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 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$279K - $287K
|
2.64K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.6KNew |
$275K - $283K
|
2.6K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.58K+ 18.25% |
$273K - $280K
|
16.7K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.58KNew |
$273K - $280K
|
2.58K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.58K+ 4.13% |
$273K - $280K
|
65.1K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.56KNew |
$271K - $278K
|
2.56K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.55K+ 4.93% |
$269K - $277K
|
54.2K
$5.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.55KNew |
$269K - $277K
|
2.55K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.49K+ 3.04% |
$263K - $271K
|
84.4K
$9.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 3.68% |
$263K - $271K
|
70.2K
$7.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.48K+ 48.28% |
$262K - $269K
|
7.6K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.47K+ 6.08% |
$262K - $269K
|
43.1K
$4.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.41K+ 19.18% |
$255K - $262K
|
15K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.38KNew |
$252K - $258K
|
2.38K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.38K+ 68.27% |
$251K - $258K
|
5.86K
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.37K+ 1.23% |
$250K - $257K
|
194K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.35KNew |
$248K - $255K
|
2.35K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.34K+ 2.6% |
$248K - $254K
|
92.3K
$9.85M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.32KNew |
$246K - $253K
|
2.32K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.32K+ 98.93% |
$245K - $252K
|
4.66K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.32K+ 98.93% |
$245K - $252K
|
4.66K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.28KNew |
$241K - $248K
|
2.28K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.27KNew |
$240K - $247K
|
2.27K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.24K+ 14.4% |
$237K - $243K
|
17.8K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.22K+ 4.9% |
$235K - $242K
|
47.6K
$5.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.2KNew |
$232K - $239K
|
2.2K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 3.63% |
$230K - $237K
|
62.2K
$6.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.17KNew |
$229K - $236K
|
2.17K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.14K+ 42.37% |
$227K - $233K
|
7.2K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.14KNew |
$226K - $233K
|
2.14K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$220K - $227K
|
2.08K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.08KNew |
$219K - $226K
|
2.08K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.07K+ 54.18% |
$219K - $225K
|
5.88K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.05K+ 3.46% |
$217K - $223K
|
61.4K
$6.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.02K+ 15.64% |
$214K - $219K
|
14.9K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2K+ 2.15% |
$212K - $218K
|
95.1K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2K+ 22.17% |
$212K - $217K
|
11K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2KNew |
$212K - $217K
|
2K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 13.18% |
$210K - $216K
|
17.1K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.99KNew |
$210K - $216K
|
1.99K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.98KNew |
$209K - $215K
|
1.98K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.94K+ 6.64% |
$205K - $211K
|
31.2K
$3.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 18.06% |
$202K - $208K
|
12.5K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.91K+ 10.37% |
$202K - $208K
|
20.3K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.72K+ 8.63% |
$182K - $187K
|
21.6K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.71K+ 46.46% |
$181K - $186K
|
5.38K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.69K+ 14.88% |
$179K - $184K
|
13K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.68K+ 33.66% |
$178K - $183K
|
6.67K
$711K
|