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 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 0.74% |
$21.1K - $21.6K
|
27K
$2.88M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
195+ 1.76% |
$20.6K - $21.2K
|
11.3K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
191+ 2.68% |
$20.2K - $20.8K
|
7.32K
$781K
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
185+ 0.57% |
$19.6K - $20.1K
|
32.7K
$3.48M
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
168+ 0.23% |
$17.8K - $18.3K
|
74.6K
$7.96M
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
162+ 12.2% |
$17.1K - $17.6K
|
1.49K
$159K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
155+ 1.02% |
$16.4K - $16.8K
|
15.4K
$1.64M
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 0.4% |
$15.9K - $16.3K
|
37.9K
$4.04M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
149+ 1.91% |
$15.8K - $16.2K
|
7.94K
$847K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
148+ 103.5% |
$15.7K - $16.1K
|
291
$31.1K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
132+ 1.05% |
$14K - $14.3K
|
12.8K
$1.36M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
131+ 0.85% |
$13.9K - $14.2K
|
15.5K
$1.66M
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
127+ 0.47% |
$13.4K - $13.8K
|
27.2K
$2.9M
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
118+ 1.68% |
$12.5K - $12.8K
|
7.16K
$764K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
101+ 4.54% |
$10.7K - $11K
|
2.33K
$248K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 6.34% |
$10.6K - $10.9K
|
1.68K
$179K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
97+ 5.12% |
$10.3K - $10.5K
|
1.99K
$213K
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
94+ 3.1% |
$9.94K - $10.2K
|
3.12K
$333K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
93+ 4.4% |
$9.84K - $10.1K
|
2.21K
$236K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$9.63K - $9.89K
|
91
$9.71K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
79+ 0.88% |
$8.36K - $8.59K
|
9.02K
$963K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
75+ 1.79% |
$7.93K - $8.15K
|
4.27K
$456K
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
66+ 0.75% |
$6.98K - $7.17K
|
8.89K
$948K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 21.65% |
$6.66K - $6.85K
|
354
$37.8K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
61+ 6.58% |
$6.45K - $6.63K
|
988
$105K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 2.03% |
$6.14K - $6.3K
|
2.91K
$311K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
57+ 1.65% |
$6.03K - $6.2K
|
3.5K
$374K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
54+ 0.92% |
$5.71K - $5.87K
|
5.92K
$632K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
53+ 0.14% |
$5.61K - $5.76K
|
38.4K
$4.1M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52+ 0.33% |
$5.5K - $5.65K
|
15.8K
$1.68M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
52+ 0.98% |
$5.5K - $5.65K
|
5.38K
$574K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
50New |
$5.29K - $5.44K
|
50
$5.34K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
49+ 2.32% |
$5.18K - $5.33K
|
2.16K
$231K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
48+ 1.01% |
$5.08K - $5.22K
|
4.82K
$514K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
48New |
$5.08K - $5.22K
|
48
$5.12K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
44+ 1.01% |
$4.65K - $4.78K
|
4.4K
$469K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
43+ 0.53% |
$4.55K - $4.67K
|
8.13K
$868K
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
41+ 0.46% |
$4.34K - $4.46K
|
8.92K
$952K
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
36+ 0.66% |
$3.81K - $3.91K
|
5.53K
$590K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.18% |
$3.81K - $3.91K
|
19.8K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
36+ 4.55% |
$3.81K - $3.91K
|
827
$88.2K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
35+ 0.94% |
$3.7K - $3.8K
|
3.78K
$403K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
33New |
$3.49K - $3.59K
|
33
$3.52K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30+ 0.94% |
$3.17K - $3.26K
|
3.24K
$345K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 1.0% |
$3.17K - $3.26K
|
3.02K
$322K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.4% |
$3.17K - $3.26K
|
7.49K
$799K
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
30+ 0.52% |
$3.17K - $3.26K
|
5.77K
$616K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
26+ 2.17% |
$2.75K - $2.83K
|
1.22K
$131K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.16% |
$2.75K - $2.83K
|
16.5K
$1.76M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
26+ 0.36% |
$2.75K - $2.83K
|
7.33K
$782K
|