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 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-744- 7.7% |
$78.7K - $80.9K
|
8.92K
$950K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-759- 17.51% |
$80.3K - $82.5K
|
3.58K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-795- 3.42% |
$84.1K - $86.4K
|
22.4K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-796- 2.4% |
$84.2K - $86.5K
|
32.3K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-802- 3.89% |
$84.8K - $87.2K
|
19.8K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-811- 5.74% |
$85.8K - $88.2K
|
13.3K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-812- 9.76% |
$85.9K - $88.3K
|
7.51K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-815- 7.3% |
$86.2K - $88.6K
|
10.3K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-815- 10.14% |
$86.2K - $88.6K
|
7.23K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-815- 14.58% |
$86.2K - $88.6K
|
4.77K
$509K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-817- 8.26% |
$86.4K - $88.8K
|
9.07K
$966K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-836- 15.03% |
$88.4K - $90.9K
|
4.73K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-840- 0.71% |
$88.9K - $91.3K
|
118K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-847- 16.34% |
$89.6K - $92.1K
|
4.34K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-862- 1.88% |
$91.2K - $93.7K
|
45.1K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-881- 14.37% |
$93.2K - $95.8K
|
5.25K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-896- 20.35% |
$94.8K - $97.4K
|
3.51K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-897- 4.68% |
$94.9K - $97.5K
|
18.3K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-917- 1.27% |
$97K - $99.7K
|
71.2K
$7.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-934- 11.68% |
$98.8K - $102K
|
7.06K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-953- 9.2% |
$101K - $104K
|
9.41K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-958- 26.3% |
$101K - $104K
|
2.68K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-969- 10.67% |
$103K - $105K
|
8.11K
$864K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-974- 2.02% |
$103K - $106K
|
47.1K
$5.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-978- 1.83% |
$103K - $106K
|
52.5K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-979- 16.42% |
$104K - $106K
|
4.99K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-997- 6.19% |
$105K - $108K
|
15.1K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1K- 15.16% |
$106K - $109K
|
5.6K
$597K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1K- 17.8% |
$106K - $109K
|
4.64K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.01K- 22.23% |
$106K - $109K
|
3.52K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.01K- 2.84% |
$107K - $110K
|
34.5K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.01K- 2.05% |
$107K - $110K
|
48.2K
$5.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.02K- 9.42% |
$107K - $110K
|
9.76K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 25.18% |
$109K - $112K
|
3.07K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.04K- 12.42% |
$110K - $113K
|
7.32K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.06K- 1.72% |
$112K - $115K
|
60.5K
$6.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.07K- 62.82% |
$113K - $116K
|
632
$67.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.08K- 90.43% |
$114K - $117K
|
114
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.1K- 10.58% |
$116K - $120K
|
9.3K
$990K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.12K- 0.73% |
$118K - $121K
|
153K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.15K- 1.11% |
$122K - $125K
|
102K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.16K- 3.15% |
$123K - $126K
|
35.6K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.17K- 2.08% |
$124K - $127K
|
54.9K
$5.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.19K- 14.48% |
$125K - $129K
|
7K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.19K- 3.0% |
$126K - $130K
|
38.6K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 9.33% |
$129K - $133K
|
11.9K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.27K- 17.6% |
$134K - $138K
|
5.94K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.29K- 92.8% |
$136K - $140K
|
100
$10.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.31K- 23.48% |
$139K - $143K
|
4.27K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.31K- 4.69% |
$139K - $143K
|
26.6K
$2.84M
|