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 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-99- 1.9% |
$10.5K - $10.8K
|
5.12K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-101- 3.41% |
$10.7K - $11K
|
2.87K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-108- 0.19% |
$11.4K - $11.7K
|
55.9K
$5.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-115- 3.83% |
$12.2K - $12.5K
|
2.89K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-118- 5.36% |
$12.5K - $12.8K
|
2.09K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-119- 1.29% |
$12.6K - $12.9K
|
9.1K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-138- 29.3% |
$14.6K - $15K
|
333
$35.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-145- 1.49% |
$15.3K - $15.8K
|
9.61K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-146- 5.44% |
$15.4K - $15.9K
|
2.54K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-150- 3.27% |
$15.9K - $16.3K
|
4.44K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-162- 6.29% |
$17.1K - $17.6K
|
2.42K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-162- 4.05% |
$17.1K - $17.6K
|
3.84K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-169- 2.32% |
$17.9K - $18.4K
|
7.11K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-174- 2.0% |
$18.4K - $18.9K
|
8.53K
$910K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-175- 8.14% |
$18.5K - $19K
|
1.98K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-179- 4.44% |
$18.9K - $19.5K
|
3.85K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-182- 4.03% |
$19.3K - $19.8K
|
4.33K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 1.26% |
$20.5K - $21.1K
|
15.2K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-196- 4.64% |
$20.7K - $21.3K
|
4.03K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-208- 2.66% |
$22K - $22.6K
|
7.6K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-217- 0.69% |
$23K - $23.6K
|
31.1K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-221- 2.31% |
$23.4K - $24K
|
9.36K
$999K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-225- 9.64% |
$23.8K - $24.5K
|
2.11K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-227- 0.26% |
$24K - $24.7K
|
88K
$9.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-229- 93.09% |
$24.2K - $24.9K
|
17
$1.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-233- 5.84% |
$24.6K - $25.3K
|
3.76K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-235- 2.45% |
$24.9K - $25.5K
|
9.37K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-244- 8.96% |
$25.8K - $26.5K
|
2.48K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-252- 13.01% |
$26.7K - $27.4K
|
1.69K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-260- 6.86% |
$27.5K - $28.3K
|
3.53K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-261- 0.34% |
$27.6K - $28.4K
|
75.7K
$8.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-266- 5.54% |
$28.1K - $28.9K
|
4.54K
$484K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-269- 0.6% |
$28.5K - $29.2K
|
44.4K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-279- 7.01% |
$29.5K - $30.3K
|
3.7K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-281- 36.83% |
$29.7K - $30.5K
|
482
$51.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-287- 0.53% |
$30.4K - $31.2K
|
53.5K
$5.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-287- 1.5% |
$30.4K - $31.2K
|
18.8K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-300- 8.28% |
$31.7K - $32.6K
|
3.33K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-301- 6.68% |
$31.8K - $32.7K
|
4.2K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-311- 1.87% |
$32.9K - $33.8K
|
16.3K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-313- 3.55% |
$33.1K - $34K
|
8.51K
$908K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-321- 5.97% |
$34K - $34.9K
|
5.06K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-325- 13.94% |
$34.4K - $35.3K
|
2.01K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-330- 5.33% |
$34.9K - $35.9K
|
5.86K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-330- 2.36% |
$34.9K - $35.9K
|
13.7K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-334- 0.16% |
$35.3K - $36.3K
|
204K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-338- 8.91% |
$35.8K - $36.7K
|
3.46K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-357- 7.1% |
$37.8K - $38.8K
|
4.67K
$498K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-365- 2.36% |
$38.6K - $39.7K
|
15.1K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-365- 5.43% |
$38.6K - $39.7K
|
6.36K
$679K
|