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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
43+ 0.69% |
$4.55K - $4.67K
|
6.23K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
41+ 0.46% |
$4.34K - $4.46K
|
8.92K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
40+ 1.03% |
$4.23K - $4.35K
|
3.94K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
40+ 0.93% |
$4.23K - $4.35K
|
4.34K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
36+ 4.55% |
$3.81K - $3.91K
|
827
$87.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
36+ 0.66% |
$3.81K - $3.91K
|
5.53K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.18% |
$3.81K - $3.91K
|
19.8K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
35+ 0.94% |
$3.7K - $3.8K
|
3.78K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
33New |
$3.49K - $3.59K
|
33
$3.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 0.66% |
$3.28K - $3.37K
|
4.75K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30+ 0.94% |
$3.17K - $3.26K
|
3.24K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.4% |
$3.17K - $3.26K
|
7.49K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
30+ 0.52% |
$3.17K - $3.26K
|
5.77K
$612K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 1.0% |
$3.17K - $3.26K
|
3.02K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
28+ 0.73% |
$2.96K - $3.04K
|
3.89K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.16% |
$2.75K - $2.83K
|
16.5K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
26+ 0.36% |
$2.75K - $2.83K
|
7.33K
$778K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
26+ 2.17% |
$2.75K - $2.83K
|
1.22K
$130K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22+ 0.3% |
$2.33K - $2.39K
|
7.28K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
22+ 0.31% |
$2.33K - $2.39K
|
7.16K
$760K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
21+ 0.31% |
$2.22K - $2.28K
|
6.85K
$727K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
21+ 7.98% |
$2.22K - $2.28K
|
284
$30.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 2.77% |
$2.12K - $2.17K
|
741
$78.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
20+ 1.06% |
$2.12K - $2.17K
|
1.91K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
19New |
$2.01K - $2.07K
|
19
$2.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.38% |
$1.9K - $1.96K
|
4.73K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17+ 0.1% |
$1.8K - $1.85K
|
16.6K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
16+ 0.24% |
$1.69K - $1.74K
|
6.67K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
16+ 0.15% |
$1.69K - $1.74K
|
11K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16+ 0.33% |
$1.69K - $1.74K
|
4.91K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
15+ 10.34% |
$1.59K - $1.63K
|
160
$17K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 0.17% |
$1.48K - $1.52K
|
8.35K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
14+ 0.44% |
$1.48K - $1.52K
|
3.16K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13+ 0.28% |
$1.38K - $1.41K
|
4.72K
$500K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10+ 0.38% |
$1.06K - $1.09K
|
2.65K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10New |
$1.06K - $1.09K
|
10
$1.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
10+ 0.02% |
$1.06K - $1.09K
|
45.6K
$4.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
9+ 0.1% |
$952 - $978
|
8.99K
$954K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8+ 0.33% |
$846 - $870
|
2.4K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.07% |
$740 - $761
|
9.55K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$740 - $761
|
7
$743
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.03% |
$635 - $652
|
587
$62.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5+ 0.26% |
$529 - $544
|
1.95K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
4+ 0.89% |
$423 - $435
|
454
$48.2K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$423 - $435
|
6.72K
$713K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.01% |
$423 - $435
|
43.2K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.48% |
$423 - $435
|
832
$88.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$317 - $326
|
253
$26.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.15% |
$317 - $326
|
265
$28.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 1.82% |
$212 - $217
|
112
$11.9K
|