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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.13% |
$2.76K - $2.83K
|
19.8K
$2.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
26+ 0.5% |
$2.76K - $2.83K
|
5.27K
$562K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.69% |
$2.33K - $2.39K
|
3.21K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22+ 0.74% |
$2.33K - $2.39K
|
2.99K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22+ 0.3% |
$2.33K - $2.39K
|
7.46K
$796K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
21+ 0.25% |
$2.23K - $2.28K
|
8.57K
$914K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 0.93% |
$2.23K - $2.28K
|
2.29K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18+ 0.11% |
$1.91K - $1.96K
|
16.4K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$1.91K - $1.96K
|
18
$1.92K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17+ 0.19% |
$1.8K - $1.85K
|
8.87K
$947K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
16+ 0.19% |
$1.7K - $1.74K
|
8.34K
$890K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 0.21% |
$1.59K - $1.63K
|
7.14K
$762K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
15+ 0.02% |
$1.59K - $1.63K
|
93.2K
$9.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
15+ 0.77% |
$1.59K - $1.63K
|
1.96K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$1.49K - $1.52K
|
14
$1.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
14+ 0.7% |
$1.49K - $1.52K
|
2.03K
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
13+ 0.28% |
$1.38K - $1.41K
|
4.72K
$503K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.15% |
$1.38K - $1.41K
|
8.62K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13+ 0.31% |
$1.38K - $1.41K
|
4.24K
$452K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
12+ 0.35% |
$1.27K - $1.3K
|
3.48K
$372K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11New |
$1.17K - $1.2K
|
11
$1.17K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.67% |
$1.17K - $1.2K
|
1.65K
$176K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
10+ 0.34% |
$1.06K - $1.09K
|
2.91K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10+ 26.32% |
$1.06K - $1.09K
|
48
$5.12K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.06K - $1.09K
|
1.96K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10+ 0.14% |
$1.06K - $1.09K
|
7.28K
$776K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9+ 0.45% |
$955 - $978
|
2K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.19% |
$955 - $978
|
4.67K
$499K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
7+ 0.08% |
$743 - $761
|
8.98K
$958K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7+ 0.14% |
$743 - $761
|
4.99K
$532K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 0.74% |
$743 - $761
|
954
$102K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
$637 - $652
|
2.39K
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
5+ 0.01% |
$531 - $544
|
66.4K
$7.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.05% |
$531 - $544
|
9.54K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
5+ 0.13% |
$531 - $544
|
3.78K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5New |
$531 - $544
|
5
$534
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.7% |
$531 - $544
|
721
$76.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
4+ 0.9% |
$425 - $435
|
450
$48K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4+ 0.01% |
$425 - $435
|
45.6K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.69% |
$425 - $435
|
581
$62K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4+ 0.11% |
$425 - $435
|
3.68K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4+ 0.09% |
$425 - $435
|
4.42K
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$318 - $326
|
3
$320
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3+ 0.15% |
$318 - $326
|
1.95K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$318 - $326
|
3
$320
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.02% |
$212 - $217
|
11.1K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.38% |
$212 - $217
|
534
$57K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.77% |
$212 - $217
|
262
$28K
|