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 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.18K- 10.05% |
$759K - $780K
|
64.2K
$6.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.18K- 2.38% |
$760K - $781K
|
294K
$31.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-7.2K- 11.84% |
$762K - $783K
|
53.6K
$5.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.57K- 76.68% |
$801K - $823K
|
2.3K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7.83K- 5.21% |
$828K - $851K
|
142K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.85K- 17.59% |
$830K - $853K
|
36.7K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7.85K- 18.44% |
$830K - $853K
|
34.7K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-8.78K- 36.91% |
$929K - $954K
|
15K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-9.22K- 29.59% |
$976K - $1M
|
21.9K
$2.34M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.52K- 47.55% |
$1.01M - $1.03M
|
10.5K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.91K- 1.98% |
$1.05M - $1.08M
|
491K
$52.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.1K- 10.34% |
$1.06M - $1.09M
|
87.3K
$9.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.2K- 8.42% |
$1.29M - $1.33M
|
133K
$14.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.8K- 81.17% |
$1.35M - $1.39M
|
2.96K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.1K- 2.2% |
$1.39M - $1.43M
|
585K
$62.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-13.5K- 12.17% |
$1.42M - $1.46M
|
97.1K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14.5K- 5.8% |
$1.53M - $1.57M
|
235K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.4K- 18.48% |
$1.63M - $1.68M
|
68K
$7.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-19.8K- 3.02% |
$2.09M - $2.15M
|
634K
$67.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-21.2K- 11.29% |
$2.24M - $2.3M
|
167K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22K- 5.99% |
$2.33M - $2.39M
|
345K
$36.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-23.3K- 11.56% |
$2.47M - $2.54M
|
179K
$19.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-25.7K- 75.7% |
$2.72M - $2.79M
|
8.25K
$880K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-25.9K- 0.97% |
$2.74M - $2.81M
|
2.64M
$282M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-26.7K- 49.94% |
$2.82M - $2.9M
|
26.8K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 0.39% |
$3M - $3.08M
|
7.34M
$783M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-28.9K- 46.81% |
$3.06M - $3.14M
|
32.8K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-30.1K- 39.93% |
$3.18M - $3.27M
|
45.2K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-30.5K- 14.3% |
$3.22M - $3.31M
|
183K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-35.9K- 9.59% |
$3.8M - $3.91M
|
339K
$36.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-37.5K- 9.95% |
$3.96M - $4.07M
|
339K
$36.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-42.6K- 3.44% |
$4.51M - $4.63M
|
1.2M
$128M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46K- 28.82% |
$4.86M - $5M
|
114K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-47K- 45.0% |
$4.98M - $5.11M
|
57.5K
$6.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-50K- 22.91% |
$5.29M - $5.44M
|
168K
$18M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60.6K- 65.28% |
$6.41M - $6.58M
|
32.2K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-62.4K- 82.73% |
$6.6M - $6.78M
|
13K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-84K- 5.01% |
$8.88M - $9.13M
|
1.59M
$170M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-109K- 13.73% |
$11.5M - $11.8M
|
684K
$72.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-154K- 63.05% |
$16.3M - $16.7M
|
90.2K
$9.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-160K- 27.42% |
$16.9M - $17.4M
|
424K
$45.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-206K- 47.74% |
$21.8M - $22.4M
|
226K
$24.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-306K- 8.34% |
$32.4M - $33.3M
|
3.37M
$359M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.28M- 18.7% |
$136M - $139M
|
5.57M
$595M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.74M- 99.99% |
$1.03B - $1.06B
|
1.2K
$128K
|