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 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.35K- 14.05% |
$142K - $146K
|
8.23K
$878K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.36K- 9.44% |
$144K - $148K
|
13.1K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.37K- 1.71% |
$145K - $149K
|
78.8K
$8.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.39K- 6.17% |
$147K - $152K
|
21.2K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.4K- 12.07% |
$148K - $152K
|
10.2K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.44K- 7.27% |
$152K - $156K
|
18.3K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.48K- 41.28% |
$156K - $160K
|
2.1K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.5K- 0.51% |
$158K - $163K
|
290K
$30.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.51K- 21.12% |
$160K - $164K
|
5.63K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.54K- 34.12% |
$163K - $168K
|
2.98K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.6K- 23.37% |
$169K - $173K
|
5.23K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.64K- 9.39% |
$173K - $178K
|
15.8K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 37.69% |
$175K - $180K
|
2.74K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.66K- 2.44% |
$176K - $181K
|
66.4K
$7.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.68K- 47.35% |
$177K - $182K
|
1.87K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 1.74% |
$187K - $192K
|
99.8K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.82K- 4.87% |
$192K - $198K
|
35.5K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 0.86% |
$198K - $203K
|
217K
$23.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.99KClosed |
$210K - $216K
|
0
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 29.06% |
$212K - $218K
|
4.89K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.02K- 17.16% |
$214K - $220K
|
9.77K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.08K- 7.59% |
$219K - $226K
|
25.3K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.1K- 2.76% |
$222K - $228K
|
73.8K
$7.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.14K- 12.26% |
$227K - $233K
|
15.3K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.14K- 8.51% |
$227K - $233K
|
23.1K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-2.22K- 2.88% |
$235K - $241K
|
74.7K
$7.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.22K- 8.93% |
$235K - $241K
|
22.7K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.23K- 9.98% |
$236K - $242K
|
20.1K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.24K- 12.83% |
$237K - $243K
|
15.2K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.28K- 40.76% |
$242K - $248K
|
3.32K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.29K- 15.53% |
$243K - $249K
|
12.5K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.3K- 20.56% |
$244K - $250K
|
8.89K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.31K- 23.05% |
$244K - $251K
|
7.7K
$822K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.38K- 30.07% |
$252K - $259K
|
5.54K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.44K- 9.7% |
$258K - $265K
|
22.7K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.46K- 12.67% |
$260K - $267K
|
17K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 26.84% |
$264K - $272K
|
6.82K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.52K- 1.24% |
$267K - $274K
|
200K
$21.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.53K- 13.85% |
$267K - $275K
|
15.7K
$1.68M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.53K- 16.98% |
$267K - $275K
|
12.4K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.7K- 83.99% |
$285K - $293K
|
514
$54.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.02% |
$298K - $306K
|
90.3K
$9.64M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.95K- 29.99% |
$312K - $321K
|
6.88K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.06K- 10.28% |
$323K - $332K
|
26.7K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.12K- 11.08% |
$330K - $340K
|
25.1K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.13K- 44.26% |
$331K - $340K
|
3.95K
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.18K- 26.56% |
$336K - $346K
|
8.8K
$939K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.26K- 8.73% |
$344K - $354K
|
34K
$3.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.42K- 17.28% |
$362K - $372K
|
16.4K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.42K- 17.56% |
$362K - $372K
|
16K
$1.71M
|