Purchases and Sales Made in Q3 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.45K+ 22.47% |
$154K - $158K
|
7.91K
$844K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.34K+ 5.38% |
$142K - $146K
|
26.3K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.34K+ 27.49% |
$142K - $145K
|
6.21K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.33K+ 0.87% |
$141K - $144K
|
154K
$16.4M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.32K+ 10.86% |
$140K - $143K
|
13.5K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.32K+ 47.36% |
$140K - $143K
|
4.1K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.31K+ 4.81% |
$138K - $142K
|
28.5K
$3.04M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.3KNew |
$138K - $141K
|
1.3K
$139K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.3K+ 1.6% |
$138K - $141K
|
82.5K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.28K+ 39.51% |
$136K - $139K
|
4.52K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.28K+ 5.99% |
$136K - $139K
|
22.6K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.28K+ 16.37% |
$135K - $139K
|
9.07K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.28K+ 0.6% |
$135K - $139K
|
214K
$22.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.25K+ 2.6% |
$133K - $136K
|
49.2K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.25K+ 54.47% |
$133K - $136K
|
3.54K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.25K+ 7.95% |
$132K - $136K
|
16.9K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.22K+ 1.71% |
$129K - $132K
|
72.5K
$7.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.19K+ 594.5% |
$126K - $129K
|
1.39K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.19K+ 41.93% |
$126K - $129K
|
4.02K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.16K+ 19.65% |
$123K - $126K
|
7.07K
$755K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.1K+ 1.82% |
$117K - $120K
|
61.5K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.1K+ 7.93% |
$117K - $120K
|
15K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.1K+ 5.35% |
$117K - $119K
|
21.6K
$2.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 2.49% |
$115K - $118K
|
44.6K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 6.76% |
$113K - $116K
|
16.8K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.06K+ 3.87% |
$112K - $115K
|
28.5K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.05K+ 18.66% |
$111K - $114K
|
6.68K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.04K+ 193.12% |
$110K - $113K
|
1.58K
$168K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.02K+ 44.35% |
$108K - $111K
|
3.32K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.02K+ 2.01% |
$108K - $111K
|
51.6K
$5.51M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.01K+ 2.63% |
$108K - $110K
|
39.5K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.01K+ 12.44% |
$107K - $110K
|
9.15K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.01K+ 0.96% |
$107K - $110K
|
106K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.01K+ 6.77% |
$107K - $109K
|
15.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
978+ 13.97% |
$104K - $106K
|
7.98K
$852K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
974+ 6.02% |
$103K - $106K
|
17.2K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
971+ 4.91% |
$103K - $106K
|
20.7K
$2.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
967+ 12.78% |
$103K - $105K
|
8.53K
$910K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
955+ 3.32% |
$101K - $104K
|
29.7K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
954+ 1.49% |
$101K - $104K
|
64.8K
$6.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
952+ 16.66% |
$101K - $103K
|
6.67K
$711K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
946+ 1.08% |
$100K - $103K
|
88.2K
$9.41M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
940+ 3.86% |
$99.8K - $102K
|
25.3K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
927+ 6.46% |
$98.4K - $101K
|
15.3K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
912+ 361.9% |
$96.8K - $99.1K
|
1.16K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
900+ 34.23% |
$95.5K - $97.8K
|
3.53K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900New |
$95.5K - $97.8K
|
900
$96K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
874+ 33.99% |
$92.8K - $95K
|
3.45K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
859+ 2.14% |
$91.2K - $93.4K
|
41K
$4.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
851+ 0.88% |
$90.3K - $92.5K
|
97.8K
$10.4M
|