Purchases and Sales Made in Q4 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
3.64M+ 10274.79% |
$385M - $396M
|
3.68M
$392M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11MNew |
$117M - $121M
|
1.11M
$118M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
636K+ 80.85% |
$67.2M - $69.1M
|
1.42M
$152M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
471K+ 8.92% |
$49.8M - $51.2M
|
5.75M
$613M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
415K+ 61.57% |
$43.9M - $45.1M
|
1.09M
$116M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
312KNew |
$33M - $33.9M
|
312K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
309K+ 25.55% |
$32.7M - $33.6M
|
1.52M
$162M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
289K+ 28.28% |
$30.6M - $31.5M
|
1.31M
$140M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
281K+ 31.39% |
$29.8M - $30.6M
|
1.18M
$126M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
176KNew |
$18.6M - $19.1M
|
176K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
150K+ 192.69% |
$15.9M - $16.3M
|
228K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 5.94% |
$15.4M - $15.8M
|
2.6M
$277M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
140K+ 1.7% |
$14.8M - $15.2M
|
8.4M
$896M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
137K+ 339.91% |
$14.5M - $14.9M
|
177K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
130K+ 46.74% |
$13.7M - $14.1M
|
408K
$43.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
123K+ 2644.04% |
$13M - $13.3M
|
127K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
108KNew |
$11.4M - $11.7M
|
108K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105K+ 22.9% |
$11.1M - $11.5M
|
565K
$60.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
102K+ 40.04% |
$10.8M - $11.1M
|
356K
$38M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.2K+ 719.25% |
$10.1M - $10.4M
|
108K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.4K+ 22.44% |
$9.56M - $9.82M
|
493K
$52.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
85.2K+ 8.98% |
$9.01M - $9.26M
|
1.03M
$110M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
79.1K+ 36.89% |
$8.36M - $8.6M
|
293K
$31.3M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$8.22M - $8.45M
|
77.7K
$8.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67.4K+ 570.36% |
$7.13M - $7.33M
|
79.3K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
64.3K+ 13.25% |
$6.8M - $6.99M
|
550K
$58.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
63.4KNew |
$6.7M - $6.89M
|
63.4K
$6.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
63.3KNew |
$6.7M - $6.88M
|
63.3K
$6.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
60.2KNew |
$6.37M - $6.54M
|
60.2K
$6.42M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
56.4KNew |
$5.97M - $6.13M
|
56.4K
$6.02M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.9K+ 44.83% |
$5.71M - $5.86M
|
174K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 9.16% |
$5.66M - $5.82M
|
638K
$68.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.5K+ 736.73% |
$5.23M - $5.38M
|
56.2K
$6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48K+ 9.9% |
$5.08M - $5.22M
|
533K
$56.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
47.1KNew |
$4.98M - $5.12M
|
47.1K
$5.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 20.54% |
$4.63M - $4.76M
|
257K
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
42.6K+ 15.1% |
$4.5M - $4.63M
|
324K
$34.6M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
40.2KNew |
$4.25M - $4.37M
|
40.2K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 14.83% |
$4.1M - $4.22M
|
300K
$32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
38.6K+ 21.16% |
$4.08M - $4.2M
|
221K
$23.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
37.7K+ 58.65% |
$3.99M - $4.1M
|
102K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.5KNew |
$3.97M - $4.08M
|
37.5K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
36.3K+ 17.88% |
$3.84M - $3.95M
|
239K
$25.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 64.96% |
$3.45M - $3.54M
|
82.7K
$8.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31.8K+ 663.48% |
$3.36M - $3.45M
|
36.5K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
31.4KNew |
$3.32M - $3.41M
|
31.4K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
31.1KNew |
$3.29M - $3.38M
|
31.1K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
30.8KNew |
$3.26M - $3.35M
|
30.8K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 6.58% |
$3.24M - $3.33M
|
496K
$52.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 20.76% |
$3.17M - $3.26M
|
174K
$18.6M
|