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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-255K- 49.4% |
$27M - $27.8M
|
262K
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-290K- 96.53% |
$30.7M - $31.5M
|
10.4K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-306K- 8.34% |
$32.4M - $33.3M
|
3.37M
$350M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-362K- 21.61% |
$38.3M - $39.3M
|
1.31M
$137M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-470K- 8.87% |
$49.7M - $51.1M
|
4.83M
$503M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-661K- 82.65% |
$69.9M - $71.9M
|
139K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.28M- 18.7% |
$136M - $139M
|
5.57M
$580M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.64M- 99.06% |
$385M - $396M
|
34.5K
$3.59M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.86M- 98.4% |
$725M - $745M
|
111K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.74M- 99.99% |
$1.03B - $1.06B
|
1.2K
$125K
|