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 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 41.1% |
$152K - $156K
|
2.06K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.47K- 30.28% |
$156K - $160K
|
3.39K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.51K- 3.36% |
$160K - $164K
|
43.5K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.53K- 25.59% |
$162K - $166K
|
4.44K
$474K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.54K- 11.22% |
$164K - $168K
|
12.2K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.55K- 5.86% |
$164K - $168K
|
24.9K
$2.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.56K- 26.23% |
$166K - $170K
|
4.4K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 11.9% |
$166K - $170K
|
11.6K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.64K- 7.22% |
$174K - $178K
|
21.1K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.66K- 2.59% |
$176K - $180K
|
62.5K
$6.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 24.95% |
$178K - $182K
|
5.05K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.68K- 25.2% |
$179K - $183K
|
5K
$533K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.71K- 6.2% |
$181K - $185K
|
25.8K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.72K- 8.13% |
$182K - $187K
|
19.4K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.76K- 0.26% |
$186K - $191K
|
684K
$73M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.76K- 24.79% |
$187K - $191K
|
5.33K
$569K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-1.76K- 2.24% |
$187K - $192K
|
77K
$8.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.8K- 13.23% |
$191K - $196K
|
11.8K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.81K- 3.27% |
$192K - $197K
|
53.4K
$5.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.84K- 1.47% |
$195K - $200K
|
123K
$13.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.87K- 31.12% |
$199K - $203K
|
4.14K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.9K- 11.32% |
$202K - $207K
|
14.9K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.94K- 43.08% |
$206K - $211K
|
2.56K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.95K- 22.37% |
$206K - $211K
|
6.75K
$720K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.97K- 12.25% |
$209K - $214K
|
14.1K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2K- 3.41% |
$212K - $217K
|
56.5K
$6.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.04K- 5.26% |
$217K - $222K
|
36.7K
$3.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.06K- 37.03% |
$219K - $224K
|
3.5K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 5.9% |
$220K - $225K
|
33.1K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.08K- 5.99% |
$220K - $226K
|
32.6K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.09K- 40.83% |
$222K - $227K
|
3.03K
$323K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.1K- 6.05% |
$223K - $228K
|
32.6K
$3.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.12K- 17.49% |
$225K - $231K
|
10K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.13K- 10.88% |
$226K - $232K
|
17.5K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.16K- 4.26% |
$229K - $235K
|
48.5K
$5.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.17K- 12.27% |
$230K - $235K
|
15.5K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.17K- 3.88% |
$230K - $236K
|
53.7K
$5.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2.18K- 36.66% |
$231K - $237K
|
3.76K
$402K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.19K- 15.65% |
$232K - $238K
|
11.8K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.19K- 0.51% |
$232K - $238K
|
429K
$45.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.25K- 18.19% |
$239K - $245K
|
10.1K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.27K- 1.54% |
$240K - $246K
|
145K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.31K- 0.73% |
$245K - $251K
|
314K
$33.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-2.33K- 3.69% |
$247K - $253K
|
60.9K
$6.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.37K- 29.52% |
$251K - $257K
|
5.65K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.39K- 13.71% |
$254K - $260K
|
15K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.46K- 3.3% |
$261K - $267K
|
72.1K
$7.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.48K- 23.06% |
$263K - $270K
|
8.28K
$883K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.49K- 2.24% |
$264K - $271K
|
109K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.6K- 2.26% |
$276K - $282K
|
112K
$12M
|