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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.45K- 13.43% |
$365K - $375K
|
22.3K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.54K- 6.3% |
$375K - $385K
|
52.7K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.6K- 41.98% |
$380K - $391K
|
4.97K
$530K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.61K- 9.34% |
$382K - $392K
|
35K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.62K- 61.52% |
$383K - $393K
|
2.26K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.73K- 7.96% |
$395K - $406K
|
43.1K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.78K- 18.87% |
$400K - $411K
|
16.3K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.97K- 24.46% |
$420K - $431K
|
12.2K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.03K- 48.34% |
$426K - $438K
|
4.31K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.04K- 9.18% |
$427K - $439K
|
40K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.04K- 13.24% |
$428K - $440K
|
26.5K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-4.09K- 27.48% |
$433K - $445K
|
10.8K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.14K- 4.5% |
$438K - $450K
|
87.7K
$9.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 3.1% |
$443K - $456K
|
131K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-4.3K- 8.01% |
$455K - $468K
|
49.4K
$5.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-4.33K- 7.33% |
$457K - $470K
|
54.7K
$5.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.36K- 37.3% |
$461K - $474K
|
7.33K
$782K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.5K- 2.43% |
$476K - $489K
|
180K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-4.52K- 7.68% |
$478K - $492K
|
54.4K
$5.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.75K- 62.76% |
$502K - $516K
|
2.82K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.76K- 5.48% |
$504K - $518K
|
82.2K
$8.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.77K- 2.41% |
$505K - $519K
|
193K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.83K- 7.52% |
$510K - $524K
|
59.3K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.83K- 1.69% |
$511K - $525K
|
282K
$30.1M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4.85K- 4.83% |
$513K - $527K
|
95.6K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.88K- 40.09% |
$517K - $531K
|
7.3K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.95K- 11.41% |
$524K - $538K
|
38.4K
$4.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-4.97K- 3.08% |
$526K - $540K
|
156K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5K- 29.65% |
$529K - $544K
|
11.9K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.02K- 14.53% |
$531K - $545K
|
29.5K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-5.07K- 12.34% |
$537K - $552K
|
36K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.08K- 16.45% |
$538K - $552K
|
25.8K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.13K- 15.21% |
$543K - $558K
|
28.6K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.17K- 39.7% |
$547K - $562K
|
7.86K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.26K- 20.4% |
$557K - $572K
|
20.5K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.49K- 27.42% |
$581K - $597K
|
14.5K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.53K- 21.52% |
$585K - $601K
|
20.2K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.61K- 83.68% |
$594K - $610K
|
1.1K
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.71K- 4.18% |
$604K - $621K
|
131K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-5.74K- 8.29% |
$607K - $623K
|
63.4K
$6.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.8K- 9.7% |
$614K - $631K
|
54K
$5.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.89K- 1.86% |
$623K - $640K
|
311K
$33.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.99K- 50.7% |
$633K - $651K
|
5.82K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.99K- 28.13% |
$634K - $651K
|
15.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.2K- 99.9% |
$656K - $674K
|
6
$640
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 0.7% |
$659K - $677K
|
880K
$93.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.5K- 24.75% |
$688K - $707K
|
19.8K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.74K- 3.26% |
$712K - $732K
|
200K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-6.9K- 22.77% |
$730K - $750K
|
23.4K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-7.11K- 9.72% |
$752K - $773K
|
66K
$7.04M
|