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 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.55K+ 4.43% |
$481K - $495K
|
107K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.54KNew |
$480K - $494K
|
4.54K
$482K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
4.53KNew |
$479K - $493K
|
4.53K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
4.52KNew |
$478K - $492K
|
4.52K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.37K+ 2.85% |
$462K - $475K
|
158K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.32K+ 7.43% |
$457K - $470K
|
62.5K
$6.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.3K+ 41.73% |
$455K - $467K
|
14.6K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.26KNew |
$451K - $463K
|
4.26K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.2K+ 25.26% |
$444K - $456K
|
20.8K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.18K+ 14.67% |
$442K - $454K
|
32.7K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.16K+ 7.61% |
$440K - $452K
|
58.8K
$6.24M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.16KNew |
$440K - $452K
|
4.16K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.09KNew |
$432K - $444K
|
4.09K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.98K+ 59.57% |
$421K - $433K
|
10.7K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 0.67% |
$418K - $430K
|
598K
$63.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
3.9KNew |
$413K - $424K
|
3.9K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.85K+ 83.63% |
$407K - $419K
|
8.46K
$898K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.82K+ 3.68% |
$404K - $415K
|
108K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 5.72% |
$403K - $414K
|
70.4K
$7.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.76K+ 96.65% |
$397K - $408K
|
7.64K
$811K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.74KNew |
$395K - $406K
|
3.74K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.73KNew |
$395K - $406K
|
3.73K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.72KNew |
$394K - $405K
|
3.72K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.71K+ 43.39% |
$393K - $404K
|
12.3K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.71KNew |
$393K - $403K
|
3.71K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.71K+ 8.77% |
$392K - $403K
|
46K
$4.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.66K+ 26.71% |
$387K - $398K
|
17.4K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.65K+ 45.56% |
$386K - $397K
|
11.7K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3.57KNew |
$378K - $388K
|
3.57K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.57K+ 11.91% |
$378K - $388K
|
33.5K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.52K+ 17.31% |
$372K - $383K
|
23.9K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.43K+ 16.11% |
$363K - $373K
|
24.7K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.43KNew |
$362K - $372K
|
3.43K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.42KNew |
$361K - $371K
|
3.42K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.41K+ 34.59% |
$360K - $370K
|
13.3K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.36K+ 13.36% |
$356K - $366K
|
28.5K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.3K+ 22.05% |
$349K - $359K
|
18.3K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.26K+ 158.45% |
$345K - $354K
|
5.32K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.24K+ 27.42% |
$342K - $352K
|
15K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.2K+ 13.7% |
$338K - $348K
|
26.5K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$333K - $342K
|
3.15K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.07K+ 3.3% |
$325K - $333K
|
96K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.05KNew |
$322K - $331K
|
3.05K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.02KNew |
$320K - $329K
|
3.02K
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3K+ 15.81% |
$317K - $326K
|
22K
$2.33M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3KNew |
$317K - $326K
|
3K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.97K+ 21.59% |
$314K - $323K
|
16.7K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.97KNew |
$314K - $323K
|
2.97K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.88KNew |
$304K - $313K
|
2.88K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.86KNew |
$302K - $311K
|
2.86K
$303K
|