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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.76K+ 2.28% |
$930K - $952K
|
393K
$42M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.76K+ 38.74% |
$929K - $952K
|
31.4K
$3.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.52K+ 31.54% |
$904K - $926K
|
35.5K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.43KNew |
$894K - $916K
|
8.43K
$899K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.42K+ 5.1% |
$894K - $915K
|
174K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.4K+ 4.8% |
$892K - $913K
|
183K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$891K - $913K
|
8.4K
$896K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
8.19KNew |
$869K - $890K
|
8.19K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
8.15KNew |
$865K - $885K
|
8.15K
$869K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
8.11K+ 8.56% |
$861K - $882K
|
103K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.02KNew |
$851K - $872K
|
8.02K
$856K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86K+ 39.62% |
$834K - $854K
|
27.7K
$2.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.7K+ 373.11% |
$817K - $837K
|
9.77K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
7.69K+ 4.37% |
$816K - $836K
|
184K
$19.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
7.64K+ 9.62% |
$810K - $830K
|
87K
$9.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.46K+ 13.93% |
$792K - $811K
|
61K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.44K+ 60.58% |
$790K - $809K
|
19.7K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.4KNew |
$785K - $804K
|
7.4K
$789K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
7.32K+ 56.88% |
$777K - $796K
|
20.2K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.28K+ 86.39% |
$773K - $792K
|
15.7K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.27K+ 3.44% |
$771K - $790K
|
218K
$23.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.14K+ 11.98% |
$758K - $776K
|
66.7K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.1K+ 33.6% |
$754K - $772K
|
28.2K
$3.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
7.05K+ 20726.47% |
$748K - $766K
|
7.08K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.95K+ 1.13% |
$737K - $755K
|
624K
$66.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.92K+ 63.94% |
$735K - $752K
|
17.7K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6.77KNew |
$718K - $735K
|
6.77K
$722K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.69K+ 9.66% |
$710K - $727K
|
75.9K
$8.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.67K+ 22.29% |
$708K - $725K
|
36.6K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 1.15% |
$708K - $725K
|
584K
$62.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.66K+ 11.42% |
$707K - $724K
|
65K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.66K+ 126.47% |
$706K - $724K
|
11.9K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.6KNew |
$701K - $718K
|
6.6K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.55K+ 23.85% |
$695K - $712K
|
34K
$3.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.51K+ 52.22% |
$691K - $708K
|
19K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.51K+ 6.93% |
$691K - $708K
|
100K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47K+ 3.9% |
$687K - $704K
|
173K
$18.4M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.42K+ 165.29% |
$681K - $697K
|
10.3K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6.39K+ 3.25% |
$678K - $695K
|
203K
$21.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.25K+ 7.21% |
$664K - $680K
|
93K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.16K+ 2.8% |
$654K - $670K
|
226K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.09K+ 5.11% |
$646K - $661K
|
125K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.08K+ 1.35% |
$645K - $661K
|
456K
$48.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.04K+ 6.26% |
$641K - $657K
|
103K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.03K+ 14.56% |
$639K - $655K
|
47.4K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
6K+ 20.41% |
$636K - $652K
|
35.4K
$3.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.98K+ 7.24% |
$635K - $650K
|
88.7K
$9.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.96KNew |
$633K - $648K
|
5.96K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.94K+ 27.64% |
$630K - $646K
|
27.4K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.94K+ 12.29% |
$630K - $645K
|
54.3K
$5.79M
|