Purchases and Sales Made in Q3 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-193- 5.3% |
$20.5K - $21K
|
3.45K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-193- 2.46% |
$20.5K - $21K
|
7.65K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-195- 1.11% |
$20.7K - $21.2K
|
17.4K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 5.04% |
$21.2K - $21.7K
|
3.77K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 5.23% |
$21.2K - $21.7K
|
3.63K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-212- 5.5% |
$22.5K - $23K
|
3.64K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-214- 2.37% |
$22.7K - $23.3K
|
8.82K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-217- 1.88% |
$23K - $23.6K
|
11.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-224- 1.71% |
$23.8K - $24.3K
|
12.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-224- 4.84% |
$23.8K - $24.3K
|
4.4K
$470K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-225- 0.09% |
$23.9K - $24.5K
|
244K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-228- 1.46% |
$24.2K - $24.8K
|
15.4K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-232- 5.54% |
$24.6K - $25.2K
|
3.96K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-235- 0.08% |
$24.9K - $25.5K
|
291K
$31.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-235- 19.5% |
$24.9K - $25.5K
|
970
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-247- 9.93% |
$26.2K - $26.8K
|
2.24K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-248- 2.98% |
$26.3K - $27K
|
8.07K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-249- 1.29% |
$26.4K - $27.1K
|
19K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-250- 5.25% |
$26.5K - $27.2K
|
4.51K
$481K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-253- 9.63% |
$26.9K - $27.5K
|
2.37K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-254- 10.34% |
$27K - $27.6K
|
2.2K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-258- 3.2% |
$27.4K - $28K
|
7.81K
$834K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-259- 12.02% |
$27.5K - $28.2K
|
1.9K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-259- 81.19% |
$27.5K - $28.2K
|
60
$6.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-270- 3.9% |
$28.7K - $29.3K
|
6.66K
$710K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-270- 3.42% |
$28.7K - $29.3K
|
7.63K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-276- 8.06% |
$29.3K - $30K
|
3.15K
$336K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-282- 8.85% |
$29.9K - $30.7K
|
2.9K
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-283- 39.14% |
$30K - $30.8K
|
440
$47K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-285- 2.52% |
$30.2K - $31K
|
11K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-291- 3.52% |
$30.9K - $31.6K
|
7.97K
$850K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-295- 4.6% |
$31.3K - $32.1K
|
6.12K
$653K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-298- 5.27% |
$31.6K - $32.4K
|
5.36K
$572K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-300- 11.15% |
$31.8K - $32.6K
|
2.39K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-300- 0.64% |
$31.8K - $32.6K
|
46.4K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 5.09% |
$31.8K - $32.6K
|
5.6K
$597K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-301- 6.72% |
$31.9K - $32.7K
|
4.18K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-319- 0.62% |
$33.9K - $34.7K
|
50.8K
$5.42M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-320- 3.21% |
$34K - $34.8K
|
9.66K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-321- 0.84% |
$34.1K - $34.9K
|
38K
$4.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-326- 0.37% |
$34.6K - $35.4K
|
87K
$9.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-326- 7.28% |
$34.6K - $35.4K
|
4.15K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-331- 7.37% |
$35.1K - $36K
|
4.16K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-334- 0.59% |
$35.4K - $36.3K
|
56.2K
$6M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-337- 14.8% |
$35.8K - $36.6K
|
1.94K
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-340- 1.31% |
$36.1K - $37K
|
25.7K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-354- 7.26% |
$37.6K - $38.5K
|
4.52K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-372- 2.63% |
$39.5K - $40.4K
|
13.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-380- 9.61% |
$40.3K - $41.3K
|
3.57K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-395- 0.38% |
$41.9K - $42.9K
|
103K
$11M
|