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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.22K+ 4.9% |
$235K - $242K
|
47.6K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
2.22KNew |
$235K - $242K
|
2.22K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.21K+ 52.05% |
$233K - $240K
|
6.45K
$670K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.2KNew |
$232K - $239K
|
2.2K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.2K+ 3.04% |
$232K - $239K
|
74.4K
$7.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 3.63% |
$230K - $237K
|
62.2K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.17KNew |
$229K - $236K
|
2.17K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.16K+ 8.93% |
$229K - $235K
|
26.4K
$2.74M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.16K+ 1.83% |
$228K - $234K
|
120K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.14K+ 42.37% |
$227K - $233K
|
7.2K
$747K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.14KNew |
$226K - $233K
|
2.14K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.13KNew |
$225K - $231K
|
2.13K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$220K - $227K
|
2.08K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.08KNew |
$219K - $226K
|
2.08K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.07K+ 54.18% |
$219K - $225K
|
5.88K
$611K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.06KNew |
$218K - $224K
|
2.06K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.05K+ 3.46% |
$217K - $223K
|
61.4K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.05KNew |
$217K - $223K
|
2.05K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.02K+ 15.64% |
$214K - $219K
|
14.9K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2K+ 2.15% |
$212K - $218K
|
95.1K
$9.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2KNew |
$212K - $217K
|
2K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2K+ 22.17% |
$212K - $217K
|
11K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 13.18% |
$210K - $216K
|
17.1K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.99KNew |
$210K - $216K
|
1.99K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.98KNew |
$209K - $215K
|
1.98K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.98K+ 22.07% |
$209K - $215K
|
10.9K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.94K+ 6.64% |
$205K - $211K
|
31.2K
$3.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 18.06% |
$202K - $208K
|
12.5K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.91K+ 10.37% |
$202K - $208K
|
20.3K
$2.11M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.9K+ 38.68% |
$201K - $207K
|
6.83K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.9KNew |
$201K - $206K
|
1.9K
$197K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.89KNew |
$199K - $205K
|
1.89K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.84K+ 13.69% |
$195K - $200K
|
15.3K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.81K+ 68.42% |
$191K - $196K
|
4.44K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 10.15% |
$185K - $190K
|
18.9K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.72K+ 8.63% |
$182K - $187K
|
21.6K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.71K+ 46.46% |
$181K - $186K
|
5.38K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.69K+ 14.88% |
$179K - $184K
|
13K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.68K+ 33.66% |
$178K - $183K
|
6.67K
$692K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.67KNew |
$177K - $182K
|
1.67K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.65K+ 18.68% |
$174K - $179K
|
10.5K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.63K+ 20.56% |
$172K - $177K
|
9.54K
$991K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.62K+ 41.24% |
$172K - $177K
|
5.56K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.61K+ 32.22% |
$170K - $175K
|
6.59K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.6K+ 1.65% |
$169K - $174K
|
98.4K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59K+ 552.26% |
$168K - $172K
|
1.87K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.57K+ 43.81% |
$166K - $171K
|
5.16K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.55K+ 18.26% |
$164K - $168K
|
10K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1.54KNew |
$163K - $168K
|
1.54K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.51K+ 37.6% |
$160K - $164K
|
5.53K
$575K
|