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 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-260- 6.86% |
$27.5K - $28.3K
|
3.53K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-261- 0.34% |
$27.6K - $28.4K
|
75.7K
$8.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-266- 5.54% |
$28.1K - $28.9K
|
4.54K
$484K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-269- 0.6% |
$28.5K - $29.2K
|
44.4K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-279- 7.01% |
$29.5K - $30.3K
|
3.7K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-281- 36.83% |
$29.7K - $30.5K
|
482
$51.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-287- 1.5% |
$30.4K - $31.2K
|
18.8K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-287- 0.53% |
$30.4K - $31.2K
|
53.5K
$5.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-300- 8.28% |
$31.7K - $32.6K
|
3.33K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-301- 6.68% |
$31.8K - $32.7K
|
4.2K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-311- 1.87% |
$32.9K - $33.8K
|
16.3K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-313- 3.55% |
$33.1K - $34K
|
8.51K
$908K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-321- 5.97% |
$34K - $34.9K
|
5.06K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-325- 13.94% |
$34.4K - $35.3K
|
2.01K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-330- 5.33% |
$34.9K - $35.9K
|
5.86K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-330- 2.36% |
$34.9K - $35.9K
|
13.7K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-334- 0.16% |
$35.3K - $36.3K
|
204K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-338- 8.91% |
$35.8K - $36.7K
|
3.46K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-357- 7.1% |
$37.8K - $38.8K
|
4.67K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-365- 5.43% |
$38.6K - $39.7K
|
6.36K
$679K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-365- 2.36% |
$38.6K - $39.7K
|
15.1K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-373- 1.42% |
$39.5K - $40.5K
|
25.9K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-379- 27.54% |
$40.1K - $41.2K
|
997
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 2.09% |
$41.3K - $42.4K
|
18.3K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-390- 0.46% |
$41.3K - $42.4K
|
84.9K
$9.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-415- 9.8% |
$43.9K - $45.1K
|
3.82K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-426- 10.63% |
$45.1K - $46.3K
|
3.58K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-428- 5.49% |
$45.3K - $46.5K
|
7.36K
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-431- 5.33% |
$45.6K - $46.8K
|
7.66K
$817K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-433- 10.82% |
$45.8K - $47.1K
|
3.57K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-440- 2.2% |
$46.5K - $47.8K
|
19.6K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-446- 0.27% |
$47.2K - $48.5K
|
162K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-479- 3.44% |
$50.7K - $52.1K
|
13.5K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-499- 4.23% |
$52.8K - $54.2K
|
11.3K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 0.4% |
$52.9K - $54.4K
|
125K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-506- 2.34% |
$53.5K - $55K
|
21.1K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-507- 1.97% |
$53.6K - $55.1K
|
25.3K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-508- 1.9% |
$53.7K - $55.2K
|
26.2K
$2.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-512- 16.21% |
$54.2K - $55.7K
|
2.65K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-523- 1.4% |
$55.3K - $56.9K
|
36.7K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-548- 14.55% |
$58K - $59.6K
|
3.22K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-550- 3.15% |
$58.2K - $59.8K
|
16.9K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-598- 72.57% |
$63.3K - $65K
|
226
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-602- 8.92% |
$63.7K - $65.4K
|
6.15K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-623- 15.2% |
$65.9K - $67.7K
|
3.48K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-631- 2.64% |
$66.7K - $68.6K
|
23.3K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-636- 5.25% |
$67.3K - $69.1K
|
11.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-638- 6.61% |
$67.5K - $69.4K
|
9.01K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-642- 1.06% |
$67.9K - $69.8K
|
60.2K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-655- 18.17% |
$69.3K - $71.2K
|
2.95K
$315K
|