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 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
111+ 0.41% |
$11.8K - $12.1K
|
27.5K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
110+ 1.36% |
$11.7K - $12K
|
8.17K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109+ 0.61% |
$11.6K - $11.8K
|
18.1K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
107+ 1.22% |
$11.4K - $11.6K
|
8.88K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
104+ 0.21% |
$11K - $11.3K
|
50.1K
$5.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
101+ 0.38% |
$10.7K - $11K
|
26.7K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
97+ 0.57% |
$10.3K - $10.5K
|
17.2K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
95+ 0.78% |
$10.1K - $10.3K
|
12.3K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
94+ 2.5% |
$9.98K - $10.2K
|
3.86K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
92+ 1.02% |
$9.76K - $10K
|
9.11K
$972K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
92+ 0.3% |
$9.76K - $10K
|
31.2K
$3.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90+ 0.62% |
$9.55K - $9.78K
|
14.6K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
90+ 12.84% |
$9.55K - $9.78K
|
791
$84.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
90+ 1.73% |
$9.55K - $9.78K
|
5.29K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
86+ 0.56% |
$9.13K - $9.35K
|
15.6K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80+ 2.83% |
$8.49K - $8.7K
|
2.91K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
78+ 3.85% |
$8.28K - $8.48K
|
2.11K
$225K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
76+ 0.33% |
$8.07K - $8.26K
|
22.9K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
75+ 18.89% |
$7.96K - $8.15K
|
472
$50.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
74New |
$7.85K - $8.04K
|
74
$7.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
72+ 1.0% |
$7.64K - $7.83K
|
7.31K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
72+ 6.12% |
$7.64K - $7.83K
|
1.25K
$133K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
69+ 0.79% |
$7.32K - $7.5K
|
8.82K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.69K - $6.85K
|
63
$6.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
63+ 3.13% |
$6.69K - $6.85K
|
2.07K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
61+ 0.5% |
$6.47K - $6.63K
|
12.2K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.69% |
$6.26K - $6.41K
|
8.56K
$913K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
58+ 0.51% |
$6.16K - $6.3K
|
11.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
57+ 2.77% |
$6.05K - $6.2K
|
2.11K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
57+ 0.64% |
$6.05K - $6.2K
|
8.94K
$954K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
54+ 1.33% |
$5.73K - $5.87K
|
4.1K
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
54+ 0.67% |
$5.73K - $5.87K
|
8.09K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
53+ 0.07% |
$5.62K - $5.76K
|
70.9K
$7.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
53+ 0.35% |
$5.62K - $5.76K
|
15.3K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
46+ 0.85% |
$4.88K - $5K
|
5.45K
$581K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
40+ 0.84% |
$4.25K - $4.35K
|
4.78K
$510K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
40+ 0.69% |
$4.25K - $4.35K
|
5.87K
$626K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 5.24% |
$4.03K - $4.13K
|
763
$81.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
36+ 1.38% |
$3.82K - $3.91K
|
2.64K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
35+ 0.24% |
$3.71K - $3.8K
|
14.5K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 0.74% |
$3.71K - $3.8K
|
4.77K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
35+ 1166.67% |
$3.71K - $3.8K
|
38
$4.05K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
32+ 0.74% |
$3.4K - $3.48K
|
4.35K
$465K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
32New |
$3.4K - $3.48K
|
32
$3.41K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
31+ 2.04% |
$3.29K - $3.37K
|
1.55K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 0.5% |
$3.29K - $3.37K
|
6.19K
$660K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
28+ 0.72% |
$2.97K - $3.04K
|
3.9K
$416K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.1% |
$2.87K - $2.93K
|
26.8K
$2.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$2.76K - $2.83K
|
29K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
26+ 0.03% |
$2.76K - $2.83K
|
76K
$8.11M
|