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 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29.5K+ 12.31% |
$3.12M - $3.21M
|
269K
$28.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
28.1K+ 9.85% |
$2.97M - $3.06M
|
314K
$33.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.7K+ 27.73% |
$2.93M - $3.01M
|
127K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27.4KNew |
$2.9M - $2.98M
|
27.4K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
27K+ 362.43% |
$2.85M - $2.93M
|
34.4K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$2.83M - $2.91M
|
26.8K
$2.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
25.1KNew |
$2.66M - $2.73M
|
25.1K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
24.1K+ 1023.91% |
$2.55M - $2.62M
|
26.4K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.8K+ 15.19% |
$2.52M - $2.59M
|
181K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23.5K+ 46.92% |
$2.49M - $2.56M
|
73.6K
$7.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
22.9K+ 64.25% |
$2.43M - $2.49M
|
58.6K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.7KNew |
$2.3M - $2.36M
|
21.7K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
21.6KNew |
$2.28M - $2.35M
|
21.6K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.3K+ 41.69% |
$2.26M - $2.32M
|
72.5K
$7.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
20.7KNew |
$2.19M - $2.25M
|
20.7K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.3KNew |
$2.15M - $2.21M
|
20.3K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
20.2KNew |
$2.14M - $2.2M
|
20.2K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18.4K+ 150.89% |
$1.95M - $2M
|
30.6K
$3.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.81M - $1.86M
|
17.1K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.8K+ 8.8% |
$1.78M - $1.83M
|
208K
$22.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
16.7K+ 5.54% |
$1.76M - $1.81M
|
317K
$33.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 1.5% |
$1.76M - $1.81M
|
1.12M
$120M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
16.4K+ 7.11% |
$1.74M - $1.79M
|
248K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.4KNew |
$1.73M - $1.78M
|
16.4K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
16.3K+ 161.4% |
$1.73M - $1.77M
|
26.4K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
16KNew |
$1.69M - $1.74M
|
16K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.8K+ 33.44% |
$1.68M - $1.72M
|
63.3K
$6.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.7K+ 6.21% |
$1.66M - $1.7M
|
268K
$28.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.6KNew |
$1.65M - $1.69M
|
15.6K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
15.4KNew |
$1.62M - $1.67M
|
15.4K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.2K+ 354.74% |
$1.61M - $1.66M
|
19.5K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15KNew |
$1.59M - $1.64M
|
15K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.58M - $1.63M
|
15K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14.8KNew |
$1.57M - $1.61M
|
14.8K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14.7K+ 16.54% |
$1.55M - $1.59M
|
103K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
14.4K+ 352.8% |
$1.52M - $1.56M
|
18.5K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.2KNew |
$1.51M - $1.55M
|
14.2K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.2K+ 7.03% |
$1.5M - $1.54M
|
215K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 6.06% |
$1.47M - $1.52M
|
244K
$26M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13.9K+ 7.07% |
$1.47M - $1.51M
|
210K
$22.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.8K+ 13.76% |
$1.46M - $1.5M
|
114K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
13.2KNew |
$1.4M - $1.44M
|
13.2K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13.1K+ 17.72% |
$1.39M - $1.43M
|
87.2K
$9.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13K+ 13.65% |
$1.37M - $1.41M
|
108K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 21.38% |
$1.32M - $1.36M
|
71.1K
$7.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.5K+ 6.68% |
$1.32M - $1.36M
|
200K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.3K+ 18.37% |
$1.3M - $1.33M
|
79K
$8.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.2K+ 5.69% |
$1.29M - $1.33M
|
227K
$24.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12K+ 10.69% |
$1.27M - $1.3M
|
124K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.9K+ 13.17% |
$1.26M - $1.3M
|
102K
$10.9M
|