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 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.87KNew |
$623K - $638K
|
5.87K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.82K+ 295.68% |
$618K - $633K
|
7.79K
$831K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.77K+ 11.5% |
$612K - $627K
|
56K
$5.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.75K+ 47.1% |
$610K - $624K
|
17.9K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.74K+ 9.05% |
$609K - $624K
|
69.2K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.74KNew |
$609K - $624K
|
5.74K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.63K+ 20.89% |
$597K - $612K
|
32.6K
$3.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.58KNew |
$593K - $607K
|
5.58K
$596K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.58K+ 9.32% |
$592K - $607K
|
65.5K
$6.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.58K+ 14.91% |
$592K - $607K
|
43K
$4.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
5.57K+ 48.86% |
$591K - $606K
|
17K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
5.57KNew |
$591K - $605K
|
5.57K
$594K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.57K+ 0.86% |
$591K - $605K
|
654K
$69.8M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.56K+ 27.23% |
$590K - $604K
|
26K
$2.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.44K+ 53.1% |
$577K - $591K
|
15.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
5.41KNew |
$574K - $588K
|
5.41K
$577K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
5.37K+ 3.03% |
$570K - $583K
|
183K
$19.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.34K+ 233.44% |
$567K - $581K
|
7.63K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.32K+ 4.39% |
$565K - $579K
|
127K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.28K+ 8.41% |
$561K - $574K
|
68.1K
$7.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.24K+ 9.76% |
$556K - $569K
|
58.9K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.22KNew |
$554K - $568K
|
5.22K
$557K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5.22K+ 2.62% |
$554K - $567K
|
205K
$21.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.21K+ 17.83% |
$553K - $566K
|
34.4K
$3.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.19K+ 6.09% |
$551K - $565K
|
90.5K
$9.66M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.12K+ 75.03% |
$543K - $556K
|
11.9K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.07K+ 13.84% |
$538K - $551K
|
41.7K
$4.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5K+ 100.0% |
$531K - $544K
|
10K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.98K+ 8.36% |
$529K - $542K
|
64.6K
$6.89M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.98K+ 6.82% |
$528K - $541K
|
77.9K
$8.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
4.95K+ 2.41% |
$526K - $538K
|
211K
$22.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.93K+ 85.23% |
$524K - $536K
|
10.7K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.92K+ 12.38% |
$522K - $534K
|
44.6K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.83K+ 19.11% |
$513K - $525K
|
30.1K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.82K+ 4.88% |
$512K - $524K
|
104K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.77K+ 1.88% |
$506K - $519K
|
259K
$27.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4.66K+ 9.83% |
$495K - $507K
|
52.1K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.64KNew |
$493K - $504K
|
4.64K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.62KNew |
$490K - $502K
|
4.62K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.59K+ 24.5% |
$487K - $499K
|
23.3K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.55KNew |
$483K - $495K
|
4.55K
$486K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$479K - $491K
|
4.52K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.49K+ 8.37% |
$477K - $488K
|
58.2K
$6.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.48K+ 2.52% |
$476K - $487K
|
183K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.48KNew |
$476K - $487K
|
4.48K
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
4.47K+ 4.12% |
$474K - $485K
|
113K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.38K+ 6.46% |
$465K - $476K
|
72.2K
$7.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.34KNew |
$460K - $471K
|
4.34K
$463K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.33K+ 1.28% |
$459K - $470K
|
343K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.33K+ 17.44% |
$459K - $470K
|
29.1K
$3.11M
|