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 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2+ 0.06% |
$212 - $217
|
3.14K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2+ 0.01% |
$212 - $217
|
27.1K
$2.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$212 - $217
|
2.53K
$270K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.02% |
$212 - $217
|
11.8K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.08% |
$106 - $109
|
1.19K
$127K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.01% |
$106 - $109
|
7.81K
$834K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$106 - $109
|
250
$26.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$106 - $109
|
551
$58.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1+ 0.04% |
$106 - $109
|
2.5K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$106 - $109
|
1
$107
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.02% |
$106 - $109
|
4.9K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.04% |
$106 - $109
|
2.33K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1- 0.11% |
$106 - $109
|
927
$98.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.01% |
$106 - $109
|
18.3K
$1.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.01% |
$106 - $109
|
16.8K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-2- -0.0% |
$212 - $217
|
84.9K
$9.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 0.3% |
$318 - $326
|
981
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.27% |
$318 - $326
|
1.13K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$425 - $435
|
73.1K
$7.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 1.52% |
$425 - $435
|
259
$27.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5- 0.1% |
$531 - $544
|
5.19K
$554K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-7- 0.03% |
$743 - $761
|
20K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9- 0.04% |
$955 - $978
|
25.5K
$2.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.01% |
$1.06K - $1.09K
|
78.4K
$8.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-14- 0.18% |
$1.49K - $1.52K
|
7.57K
$808K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 0.39% |
$1.59K - $1.63K
|
3.79K
$405K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-18- 13.24% |
$1.91K - $1.96K
|
118
$12.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 0.77% |
$2.12K - $2.17K
|
2.57K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-23- 0.56% |
$2.44K - $2.5K
|
4.12K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-24- 0.33% |
$2.55K - $2.61K
|
7.14K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-24- 0.57% |
$2.55K - $2.61K
|
4.22K
$451K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-27- 0.65% |
$2.87K - $2.93K
|
4.1K
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-29- 1.03% |
$3.08K - $3.15K
|
2.8K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-31- 31.31% |
$3.29K - $3.37K
|
68
$7.26K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 0.16% |
$3.71K - $3.8K
|
21.7K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-37- 1.02% |
$3.93K - $4.02K
|
3.6K
$385K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-41- 1.73% |
$4.35K - $4.46K
|
2.33K
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-42- 33.87% |
$4.46K - $4.57K
|
82
$8.75K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-46- 0.27% |
$4.88K - $5K
|
16.9K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$5.09K - $5.22K
|
2.87K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-48- 18.39% |
$5.09K - $5.22K
|
213
$22.7K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-48- 0.22% |
$5.09K - $5.22K
|
21.3K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-49- 14.45% |
$5.2K - $5.33K
|
290
$30.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-51- 2.43% |
$5.41K - $5.54K
|
2.05K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-51- 0.05% |
$5.41K - $5.54K
|
112K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-52- 0.41% |
$5.52K - $5.65K
|
12.5K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-54- 0.91% |
$5.73K - $5.87K
|
5.86K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-55- 0.72% |
$5.84K - $5.98K
|
7.56K
$807K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-57- 0.48% |
$6.05K - $6.2K
|
11.9K
$1.27M
|