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 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.19K+ 47.35% |
$126K - $129K
|
3.7K
$393K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.18KNew |
$125K - $128K
|
1.18K
$125K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.18K+ 20.7% |
$124K - $128K
|
6.85K
$727K
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.18K+ 6.38% |
$124K - $128K
|
19.6K
$2.08M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 8.97% |
$124K - $127K
|
14.2K
$1.51M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.17K+ 14.62% |
$123K - $127K
|
9.15K
$971K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 27.98% |
$123K - $127K
|
5.33K
$566K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.16K+ 4.46% |
$123K - $126K
|
27.1K
$2.88M
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.15K+ 7.63% |
$122K - $125K
|
16.3K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.12K+ 12.24% |
$118K - $121K
|
10.2K
$1.09M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.07K+ 3.6% |
$114K - $117K
|
30.9K
$3.28M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.07K+ 24.22% |
$113K - $116K
|
5.48K
$582K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 4.91% |
$113K - $116K
|
22.8K
$2.42M
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
1.07K+ 2.12% |
$113K - $116K
|
51.3K
$5.44M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 2.48% |
$112K - $116K
|
44K
$4.67M
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.06K+ 3.59% |
$112K - $116K
|
30.7K
$3.25M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 38.98% |
$111K - $114K
|
3.75K
$398K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.05K+ 2.79% |
$111K - $114K
|
38.7K
$4.11M
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 3.62% |
$111K - $114K
|
30.1K
$3.19M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.04K+ 16.91% |
$109K - $113K
|
7.16K
$759K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
985+ 10.67% |
$104K - $107K
|
10.2K
$1.08M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
972+ 3.84% |
$103K - $106K
|
26.3K
$2.79M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
938+ 4.48% |
$99.2K - $102K
|
21.9K
$2.32M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
930+ 1.41% |
$98.4K - $101K
|
67.1K
$7.12M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
928+ 1.91% |
$98.2K - $101K
|
49.5K
$5.25M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
918+ 9.39% |
$97.1K - $99.8K
|
10.7K
$1.13M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
897+ 3.01% |
$94.9K - $97.5K
|
30.7K
$3.26M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
882+ 1.74% |
$93.3K - $95.9K
|
51.7K
$5.49M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
875+ 20.11% |
$92.6K - $95.1K
|
5.23K
$555K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
856+ 26.21% |
$90.5K - $93K
|
4.12K
$437K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
849+ 42.47% |
$89.8K - $92.3K
|
2.85K
$302K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
848+ 1.31% |
$89.7K - $92.2K
|
65.8K
$6.99M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
838+ 10.62% |
$88.6K - $91.1K
|
8.73K
$927K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
830New |
$87.8K - $90.2K
|
830
$88.1K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
828+ 2.79% |
$87.6K - $90K
|
30.5K
$3.24M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
821+ 3.77% |
$86.8K - $89.2K
|
22.6K
$2.4M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
815+ 15.7% |
$86.2K - $88.6K
|
6.01K
$637K
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
809+ 0.38% |
$85.6K - $87.9K
|
212K
$22.5M
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
806+ 0.73% |
$85.3K - $87.6K
|
111K
$11.8M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
800+ 6.06% |
$84.6K - $87K
|
14K
$1.49M
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
783+ 26.96% |
$82.8K - $85.1K
|
3.69K
$391K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
770+ 5.84% |
$81.5K - $83.7K
|
13.9K
$1.48M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
769+ 3.92% |
$81.3K - $83.6K
|
20.4K
$2.16M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
768+ 24.94% |
$81.2K - $83.5K
|
3.85K
$408K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
757+ 2.75% |
$80.1K - $82.3K
|
28.3K
$3.01M
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
751+ 8.48% |
$79.4K - $81.6K
|
9.61K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
744+ 18.1% |
$78.7K - $80.9K
|
4.86K
$515K
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
718+ 3.11% |
$76K - $78K
|
23.8K
$2.53M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
710+ 1.87% |
$75.1K - $77.2K
|
38.7K
$4.11M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
702New |
$74.3K - $76.3K
|
702
$74.5K
|