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 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 1.26% |
$20.5K - $21.1K
|
15.2K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-196- 4.64% |
$20.7K - $21.3K
|
4.03K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-203- 1.09% |
$21.5K - $22.1K
|
18.4K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-208- 2.66% |
$22K - $22.6K
|
7.6K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-211- 4.2% |
$22.3K - $22.9K
|
4.82K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-217- 0.69% |
$23K - $23.6K
|
31.1K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-221- 2.31% |
$23.4K - $24K
|
9.36K
$993K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-225- 9.64% |
$23.8K - $24.5K
|
2.11K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-227- 0.26% |
$24K - $24.7K
|
88K
$9.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-229- 93.09% |
$24.2K - $24.9K
|
17
$1.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-230- 2.94% |
$24.3K - $25K
|
7.6K
$806K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-233- 5.84% |
$24.6K - $25.3K
|
3.76K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-235- 2.45% |
$24.9K - $25.5K
|
9.37K
$994K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-244- 8.96% |
$25.8K - $26.5K
|
2.48K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-245- 1.99% |
$25.9K - $26.6K
|
12.1K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-252- 13.01% |
$26.7K - $27.4K
|
1.69K
$179K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-260- 6.86% |
$27.5K - $28.3K
|
3.53K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-261- 0.34% |
$27.6K - $28.4K
|
75.7K
$8.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-266- 5.54% |
$28.1K - $28.9K
|
4.54K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-269- 0.6% |
$28.5K - $29.2K
|
44.4K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-279- 7.01% |
$29.5K - $30.3K
|
3.7K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-281- 36.83% |
$29.7K - $30.5K
|
482
$51.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-287- 1.5% |
$30.4K - $31.2K
|
18.8K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-287- 0.53% |
$30.4K - $31.2K
|
53.5K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-292- 1.18% |
$30.9K - $31.7K
|
24.5K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-300- 8.28% |
$31.7K - $32.6K
|
3.33K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 5.36% |
$31.7K - $32.6K
|
5.3K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-301- 6.68% |
$31.8K - $32.7K
|
4.2K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-301- 8.23% |
$31.8K - $32.7K
|
3.36K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-311- 1.87% |
$32.9K - $33.8K
|
16.3K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-313- 3.55% |
$33.1K - $34K
|
8.51K
$903K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-321- 5.97% |
$34K - $34.9K
|
5.06K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-325- 13.94% |
$34.4K - $35.3K
|
2.01K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-330- 2.36% |
$34.9K - $35.9K
|
13.7K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-330- 5.33% |
$34.9K - $35.9K
|
5.86K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-330- 4.51% |
$34.9K - $35.9K
|
6.98K
$741K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-334- 0.16% |
$35.3K - $36.3K
|
204K
$21.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-338- 8.91% |
$35.8K - $36.7K
|
3.46K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-357- 7.1% |
$37.8K - $38.8K
|
4.67K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-365- 5.43% |
$38.6K - $39.7K
|
6.36K
$675K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-365- 2.36% |
$38.6K - $39.7K
|
15.1K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-373- 1.42% |
$39.5K - $40.5K
|
25.9K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-379- 27.54% |
$40.1K - $41.2K
|
997
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-390- 0.46% |
$41.3K - $42.4K
|
84.9K
$9.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 2.09% |
$41.3K - $42.4K
|
18.3K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-415- 9.8% |
$43.9K - $45.1K
|
3.82K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-426- 10.63% |
$45.1K - $46.3K
|
3.58K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-428- 5.49% |
$45.3K - $46.5K
|
7.36K
$781K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-431- 5.33% |
$45.6K - $46.8K
|
7.66K
$813K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-433- 10.82% |
$45.8K - $47.1K
|
3.57K
$379K
|