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
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
8.96K+ 5.64% |
$947K - $974K
|
168K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
8.86KNew |
$938K - $964K
|
8.86K
$921K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
8.8KNew |
$930K - $956K
|
8.8K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.72KNew |
$922K - $947K
|
8.72K
$905K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.67K+ 2.76% |
$917K - $942K
|
323K
$33.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
8.62K+ 11.74% |
$912K - $937K
|
82.1K
$8.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
8.6K+ 10.74% |
$910K - $935K
|
88.7K
$9.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.53KNew |
$903K - $927K
|
8.53K
$886K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
8.51KNew |
$900K - $925K
|
8.51K
$884K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
8.42KNew |
$890K - $915K
|
8.42K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.4K+ 172.47% |
$889K - $913K
|
13.3K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
8.33K+ 6.34% |
$881K - $906K
|
140K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.33K+ 3.47% |
$881K - $905K
|
248K
$25.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.31K+ 68.09% |
$879K - $903K
|
20.5K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.3KNew |
$878K - $902K
|
8.3K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
8.27KNew |
$875K - $899K
|
8.27K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
8.26KNew |
$874K - $898K
|
8.26K
$858K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
8.2KNew |
$867K - $891K
|
8.2K
$852K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.07K+ 23.92% |
$854K - $878K
|
41.8K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.05K+ 9.23% |
$852K - $875K
|
95.3K
$9.9M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.03KNew |
$849K - $873K
|
8.03K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.98K+ 4.37% |
$844K - $867K
|
191K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.92K+ 10.46% |
$838K - $861K
|
83.7K
$8.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7.87K+ 26.13% |
$832K - $855K
|
38K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.77K+ 21.23% |
$822K - $845K
|
44.4K
$4.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.72K+ 14.83% |
$817K - $839K
|
59.8K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
7.6KNew |
$804K - $826K
|
7.6K
$789K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.58K+ 1.32% |
$802K - $824K
|
583K
$60.5M
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
BUY
|
- |
7.52K+ 46.82% |
$796K - $818K
|
23.6K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.41KNew |
$784K - $805K
|
7.41K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.41K+ 17.76% |
$784K - $805K
|
49.1K
$5.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.41K+ 4.27% |
$783K - $805K
|
181K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.31K+ 2.0% |
$773K - $795K
|
372K
$38.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.23K+ 7.27% |
$765K - $786K
|
107K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.22K+ 4.18% |
$764K - $785K
|
180K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.18K+ 3.82% |
$760K - $780K
|
195K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.16K+ 32.43% |
$757K - $778K
|
29.2K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.07K+ 5.95% |
$748K - $769K
|
126K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.99K+ 297.78% |
$739K - $760K
|
9.34K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.94K+ 36.57% |
$734K - $754K
|
25.9K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.86K+ 7.06% |
$726K - $746K
|
104K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.83KNew |
$722K - $742K
|
6.83K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.72K+ 3.68% |
$711K - $731K
|
189K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.53K+ 5.68% |
$691K - $710K
|
121K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
6.5KNew |
$687K - $706K
|
6.5K
$675K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.47K+ 15.57% |
$684K - $703K
|
48K
$4.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.44K+ 22.79% |
$681K - $700K
|
34.7K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.43K+ 5.21% |
$680K - $699K
|
130K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.39K+ 19.01% |
$676K - $695K
|
40K
$4.15M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
6.38KNew |
$675K - $694K
|
6.38K
$663K
|