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
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
13KNew |
$1.38M - $1.41M
|
13K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13K+ 13.65% |
$1.37M - $1.41M
|
108K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
12.8KNew |
$1.35M - $1.39M
|
12.8K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
12.7KNew |
$1.34M - $1.38M
|
12.7K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
12.6KNew |
$1.33M - $1.37M
|
12.6K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 21.38% |
$1.32M - $1.36M
|
71.1K
$7.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.5K+ 6.68% |
$1.32M - $1.36M
|
200K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12.3K+ 528.6% |
$1.3M - $1.34M
|
14.6K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.3K+ 18.37% |
$1.3M - $1.33M
|
79K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.2K+ 5.69% |
$1.29M - $1.33M
|
227K
$23.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12K+ 10.69% |
$1.27M - $1.3M
|
124K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.9K+ 13.17% |
$1.26M - $1.3M
|
102K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 86.86% |
$1.26M - $1.29M
|
25.6K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.9KNew |
$1.26M - $1.29M
|
11.9K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$1.24M - $1.28M
|
11.8K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.8K+ 19.38% |
$1.24M - $1.28M
|
72.5K
$7.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.7K+ 21.66% |
$1.24M - $1.27M
|
65.7K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.6K+ 3.38% |
$1.23M - $1.26M
|
355K
$36.9M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11.6K+ 544.25% |
$1.23M - $1.26M
|
13.7K
$1.42M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11.6KNew |
$1.22M - $1.26M
|
11.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
11.5K+ 6.26% |
$1.21M - $1.25M
|
195K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 9.92% |
$1.21M - $1.24M
|
126K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11.3K+ 21.38% |
$1.2M - $1.23M
|
64.3K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.3K+ 8.3% |
$1.2M - $1.23M
|
148K
$15.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
11.3K+ 10.73% |
$1.19M - $1.23M
|
117K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 4.82% |
$1.18M - $1.22M
|
243K
$25.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.1K+ 31.17% |
$1.17M - $1.2M
|
46.6K
$4.84M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
11KNew |
$1.16M - $1.19M
|
11K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11KNew |
$1.16M - $1.19M
|
11K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10.9K+ 90.57% |
$1.15M - $1.19M
|
22.9K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$1.13M - $1.16M
|
10.7K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.6K+ 73.36% |
$1.12M - $1.15M
|
25.1K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.6K+ 31.45% |
$1.12M - $1.15M
|
44.4K
$4.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.5K+ 14.18% |
$1.11M - $1.14M
|
84.3K
$8.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10.5KNew |
$1.11M - $1.14M
|
10.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.2K+ 11.29% |
$1.08M - $1.11M
|
101K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.2KNew |
$1.08M - $1.11M
|
10.2K
$1.06M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$1.08M - $1.11M
|
10.2K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$1.07M - $1.1M
|
10.2K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.2K+ 39.3% |
$1.07M - $1.1M
|
36K
$3.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.1K+ 14.92% |
$1.07M - $1.1M
|
78.1K
$8.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
10.1K+ 10.53% |
$1.07M - $1.1M
|
106K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10.1K+ 7.56% |
$1.06M - $1.09M
|
143K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.99KNew |
$1.06M - $1.09M
|
9.99K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.97K+ 35.06% |
$1.05M - $1.08M
|
38.4K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.81K+ 122.32% |
$1.04M - $1.07M
|
17.8K
$1.85M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9.46KNew |
$1M - $1.03M
|
9.46K
$983K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
9.38K+ 5.25% |
$992K - $1.02M
|
188K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9.36KNew |
$990K - $1.02M
|
9.36K
$972K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
9.21K+ 4.92% |
$974K - $1M
|
196K
$20.4M
|