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
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.5KNew |
$3.97M - $4.08M
|
37.5K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
36.9K+ 39.04% |
$3.9M - $4.01M
|
131K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
36.5K+ 11.92% |
$3.86M - $3.96M
|
342K
$35.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
36.3K+ 17.88% |
$3.84M - $3.95M
|
239K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
36K+ 181.79% |
$3.81M - $3.92M
|
55.9K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
35.5KNew |
$3.76M - $3.86M
|
35.5K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
35.5KNew |
$3.75M - $3.86M
|
35.5K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
34.3K+ 8.0% |
$3.63M - $3.73M
|
463K
$48.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33.5K+ 94.28% |
$3.54M - $3.64M
|
69K
$7.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 64.96% |
$3.45M - $3.54M
|
82.7K
$8.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31.8K+ 663.48% |
$3.36M - $3.45M
|
36.5K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
31.4KNew |
$3.32M - $3.41M
|
31.4K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
31.1KNew |
$3.29M - $3.38M
|
31.1K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
30.8KNew |
$3.26M - $3.35M
|
30.8K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 6.58% |
$3.24M - $3.33M
|
496K
$51.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
30.5KNew |
$3.23M - $3.32M
|
30.5K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 20.76% |
$3.17M - $3.26M
|
174K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.6K+ 30.26% |
$3.13M - $3.22M
|
127K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29.5K+ 12.31% |
$3.12M - $3.21M
|
269K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
29.4K+ 192.58% |
$3.11M - $3.2M
|
44.7K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
28.1K+ 9.85% |
$2.97M - $3.06M
|
314K
$32.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
27.8KNew |
$2.94M - $3.02M
|
27.8K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.7K+ 27.73% |
$2.93M - $3.01M
|
127K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27.4KNew |
$2.9M - $2.98M
|
27.4K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.3K+ 3.74% |
$2.88M - $2.96M
|
756K
$78.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
27K+ 362.43% |
$2.85M - $2.93M
|
34.4K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$2.83M - $2.91M
|
26.8K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
25.6KNew |
$2.71M - $2.79M
|
25.6K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.6K+ 61.5% |
$2.71M - $2.78M
|
67.3K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
25.5KNew |
$2.7M - $2.78M
|
25.5K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
25.5K+ 63.38% |
$2.7M - $2.77M
|
65.8K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 9.84% |
$2.7M - $2.77M
|
284K
$29.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
25.1KNew |
$2.66M - $2.73M
|
25.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25K+ 80.16% |
$2.64M - $2.72M
|
56.2K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
24.4KNew |
$2.58M - $2.65M
|
24.4K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
24.1K+ 1023.91% |
$2.55M - $2.62M
|
26.4K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.8K+ 15.19% |
$2.52M - $2.59M
|
181K
$18.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23.5K+ 46.92% |
$2.49M - $2.56M
|
73.6K
$7.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
22.9K+ 64.25% |
$2.43M - $2.49M
|
58.6K
$6.09M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.8K+ 26.55% |
$2.41M - $2.48M
|
109K
$11.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22.6KNew |
$2.39M - $2.46M
|
22.6K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.7KNew |
$2.3M - $2.36M
|
21.7K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
21.6KNew |
$2.28M - $2.35M
|
21.6K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
21.5K+ 33.05% |
$2.27M - $2.34M
|
86.6K
$8.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.4K+ 10.4% |
$2.27M - $2.33M
|
228K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
21.4KNew |
$2.27M - $2.33M
|
21.4K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.3K+ 41.69% |
$2.26M - $2.32M
|
72.5K
$7.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$2.23M - $2.3M
|
21.1K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
20.8K+ 31.72% |
$2.19M - $2.26M
|
86.2K
$8.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
20.7KNew |
$2.19M - $2.25M
|
20.7K
$2.15M
|