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 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22+ 0.3% |
$2.33K - $2.39K
|
7.28K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
22+ 0.31% |
$2.33K - $2.39K
|
7.16K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
21+ 7.98% |
$2.22K - $2.28K
|
284
$30.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
21+ 0.31% |
$2.22K - $2.28K
|
6.85K
$731K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 2.77% |
$2.12K - $2.17K
|
741
$79.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
20+ 1.06% |
$2.12K - $2.17K
|
1.91K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
19New |
$2.01K - $2.07K
|
19
$2.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.38% |
$1.9K - $1.96K
|
4.73K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17+ 0.1% |
$1.8K - $1.85K
|
16.6K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
16+ 0.15% |
$1.69K - $1.74K
|
11K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
16+ 0.24% |
$1.69K - $1.74K
|
6.67K
$712K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
15+ 10.34% |
$1.59K - $1.63K
|
160
$17.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 0.17% |
$1.48K - $1.52K
|
8.35K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13+ 0.28% |
$1.38K - $1.41K
|
4.72K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10+ 0.38% |
$1.06K - $1.09K
|
2.65K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10New |
$1.06K - $1.09K
|
10
$1.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
10+ 0.02% |
$1.06K - $1.09K
|
45.6K
$4.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
9+ 0.1% |
$952 - $978
|
8.99K
$959K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8+ 0.33% |
$846 - $870
|
2.4K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$740 - $761
|
7
$747
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.07% |
$740 - $761
|
9.55K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.48% |
$423 - $435
|
832
$88.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
4+ 0.89% |
$423 - $435
|
454
$48.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.01% |
$423 - $435
|
43.2K
$4.61M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$423 - $435
|
6.72K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.15% |
$317 - $326
|
265
$28.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$317 - $326
|
253
$27K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$106 - $109
|
1
$107
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
1+ 0.0% |
$106 - $109
|
23.1K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.23% |
$106 - $109
|
443
$47.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$106 - $109
|
552
$58.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.14% |
$106 - $109
|
734
$78.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$106 - $109
|
2.93K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 5.0% |
$212 - $217
|
38
$4.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$212 - $217
|
28.3K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.18% |
$212 - $217
|
1.13K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3- 0.02% |
$317 - $326
|
13.5K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3- 0.14% |
$317 - $326
|
2.1K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-5- 0.01% |
$529 - $544
|
43.4K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-6- 0.32% |
$635 - $652
|
1.9K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-7- 0.13% |
$740 - $761
|
5.56K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 0.22% |
$1.06K - $1.09K
|
4.5K
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 0.58% |
$1.59K - $1.63K
|
2.55K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-16Closed |
$1.69K - $1.74K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 0.54% |
$2.12K - $2.17K
|
3.69K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-23- 0.31% |
$2.43K - $2.5K
|
7.48K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 0.45% |
$2.54K - $2.61K
|
5.25K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-26- 0.74% |
$2.75K - $2.83K
|
3.48K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28- 1.43% |
$2.96K - $3.04K
|
1.93K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-32- 2.06% |
$3.38K - $3.48K
|
1.52K
$162K
|