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
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-373- 1.42% |
$39.5K - $40.5K
|
25.9K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-379- 27.54% |
$40.1K - $41.2K
|
997
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-390- 0.46% |
$41.3K - $42.4K
|
84.9K
$9.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-390- 2.09% |
$41.3K - $42.4K
|
18.3K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-415- 9.8% |
$43.9K - $45.1K
|
3.82K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-426- 10.63% |
$45.1K - $46.3K
|
3.58K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-428- 5.49% |
$45.3K - $46.5K
|
7.36K
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-431- 5.33% |
$45.6K - $46.8K
|
7.66K
$817K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-433- 10.82% |
$45.8K - $47.1K
|
3.57K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-440- 2.2% |
$46.5K - $47.8K
|
19.6K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-446- 0.27% |
$47.2K - $48.5K
|
162K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-479- 3.44% |
$50.7K - $52.1K
|
13.5K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-499- 4.23% |
$52.8K - $54.2K
|
11.3K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 0.4% |
$52.9K - $54.4K
|
125K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-506- 2.34% |
$53.5K - $55K
|
21.1K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-507- 1.97% |
$53.6K - $55.1K
|
25.3K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-508- 1.9% |
$53.7K - $55.2K
|
26.2K
$2.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-512- 16.21% |
$54.2K - $55.7K
|
2.65K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-523- 1.4% |
$55.3K - $56.9K
|
36.7K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-548- 14.55% |
$58K - $59.6K
|
3.22K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-550- 3.15% |
$58.2K - $59.8K
|
16.9K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-598- 72.57% |
$63.3K - $65K
|
226
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-602- 8.92% |
$63.7K - $65.4K
|
6.15K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-603- 12.85% |
$63.8K - $65.5K
|
4.09K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-623- 15.2% |
$65.9K - $67.7K
|
3.48K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-631- 2.64% |
$66.7K - $68.6K
|
23.3K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-636- 5.25% |
$67.3K - $69.1K
|
11.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-638- 6.61% |
$67.5K - $69.4K
|
9.01K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-642- 1.06% |
$67.9K - $69.8K
|
60.2K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-655- 18.17% |
$69.3K - $71.2K
|
2.95K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-657- 4.37% |
$69.5K - $71.4K
|
14.4K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-690- 20.15% |
$73K - $75K
|
2.73K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-707- 9.99% |
$74.8K - $76.9K
|
6.37K
$679K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-711- 34.75% |
$75.2K - $77.3K
|
1.34K
$142K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-720- 6.63% |
$76.2K - $78.3K
|
10.1K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-727- 1.0% |
$76.9K - $79K
|
71.7K
$7.66M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-744- 7.7% |
$78.7K - $80.9K
|
8.92K
$951K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-759- 17.51% |
$80.3K - $82.5K
|
3.58K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-795- 3.42% |
$84.1K - $86.4K
|
22.4K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-796- 2.4% |
$84.2K - $86.5K
|
32.3K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-802- 3.89% |
$84.8K - $87.2K
|
19.8K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-811- 5.74% |
$85.8K - $88.2K
|
13.3K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-812- 9.76% |
$85.9K - $88.3K
|
7.51K
$801K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-815- 7.3% |
$86.2K - $88.6K
|
10.3K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-815- 10.14% |
$86.2K - $88.6K
|
7.23K
$771K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-815- 14.58% |
$86.2K - $88.6K
|
4.77K
$509K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-817- 8.26% |
$86.4K - $88.8K
|
9.07K
$968K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-836- 15.03% |
$88.4K - $90.9K
|
4.73K
$505K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-847- 16.34% |
$89.6K - $92.1K
|
4.34K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-862- 1.88% |
$91.2K - $93.7K
|
45.1K
$4.81M
|