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
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.2K+ 96.04% |
$1.4M - $1.43M
|
26.9K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
13.2KNew |
$1.4M - $1.43M
|
13.2K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.1K+ 9.97% |
$1.39M - $1.42M
|
144K
$15.4M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
13K+ 424.56% |
$1.38M - $1.41M
|
16.1K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 5.95% |
$1.37M - $1.41M
|
230K
$24.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 1.25% |
$1.34M - $1.37M
|
1.02M
$109M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.5K+ 7.45% |
$1.33M - $1.36M
|
181K
$19.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
12.1K+ 8.07% |
$1.28M - $1.31M
|
161K
$17.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12K+ 8.71% |
$1.28M - $1.31M
|
150K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12K+ 25.02% |
$1.28M - $1.31M
|
60K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
12K+ 37.58% |
$1.28M - $1.31M
|
44K
$4.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.9K+ 6.29% |
$1.27M - $1.3M
|
202K
$21.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.8K+ 6.74% |
$1.26M - $1.29M
|
187K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
11.8KNew |
$1.25M - $1.28M
|
11.8K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
11.7KNew |
$1.24M - $1.27M
|
11.7K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11.7K+ 6.75% |
$1.24M - $1.27M
|
185K
$19.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.7K+ 4.03% |
$1.24M - $1.27M
|
301K
$32.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.3K+ 92.16% |
$1.2M - $1.22M
|
23.5K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.1K+ 5.55% |
$1.18M - $1.21M
|
212K
$22.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.8K+ 5.83% |
$1.15M - $1.18M
|
196K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.8KNew |
$1.14M - $1.17M
|
10.8K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6K+ 1.48% |
$1.13M - $1.15M
|
728K
$77.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
10.6KNew |
$1.12M - $1.15M
|
10.6K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$1.12M - $1.15M
|
10.6K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10.6K+ 12.48% |
$1.12M - $1.15M
|
95.1K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
10.4KNew |
$1.1M - $1.13M
|
10.4K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3K+ 8.19% |
$1.1M - $1.12M
|
137K
$14.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.3K+ 4.31% |
$1.1M - $1.12M
|
250K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10.1KNew |
$1.08M - $1.1M
|
10.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.98K+ 21.3% |
$1.06M - $1.09M
|
56.8K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
9.96K+ 31.51% |
$1.06M - $1.08M
|
41.5K
$4.43M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.92K+ 30.63% |
$1.05M - $1.08M
|
42.3K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
9.88KNew |
$1.05M - $1.07M
|
9.88K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.83K+ 17.76% |
$1.04M - $1.07M
|
65.2K
$6.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.77K+ 99.05% |
$1.04M - $1.06M
|
19.6K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.76K+ 2.73% |
$1.04M - $1.06M
|
367K
$39.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.74K+ 470.71% |
$1.03M - $1.06M
|
11.8K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.7K+ 3.27% |
$1.03M - $1.05M
|
306K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.68K+ 0.7% |
$1.03M - $1.05M
|
1.39M
$149M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.67K+ 16.59% |
$1.03M - $1.05M
|
68K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.45K+ 123.07% |
$1M - $1.03M
|
17.1K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
9.44KNew |
$1M - $1.03M
|
9.44K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
9.35K+ 49.62% |
$992K - $1.02M
|
28.2K
$3.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
9.32KNew |
$990K - $1.01M
|
9.32K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.23K+ 2.2% |
$980K - $1M
|
429K
$45.8M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
9.13K+ 10.36% |
$969K - $992K
|
97.2K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.04KNew |
$960K - $983K
|
9.04K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9K+ 25.83% |
$955K - $978K
|
43.8K
$4.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8.93K+ 3.65% |
$948K - $971K
|
254K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.81KNew |
$935K - $957K
|
8.81K
$940K
|