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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.86M+ 6306.0% |
$725M - $745M
|
6.97M
$750M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.3M+ 20.71% |
$560M - $576M
|
30.9M
$3.33B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
3.64M+ 10274.79% |
$385M - $396M
|
3.68M
$396M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.14M+ 2198.76% |
$227M - $233M
|
2.24M
$241M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.05M+ 27.08% |
$217M - $223M
|
9.64M
$1.04B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61M+ 17.87% |
$170M - $175M
|
10.6M
$1.14B
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.37M+ 8.12% |
$145M - $149M
|
18.3M
$1.97B
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.35M+ 16052.38% |
$143M - $147M
|
1.36M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.24M+ 15.84% |
$131M - $135M
|
9.06M
$976M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 5.93% |
$120M - $124M
|
20.4M
$2.19B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11MNew |
$117M - $121M
|
1.11M
$120M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
837K+ 112.88% |
$88.5M - $91M
|
1.58M
$170M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
749K+ 530.33% |
$79.2M - $81.4M
|
890K
$95.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
725K+ 11.49% |
$76.7M - $78.8M
|
7.04M
$758M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
692K+ 14.33% |
$73.2M - $75.3M
|
5.52M
$595M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
636K+ 80.85% |
$67.2M - $69.1M
|
1.42M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
597K+ 4.73% |
$63.2M - $64.9M
|
13.2M
$1.42B
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
471K+ 8.92% |
$49.8M - $51.2M
|
5.75M
$619M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
415K+ 61.57% |
$43.9M - $45.1M
|
1.09M
$117M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
408K+ 4.2% |
$43.1M - $44.3M
|
10.1M
$1.09B
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
312KNew |
$33M - $33.9M
|
312K
$33.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
309K+ 25.55% |
$32.7M - $33.6M
|
1.52M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
291K+ 100013.75% |
$30.8M - $31.6M
|
291K
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
289K+ 28.28% |
$30.6M - $31.5M
|
1.31M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
286K+ 1102.7% |
$30.2M - $31.1M
|
312K
$33.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
281K+ 31.39% |
$29.8M - $30.6M
|
1.18M
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
255KNew |
$27M - $27.8M
|
255K
$27.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
238K+ 27.6% |
$25.2M - $25.9M
|
1.1M
$119M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
226K+ 13.27% |
$23.9M - $24.6M
|
1.93M
$208M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
211K+ 14.04% |
$22.4M - $23M
|
1.72M
$185M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
182K+ 18.56% |
$19.2M - $19.8M
|
1.16M
$125M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
176KNew |
$18.6M - $19.1M
|
176K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
160KNew |
$16.9M - $17.3M
|
160K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
150K+ 192.69% |
$15.9M - $16.3M
|
228K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 5.94% |
$15.4M - $15.8M
|
2.6M
$279M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
140K+ 1.7% |
$14.8M - $15.2M
|
8.4M
$904M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
137K+ 339.91% |
$14.5M - $14.9M
|
177K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133K+ 114.65% |
$14.1M - $14.5M
|
249K
$26.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
130K+ 46.74% |
$13.7M - $14.1M
|
408K
$43.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
129K+ 511.51% |
$13.6M - $14M
|
154K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 8.61% |
$13.6M - $14M
|
1.62M
$175M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
123K+ 2644.04% |
$13M - $13.3M
|
127K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122K+ 40.51% |
$12.9M - $13.2M
|
422K
$45.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
110K+ 11.72% |
$11.7M - $12M
|
1.05M
$113M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
108KNew |
$11.5M - $11.8M
|
108K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
108KNew |
$11.4M - $11.7M
|
108K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
108K+ 76.08% |
$11.4M - $11.7M
|
249K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
106K+ 23.36% |
$11.2M - $11.5M
|
558K
$60.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105K+ 22.9% |
$11.1M - $11.5M
|
565K
$60.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
102K+ 40.04% |
$10.8M - $11.1M
|
356K
$38.3M
|