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
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
209+ 1.18% |
$22.1K - $22.7K
|
18K
$1.86M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
208+ 346.67% |
$22K - $22.6K
|
268
$27.8K
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
205+ 2.97% |
$21.7K - $22.3K
|
7.1K
$737K
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200+ 20.62% |
$21.2K - $21.7K
|
1.17K
$122K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 0.74% |
$21.1K - $21.6K
|
27K
$2.81M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
195+ 1.76% |
$20.6K - $21.2K
|
11.3K
$1.17M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
191+ 2.68% |
$20.2K - $20.8K
|
7.32K
$760K
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
185+ 0.57% |
$19.6K - $20.1K
|
32.7K
$3.39M
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
179+ 1.43% |
$18.9K - $19.5K
|
12.7K
$1.32M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
172New |
$18.2K - $18.7K
|
172
$17.9K
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
168+ 0.23% |
$17.8K - $18.3K
|
74.6K
$7.75M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
168+ 2.06% |
$17.8K - $18.3K
|
8.34K
$866K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
162+ 12.2% |
$17.1K - $17.6K
|
1.49K
$155K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
155+ 1.02% |
$16.4K - $16.8K
|
15.4K
$1.6M
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 0.4% |
$15.9K - $16.3K
|
37.9K
$3.94M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
149+ 1.91% |
$15.8K - $16.2K
|
7.94K
$824K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
148+ 103.5% |
$15.7K - $16.1K
|
291
$30.2K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
147+ 5.71% |
$15.5K - $16K
|
2.72K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
140+ 63.64% |
$14.8K - $15.2K
|
360
$37.4K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
132+ 1.05% |
$14K - $14.3K
|
12.8K
$1.32M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
131+ 0.85% |
$13.9K - $14.2K
|
15.5K
$1.61M
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
127+ 0.47% |
$13.4K - $13.8K
|
27.2K
$2.82M
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
118+ 1.68% |
$12.5K - $12.8K
|
7.16K
$743K
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
118+ 2.08% |
$12.5K - $12.8K
|
5.79K
$601K
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
114+ 2.54% |
$12.1K - $12.4K
|
4.61K
$478K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
101+ 4.54% |
$10.7K - $11K
|
2.33K
$242K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 6.34% |
$10.6K - $10.9K
|
1.68K
$174K
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
100New |
$10.6K - $10.9K
|
100
$10.4K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
97+ 5.12% |
$10.3K - $10.5K
|
1.99K
$207K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
97+ 0.59% |
$10.3K - $10.5K
|
16.6K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
95+ 2.58% |
$10K - $10.3K
|
3.78K
$392K
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
94+ 3.1% |
$9.94K - $10.2K
|
3.12K
$324K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
93+ 4.4% |
$9.84K - $10.1K
|
2.21K
$229K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$9.63K - $9.89K
|
91
$9.45K
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
83+ 1.98% |
$8.78K - $9.02K
|
4.27K
$444K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
79+ 0.88% |
$8.36K - $8.59K
|
9.02K
$937K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
75+ 1.79% |
$7.93K - $8.15K
|
4.27K
$443K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 0.57% |
$7.72K - $7.94K
|
12.8K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
73+ 0.62% |
$7.72K - $7.94K
|
11.9K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
66+ 0.75% |
$6.98K - $7.17K
|
8.89K
$923K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 21.65% |
$6.66K - $6.85K
|
354
$36.8K
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
62+ 2.17% |
$6.56K - $6.74K
|
2.92K
$303K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
61+ 6.58% |
$6.45K - $6.63K
|
988
$103K
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
60+ 1.38% |
$6.35K - $6.52K
|
4.4K
$457K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 2.03% |
$6.14K - $6.3K
|
2.91K
$303K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
57+ 1.65% |
$6.03K - $6.2K
|
3.5K
$364K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
57+ 2.23% |
$6.03K - $6.2K
|
2.62K
$272K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
54+ 0.92% |
$5.71K - $5.87K
|
5.92K
$615K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
53+ 0.14% |
$5.61K - $5.76K
|
38.4K
$3.99M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
52+ 0.98% |
$5.5K - $5.65K
|
5.38K
$559K
|