Purchases and Sales Made in Q3 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
849+ 10.53% |
$90.1K - $92.3K
|
8.91K
$951K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
849+ 9.16% |
$90.1K - $92.3K
|
10.1K
$1.08M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
838+ 1.32% |
$88.9K - $91.1K
|
64.3K
$6.86M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
805+ 20.75% |
$85.4K - $87.5K
|
4.69K
$500K
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
800+ 32.32% |
$84.9K - $87K
|
3.28K
$349K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
799+ 40.97% |
$84.8K - $86.9K
|
2.75K
$293K
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
792+ 35.33% |
$84.1K - $86.1K
|
3.03K
$324K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
783+ 3.49% |
$83.1K - $85.1K
|
23.2K
$2.48M
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
780+ 4.05% |
$82.8K - $84.8K
|
20K
$2.14M
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
772+ 0.58% |
$81.9K - $83.9K
|
133K
$14.2M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
771+ 6.76% |
$81.8K - $83.8K
|
12.2K
$1.3M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
769+ 4.18% |
$81.6K - $83.6K
|
19.2K
$2.04M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
763+ 10.45% |
$81K - $82.9K
|
8.07K
$861K
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
754+ 17.24% |
$80K - $82K
|
5.13K
$547K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
750+ 59.62% |
$79.6K - $81.5K
|
2.01K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
744+ 36.96% |
$79K - $80.9K
|
2.76K
$294K
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
737+ 7.21% |
$78.2K - $80.1K
|
11K
$1.17M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
721New |
$76.5K - $78.4K
|
721
$76.9K
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
712+ 9.18% |
$75.6K - $77.4K
|
8.47K
$904K
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
708+ 5.9% |
$75.1K - $77K
|
12.7K
$1.36M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
707+ 2.32% |
$75K - $76.9K
|
31.2K
$3.33M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
705New |
$74.8K - $76.6K
|
705
$75.2K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 0.61% |
$74.3K - $76.1K
|
116K
$12.4M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
673+ 9.28% |
$71.4K - $73.2K
|
7.92K
$845K
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
664+ 7.18% |
$70.5K - $72.2K
|
9.91K
$1.06M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
658+ 4.14% |
$69.8K - $71.5K
|
16.5K
$1.77M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
626+ 31.44% |
$66.4K - $68K
|
2.62K
$279K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
622+ 15.25% |
$66K - $67.6K
|
4.7K
$502K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
622+ 15.28% |
$66K - $67.6K
|
4.69K
$501K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
609+ 23.88% |
$64.6K - $66.2K
|
3.16K
$337K
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
607+ 1.91% |
$64.4K - $66K
|
32.5K
$3.46M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
604New |
$64.1K - $65.7K
|
604
$64.5K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
602+ 1.03% |
$63.9K - $65.4K
|
59.2K
$6.32M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 75.0% |
$63.7K - $65.2K
|
1.4K
$149K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
583+ 4.69% |
$61.9K - $63.4K
|
13K
$1.39M
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
579+ 2.69% |
$61.4K - $62.9K
|
22.1K
$2.36M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
576+ 4.73% |
$61.1K - $62.6K
|
12.8K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
575+ 8.9% |
$61K - $62.5K
|
7.04K
$751K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
565+ 2.2% |
$60K - $61.4K
|
26.3K
$2.8M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
563+ 4.51% |
$59.8K - $61.2K
|
13.1K
$1.39M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
559+ 2.21% |
$59.3K - $60.8K
|
25.8K
$2.76M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
559+ 2.07% |
$59.3K - $60.8K
|
27.6K
$2.94M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
552+ 3.44% |
$58.6K - $60K
|
16.6K
$1.77M
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
545+ 10.62% |
$57.8K - $59.2K
|
5.68K
$606K
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
536+ 11.44% |
$56.9K - $58.3K
|
5.22K
$557K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
535+ 15.98% |
$56.8K - $58.2K
|
3.88K
$414K
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
535+ 1.84% |
$56.8K - $58.2K
|
29.6K
$3.16M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
534+ 23.0% |
$56.7K - $58K
|
2.86K
$305K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
530+ 14.31% |
$56.2K - $57.6K
|
4.23K
$452K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
530+ 2.96% |
$56.2K - $57.6K
|
18.4K
$1.97M
|