K+ 7.11% |
$1.74M - $1.79M
|
248K
$26.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.4KNew |
$1.73M - $1.78M
|
16.4K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.3K+ 28.93% |
$1.73M - $1.78M
|
72.8K
$7.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
16.3K+ 161.4% |
$1.73M - $1.77M
|
26.4K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
16KNew |
$1.69M - $1.74M
|
16K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.8K+ 33.44% |
$1.68M - $1.72M
|
63.3K
$6.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.7K+ 6.21% |
$1.66M - $1.7M
|
268K
$28.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.6KNew |
$1.65M - $1.69M
|
15.6K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
15.4KNew |
$1.62M - $1.67M
|
15.4K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.2K+ 354.74% |
$1.61M - $1.66M
|
19.5K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15KNew |
$1.59M - $1.64M
|
15K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15KNew |
$1.59M - $1.63M
|
15K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.58M - $1.63M
|
15K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14.9K+ 15.95% |
$1.57M - $1.62M
|
108K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
14.8KNew |
$1.57M - $1.61M
|
14.8K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14.8KNew |
$1.57M - $1.61M
|
14.8K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.7KNew |
$1.55M - $1.6M
|
14.7K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14.7K+ 16.54% |
$1.55M - $1.59M
|
103K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
14.4K+ 352.8% |
$1.52M - $1.56M
|
18.5K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.2KNew |
$1.51M - $1.55M
|
14.2K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.2K+ 7.03% |
$1.5M - $1.54M
|
215K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 6.06% |
$1.47M - $1.52M
|
244K
$25.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13.9K+ 7.07% |
$1.47M - $1.51M
|
210K
$22.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.8K+ 13.76% |
$1.46M - $1.5M
|
114K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
13.2KNew |
$1.4M - $1.44M
|
13.2K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13.1K+ 17.72% |
$1.39M - $1.43M
|
87.2K
$9.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13K+ 13.65% |
$1.37M - $1.41M
|
108K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
12.7KNew |
$1.34M - $1.38M
|
12.7K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 21.38% |
$1.32M - $1.36M
|
71.1K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.5K+ 6.68% |
$1.32M - $1.36M
|
200K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.3K+ 18.37% |
$1.3M - $1.33M
|
79K
$8.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.2K+ 5.69% |
$1.29M - $1.33M
|
227K
$24.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12K+ 10.69% |
$1.27M - $1.3M
|
124K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.9K+ 13.17% |
$1.26M - $1.3M
|
102K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 86.86% |
$1.26M - $1.29M
|
25.6K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.9KNew |
$1.26M - $1.29M
|
11.9K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$1.24M - $1.28M
|
11.8K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.8K+ 19.38% |
$1.24M - $1.28M
|
72.5K
$7.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.7K+ 21.66% |
$1.24M - $1.27M
|
65.7K
$6.97M
|