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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
415K+ 61.57% |
$43.9M - $45.1M
|
1.09M
$116M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
108KNew |
$11.4M - $11.7M
|
108K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105K+ 22.9% |
$11.1M - $11.5M
|
565K
$60.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
85.2K+ 8.98% |
$9.01M - $9.26M
|
1.03M
$110M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
79.1K+ 36.89% |
$8.36M - $8.6M
|
293K
$31.2M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$8.22M - $8.45M
|
77.7K
$8.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
63.3KNew |
$6.7M - $6.88M
|
63.3K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
60.2KNew |
$6.37M - $6.54M
|
60.2K
$6.4M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.9K+ 44.83% |
$5.71M - $5.86M
|
174K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.5K+ 736.73% |
$5.23M - $5.38M
|
56.2K
$5.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48K+ 9.9% |
$5.08M - $5.22M
|
533K
$56.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
47.1KNew |
$4.98M - $5.12M
|
47.1K
$5M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 20.54% |
$4.63M - $4.76M
|
257K
$27.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
38.6K+ 21.16% |
$4.08M - $4.2M
|
221K
$23.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 64.96% |
$3.45M - $3.54M
|
82.7K
$8.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31.8K+ 663.48% |
$3.36M - $3.45M
|
36.5K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 20.76% |
$3.17M - $3.26M
|
174K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
28.1K+ 9.85% |
$2.97M - $3.06M
|
314K
$33.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27.4KNew |
$2.9M - $2.98M
|
27.4K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.8K+ 15.19% |
$2.52M - $2.59M
|
181K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23.5K+ 46.92% |
$2.49M - $2.56M
|
73.6K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
22.9K+ 64.25% |
$2.43M - $2.49M
|
58.6K
$6.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
20.7KNew |
$2.19M - $2.25M
|
20.7K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.3KNew |
$2.15M - $2.21M
|
20.3K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
20.2KNew |
$2.14M - $2.2M
|
20.2K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.81M - $1.86M
|
17.1K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 1.5% |
$1.76M - $1.81M
|
1.12M
$120M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
16.3K+ 161.4% |
$1.73M - $1.77M
|
26.4K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
16KNew |
$1.69M - $1.74M
|
16K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.6KNew |
$1.65M - $1.69M
|
15.6K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
15.4KNew |
$1.62M - $1.67M
|
15.4K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.58M - $1.63M
|
15K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14.8KNew |
$1.57M - $1.61M
|
14.8K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.2K+ 7.03% |
$1.5M - $1.54M
|
215K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 6.06% |
$1.47M - $1.52M
|
244K
$25.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13.9K+ 7.07% |
$1.47M - $1.51M
|
210K
$22.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.8K+ 13.76% |
$1.46M - $1.5M
|
114K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13K+ 13.65% |
$1.37M - $1.41M
|
108K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 21.38% |
$1.32M - $1.36M
|
71.1K
$7.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12K+ 10.69% |
$1.27M - $1.3M
|
124K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.9K+ 13.17% |
$1.26M - $1.3M
|
102K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 86.86% |
$1.26M - $1.29M
|
25.6K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.9KNew |
$1.26M - $1.29M
|
11.9K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.6K+ 3.38% |
$1.23M - $1.26M
|
355K
$37.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 9.92% |
$1.21M - $1.24M
|
126K
$13.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
11.3K+ 10.73% |
$1.19M - $1.23M
|
117K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 4.82% |
$1.18M - $1.22M
|
243K
$25.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.1K+ 31.17% |
$1.17M - $1.2M
|
46.6K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.6K+ 73.36% |
$1.12M - $1.15M
|
25.1K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.6K+ 31.45% |
$1.12M - $1.15M
|
44.4K
$4.72M
|