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 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.3K+ 41.73% |
$455K - $467K
|
14.6K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.26KNew |
$451K - $463K
|
4.26K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.18K+ 14.67% |
$442K - $454K
|
32.7K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.16K+ 7.61% |
$440K - $452K
|
58.8K
$6.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.09KNew |
$432K - $444K
|
4.09K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.85K+ 83.63% |
$407K - $419K
|
8.46K
$903K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.82K+ 3.68% |
$404K - $415K
|
108K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 5.72% |
$403K - $414K
|
70.4K
$7.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.76K+ 96.65% |
$397K - $408K
|
7.64K
$815K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.74KNew |
$395K - $406K
|
3.74K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.72KNew |
$394K - $405K
|
3.72K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.71K+ 43.39% |
$393K - $404K
|
12.3K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.66K+ 26.71% |
$387K - $398K
|
17.4K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.65K+ 45.56% |
$386K - $397K
|
11.7K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3.57KNew |
$378K - $388K
|
3.57K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.52K+ 17.31% |
$372K - $383K
|
23.9K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.43K+ 16.11% |
$363K - $373K
|
24.7K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.43KNew |
$362K - $372K
|
3.43K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.41K+ 34.59% |
$360K - $370K
|
13.3K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.26K+ 158.45% |
$345K - $354K
|
5.32K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.24K+ 27.42% |
$342K - $352K
|
15K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$333K - $342K
|
3.15K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.07K+ 3.3% |
$325K - $333K
|
96K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.05KNew |
$322K - $331K
|
3.05K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.02KNew |
$320K - $329K
|
3.02K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3K+ 15.81% |
$317K - $326K
|
22K
$2.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3KNew |
$317K - $326K
|
3K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.97K+ 21.59% |
$314K - $323K
|
16.7K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.97KNew |
$314K - $323K
|
2.97K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.88KNew |
$304K - $313K
|
2.88K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.86KNew |
$302K - $311K
|
2.86K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.85K+ 8.87% |
$302K - $310K
|
35K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.85KNew |
$301K - $310K
|
2.85K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.85K+ 6.2% |
$301K - $309K
|
48.7K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.84K+ 31.04% |
$300K - $308K
|
12K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.83K+ 76.18% |
$299K - $307K
|
6.54K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.79K+ 64.42% |
$295K - $303K
|
7.12K
$760K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.79KNew |
$295K - $303K
|
2.79K
$297K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.78K+ 83.24% |
$294K - $302K
|
6.11K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.77KNew |
$293K - $301K
|
2.77K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.76KNew |
$292K - $300K
|
2.76K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.74K+ 24890.91% |
$290K - $298K
|
2.75K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.74KNew |
$289K - $297K
|
2.74K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.72K+ 21.58% |
$287K - $295K
|
15.3K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.69K+ 4.16% |
$284K - $292K
|
67.3K
$7.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.69KNew |
$284K - $292K
|
2.69K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.68KNew |
$284K - $292K
|
2.68K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 2.43% |
$282K - $290K
|
112K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.66K+ 12.16% |
$281K - $289K
|
24.5K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.64K+ 2.7% |
$280K - $287K
|
101K
$10.7M
|