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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79.4K+ 5.57% |
$8.43M - $8.63M
|
1.51M
$161M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
69.6KNew |
$7.39M - $7.57M
|
69.6K
$7.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
67K+ 0.92% |
$7.11M - $7.28M
|
7.37M
$786M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
65.9K+ 10.2% |
$6.99M - $7.16M
|
712K
$76M
|
|
|
Nov 13, 2024
Q3 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
65.1KNew |
$6.9M - $7.07M
|
65.1K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
62.7K+ 79.64% |
$6.66M - $6.82M
|
142K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.5K+ 176.55% |
$6.63M - $6.79M
|
97.8K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
58.2K+ 27.8% |
$6.18M - $6.33M
|
268K
$28.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
56.2K+ 116.24% |
$5.96M - $6.11M
|
105K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
51.9KNew |
$5.5M - $5.64M
|
51.9K
$5.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
51.5K+ 12.61% |
$5.47M - $5.6M
|
460K
$49.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
50.7K+ 128.11% |
$5.38M - $5.51M
|
90.2K
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.6K+ 5.22% |
$5.15M - $5.28M
|
979K
$104M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
47.6K+ 56.77% |
$5.05M - $5.17M
|
131K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
45.1K+ 41.39% |
$4.79M - $4.91M
|
154K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
43.9K+ 6.51% |
$4.66M - $4.77M
|
718K
$76.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.8K+ 13.32% |
$4.55M - $4.66M
|
365K
$38.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
42.6KNew |
$4.52M - $4.63M
|
42.6K
$4.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
42.3K+ 9.55% |
$4.49M - $4.6M
|
485K
$51.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.6K+ 68.28% |
$4.2M - $4.3M
|
97.5K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
38.7K+ 261.6% |
$4.1M - $4.2M
|
53.4K
$5.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.4K+ 361.18% |
$4.08M - $4.17M
|
49K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.9K+ 2.27% |
$4.02M - $4.12M
|
1.71M
$182M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35.4K+ 29.14% |
$3.76M - $3.85M
|
157K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34KNew |
$3.61M - $3.7M
|
34K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
32.9KNew |
$3.49M - $3.58M
|
32.9K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
32.5K+ 21.1% |
$3.45M - $3.53M
|
187K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.2K+ 11.91% |
$3.42M - $3.5M
|
303K
$32.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.1K+ 3.53% |
$3.41M - $3.49M
|
940K
$100M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32K+ 4.11% |
$3.39M - $3.47M
|
810K
$86.5M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
32KNew |
$3.39M - $3.47M
|
32K
$3.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 7.25% |
$3.34M - $3.42M
|
465K
$49.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
30.6K+ 17.86% |
$3.25M - $3.33M
|
202K
$21.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
30.4K+ 11.05% |
$3.23M - $3.31M
|
306K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30KNew |
$3.18M - $3.26M
|
30K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30K+ 230.6% |
$3.18M - $3.26M
|
42.9K
$4.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.9K+ 12.93% |
$3.18M - $3.25M
|
261K
$27.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
29.2KNew |
$3.1M - $3.18M
|
29.2K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.7K+ 36.6% |
$2.94M - $3.02M
|
104K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.5K+ 57.6% |
$2.92M - $2.99M
|
75.3K
$8.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
27.5K+ 14.65% |
$2.91M - $2.98M
|
215K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27.1K+ 663.06% |
$2.87M - $2.94M
|
31.2K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.9K+ 10.78% |
$2.85M - $2.92M
|
276K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26.8K+ 4.69% |
$2.84M - $2.91M
|
598K
$63.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26.6K+ 28.77% |
$2.82M - $2.89M
|
119K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$2.75M - $2.82M
|
25.9K
$2.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25.6K+ 11.29% |
$2.71M - $2.78M
|
252K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
25.2K+ 139.85% |
$2.67M - $2.74M
|
43.2K
$4.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
24.9K+ 32.95% |
$2.65M - $2.71M
|
101K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.8K+ 10.11% |
$2.52M - $2.58M
|
259K
$27.6M
|