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 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.15% |
$317 - $326
|
265
$28.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$317 - $326
|
253
$27K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 1.82% |
$212 - $217
|
112
$12K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$106 - $109
|
1
$107
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
1+ 0.0% |
$106 - $109
|
23.1K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$106 - $109
|
552
$58.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.23% |
$106 - $109
|
443
$47.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$106 - $109
|
2.93K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.14% |
$106 - $109
|
734
$78.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$212 - $217
|
28.3K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 5.0% |
$212 - $217
|
38
$4.05K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.18% |
$212 - $217
|
1.13K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3- 0.14% |
$317 - $326
|
2.1K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3- 0.02% |
$317 - $326
|
13.5K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-5- 0.01% |
$529 - $544
|
43.4K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-6- 0.32% |
$635 - $652
|
1.9K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-7- 0.13% |
$740 - $761
|
5.56K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 0.22% |
$1.06K - $1.09K
|
4.5K
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 0.58% |
$1.59K - $1.63K
|
2.55K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-16Closed |
$1.69K - $1.74K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 0.54% |
$2.12K - $2.17K
|
3.69K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-23- 0.31% |
$2.43K - $2.5K
|
7.48K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 0.45% |
$2.54K - $2.61K
|
5.25K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-26- 0.74% |
$2.75K - $2.83K
|
3.48K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28- 1.43% |
$2.96K - $3.04K
|
1.93K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-32- 2.06% |
$3.38K - $3.48K
|
1.52K
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-40- 0.4% |
$4.23K - $4.35K
|
9.94K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-40- 1.78% |
$4.23K - $4.35K
|
2.21K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-40- 1.63% |
$4.23K - $4.35K
|
2.42K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-41- 2.09% |
$4.34K - $4.46K
|
1.92K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46- 8.98% |
$4.87K - $5K
|
466
$49.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-46- 0.39% |
$4.87K - $5K
|
11.7K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-50- 2.07% |
$5.29K - $5.44K
|
2.37K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-50- 0.67% |
$5.29K - $5.44K
|
7.46K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-52- 0.44% |
$5.5K - $5.65K
|
11.8K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-57- 0.72% |
$6.03K - $6.2K
|
7.9K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-57- 1.48% |
$6.03K - $6.2K
|
3.8K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-59- 0.16% |
$6.24K - $6.41K
|
38K
$4.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-60- 13.7% |
$6.35K - $6.52K
|
378
$40.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-68- 1.12% |
$7.19K - $7.39K
|
6K
$640K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 8.1% |
$7.83K - $8.04K
|
840
$89.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-79- 0.11% |
$8.36K - $8.59K
|
69.1K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-87- 1.46% |
$9.2K - $9.46K
|
5.88K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90- 1.51% |
$9.52K - $9.78K
|
5.86K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-90- 2.12% |
$9.52K - $9.78K
|
4.16K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-91- 2.1% |
$9.63K - $9.89K
|
4.25K
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-92- 1.1% |
$9.73K - $10K
|
8.25K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-92- 0.28% |
$9.73K - $10K
|
32.9K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-95- 4.1% |
$10K - $10.3K
|
2.22K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-95- 1.99% |
$10K - $10.3K
|
4.67K
$499K
|