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 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
529+ 4.25% |
$56.1K - $57.5K
|
13K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
525+ 4.14% |
$55.7K - $57.1K
|
13.2K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
522+ 1.57% |
$55.4K - $56.7K
|
33.8K
$3.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
518+ 17.56% |
$55K - $56.3K
|
3.47K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
516+ 1.94% |
$54.8K - $56.1K
|
27.1K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
512New |
$54.3K - $55.7K
|
512
$54.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
505+ 0.75% |
$53.6K - $54.9K
|
67.7K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
503+ 2.12% |
$53.4K - $54.7K
|
24.2K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
501+ 4.7% |
$53.2K - $54.5K
|
11.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
500+ 25.0% |
$53.1K - $54.4K
|
2.5K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 24.46% |
$53.1K - $54.4K
|
2.54K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
493+ 9.15% |
$52.3K - $53.6K
|
5.88K
$628K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
492+ 2.49% |
$52.2K - $53.5K
|
20.2K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
477+ 1.93% |
$50.6K - $51.8K
|
25.2K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
470+ 0.64% |
$49.9K - $51.1K
|
74.4K
$7.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
467+ 10.34% |
$49.6K - $50.8K
|
4.99K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
466+ 20.64% |
$49.5K - $50.7K
|
2.72K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
459+ 8.99% |
$48.7K - $49.9K
|
5.56K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
457+ 6.77% |
$48.5K - $49.7K
|
7.21K
$769K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
453+ 2.43% |
$48.1K - $49.2K
|
19.1K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
443+ 10.57% |
$47K - $48.2K
|
4.63K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
437+ 5.21% |
$46.4K - $47.5K
|
8.82K
$941K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
432+ 8.73% |
$45.8K - $47K
|
5.38K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
425+ 4.64% |
$45.1K - $46.2K
|
9.58K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
418+ 5.64% |
$44.4K - $45.4K
|
7.83K
$835K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
403+ 4.61% |
$42.8K - $43.8K
|
9.14K
$976K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
403+ 10.89% |
$42.8K - $43.8K
|
4.1K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
401+ 1.14% |
$42.6K - $43.6K
|
35.4K
$3.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
400+ 3.37% |
$42.5K - $43.5K
|
12.3K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
394+ 3.62% |
$41.8K - $42.8K
|
11.3K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
388+ 39.27% |
$41.2K - $42.2K
|
1.38K
$147K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
388+ 11.01% |
$41.2K - $42.2K
|
3.91K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
385+ 0.74% |
$40.9K - $41.8K
|
52.4K
$5.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
384+ 0.56% |
$40.8K - $41.7K
|
69.2K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
381+ 4.99% |
$40.4K - $41.4K
|
8.01K
$855K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
370+ 11.07% |
$39.3K - $40.2K
|
3.71K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
366+ 0.71% |
$38.8K - $39.8K
|
51.6K
$5.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
363+ 4.56% |
$38.5K - $39.5K
|
8.32K
$888K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
352+ 5.26% |
$37.4K - $38.3K
|
7.04K
$751K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
340+ 1.58% |
$36.1K - $37K
|
21.8K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
335+ 3.32% |
$35.6K - $36.4K
|
10.4K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
319+ 8.13% |
$33.9K - $34.7K
|
4.25K
$453K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
319+ 4.85% |
$33.9K - $34.7K
|
6.89K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
319+ 268.07% |
$33.9K - $34.7K
|
438
$46.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
319New |
$33.9K - $34.7K
|
319
$34K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
319New |
$33.9K - $34.7K
|
319
$34K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
306+ 2.81% |
$32.5K - $33.3K
|
11.2K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
303New |
$32.2K - $32.9K
|
303
$32.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300+ 2.56% |
$31.8K - $32.6K
|
12K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
295+ 2.73% |
$31.3K - $32.1K
|
11.1K
$1.19M
|