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
|
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
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 0.45% |
$2.54K - $2.61K
|
5.25K
$560K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 90.63% |
$3.07K - $3.15K
|
3
$320
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-32- 2.06% |
$3.38K - $3.48K
|
1.52K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-37- 0.06% |
$3.91K - $4.02K
|
64.7K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-38- 1.21% |
$4.02K - $4.13K
|
3.1K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-40- 1.63% |
$4.23K - $4.35K
|
2.42K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-40- 0.4% |
$4.23K - $4.35K
|
9.94K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-40- 1.78% |
$4.23K - $4.35K
|
2.21K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-41- 85.42% |
$4.34K - $4.46K
|
7
$747
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-46- 0.39% |
$4.87K - $5K
|
11.7K
$1.24M
|
|
|
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
$795K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.2% |
$5.29K - $5.44K
|
25.5K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-52- 0.44% |
$5.5K - $5.65K
|
11.8K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-53- 0.35% |
$5.61K - $5.76K
|
15.2K
$1.62M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-62- 0.61% |
$6.56K - $6.74K
|
10.1K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-63- 0.37% |
$6.66K - $6.85K
|
16.9K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-64- 0.46% |
$6.77K - $6.96K
|
14K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-64- 0.46% |
$6.77K - $6.96K
|
14K
$1.49M
|
|
|
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 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-74- 3.32% |
$7.83K - $8.04K
|
2.16K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-75- 15.89% |
$7.93K - $8.15K
|
397
$42.4K
|
|
|
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 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90- 1.51% |
$9.52K - $9.78K
|
5.86K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-90- 2.12% |
$9.52K - $9.78K
|
4.16K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-91- 2.1% |
$9.63K - $9.89K
|
4.25K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-92- 0.28% |
$9.73K - $10K
|
32.9K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-92- 1.1% |
$9.73K - $10K
|
8.25K
$880K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-104- 3.9% |
$11K - $11.3K
|
2.56K
$273K
|
|
|
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
|