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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-881- 14.37% |
$93.2K - $95.8K
|
5.25K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-897- 4.68% |
$94.9K - $97.5K
|
18.3K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-917- 1.27% |
$97K - $99.7K
|
71.2K
$7.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-934- 11.68% |
$98.8K - $102K
|
7.06K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-953- 9.2% |
$101K - $104K
|
9.41K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-958- 26.3% |
$101K - $104K
|
2.68K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-969- 10.67% |
$103K - $105K
|
8.11K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-974- 2.02% |
$103K - $106K
|
47.1K
$5.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-978- 1.83% |
$103K - $106K
|
52.5K
$5.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-979- 16.42% |
$104K - $106K
|
4.99K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-997- 6.19% |
$105K - $108K
|
15.1K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1K- 15.16% |
$106K - $109K
|
5.6K
$598K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1K- 17.8% |
$106K - $109K
|
4.64K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.01K- 2.84% |
$107K - $110K
|
34.5K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.01K- 2.05% |
$107K - $110K
|
48.2K
$5.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.02K- 9.42% |
$107K - $110K
|
9.76K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 25.18% |
$109K - $112K
|
3.07K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.04K- 12.42% |
$110K - $113K
|
7.32K
$781K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.06K- 1.72% |
$112K - $115K
|
60.5K
$6.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.07K- 62.82% |
$113K - $116K
|
632
$67.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.12K- 0.73% |
$118K - $121K
|
153K
$16.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.16K- 3.15% |
$123K - $126K
|
35.6K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.17K- 2.08% |
$124K - $127K
|
54.9K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.19K- 14.48% |
$125K - $129K
|
7K
$747K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.19K- 3.0% |
$126K - $130K
|
38.6K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 9.33% |
$129K - $133K
|
11.9K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.27K- 17.6% |
$134K - $138K
|
5.94K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.29K- 92.8% |
$136K - $140K
|
100
$10.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.31K- 23.48% |
$139K - $143K
|
4.27K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.31K- 4.69% |
$139K - $143K
|
26.6K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.32K- 11.48% |
$139K - $143K
|
10.1K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.35K- 14.05% |
$142K - $146K
|
8.23K
$878K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.36K- 9.44% |
$144K - $148K
|
13.1K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.37K- 1.71% |
$145K - $149K
|
78.8K
$8.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.39K- 6.17% |
$147K - $152K
|
21.2K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.4K- 12.07% |
$148K - $152K
|
10.2K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.44K- 15.27% |
$152K - $156K
|
7.96K
$850K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.44K- 7.27% |
$152K - $156K
|
18.3K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.46K- 0.72% |
$154K - $158K
|
200K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.48K- 41.28% |
$156K - $160K
|
2.1K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.5K- 0.51% |
$158K - $163K
|
290K
$30.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.51K- 21.12% |
$160K - $164K
|
5.63K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.54K- 34.12% |
$163K - $168K
|
2.98K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.6K- 23.37% |
$169K - $173K
|
5.23K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.64K- 9.39% |
$173K - $178K
|
15.8K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 37.69% |
$175K - $180K
|
2.74K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.66K- 2.44% |
$176K - $181K
|
66.4K
$7.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.68K- 47.35% |
$177K - $182K
|
1.87K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 1.74% |
$187K - $192K
|
99.8K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.82K- 4.87% |
$192K - $198K
|
35.5K
$3.78M
|