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 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 86.86% |
$1.26M - $1.29M
|
25.6K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.9KNew |
$1.26M - $1.29M
|
11.9K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$1.24M - $1.28M
|
11.8K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.6K+ 3.38% |
$1.23M - $1.26M
|
355K
$37.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 9.92% |
$1.21M - $1.24M
|
126K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11.3K+ 21.38% |
$1.2M - $1.23M
|
64.3K
$6.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.3K+ 8.3% |
$1.2M - $1.23M
|
148K
$15.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
11.3K+ 10.73% |
$1.19M - $1.23M
|
117K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 4.82% |
$1.18M - $1.22M
|
243K
$25.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.1K+ 31.17% |
$1.17M - $1.2M
|
46.6K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11KNew |
$1.16M - $1.19M
|
11K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10.9K+ 90.57% |
$1.15M - $1.19M
|
22.9K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.6K+ 73.36% |
$1.12M - $1.15M
|
25.1K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.6K+ 31.45% |
$1.12M - $1.15M
|
44.4K
$4.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.5K+ 14.18% |
$1.11M - $1.14M
|
84.3K
$9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10.5KNew |
$1.11M - $1.14M
|
10.5K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.2KNew |
$1.08M - $1.11M
|
10.2K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.2K+ 39.3% |
$1.07M - $1.1M
|
36K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.1K+ 14.92% |
$1.07M - $1.1M
|
78.1K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10.1K+ 7.56% |
$1.06M - $1.09M
|
143K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.99KNew |
$1.06M - $1.09M
|
9.99K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.97K+ 35.06% |
$1.05M - $1.08M
|
38.4K
$4.1M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
9.38K+ 5.25% |
$992K - $1.02M
|
188K
$20.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
9.21K+ 4.92% |
$974K - $1M
|
196K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
8.8KNew |
$930K - $956K
|
8.8K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.72KNew |
$922K - $947K
|
8.72K
$930K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
8.62K+ 11.74% |
$912K - $937K
|
82.1K
$8.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
8.6K+ 10.74% |
$910K - $935K
|
88.7K
$9.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.53KNew |
$903K - $927K
|
8.53K
$910K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
8.51KNew |
$900K - $925K
|
8.51K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.4K+ 172.47% |
$889K - $913K
|
13.3K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.33K+ 3.47% |
$881K - $905K
|
248K
$26.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.31K+ 68.09% |
$879K - $903K
|
20.5K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.3KNew |
$878K - $902K
|
8.3K
$886K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
8.27KNew |
$875K - $899K
|
8.27K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.98K+ 4.37% |
$844K - $867K
|
191K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.77K+ 21.23% |
$822K - $845K
|
44.4K
$4.74M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.72K+ 14.83% |
$817K - $839K
|
59.8K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.41KNew |
$784K - $805K
|
7.41K
$791K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.41K+ 17.76% |
$784K - $805K
|
49.1K
$5.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.41K+ 4.27% |
$783K - $805K
|
181K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.22K+ 4.18% |
$764K - $785K
|
180K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.18K+ 3.82% |
$760K - $780K
|
195K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.99K+ 297.78% |
$739K - $760K
|
9.34K
$996K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.94K+ 36.57% |
$734K - $754K
|
25.9K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.83KNew |
$722K - $742K
|
6.83K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.53K+ 5.68% |
$691K - $710K
|
121K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.44K+ 22.79% |
$681K - $700K
|
34.7K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.39K+ 19.01% |
$676K - $695K
|
40K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 20.66% |
$670K - $689K
|
37K
$3.95M
|