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 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-338- 8.91% |
$35.8K - $36.7K
|
3.46K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-357- 7.1% |
$37.8K - $38.8K
|
4.67K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-365- 5.43% |
$38.6K - $39.7K
|
6.36K
$677K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-365- 2.36% |
$38.6K - $39.7K
|
15.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-368- 7.83% |
$38.9K - $40K
|
4.33K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-373- 1.42% |
$39.5K - $40.5K
|
25.9K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-379- 27.54% |
$40.1K - $41.2K
|
997
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-390- 0.46% |
$41.3K - $42.4K
|
84.9K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 2.09% |
$41.3K - $42.4K
|
18.3K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-395- 0.31% |
$41.8K - $42.9K
|
126K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-415- 9.8% |
$43.9K - $45.1K
|
3.82K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-426- 10.63% |
$45.1K - $46.3K
|
3.58K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-428- 5.49% |
$45.3K - $46.5K
|
7.36K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-431- 5.33% |
$45.6K - $46.8K
|
7.66K
$816K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-433- 10.82% |
$45.8K - $47.1K
|
3.57K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-440- 2.2% |
$46.5K - $47.8K
|
19.6K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-446- 0.27% |
$47.2K - $48.5K
|
162K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-457- 0.3% |
$48.3K - $49.7K
|
154K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-479- 3.44% |
$50.7K - $52.1K
|
13.5K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-486- 0.42% |
$51.4K - $52.8K
|
115K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-492- 0.28% |
$52K - $53.5K
|
175K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-499- 4.23% |
$52.8K - $54.2K
|
11.3K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 0.4% |
$52.9K - $54.4K
|
125K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-506- 2.34% |
$53.5K - $55K
|
21.1K
$2.25M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-507- 1.97% |
$53.6K - $55.1K
|
25.3K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-508- 1.9% |
$53.7K - $55.2K
|
26.2K
$2.79M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-512- 16.21% |
$54.2K - $55.7K
|
2.65K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-523- 1.4% |
$55.3K - $56.9K
|
36.7K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-523- 10.47% |
$55.3K - $56.9K
|
4.47K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-536- 2.12% |
$56.7K - $58.3K
|
24.7K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-548- 14.55% |
$58K - $59.6K
|
3.22K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-548- 11.47% |
$58K - $59.6K
|
4.23K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-550- 3.15% |
$58.2K - $59.8K
|
16.9K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-598- 72.57% |
$63.3K - $65K
|
226
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-602- 8.92% |
$63.7K - $65.4K
|
6.15K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-603- 12.85% |
$63.8K - $65.5K
|
4.09K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-623- 15.2% |
$65.9K - $67.7K
|
3.48K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-631- 2.64% |
$66.7K - $68.6K
|
23.3K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-636- 5.25% |
$67.3K - $69.1K
|
11.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-638- 6.61% |
$67.5K - $69.4K
|
9.01K
$960K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-642- 1.06% |
$67.9K - $69.8K
|
60.2K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-655- 18.17% |
$69.3K - $71.2K
|
2.95K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-657- 4.37% |
$69.5K - $71.4K
|
14.4K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-675- 1.76% |
$71.4K - $73.4K
|
37.7K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-690- 20.15% |
$73K - $75K
|
2.73K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-707- 9.99% |
$74.8K - $76.9K
|
6.37K
$678K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-711- 34.75% |
$75.2K - $77.3K
|
1.34K
$142K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-720- 6.63% |
$76.2K - $78.3K
|
10.1K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-727- 1.0% |
$76.9K - $79K
|
71.7K
$7.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-729- 2.24% |
$77.1K - $79.2K
|
31.8K
$3.39M
|