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 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.39K- 13.71% |
$254K - $260K
|
15K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.46K- 3.3% |
$261K - $267K
|
72.1K
$7.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.48K- 23.06% |
$263K - $270K
|
8.28K
$857K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.49K- 2.24% |
$264K - $271K
|
109K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.6K- 2.26% |
$276K - $282K
|
112K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 8.93% |
$278K - $285K
|
26.7K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.63K- 7.84% |
$279K - $286K
|
30.9K
$3.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.66K- 3.03% |
$282K - $289K
|
85.2K
$8.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.71K- 58.34% |
$288K - $295K
|
1.94K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2.72K- 6.86% |
$289K - $296K
|
37K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.8K- 2.72% |
$297K - $304K
|
99.8K
$10.3M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.85K- 9.95% |
$302K - $310K
|
25.8K
$2.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.91K- 7.53% |
$308K - $316K
|
35.7K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.94K- 76.28% |
$312K - $320K
|
914
$94.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.07K- 2.51% |
$325K - $333K
|
119K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.1K- 53.99% |
$328K - $336K
|
2.64K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.18K- 8.8% |
$338K - $346K
|
33K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.2K- 17.61% |
$339K - $348K
|
15K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.23K- 2.75% |
$343K - $351K
|
114K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.28K- 6.41% |
$348K - $356K
|
47.8K
$4.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.3K- 7.58% |
$350K - $359K
|
40.3K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.31K- 40.82% |
$352K - $360K
|
4.8K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.36K- 6.64% |
$356K - $365K
|
47.2K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.37K- 21.41% |
$358K - $367K
|
12.4K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.39K- 20.64% |
$360K - $368K
|
13K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.39K- 5.71% |
$360K - $369K
|
56K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.49K- 3.39% |
$370K - $379K
|
99.5K
$10.3M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-3.5K- 51.19% |
$371K - $380K
|
3.34K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.55K- 6.55% |
$376K - $386K
|
50.6K
$5.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.58K- 15.53% |
$380K - $389K
|
19.5K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.6K- 38.03% |
$382K - $391K
|
5.86K
$607K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.69K- 1.93% |
$391K - $401K
|
187K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-3.69K- 38.22% |
$392K - $401K
|
5.97K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.77K- 1.69% |
$401K - $410K
|
220K
$22.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.83K- 3.96% |
$406K - $416K
|
92.8K
$9.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.1K- 6.01% |
$435K - $445K
|
64.1K
$6.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-4.1K- 4.22% |
$435K - $446K
|
93.1K
$9.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.11K- 1.56% |
$436K - $447K
|
260K
$26.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.5K- 13.35% |
$478K - $489K
|
29.2K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.53K- 9.93% |
$481K - $493K
|
41.1K
$4.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.58K- 7.85% |
$486K - $498K
|
53.8K
$5.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.62K- 26.59% |
$490K - $502K
|
12.7K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.65K- 8.49% |
$494K - $506K
|
50.2K
$5.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.7K- 31.92% |
$499K - $511K
|
10K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.86K- 37.82% |
$516K - $529K
|
7.99K
$828K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-4.94K- 23.46% |
$524K - $537K
|
16.1K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.01K- 2.79% |
$531K - $544K
|
175K
$18.1M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.12K- 19.66% |
$543K - $557K
|
20.9K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.28K- 3.76% |
$560K - $574K
|
135K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5.32K- 6.75% |
$565K - $578K
|
73.5K
$7.61M
|