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 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
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
680+ 2.54% |
$71.9K - $73.9K
|
27.4K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
670+ 314.55% |
$70.9K - $72.8K
|
883
$93.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
661+ 6.67% |
$69.9K - $71.9K
|
10.6K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
653+ 3.64% |
$69.1K - $71K
|
18.6K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
639+ 1.04% |
$67.6K - $69.5K
|
61.9K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
638+ 0.6% |
$67.5K - $69.4K
|
107K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
636+ 16.26% |
$67.3K - $69.1K
|
4.55K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
635+ 3.22% |
$67.2K - $69K
|
20.4K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
614+ 15.82% |
$64.9K - $66.7K
|
4.5K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
602+ 6.16% |
$63.7K - $65.4K
|
10.4K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
595New |
$62.9K - $64.7K
|
595
$63.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
592+ 14.42% |
$62.6K - $64.4K
|
4.7K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
590+ 0.97% |
$62.4K - $64.1K
|
61.6K
$6.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
582+ 4.58% |
$61.6K - $63.3K
|
13.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
573+ 16.63% |
$60.6K - $62.3K
|
4.02K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
572+ 1.11% |
$60.5K - $62.2K
|
52.2K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
569+ 0.87% |
$60.2K - $61.9K
|
65.7K
$6.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
552+ 2.73% |
$58.4K - $60K
|
20.8K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
537+ 6.28% |
$56.8K - $58.4K
|
9.08K
$964K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
534+ 1.68% |
$56.5K - $58K
|
32.3K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
533+ 15.89% |
$56.4K - $57.9K
|
3.89K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
526+ 11.19% |
$55.6K - $57.2K
|
5.23K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
524+ 31.83% |
$55.4K - $57K
|
2.17K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
521+ 1.12% |
$55.1K - $56.6K
|
46.9K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
518+ 0.61% |
$54.8K - $56.3K
|
85.4K
$9.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
509+ 8.53% |
$53.8K - $55.3K
|
6.48K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
500+ 3.23% |
$52.9K - $54.4K
|
16K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
499+ 4.15% |
$52.8K - $54.2K
|
12.5K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
495+ 0.75% |
$52.4K - $53.8K
|
66.9K
$7.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
486+ 9.82% |
$51.4K - $52.8K
|
5.43K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
483+ 17.13% |
$51.1K - $52.5K
|
3.3K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
470+ 1.19% |
$49.7K - $51.1K
|
40K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
465+ 2.05% |
$49.2K - $50.5K
|
23.2K
$2.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
461+ 5.17% |
$48.8K - $50.1K
|
9.37K
$995K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
452+ 5.91% |
$47.8K - $49.1K
|
8.1K
$860K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
445+ 1.49% |
$47.1K - $48.4K
|
30.2K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
438+ 2.04% |
$46.3K - $47.6K
|
21.9K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
423+ 10575.0% |
$44.7K - $46K
|
427
$45.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
420+ 3.1% |
$44.4K - $45.7K
|
14K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
410+ 5.15% |
$43.4K - $44.6K
|
8.38K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
398+ 15.91% |
$42.1K - $43.3K
|
2.9K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
395New |
$41.8K - $42.9K
|
395
$41.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
386+ 3.5% |
$40.8K - $42K
|
11.4K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
385+ 0.18% |
$40.7K - $41.8K
|
220K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
376+ 274.45% |
$39.8K - $40.9K
|
513
$54.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
375+ 9.97% |
$39.7K - $40.8K
|
4.14K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
374+ 6.62% |
$39.6K - $40.7K
|
6.02K
$639K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
371+ 1.16% |
$39.2K - $40.3K
|
32.3K
$3.43M
|