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
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 20.66% |
$670K - $689K
|
37K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.18K+ 68.07% |
$653K - $671K
|
15.2K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
6.16K+ 3.36% |
$652K - $670K
|
190K
$19.7M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
6.13KNew |
$648K - $666K
|
6.13K
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
6.1K+ 5.93% |
$645K - $663K
|
109K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.98K+ 50.35% |
$632K - $650K
|
17.9K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.96K+ 4.24% |
$630K - $648K
|
146K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.95K+ 3.19% |
$630K - $647K
|
193K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5.93KNew |
$627K - $644K
|
5.93K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.9KNew |
$624K - $641K
|
5.9K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.84K+ 4.75% |
$618K - $635K
|
129K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.82K+ 33.38% |
$615K - $632K
|
23.2K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.77K+ 107.65% |
$610K - $627K
|
11.1K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.72K+ 1.94% |
$605K - $622K
|
301K
$31.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.7K+ 3.53% |
$603K - $620K
|
167K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.7K+ 2.28% |
$603K - $619K
|
256K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.69K+ 4.49% |
$601K - $618K
|
132K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.65K+ 6.5% |
$598K - $614K
|
92.6K
$9.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.62K+ 2.95% |
$595K - $611K
|
196K
$20.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.6K+ 63.16% |
$593K - $609K
|
14.5K
$1.5M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.6KNew |
$593K - $609K
|
5.6K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.6K+ 128.06% |
$592K - $609K
|
9.97K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.59K+ 11.41% |
$592K - $608K
|
54.6K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.57K+ 275.83% |
$589K - $605K
|
7.59K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.52K+ 55.9% |
$584K - $600K
|
15.4K
$1.6M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.52KNew |
$584K - $600K
|
5.52K
$573K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
5.45KNew |
$576K - $592K
|
5.45K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.43K+ 12.63% |
$574K - $590K
|
48.4K
$5.03M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
5.43KNew |
$574K - $590K
|
5.43K
$564K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.42K+ 30.01% |
$574K - $590K
|
23.5K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.42K+ 23.66% |
$573K - $589K
|
28.3K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.42KNew |
$573K - $589K
|
5.42K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.42K+ 32.99% |
$573K - $589K
|
21.8K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5.38K+ 12.29% |
$570K - $585K
|
49.2K
$5.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.38KNew |
$569K - $584K
|
5.38K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.33K+ 160.6% |
$564K - $580K
|
8.65K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.3K+ 15.41% |
$561K - $577K
|
39.7K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.28K+ 8.06% |
$558K - $574K
|
70.8K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 15.05% |
$556K - $572K
|
40.2K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.23K+ 9.65% |
$554K - $569K
|
59.5K
$6.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.22K+ 3.01% |
$552K - $567K
|
179K
$18.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.18K+ 16.58% |
$548K - $563K
|
36.4K
$3.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$546K - $561K
|
5.16K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.14K+ 212.36% |
$543K - $558K
|
7.56K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.09KNew |
$539K - $554K
|
5.09K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.07KNew |
$536K - $551K
|
5.07K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 6.38% |
$530K - $544K
|
83.4K
$8.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
5KNew |
$529K - $543K
|
5K
$519K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.99K+ 9.38% |
$527K - $542K
|
58.2K
$6.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.93K+ 11.49% |
$521K - $536K
|
47.8K
$4.96M
|