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 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.99KClosed |
$210K - $216K
|
0
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 29.06% |
$212K - $218K
|
4.89K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.02K- 17.16% |
$214K - $220K
|
9.77K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.06K- 2.35% |
$217K - $223K
|
85.3K
$9.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.08K- 7.59% |
$219K - $226K
|
25.3K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.1K- 2.76% |
$222K - $228K
|
73.8K
$7.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.14K- 12.26% |
$227K - $233K
|
15.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.14K- 8.51% |
$227K - $233K
|
23.1K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-2.22K- 2.88% |
$235K - $241K
|
74.7K
$7.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.22K- 8.93% |
$235K - $241K
|
22.7K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.23K- 9.98% |
$236K - $242K
|
20.1K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.24K- 12.83% |
$237K - $243K
|
15.2K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.28K- 40.76% |
$242K - $248K
|
3.32K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.29K- 15.53% |
$243K - $249K
|
12.5K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.3K- 20.56% |
$244K - $250K
|
8.89K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.31K- 12.11% |
$244K - $251K
|
16.7K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.31K- 23.05% |
$244K - $251K
|
7.7K
$818K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.38K- 30.07% |
$252K - $259K
|
5.54K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.44K- 14.49% |
$258K - $265K
|
14.4K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.44K- 9.7% |
$258K - $265K
|
22.7K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.46K- 12.67% |
$260K - $267K
|
17K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 26.84% |
$264K - $272K
|
6.82K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.52K- 1.24% |
$267K - $274K
|
200K
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.53K- 13.85% |
$267K - $275K
|
15.7K
$1.67M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.53K- 16.98% |
$267K - $275K
|
12.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.56K- 5.99% |
$270K - $278K
|
40.1K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.7K- 83.99% |
$285K - $293K
|
514
$54.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.02% |
$298K - $306K
|
90.3K
$9.59M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.95K- 29.99% |
$312K - $321K
|
6.88K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.06K- 10.28% |
$323K - $332K
|
26.7K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.12K- 11.08% |
$330K - $340K
|
25.1K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.13K- 44.26% |
$331K - $340K
|
3.95K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.18K- 26.56% |
$336K - $346K
|
8.8K
$933K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.26K- 8.73% |
$344K - $354K
|
34K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.42K- 17.56% |
$362K - $372K
|
16K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.42K- 17.28% |
$362K - $372K
|
16.4K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.45K- 13.43% |
$365K - $375K
|
22.3K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.54K- 6.3% |
$375K - $385K
|
52.7K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.6K- 41.98% |
$380K - $391K
|
4.97K
$528K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.61K- 9.34% |
$382K - $392K
|
35K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.62K- 61.52% |
$383K - $393K
|
2.26K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.69K- 40.84% |
$391K - $401K
|
5.35K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.73K- 7.96% |
$395K - $406K
|
43.1K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.78K- 18.87% |
$400K - $411K
|
16.3K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.87K- 17.55% |
$409K - $420K
|
18.2K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.97K- 24.46% |
$420K - $431K
|
12.2K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.03K- 48.34% |
$426K - $438K
|
4.31K
$457K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.04K- 9.18% |
$427K - $439K
|
40K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.04K- 13.24% |
$428K - $440K
|
26.5K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-4.09K- 27.48% |
$433K - $445K
|
10.8K
$1.15M
|