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 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
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-125- 5.55% |
$13.2K - $13.6K
|
2.13K
$227K
|
|
|
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
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-146- 5.44% |
$15.4K - $15.9K
|
2.54K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-148- 11.44% |
$15.7K - $16.1K
|
1.15K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-150- 3.27% |
$15.9K - $16.3K
|
4.44K
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 0.45% |
$15.9K - $16.3K
|
33.1K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-158- 2.07% |
$16.7K - $17.2K
|
7.47K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-162- 6.29% |
$17.1K - $17.6K
|
2.42K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-162- 4.05% |
$17.1K - $17.6K
|
3.84K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-169- 2.32% |
$17.9K - $18.4K
|
7.11K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-174- 2.0% |
$18.4K - $18.9K
|
8.53K
$909K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-175- 8.14% |
$18.5K - $19K
|
1.98K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-179- 4.44% |
$18.9K - $19.5K
|
3.85K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-182- 4.03% |
$19.3K - $19.8K
|
4.33K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-188- 2.18% |
$19.9K - $20.4K
|
8.43K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-189- 0.17% |
$20K - $20.5K
|
114K
$12.2M
|
|
|
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
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-203- 1.09% |
$21.5K - $22.1K
|
18.4K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-208- 2.66% |
$22K - $22.6K
|
7.6K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-211- 4.2% |
$22.3K - $22.9K
|
4.82K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-217- 0.69% |
$23K - $23.6K
|
31.1K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-221- 2.31% |
$23.4K - $24K
|
9.36K
$997K
|
|
|
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
$9.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-229- 93.09% |
$24.2K - $24.9K
|
17
$1.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-230- 2.94% |
$24.3K - $25K
|
7.6K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-233- 5.84% |
$24.6K - $25.3K
|
3.76K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-235- 2.45% |
$24.9K - $25.5K
|
9.37K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-244- 8.96% |
$25.8K - $26.5K
|
2.48K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-245- 1.99% |
$25.9K - $26.6K
|
12.1K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-252- 13.01% |
$26.7K - $27.4K
|
1.69K
$179K
|
|
|
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
$8.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-266- 5.54% |
$28.1K - $28.9K
|
4.54K
$483K
|
|
|
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
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-281- 36.83% |
$29.7K - $30.5K
|
482
$51.3K
|
|
|
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
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-291- 6.89% |
$30.8K - $31.6K
|
3.93K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-292- 1.18% |
$30.9K - $31.7K
|
24.5K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-300- 8.28% |
$31.7K - $32.6K
|
3.33K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 5.36% |
$31.7K - $32.6K
|
5.3K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-301- 6.68% |
$31.8K - $32.7K
|
4.2K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-301- 8.23% |
$31.8K - $32.7K
|
3.36K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-302- 1.53% |
$31.9K - $32.8K
|
19.4K
$2.07M
|