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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-58- 1.58% |
$6.16K - $6.3K
|
3.6K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-61- 0.67% |
$6.47K - $6.63K
|
9.08K
$969K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-62- 2.12% |
$6.58K - $6.74K
|
2.86K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-64- 0.73% |
$6.79K - $6.96K
|
8.71K
$929K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-70- 2.66% |
$7.43K - $7.61K
|
2.56K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 7.8% |
$7.43K - $7.61K
|
828
$88.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-76- 1.45% |
$8.07K - $8.26K
|
5.16K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-76- 0.82% |
$8.07K - $8.26K
|
9.21K
$983K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-79- 2.2% |
$8.38K - $8.59K
|
3.5K
$374K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-82- 2.07% |
$8.7K - $8.91K
|
3.89K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-82- 1.33% |
$8.7K - $8.91K
|
6.08K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-86- 1.65% |
$9.13K - $9.35K
|
5.13K
$547K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-87- 1.7% |
$9.23K - $9.46K
|
5.03K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-88- 1.04% |
$9.34K - $9.57K
|
8.36K
$892K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-88- 1.87% |
$9.34K - $9.57K
|
4.61K
$492K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-90- 3.46% |
$9.55K - $9.78K
|
2.51K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-92- 3.82% |
$9.76K - $10K
|
2.32K
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-93- 3.87% |
$9.87K - $10.1K
|
2.31K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-96- 2.33% |
$10.2K - $10.4K
|
4.03K
$430K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-97- 1.6% |
$10.3K - $10.5K
|
5.95K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-99- 0.74% |
$10.5K - $10.8K
|
13.2K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-100- 3.62% |
$10.6K - $10.9K
|
2.67K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-100- 0.99% |
$10.6K - $10.9K
|
9.98K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-103- 0.3% |
$10.9K - $11.2K
|
34.2K
$3.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-105- 0.37% |
$11.1K - $11.4K
|
27.9K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-107- 2.6% |
$11.4K - $11.6K
|
4.01K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-111- 3.97% |
$11.8K - $12.1K
|
2.68K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-113- 2.94% |
$12K - $12.3K
|
3.74K
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-119- 0.76% |
$12.6K - $12.9K
|
15.5K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-121- 19.93% |
$12.8K - $13.2K
|
486
$51.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-125- 5.11% |
$13.3K - $13.6K
|
2.32K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-125- 2.6% |
$13.3K - $13.6K
|
4.69K
$500K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-126- 8.67% |
$13.4K - $13.7K
|
1.33K
$142K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-129- 2.43% |
$13.7K - $14K
|
5.19K
$554K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-130- 1.7% |
$13.8K - $14.1K
|
7.51K
$801K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-133- 4.86% |
$14.1K - $14.5K
|
2.6K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-134- 4.32% |
$14.2K - $14.6K
|
2.97K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-135- 6.28% |
$14.3K - $14.7K
|
2.02K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-137- 5.22% |
$14.5K - $14.9K
|
2.49K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-145- 0.57% |
$15.4K - $15.8K
|
25.2K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-150- 0.81% |
$15.9K - $16.3K
|
18.4K
$1.97M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-150- 0.66% |
$15.9K - $16.3K
|
22.6K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-163- 0.96% |
$17.3K - $17.7K
|
16.8K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-164- 0.11% |
$17.4K - $17.8K
|
153K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-168- 0.75% |
$17.8K - $18.3K
|
22.3K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-173- 0.08% |
$18.4K - $18.8K
|
213K
$22.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-173- 1.46% |
$18.4K - $18.8K
|
11.7K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-183- 3.9% |
$19.4K - $19.9K
|
4.51K
$481K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-187- 3.48% |
$19.8K - $20.3K
|
5.18K
$553K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-190- 5.72% |
$20.2K - $20.7K
|
3.13K
$334K
|