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 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-40- 1.63% |
$4.23K - $4.35K
|
2.42K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-40- 1.78% |
$4.23K - $4.35K
|
2.21K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-40- 0.4% |
$4.23K - $4.35K
|
9.94K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-41- 2.09% |
$4.34K - $4.46K
|
1.92K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46- 8.98% |
$4.87K - $5K
|
466
$49.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-50- 2.07% |
$5.29K - $5.44K
|
2.37K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-50- 0.67% |
$5.29K - $5.44K
|
7.46K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-52- 0.44% |
$5.5K - $5.65K
|
11.8K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-57- 0.72% |
$6.03K - $6.2K
|
7.9K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-57- 1.48% |
$6.03K - $6.2K
|
3.8K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-59- 0.16% |
$6.24K - $6.41K
|
38K
$4.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-60- 13.7% |
$6.35K - $6.52K
|
378
$40.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-68- 1.12% |
$7.19K - $7.39K
|
6K
$640K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 8.1% |
$7.83K - $8.04K
|
840
$89.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-79- 0.11% |
$8.36K - $8.59K
|
69.1K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-87- 1.46% |
$9.2K - $9.46K
|
5.88K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-90- 2.12% |
$9.52K - $9.78K
|
4.16K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90- 1.51% |
$9.52K - $9.78K
|
5.86K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-91- 2.1% |
$9.63K - $9.89K
|
4.25K
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-92- 1.1% |
$9.73K - $10K
|
8.25K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-92- 0.28% |
$9.73K - $10K
|
32.9K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-95- 4.1% |
$10K - $10.3K
|
2.22K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-95- 1.99% |
$10K - $10.3K
|
4.67K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-99- 1.9% |
$10.5K - $10.8K
|
5.12K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-101- 3.41% |
$10.7K - $11K
|
2.87K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-108- 0.19% |
$11.4K - $11.7K
|
55.9K
$5.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-115- 3.83% |
$12.2K - $12.5K
|
2.89K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-118- 5.36% |
$12.5K - $12.8K
|
2.09K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-119- 1.29% |
$12.6K - $12.9K
|
9.1K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-138- 29.3% |
$14.6K - $15K
|
333
$35.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-145- 1.49% |
$15.3K - $15.8K
|
9.61K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-146- 5.44% |
$15.4K - $15.9K
|
2.54K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-162- 4.05% |
$17.1K - $17.6K
|
3.84K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-162- 6.29% |
$17.1K - $17.6K
|
2.42K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-169- 2.32% |
$17.9K - $18.4K
|
7.11K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-174- 2.0% |
$18.4K - $18.9K
|
8.53K
$910K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-175- 8.14% |
$18.5K - $19K
|
1.98K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-179- 4.44% |
$18.9K - $19.5K
|
3.85K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-182- 4.03% |
$19.3K - $19.8K
|
4.33K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 1.26% |
$20.5K - $21.1K
|
15.2K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-196- 4.64% |
$20.7K - $21.3K
|
4.03K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-208- 2.66% |
$22K - $22.6K
|
7.6K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-217- 0.69% |
$23K - $23.6K
|
31.1K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-225- 9.64% |
$23.8K - $24.5K
|
2.11K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-227- 0.26% |
$24K - $24.7K
|
88K
$9.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-229- 93.09% |
$24.2K - $24.9K
|
17
$1.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-233- 5.84% |
$24.6K - $25.3K
|
3.76K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-235- 2.45% |
$24.9K - $25.5K
|
9.37K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-244- 8.96% |
$25.8K - $26.5K
|
2.48K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-252- 13.01% |
$26.7K - $27.4K
|
1.69K
$180K
|