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 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
3.01K+ 11.18% |
$320K - $327K
|
30K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.99K+ 26.99% |
$317K - $325K
|
14K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.98K+ 27.38% |
$317K - $324K
|
13.9K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.91K+ 27.45% |
$308K - $316K
|
13.5K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.9K+ 4.55% |
$308K - $315K
|
66.6K
$7.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.89KNew |
$307K - $314K
|
2.89K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.85K+ 21.03% |
$302K - $309K
|
16.4K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.82KNew |
$299K - $306K
|
2.82K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.75K+ 1.54% |
$292K - $299K
|
181K
$19.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.75K+ 9.4% |
$291K - $298K
|
32K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.74K+ 6.76% |
$291K - $298K
|
43.4K
$4.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.72K+ 43.84% |
$289K - $296K
|
8.93K
$952K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.7K+ 124.47% |
$287K - $294K
|
4.87K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.7KNew |
$287K - $293K
|
2.7K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 14.16% |
$282K - $289K
|
21.4K
$2.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.58K+ 35.36% |
$274K - $281K
|
9.89K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.55K+ 31.1% |
$270K - $277K
|
10.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.49K+ 84.42% |
$265K - $271K
|
5.45K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.47KNew |
$262K - $269K
|
2.47K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 2.82% |
$259K - $266K
|
89K
$9.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.39K+ 21.58% |
$254K - $260K
|
13.5K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.38K+ 1.12% |
$253K - $259K
|
214K
$22.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.34K+ 2.18% |
$248K - $254K
|
110K
$11.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.34KNew |
$248K - $254K
|
2.34K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.34K+ 4.62% |
$248K - $254K
|
53K
$5.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.31KNew |
$245K - $251K
|
2.31K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$244K - $250K
|
2.3K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.28K+ 45.81% |
$242K - $248K
|
7.25K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.27K+ 62.09% |
$241K - $247K
|
5.93K
$633K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.25KNew |
$239K - $245K
|
2.25K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.24K+ 3.25% |
$238K - $244K
|
71.4K
$7.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.23KNew |
$236K - $242K
|
2.23K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.22K+ 15.64% |
$236K - $241K
|
16.4K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 1.21% |
$235K - $240K
|
186K
$19.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.2K+ 9.37% |
$234K - $239K
|
25.7K
$2.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
2.15KNew |
$228K - $234K
|
2.15K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.15KNew |
$228K - $234K
|
2.15K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.07K+ 5.7% |
$219K - $225K
|
38.3K
$4.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$218K - $223K
|
2.05K
$219K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 75.61% |
$216K - $221K
|
4.72K
$503K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.02KNew |
$214K - $219K
|
2.02K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.99K+ 5.51% |
$211K - $216K
|
38.1K
$4.06M
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.99KNew |
$211K - $216K
|
1.99K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.97K+ 2.06% |
$209K - $214K
|
97.4K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.97KNew |
$209K - $214K
|
1.97K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.95K+ 16.61% |
$207K - $212K
|
13.7K
$1.46M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.95K+ 81.82% |
$207K - $212K
|
4.33K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.95K+ 6.8% |
$206K - $211K
|
30.5K
$3.26M
|