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 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
306+ 2.75% |
$32.4K - $33.3K
|
11.4K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
300+ 3.62% |
$31.7K - $32.6K
|
8.58K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
299+ 3.29% |
$31.6K - $32.5K
|
9.38K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
299+ 7.32% |
$31.6K - $32.5K
|
4.39K
$468K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
295+ 10.14% |
$31.2K - $32.1K
|
3.21K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
294+ 5.56% |
$31.1K - $32K
|
5.58K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
281+ 124.34% |
$29.7K - $30.5K
|
507
$54.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
273+ 7.87% |
$28.9K - $29.7K
|
3.74K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
268+ 3.15% |
$28.3K - $29.1K
|
8.77K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
266+ 8.12% |
$28.1K - $28.9K
|
3.54K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
265+ 2.04% |
$28K - $28.8K
|
13.3K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
260New |
$27.5K - $28.3K
|
260
$27.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
257+ 1.64% |
$27.2K - $27.9K
|
15.9K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
250+ 0.42% |
$26.4K - $27.2K
|
59.9K
$6.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
248New |
$26.2K - $27K
|
248
$26.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
238+ 1.4% |
$25.2K - $25.9K
|
17.2K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
235+ 7.26% |
$24.9K - $25.5K
|
3.47K
$371K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
226+ 9.37% |
$23.9K - $24.6K
|
2.64K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
216+ 5.17% |
$22.8K - $23.5K
|
4.39K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
214+ 6.81% |
$22.6K - $23.3K
|
3.36K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
205+ 2.97% |
$21.7K - $22.3K
|
7.1K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 0.74% |
$21.1K - $21.6K
|
27K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
195+ 1.76% |
$20.6K - $21.2K
|
11.3K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
191+ 2.68% |
$20.2K - $20.8K
|
7.32K
$781K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
185+ 0.57% |
$19.6K - $20.1K
|
32.7K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
168+ 0.23% |
$17.8K - $18.3K
|
74.6K
$7.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
162+ 12.2% |
$17.1K - $17.6K
|
1.49K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
155+ 1.02% |
$16.4K - $16.8K
|
15.4K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 0.4% |
$15.9K - $16.3K
|
37.9K
$4.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
149+ 1.91% |
$15.8K - $16.2K
|
7.94K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
148+ 103.5% |
$15.7K - $16.1K
|
291
$31.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
132+ 1.05% |
$14K - $14.3K
|
12.8K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
131+ 0.85% |
$13.9K - $14.2K
|
15.5K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
127+ 0.47% |
$13.4K - $13.8K
|
27.2K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
118+ 1.68% |
$12.5K - $12.8K
|
7.16K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
101+ 4.54% |
$10.7K - $11K
|
2.33K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 6.34% |
$10.6K - $10.9K
|
1.68K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
97+ 5.12% |
$10.3K - $10.5K
|
1.99K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
94+ 3.1% |
$9.94K - $10.2K
|
3.12K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
93+ 4.4% |
$9.84K - $10.1K
|
2.21K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$9.63K - $9.89K
|
91
$9.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
79+ 0.88% |
$8.36K - $8.59K
|
9.02K
$963K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
75+ 1.79% |
$7.93K - $8.15K
|
4.27K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
66+ 0.75% |
$6.98K - $7.17K
|
8.89K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 21.65% |
$6.66K - $6.85K
|
354
$37.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
62+ 2.17% |
$6.56K - $6.74K
|
2.92K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
61+ 6.58% |
$6.45K - $6.63K
|
988
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
60+ 1.38% |
$6.35K - $6.52K
|
4.4K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 2.03% |
$6.14K - $6.3K
|
2.91K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
57+ 2.23% |
$6.03K - $6.2K
|
2.62K
$279K
|