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 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14.5K- 5.8% |
$1.53M - $1.57M
|
235K
$25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.4K- 18.48% |
$1.63M - $1.68M
|
68K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.5K- 5.11% |
$1.85M - $1.91M
|
325K
$34.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-19.7K- 17.43% |
$2.08M - $2.14M
|
93.2K
$9.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.8K- 3.02% |
$2.09M - $2.15M
|
634K
$67.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-21.2K- 11.29% |
$2.24M - $2.3M
|
167K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22K- 5.99% |
$2.33M - $2.39M
|
345K
$36.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-23.3K- 11.56% |
$2.47M - $2.54M
|
179K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-25.7K- 75.7% |
$2.72M - $2.79M
|
8.25K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-25.9K- 0.97% |
$2.74M - $2.81M
|
2.64M
$280M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-26.7K- 49.94% |
$2.82M - $2.9M
|
26.8K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 0.39% |
$3M - $3.08M
|
7.34M
$779M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28.4K- 99.74% |
$3.01M - $3.09M
|
75
$7.96K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-28.9K- 46.81% |
$3.06M - $3.14M
|
32.8K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-30.1K- 39.93% |
$3.18M - $3.27M
|
45.2K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-30.5K- 14.3% |
$3.22M - $3.31M
|
183K
$19.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-35.9K- 9.59% |
$3.8M - $3.91M
|
339K
$36M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-37.5K- 9.95% |
$3.96M - $4.07M
|
339K
$36M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-42.6K- 3.44% |
$4.51M - $4.63M
|
1.2M
$127M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46K- 28.82% |
$4.86M - $5M
|
114K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-47K- 45.0% |
$4.98M - $5.11M
|
57.5K
$6.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-50K- 22.91% |
$5.29M - $5.44M
|
168K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56.4K- 18.4% |
$5.97M - $6.13M
|
250K
$26.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60.6K- 65.28% |
$6.41M - $6.58M
|
32.2K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-62.4K- 82.73% |
$6.6M - $6.78M
|
13K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-75.2K- 29.97% |
$7.95M - $8.17M
|
176K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-79.1K- 6.61% |
$8.37M - $8.6M
|
1.12M
$119M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-83.3K- 10.81% |
$8.81M - $9.05M
|
687K
$73M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-84K- 5.01% |
$8.88M - $9.13M
|
1.59M
$169M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-86.7K- 1.75% |
$9.18M - $9.43M
|
4.88M
$518M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-98.6K- 37.9% |
$10.4M - $10.7M
|
162K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-109K- 13.73% |
$11.5M - $11.8M
|
684K
$72.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-110K- 7.99% |
$11.7M - $12M
|
1.27M
$135M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-154K- 63.05% |
$16.3M - $16.7M
|
90.2K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-160K- 27.42% |
$16.9M - $17.4M
|
424K
$45M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-163K- 90.33% |
$17.3M - $17.8M
|
17.5K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-206K- 67.93% |
$21.7M - $22.3M
|
97K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-206K- 47.74% |
$21.8M - $22.4M
|
226K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-255K- 49.4% |
$27M - $27.8M
|
262K
$27.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-290K- 96.53% |
$30.7M - $31.5M
|
10.4K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-306K- 8.34% |
$32.4M - $33.3M
|
3.37M
$357M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-470K- 8.87% |
$49.7M - $51.1M
|
4.83M
$513M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.28M- 18.7% |
$136M - $139M
|
5.57M
$592M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.64M- 99.06% |
$385M - $396M
|
34.5K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.74M- 99.99% |
$1.03B - $1.06B
|
1.2K
$127K
|