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 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 11.06% |
$152K - $156K
|
14.4K
$1.54M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.43K+ 2.91% |
$151K - $155K
|
50.6K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.43K+ 6.76% |
$151K - $155K
|
22.5K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.36K+ 51.74% |
$143K - $147K
|
3.97K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.35K+ 20.89% |
$143K - $147K
|
7.83K
$835K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.33K+ 18.83% |
$140K - $144K
|
8.36K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.31K+ 4.84% |
$139K - $143K
|
28.4K
$3.03M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.31K+ 2.21% |
$139K - $143K
|
60.5K
$6.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.31K+ 15.81% |
$138K - $142K
|
9.58K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.31K+ 7.7% |
$138K - $142K
|
18.2K
$1.95M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.3K+ 27.2% |
$137K - $141K
|
6.06K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.29K+ 7.5% |
$136K - $140K
|
18.5K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.25K+ 11.08% |
$132K - $136K
|
12.5K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.24K+ 32.0% |
$131K - $135K
|
5.11K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.23K+ 33.0% |
$130K - $134K
|
4.97K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.23K+ 1.49% |
$130K - $134K
|
83.7K
$8.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.22K+ 31.35% |
$129K - $133K
|
5.11K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.2K+ 52.53% |
$127K - $131K
|
3.5K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.2K+ 2.92% |
$127K - $130K
|
42.2K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.19K+ 47.35% |
$126K - $129K
|
3.7K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.18KNew |
$125K - $128K
|
1.18K
$126K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.18K+ 20.7% |
$124K - $128K
|
6.85K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.18K+ 6.38% |
$124K - $128K
|
19.6K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 8.97% |
$124K - $127K
|
14.2K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.17K+ 14.62% |
$123K - $127K
|
9.15K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 27.98% |
$123K - $127K
|
5.33K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.16K+ 4.46% |
$123K - $126K
|
27.1K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.15K+ 7.63% |
$122K - $125K
|
16.3K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.12K+ 12.24% |
$118K - $121K
|
10.2K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.07K+ 3.6% |
$114K - $117K
|
30.9K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 4.91% |
$113K - $116K
|
22.8K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
1.07K+ 2.12% |
$113K - $116K
|
51.3K
$5.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 2.48% |
$112K - $116K
|
44K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 38.98% |
$111K - $114K
|
3.75K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.05K+ 2.79% |
$111K - $114K
|
38.7K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 3.62% |
$111K - $114K
|
30.1K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.04K+ 16.91% |
$109K - $113K
|
7.16K
$764K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
972+ 3.84% |
$103K - $106K
|
26.3K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
938+ 4.48% |
$99.2K - $102K
|
21.9K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
930+ 1.41% |
$98.4K - $101K
|
67.1K
$7.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
928+ 1.91% |
$98.2K - $101K
|
49.5K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
918+ 9.39% |
$97.1K - $99.8K
|
10.7K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
897+ 3.01% |
$94.9K - $97.5K
|
30.7K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
882+ 1.74% |
$93.3K - $95.9K
|
51.7K
$5.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
875+ 20.11% |
$92.6K - $95.1K
|
5.23K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
856+ 26.21% |
$90.5K - $93K
|
4.12K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
849+ 42.47% |
$89.8K - $92.3K
|
2.85K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
848+ 1.31% |
$89.7K - $92.2K
|
65.8K
$7.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
830New |
$87.8K - $90.2K
|
830
$88.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
828+ 2.79% |
$87.6K - $90K
|
30.5K
$3.25M
|