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 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.22K+ 4.18% |
$764K - $785K
|
180K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.18K+ 3.82% |
$760K - $780K
|
195K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.99K+ 297.78% |
$739K - $760K
|
9.34K
$996K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.94K+ 36.57% |
$734K - $754K
|
25.9K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.83KNew |
$722K - $742K
|
6.83K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.53K+ 5.68% |
$691K - $710K
|
121K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.44K+ 22.79% |
$681K - $700K
|
34.7K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.39K+ 19.01% |
$676K - $695K
|
40K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 20.66% |
$670K - $689K
|
37K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
6.16K+ 3.36% |
$652K - $670K
|
190K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
6.1K+ 5.93% |
$645K - $663K
|
109K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.98K+ 50.35% |
$632K - $650K
|
17.9K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.96K+ 4.24% |
$630K - $648K
|
146K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.9KNew |
$624K - $641K
|
5.9K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.82K+ 33.38% |
$615K - $632K
|
23.2K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.72K+ 1.94% |
$605K - $622K
|
301K
$32.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.7K+ 2.28% |
$603K - $619K
|
256K
$27.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.69K+ 4.49% |
$601K - $618K
|
132K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.62K+ 2.95% |
$595K - $611K
|
196K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.6K+ 63.16% |
$593K - $609K
|
14.5K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.6K+ 128.06% |
$592K - $609K
|
9.97K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.59K+ 11.41% |
$592K - $608K
|
54.6K
$5.83M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.57K+ 275.83% |
$589K - $605K
|
7.59K
$810K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.43K+ 12.63% |
$574K - $590K
|
48.4K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.42K+ 23.66% |
$573K - $589K
|
28.3K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.42K+ 32.99% |
$573K - $589K
|
21.8K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.33K+ 160.6% |
$564K - $580K
|
8.65K
$923K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.3K+ 15.41% |
$561K - $577K
|
39.7K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.28K+ 8.06% |
$558K - $574K
|
70.8K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.22K+ 3.01% |
$552K - $567K
|
179K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.18K+ 16.58% |
$548K - $563K
|
36.4K
$3.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$546K - $561K
|
5.16K
$551K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.09KNew |
$539K - $554K
|
5.09K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
5KNew |
$529K - $543K
|
5K
$533K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.99K+ 9.38% |
$527K - $542K
|
58.2K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.93K+ 11.49% |
$521K - $536K
|
47.8K
$5.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.89K+ 14.52% |
$517K - $532K
|
38.6K
$4.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.89K+ 27.28% |
$517K - $532K
|
22.8K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.88K+ 2.68% |
$516K - $530K
|
187K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.86KNew |
$514K - $528K
|
4.86K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.85K+ 6.45% |
$513K - $527K
|
80.1K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.78KNew |
$505K - $519K
|
4.78K
$510K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.62K+ 6.45% |
$489K - $502K
|
76.3K
$8.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.57K+ 30.52% |
$483K - $496K
|
19.5K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.56K+ 11.18% |
$483K - $496K
|
45.4K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.55K+ 4.43% |
$481K - $495K
|
107K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.54KNew |
$480K - $494K
|
4.54K
$485K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
4.53KNew |
$479K - $493K
|
4.53K
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
4.52KNew |
$478K - $492K
|
4.52K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.37K+ 2.85% |
$462K - $475K
|
158K
$16.8M
|